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
|
Whelan Financial
|
BUY
|
- |
168+ 18.98% |
$33.2K - $44.3K
|
1.05K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
168+ 1.07% |
$33.2K - $44.3K
|
15.8K
$5.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
167+ 2.28% |
$33K - $44K
|
7.51K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
166+ 128.68% |
$32.8K - $43.8K
|
295
$98.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
163+ 17.51% |
$32.2K - $43K
|
1.09K
$364K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
162+ 0.67% |
$32K - $42.7K
|
24.2K
$8.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
162+ 5.17% |
$32K - $42.7K
|
3.3K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
162+ 8.11% |
$32K - $42.7K
|
2.16K
$719K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
160+ 5.5% |
$31.6K - $42.2K
|
3.07K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
160+ 17.62% |
$31.6K - $42.2K
|
1.07K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
159+ 2.63% |
$31.4K - $41.9K
|
6.2K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
158+ 8.38% |
$31.2K - $41.7K
|
2.04K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
158New |
$31.2K - $41.7K
|
158
$52.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
158+ 0.58% |
$31.2K - $41.7K
|
27.2K
$9.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
157+ 2.95% |
$31K - $41.4K
|
5.47K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
156+ 65.27% |
$30.8K - $41.1K
|
395
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
155+ 3.47% |
$30.6K - $40.9K
|
4.62K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
154+ 1.03% |
$30.4K - $40.6K
|
15.1K
$5.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
154+ 3.72% |
$30.4K - $40.6K
|
4.29K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
153+ 7.41% |
$30.2K - $40.3K
|
2.22K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
153+ 4.76% |
$30.2K - $40.3K
|
3.37K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
152+ 4.22% |
$30K - $40.1K
|
3.76K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
151+ 1.04% |
$29.8K - $39.8K
|
14.7K
$4.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
150+ 11.44% |
$29.6K - $39.5K
|
1.46K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150+ 12.5% |
$29.6K - $39.5K
|
1.35K
$449K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
150+ 17.06% |
$29.6K - $39.5K
|
1.03K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
150New |
$29.6K - $39.5K
|
150
$49.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
150+ 6.79% |
$29.6K - $39.5K
|
2.36K
$786K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
148+ 8.42% |
$29.2K - $39K
|
1.91K
$634K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
148+ 16.03% |
$29.2K - $39K
|
1.07K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
148+ 10.39% |
$29.2K - $39K
|
1.57K
$524K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
147+ 8.67% |
$29K - $38.8K
|
1.84K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
147+ 2.24% |
$29K - $38.8K
|
6.71K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
146+ 12.98% |
$28.8K - $38.5K
|
1.27K
$423K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
146+ 6.31% |
$28.8K - $38.5K
|
2.46K
$818K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
146+ 8.05% |
$28.8K - $38.5K
|
1.96K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
146+ 50.69% |
$28.8K - $38.5K
|
434
$144K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
145+ 5.8% |
$28.6K - $38.2K
|
2.64K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
145+ 6.93% |
$28.6K - $38.2K
|
2.24K
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
145+ 1.23% |
$28.6K - $38.2K
|
11.9K
$3.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
144+ 15.13% |
$28.4K - $38K
|
1.1K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
144+ 8.54% |
$28.4K - $38K
|
1.83K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
144+ 0.36% |
$28.4K - $38K
|
39.9K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
143+ 1.41% |
$28.2K - $37.7K
|
10.3K
$3.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
143+ 13.02% |
$28.2K - $37.7K
|
1.24K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
142+ 1.44% |
$28K - $37.4K
|
10K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
142+ 0.47% |
$28K - $37.4K
|
30.6K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
141+ 12.52% |
$27.8K - $37.2K
|
1.27K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
141+ 10.04% |
$27.8K - $37.2K
|
1.55K
$515K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
139+ 6.23% |
$27.4K - $36.6K
|
2.37K
$789K
|