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 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
560+ 17.93% |
$111K - $148K
|
3.68K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
559+ 30.02% |
$110K - $147K
|
2.42K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
553+ 0.95% |
$109K - $146K
|
59.1K
$20.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
551+ 12.66% |
$109K - $145K
|
4.9K
$1.67M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
551+ 52.28% |
$109K - $145K
|
1.61K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
549+ 23.87% |
$108K - $145K
|
2.85K
$971K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
547+ 2.0% |
$108K - $144K
|
27.9K
$9.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
547New |
$108K - $144K
|
547
$186K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
546+ 3.24% |
$108K - $144K
|
17.4K
$5.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
542+ 10.08% |
$107K - $143K
|
5.92K
$2.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
541New |
$107K - $143K
|
541
$184K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
540+ 4.94% |
$107K - $142K
|
11.5K
$3.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
538+ 18.38% |
$106K - $142K
|
3.47K
$1.18M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
538New |
$106K - $142K
|
538
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
537+ 41.56% |
$106K - $142K
|
1.83K
$623K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
534+ 7.6% |
$105K - $141K
|
7.56K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
532+ 4.39% |
$105K - $140K
|
12.6K
$4.31M
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
532+ 10.43% |
$105K - $140K
|
5.63K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
529+ 4.54% |
$104K - $139K
|
12.2K
$4.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
529+ 73.07% |
$104K - $139K
|
1.25K
$427K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
521+ 8.73% |
$103K - $137K
|
6.49K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
521+ 3.62% |
$103K - $137K
|
14.9K
$5.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
518+ 34.19% |
$102K - $137K
|
2.03K
$693K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
514+ 311.52% |
$101K - $136K
|
679
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
513+ 31.53% |
$101K - $135K
|
2.14K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
511+ 6.94% |
$101K - $135K
|
7.87K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
510+ 4.44% |
$101K - $134K
|
12K
$4.09M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
501+ 16.76% |
$98.9K - $132K
|
3.49K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
501+ 61.55% |
$98.9K - $132K
|
1.32K
$448K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
500+ 54.17% |
$98.7K - $132K
|
1.42K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
500+ 30.9% |
$98.7K - $132K
|
2.12K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$98.7K - $132K
|
500
$170K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$98.7K - $132K
|
500
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
499+ 14.25% |
$98.5K - $132K
|
4K
$1.36M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
499New |
$98.5K - $132K
|
499
$170K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
499+ 21.31% |
$98.5K - $132K
|
2.84K
$968K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
495+ 19.57% |
$97.7K - $130K
|
3.02K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
493+ 33.38% |
$97.3K - $130K
|
1.97K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
489+ 22.08% |
$96.5K - $129K
|
2.7K
$922K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
485+ 24.62% |
$95.7K - $128K
|
2.46K
$837K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
484+ 1.0% |
$95.5K - $128K
|
49K
$16.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
479+ 2.47% |
$94.5K - $126K
|
19.8K
$6.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
475+ 41.45% |
$93.7K - $125K
|
1.62K
$553K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
474+ 7.46% |
$93.5K - $125K
|
6.83K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
473+ 0.07% |
$93.4K - $125K
|
682K
$233M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
473+ 24.96% |
$93.4K - $125K
|
2.37K
$807K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
472+ 12.01% |
$93.2K - $124K
|
4.4K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
472New |
$93.2K - $124K
|
472
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
468New |
$92.4K - $123K
|
468
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
468+ 55.19% |
$92.4K - $123K
|
1.32K
$449K
|