Purchases and Sales Made in Q4 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.9KNew |
$374K - $500K
|
1.9K
$669K
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.89K+ 18.46% |
$373K - $498K
|
12.1K
$4.28M
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.89KNew |
$373K - $498K
|
1.89K
$666K
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.88KNew |
$371K - $496K
|
1.88K
$664K
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 45.54% |
$371K - $495K
|
6K
$2.12M
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.88K+ 15.12% |
$370K - $494K
|
14.3K
$5.03M
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.88KNew |
$370K - $494K
|
1.88K
$661K
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.87KNew |
$368K - $492K
|
1.87K
$658K
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.85K+ 8.71% |
$364K - $486K
|
23K
$8.12M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.85K+ 102.22% |
$364K - $486K
|
3.65K
$1.29M
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.84KNew |
$364K - $486K
|
1.84K
$649K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.82KNew |
$360K - $480K
|
1.82K
$642K
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.8K+ 19.12% |
$356K - $475K
|
11.2K
$3.96M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.8K+ 21.62% |
$355K - $475K
|
10.1K
$3.57M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.8KNew |
$355K - $474K
|
1.8K
$634K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.8KNew |
$355K - $474K
|
1.8K
$634K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.8K+ 68.46% |
$355K - $474K
|
4.42K
$1.56M
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8K+ 14.11% |
$354K - $473K
|
14.5K
$5.12M
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.79K+ 12.37% |
$354K - $473K
|
16.3K
$5.75M
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.79K+ 69.43% |
$354K - $472K
|
4.37K
$1.54M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 11.73% |
$353K - $472K
|
17.1K
$6.01M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$351K - $470K
|
1.78K
$628K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.78K+ 33.39% |
$351K - $468K
|
7.1K
$2.5M
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.77K+ 26.93% |
$350K - $467K
|
8.36K
$2.95M
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.76KNew |
$348K - $465K
|
1.76K
$622K
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.7KNew |
$335K - $447K
|
1.7K
$598K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.69KNew |
$334K - $446K
|
1.69K
$597K
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.68K+ 83.9% |
$331K - $442K
|
3.68K
$1.3M
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.68K+ 23.79% |
$331K - $442K
|
8.72K
$3.08M
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.67K+ 14.95% |
$329K - $440K
|
12.8K
$4.52M
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.67KNew |
$329K - $440K
|
1.67K
$588K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.66K+ 37.59% |
$327K - $436K
|
6.06K
$2.14M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.65K+ 10.91% |
$326K - $436K
|
16.8K
$5.93M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 6.08% |
$325K - $434K
|
28.7K
$10.1M
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.64KNew |
$324K - $433K
|
1.64K
$580K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.64K+ 32.65% |
$323K - $431K
|
6.65K
$2.34M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.62K+ 8.08% |
$319K - $427K
|
21.6K
$7.63M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.61K+ 0.08% |
$318K - $424K
|
2.09M
$736M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.59KNew |
$314K - $420K
|
1.59K
$562K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.59KNew |
$314K - $419K
|
1.59K
$561K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 4.37% |
$312K - $417K
|
37.8K
$13.3M
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.58KNew |
$312K - $417K
|
1.58K
$557K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.58KNew |
$312K - $416K
|
1.58K
$557K
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.58KNew |
$311K - $416K
|
1.58K
$556K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.57K+ 3.22% |
$310K - $414K
|
50.3K
$17.7M
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.57KNew |
$309K - $413K
|
1.57K
$552K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.55K+ 808.9% |
$305K - $407K
|
1.74K
$612K
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.54K+ 26.52% |
$304K - $406K
|
7.35K
$2.59M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.54K+ 57.64% |
$303K - $405K
|
4.2K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.53KNew |
$303K - $404K
|
1.53K
$541K
|