Purchases and Sales Made in Q4 2021 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
8+ 8.89% |
$6.2K - $9.84K
|
98
$33.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 1.75% |
$6.2K - $9.84K
|
465
$157K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 400.0% |
$6.2K - $9.84K
|
10
$3.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8+ 0.76% |
$6.2K - $9.84K
|
1.06K
$358K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8+ 1.75% |
$6.2K - $9.84K
|
466
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 2.95% |
$6.2K - $9.84K
|
279
$94.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7+ 1.72% |
$5.43K - $8.61K
|
414
$140K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
7+ 1.06% |
$5.43K - $8.61K
|
670
$227K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 7.07% |
$5.43K - $8.61K
|
106
$35.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.74% |
$5.43K - $8.61K
|
958
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7+ 0.33% |
$5.43K - $8.61K
|
2.13K
$723K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
6+ 1.63% |
$4.65K - $7.38K
|
373
$126K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
6+ 5.31% |
$4.65K - $7.38K
|
119
$40.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.27% |
$4.65K - $7.38K
|
2.19K
$742K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.04% |
$4.65K - $7.38K
|
581
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
6New |
$4.65K - $7.38K
|
6
$2.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
6+ 2.16% |
$4.65K - $7.38K
|
284
$96.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
6+ 0.62% |
$4.65K - $7.38K
|
979
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6+ 4.8% |
$4.65K - $7.38K
|
131
$44.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
6+ 2.91% |
$4.65K - $7.38K
|
212
$71.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
6+ 2.22% |
$4.65K - $7.38K
|
276
$93.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.13% |
$4.65K - $7.38K
|
4.55K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6+ 1.49% |
$4.65K - $7.38K
|
408
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6+ 0.11% |
$4.65K - $7.38K
|
5.24K
$1.77M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
5+ 1.1% |
$3.88K - $6.15K
|
460
$156K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
5New |
$3.88K - $6.15K
|
5
$1.69K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.26% |
$3.88K - $6.15K
|
1.92K
$651K
|
|
|
Feb 08, 2022
Q4 2021
|
Arnhold LLC
|
BUY
|
- |
5+ 0.81% |
$3.88K - $6.15K
|
622
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$3.88K - $6.15K
|
4.61K
$1.56M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5+ 2.09% |
$3.88K - $6.15K
|
244
$82.6K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5New |
$3.88K - $6.15K
|
5
$1.69K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
5+ 1.08% |
$3.88K - $6.15K
|
466
$158K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.97% |
$3.88K - $6.15K
|
523
$177K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.08% |
$3.88K - $6.15K
|
6.01K
$2.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.81% |
$3.88K - $6.15K
|
624
$211K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5+ 0.36% |
$3.88K - $6.15K
|
1.38K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
5New |
$3.88K - $6.15K
|
5
$1.69K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 1.59% |
$3.88K - $6.15K
|
320
$108K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.37% |
$3.1K - $4.92K
|
1.07K
$363K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
4+ 0.67% |
$3.1K - $4.92K
|
604
$205K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
4+ 0.56% |
$3.1K - $4.92K
|
717
$243K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.43% |
$3.1K - $4.92K
|
924
$313K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.22% |
$3.1K - $4.92K
|
1.82K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4+ 1.29% |
$3.1K - $4.92K
|
313
$106K
|
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
4+ 0.85% |
$3.1K - $4.92K
|
473
$160K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4+ 0.63% |
$3.1K - $4.92K
|
643
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4+ 1.25% |
$3.1K - $4.92K
|
323
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4+ 0.59% |
$3.1K - $4.92K
|
686
$232K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 1.15% |
$3.1K - $4.92K
|
353
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4+ 0.93% |
$3.1K - $4.92K
|
435
$147K
|