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 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-105- 2.13% |
$20.7K - $27.7K
|
4.83K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-105- 4.11% |
$20.7K - $27.7K
|
2.45K
$815K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-105- 0.92% |
$20.7K - $27.7K
|
11.3K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-105- 0.29% |
$20.7K - $27.7K
|
36.5K
$12.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-108- 7.18% |
$21.3K - $28.5K
|
1.4K
$465K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-110- 7.47% |
$21.7K - $29K
|
1.36K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-110- 2.46% |
$21.7K - $29K
|
4.37K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-111- 10.64% |
$21.9K - $29.3K
|
932
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-111- 4.23% |
$21.9K - $29.3K
|
2.51K
$837K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-112- 2.71% |
$22.1K - $29.5K
|
4.02K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-113- 4.38% |
$22.3K - $29.8K
|
2.47K
$821K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-113- 3.54% |
$22.3K - $29.8K
|
3.08K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-115- 2.73% |
$22.7K - $30.3K
|
4.09K
$1.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-116- 0.9% |
$22.9K - $30.6K
|
12.7K
$4.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-116- 4.03% |
$22.9K - $30.6K
|
2.76K
$920K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-116- 7.27% |
$22.9K - $30.6K
|
1.48K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-117- 0.84% |
$23.1K - $30.8K
|
13.9K
$4.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-118- 6.68% |
$23.3K - $31.1K
|
1.65K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-118- 0.63% |
$23.3K - $31.1K
|
18.5K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-118- 7.76% |
$23.3K - $31.1K
|
1.4K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-119- 6.28% |
$23.5K - $31.4K
|
1.78K
$591K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-122- 5.11% |
$24.1K - $32.2K
|
2.27K
$755K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-124- 0.33% |
$24.5K - $32.7K
|
36.9K
$12.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-125- 0.42% |
$24.7K - $33K
|
29.6K
$9.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-126- 13.11% |
$24.9K - $33.2K
|
835
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-126- 0.26% |
$24.9K - $33.2K
|
48K
$16M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-127- 0.93% |
$25.1K - $33.5K
|
13.6K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-129- 12.84% |
$25.5K - $34K
|
876
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-129- 1.72% |
$25.5K - $34K
|
7.39K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-129- 0.05% |
$25.5K - $34K
|
282K
$94M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-129- 21.18% |
$25.5K - $34K
|
480
$160K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-130- 76.92% |
$25.7K - $34.3K
|
39
$13K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-131- 0.96% |
$25.9K - $34.5K
|
13.5K
$4.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-132- 4.29% |
$26.1K - $34.8K
|
2.95K
$981K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-134- 9.61% |
$26.4K - $35.3K
|
1.26K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-136- 4.18% |
$26.8K - $35.9K
|
3.12K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-137- 3.58% |
$27K - $36.1K
|
3.7K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-137- 10.41% |
$27K - $36.1K
|
1.18K
$392K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-137- 11.01% |
$27K - $36.1K
|
1.11K
$369K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-139- 2.17% |
$27.4K - $36.6K
|
6.26K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-139- 50.18% |
$27.4K - $36.6K
|
138
$45.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-140- 4.14% |
$27.6K - $36.9K
|
3.24K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-141- 3.26% |
$27.8K - $37.2K
|
4.18K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-142- 5.26% |
$28K - $37.4K
|
2.56K
$852K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 0.74% |
$28.2K - $37.7K
|
19.1K
$6.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-143- 1.36% |
$28.2K - $37.7K
|
10.4K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-145- 0.64% |
$28.6K - $38.2K
|
22.6K
$7.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.51% |
$29.6K - $39.5K
|
4.13K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-150- 6.05% |
$29.6K - $39.5K
|
2.33K
$775K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 1.21% |
$29.6K - $39.5K
|
12.3K
$4.08M
|