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 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.06KNew |
$208K - $278K
|
1.06K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.05KNew |
$208K - $277K
|
1.05K
$371K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.05K+ 24.04% |
$208K - $277K
|
5.43K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.05K+ 126.81% |
$207K - $277K
|
1.88K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.05KNew |
$207K - $276K
|
1.05K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.04KNew |
$205K - $274K
|
1.04K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.04K+ 2.21% |
$205K - $274K
|
48.1K
$17M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.04K+ 2.96% |
$205K - $273K
|
36.1K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.03K+ 53.01% |
$203K - $272K
|
2.98K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.03KNew |
$203K - $271K
|
1.03K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.02KNew |
$201K - $268K
|
1.02K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.02KNew |
$200K - $268K
|
1.02K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.01K+ 58.87% |
$199K - $266K
|
2.72K
$960K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.01K+ 46.08% |
$198K - $265K
|
3.19K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.01KNew |
$198K - $265K
|
1.01K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.01KNew |
$198K - $265K
|
1.01K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1K+ 3.15% |
$197K - $264K
|
32.8K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1KNew |
$197K - $264K
|
1K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
1K+ 88.89% |
$197K - $264K
|
2.13K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
1K+ 25.0% |
$197K - $264K
|
5K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1K+ 56.47% |
$197K - $264K
|
2.77K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1KNew |
$197K - $264K
|
1K
$353K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
996+ 35.37% |
$197K - $263K
|
3.81K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
995+ 1.0% |
$196K - $262K
|
101K
$35.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
993+ 20.98% |
$196K - $262K
|
5.73K
$2.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
990+ 38.03% |
$195K - $261K
|
3.59K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
990+ 55.09% |
$195K - $261K
|
2.79K
$983K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
987New |
$195K - $260K
|
987
$348K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
986+ 40.48% |
$195K - $260K
|
3.42K
$1.21M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
985New |
$194K - $260K
|
985
$347K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
978+ 0.19% |
$193K - $258K
|
525K
$185M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
974+ 19.64% |
$192K - $257K
|
5.93K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
974New |
$192K - $257K
|
974
$343K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
970+ 36.87% |
$191K - $256K
|
3.6K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
968+ 21.58% |
$191K - $255K
|
5.45K
$1.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
966New |
$191K - $255K
|
966
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
965+ 66.46% |
$190K - $254K
|
2.42K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
965New |
$190K - $254K
|
965
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
964New |
$190K - $254K
|
964
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
955New |
$188K - $252K
|
955
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
954+ 82.53% |
$188K - $251K
|
2.11K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
952+ 8.03% |
$188K - $251K
|
12.8K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
951New |
$188K - $251K
|
951
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
949New |
$187K - $250K
|
949
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
949+ 11.73% |
$187K - $250K
|
9.04K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
948New |
$187K - $250K
|
948
$334K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
945+ 1.44% |
$187K - $249K
|
66.4K
$23.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
944New |
$186K - $249K
|
944
$333K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
943+ 4.86% |
$186K - $249K
|
20.3K
$7.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931+ 3.9% |
$184K - $245K
|
24.8K
$8.75M
|