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 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.53% |
$7.89K - $10.5K
|
1.62K
$572K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
40+ 3.14% |
$7.89K - $10.5K
|
1.31K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.06% |
$7.89K - $10.5K
|
3.8K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
40+ 1.3% |
$7.89K - $10.5K
|
3.12K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.4% |
$7.89K - $10.5K
|
10.1K
$3.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
40+ 1.95% |
$7.89K - $10.5K
|
2.09K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
40+ 2.03% |
$7.89K - $10.5K
|
2.01K
$710K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
39+ 3.8% |
$7.7K - $10.3K
|
1.07K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 0.89% |
$7.5K - $10K
|
4.31K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
38New |
$7.5K - $10K
|
38
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
38+ 2.77% |
$7.5K - $10K
|
1.41K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
38+ 1.99% |
$7.5K - $10K
|
1.95K
$687K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37+ 1.96% |
$7.3K - $9.75K
|
1.93K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
37+ 2.49% |
$7.3K - $9.75K
|
1.52K
$537K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
36+ 0.44% |
$7.1K - $9.49K
|
8.25K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
35+ 0.22% |
$6.91K - $9.23K
|
15.8K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 0.81% |
$6.91K - $9.23K
|
4.37K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
34+ 0.37% |
$6.71K - $8.96K
|
9.25K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
34+ 1.29% |
$6.71K - $8.96K
|
2.67K
$941K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
34New |
$6.71K - $8.96K
|
34
$12K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
33+ 4.1% |
$6.51K - $8.7K
|
837
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
33+ 1.51% |
$6.51K - $8.7K
|
2.22K
$784K
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
32+ 0.41% |
$6.32K - $8.44K
|
7.87K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
32+ 3.93% |
$6.32K - $8.44K
|
847
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
32+ 0.82% |
$6.32K - $8.44K
|
3.93K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
31+ 3.34% |
$6.12K - $8.17K
|
960
$338K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
31+ 0.83% |
$6.12K - $8.17K
|
3.77K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 1.94% |
$6.12K - $8.17K
|
1.63K
$573K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
31+ 1.24% |
$6.12K - $8.17K
|
2.52K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
31+ 0.31% |
$6.12K - $8.17K
|
10K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
31+ 3.04% |
$6.12K - $8.17K
|
1.05K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31+ 2.21% |
$6.12K - $8.17K
|
1.43K
$505K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
30+ 1.85% |
$5.92K - $7.91K
|
1.65K
$582K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
30+ 0.69% |
$5.92K - $7.91K
|
4.4K
$1.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
30+ 0.84% |
$5.92K - $7.91K
|
3.61K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
30+ 3.44% |
$5.92K - $7.91K
|
901
$318K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
30+ 1.52% |
$5.92K - $7.91K
|
2K
$707K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
30+ 2.18% |
$5.92K - $7.91K
|
1.41K
$495K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30+ 2.57% |
$5.92K - $7.91K
|
1.2K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
30+ 1.76% |
$5.92K - $7.91K
|
1.73K
$611K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
30New |
$5.92K - $7.91K
|
30
$10.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
30New |
$5.92K - $7.91K
|
30
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
30+ 1.5% |
$5.92K - $7.91K
|
2.03K
$716K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
29+ 0.16% |
$5.72K - $7.64K
|
18.2K
$6.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
29+ 0.29% |
$5.72K - $7.64K
|
9.99K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
29+ 0.8% |
$5.72K - $7.64K
|
3.65K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
28+ 0.88% |
$5.53K - $7.38K
|
3.2K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
28+ 0.31% |
$5.53K - $7.38K
|
9.06K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
28+ 0.07% |
$5.53K - $7.38K
|
42.3K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
28New |
$5.53K - $7.38K
|
28
$9.87K
|