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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
657+ 16.32% |
$130K - $173K
|
4.68K
$1.65M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
651+ 3.75% |
$128K - $172K
|
18K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
650+ 2.73% |
$128K - $171K
|
24.5K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
650+ 2.61% |
$128K - $171K
|
25.6K
$9.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
639+ 10.6% |
$126K - $168K
|
6.67K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
631+ 7.93% |
$125K - $166K
|
8.59K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
628+ 0.81% |
$124K - $166K
|
78K
$27.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
627+ 10.06% |
$124K - $165K
|
6.86K
$2.42M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
625+ 2.17% |
$123K - $165K
|
29.5K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
619+ 19.09% |
$122K - $163K
|
3.86K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
618+ 1.73% |
$122K - $163K
|
36.4K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
618+ 1.05% |
$122K - $163K
|
59.5K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
616+ 10.26% |
$122K - $162K
|
6.62K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
612+ 5.92% |
$121K - $161K
|
10.9K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
610New |
$120K - $161K
|
610
$215K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
609+ 13.93% |
$120K - $161K
|
4.98K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
602+ 2.89% |
$119K - $159K
|
21.4K
$7.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
600+ 51.86% |
$118K - $158K
|
1.76K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
600+ 15.38% |
$118K - $158K
|
4.5K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
598+ 9.37% |
$118K - $158K
|
6.98K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
590+ 1.56% |
$116K - $156K
|
38.3K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
579New |
$114K - $153K
|
579
$204K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
578+ 26.38% |
$114K - $152K
|
2.77K
$976K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
578+ 2.24% |
$114K - $152K
|
26.4K
$9.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
577+ 3.78% |
$114K - $152K
|
15.8K
$5.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
577+ 6.14% |
$114K - $152K
|
9.97K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
576+ 10.18% |
$114K - $152K
|
6.23K
$2.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
573New |
$113K - $151K
|
573
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
572+ 11.99% |
$113K - $151K
|
5.34K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
569+ 5.16% |
$112K - $150K
|
11.6K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
567+ 3.44% |
$112K - $149K
|
17.1K
$6.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
566+ 13.96% |
$112K - $149K
|
4.62K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
563+ 14.35% |
$111K - $148K
|
4.49K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
562+ 57.41% |
$111K - $148K
|
1.54K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
561+ 3.65% |
$111K - $148K
|
15.9K
$5.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
560+ 17.93% |
$111K - $148K
|
3.68K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
559+ 30.02% |
$110K - $147K
|
2.42K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
553+ 0.95% |
$109K - $146K
|
59.1K
$20.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
551+ 12.66% |
$109K - $145K
|
4.9K
$1.73M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
551+ 52.28% |
$109K - $145K
|
1.61K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
549+ 23.87% |
$108K - $145K
|
2.85K
$1M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
547+ 2.0% |
$108K - $144K
|
27.9K
$9.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
547New |
$108K - $144K
|
547
$193K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
546+ 3.24% |
$108K - $144K
|
17.4K
$6.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
542+ 10.08% |
$107K - $143K
|
5.92K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
541New |
$107K - $143K
|
541
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
540+ 4.94% |
$107K - $142K
|
11.5K
$4.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
538+ 18.38% |
$106K - $142K
|
3.47K
$1.22M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
538New |
$106K - $142K
|
538
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
537+ 41.56% |
$106K - $142K
|
1.83K
$645K
|