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
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-57- 4.69% |
$11.2K - $15K
|
1.16K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-58- 0.69% |
$11.4K - $15.3K
|
8.41K
$2.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-58- 0.24% |
$11.4K - $15.3K
|
24.6K
$8.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-59- 0.66% |
$11.6K - $15.6K
|
8.92K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-59- 0.14% |
$11.6K - $15.6K
|
40.9K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-59- 2.98% |
$11.6K - $15.6K
|
1.92K
$640K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-60- 5.97% |
$11.8K - $15.8K
|
945
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-60- 2.87% |
$11.8K - $15.8K
|
2.03K
$676K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-60- 44.44% |
$11.8K - $15.8K
|
75
$25K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 3.47% |
$11.8K - $15.8K
|
1.67K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 16.53% |
$11.8K - $15.8K
|
303
$101K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-61- 0.15% |
$12K - $16.1K
|
41.6K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-61- 0.33% |
$12K - $16.1K
|
18.5K
$6.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-62- 2.55% |
$12.2K - $16.3K
|
2.37K
$789K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-65- 1.85% |
$12.8K - $17.1K
|
3.44K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-65- 0.97% |
$12.8K - $17.1K
|
6.64K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-66- 5.21% |
$13K - $17.4K
|
1.2K
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-67- 0.46% |
$13.2K - $17.7K
|
14.6K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-67- 0.21% |
$13.2K - $17.7K
|
32.3K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 1.09% |
$13.2K - $17.7K
|
6.09K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 7.45% |
$13.2K - $17.7K
|
832
$277K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-67- 49.26% |
$13.2K - $17.7K
|
69
$23K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-68- 5.24% |
$13.4K - $17.9K
|
1.23K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-68- 6.08% |
$13.4K - $17.9K
|
1.05K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-70- 5.59% |
$13.8K - $18.5K
|
1.18K
$394K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-70- 0.63% |
$13.8K - $18.5K
|
11.1K
$3.71M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 5.56% |
$13.8K - $18.5K
|
1.19K
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-70- 2.45% |
$13.8K - $18.5K
|
2.79K
$929K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-70- 4.06% |
$13.8K - $18.5K
|
1.66K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-70- 2.04% |
$13.8K - $18.5K
|
3.36K
$1.12M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-70- 5.57% |
$13.8K - $18.5K
|
1.19K
$395K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-71- 2.61% |
$14K - $18.7K
|
2.65K
$882K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-71- 0.41% |
$14K - $18.7K
|
17.2K
$5.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-72- 4.62% |
$14.2K - $19K
|
1.49K
$495K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-72- 1.85% |
$14.2K - $19K
|
3.83K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-72- 4.93% |
$14.2K - $19K
|
1.39K
$462K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-73- 5.76% |
$14.4K - $19.2K
|
1.2K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-73- 1.63% |
$14.4K - $19.2K
|
4.41K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-74- 2.84% |
$14.6K - $19.5K
|
2.54K
$844K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-74- 3.94% |
$14.6K - $19.5K
|
1.8K
$601K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-74- 4.89% |
$14.6K - $19.5K
|
1.44K
$479K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-75- 5.63% |
$14.8K - $19.8K
|
1.26K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-75- 3.46% |
$14.8K - $19.8K
|
2.09K
$697K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-75- 2.49% |
$14.8K - $19.8K
|
2.94K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-75- 4.37% |
$14.8K - $19.8K
|
1.64K
$546K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-75- 7.55% |
$14.8K - $19.8K
|
918
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-76- 1.76% |
$15K - $20K
|
4.24K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-77- 0.53% |
$15.2K - $20.3K
|
14.6K
$4.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-77- 4.39% |
$15.2K - $20.3K
|
1.68K
$559K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 2.55% |
$15.4K - $20.6K
|
2.98K
$991K
|