Purchases and Sales Made in Q3 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q3 2023. The information is specifically focused on institutions that hold shares of Tesla, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-214- 17.43% |
$46.1K - $62.8K
|
1.01K
$356K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-215- 6.65% |
$46.3K - $63.1K
|
3.02K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-215Closed |
$46.3K - $63.1K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-219- 6.01% |
$47.2K - $64.2K
|
3.43K
$1.2M
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-222- 17.14% |
$47.8K - $65.1K
|
1.07K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-226- 25.86% |
$48.7K - $66.3K
|
648
$227K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-229- 1.42% |
$49.3K - $67.2K
|
15.8K
$5.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-229- 1.46% |
$49.3K - $67.2K
|
15.5K
$5.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-229- 13.56% |
$49.3K - $67.2K
|
1.46K
$512K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-231- 20.42% |
$49.8K - $67.8K
|
900
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-231- 1.26% |
$49.8K - $67.8K
|
18.1K
$6.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-232- 5.9% |
$50K - $68.1K
|
3.7K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-234- 1.72% |
$50.4K - $68.6K
|
13.4K
$4.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-235- 4.35% |
$50.6K - $68.9K
|
5.17K
$1.81M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-237- 9.1% |
$51.1K - $69.5K
|
2.37K
$830K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-239- 3.44% |
$51.5K - $70.1K
|
6.71K
$2.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-240- 1.98% |
$51.7K - $70.4K
|
11.9K
$4.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-240- 1.74% |
$51.7K - $70.4K
|
13.5K
$4.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-242- 65.76% |
$52.1K - $71K
|
126
$44.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
SELL
|
- |
-244- 15.62% |
$52.6K - $71.6K
|
1.32K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-245- 8.06% |
$52.8K - $71.9K
|
2.79K
$980K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-246- 13.01% |
$53K - $72.2K
|
1.65K
$577K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-248- 11.43% |
$53.4K - $72.7K
|
1.92K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-248- 6.45% |
$53.4K - $72.7K
|
3.59K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-250- 3.86% |
$53.9K - $73.3K
|
6.22K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-250- 3.52% |
$53.9K - $73.3K
|
6.86K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-251- 15.86% |
$54.1K - $73.6K
|
1.33K
$467K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-251- 5.36% |
$54.1K - $73.6K
|
4.43K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-252- 4.25% |
$54.3K - $73.9K
|
5.68K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-255- 0.91% |
$54.9K - $74.8K
|
27.7K
$9.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-256- 16.07% |
$55.2K - $75.1K
|
1.34K
$469K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-258- 1.81% |
$55.6K - $75.7K
|
14K
$4.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-261- 0.02% |
$56.2K - $76.6K
|
1.11M
$390M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-261- 0.48% |
$56.2K - $76.6K
|
54K
$18.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-266- 0.74% |
$57.3K - $78K
|
35.5K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-275- 0.69% |
$59.3K - $80.7K
|
39.8K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-277- 7.11% |
$59.7K - $81.3K
|
3.62K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-279- 1.63% |
$60.1K - $81.8K
|
16.8K
$5.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-283- 5.04% |
$61K - $83K
|
5.33K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-283- 2.66% |
$61K - $83K
|
10.4K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-284- 8.42% |
$61.2K - $83.3K
|
3.09K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-284- 3.93% |
$61.2K - $83.3K
|
6.94K
$2.43M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-285- 3.93% |
$61.4K - $83.6K
|
6.97K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-293- 4.65% |
$63.1K - $85.9K
|
6.01K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 4.0% |
$63.6K - $86.5K
|
7.09K
$2.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-300- 3.33% |
$64.6K - $88K
|
8.71K
$3.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-300- 24.1% |
$64.6K - $88K
|
945
$331K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-302- 4.0% |
$65.1K - $88.6K
|
7.25K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-302- 14.0% |
$65.1K - $88.6K
|
1.86K
$651K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-303- 2.12% |
$65.3K - $88.9K
|
14K
$4.91M
|