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 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-118- 7.76% |
$23.3K - $31.1K
|
1.4K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-119- 6.28% |
$23.5K - $31.4K
|
1.78K
$605K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-122- 5.11% |
$24.1K - $32.2K
|
2.27K
$773K
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-122- 5.85% |
$24.1K - $32.2K
|
1.96K
$669K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-124- 0.33% |
$24.5K - $32.7K
|
36.9K
$12.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-125- 0.42% |
$24.7K - $33K
|
29.6K
$10.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-126- 13.11% |
$24.9K - $33.2K
|
835
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-126- 0.26% |
$24.9K - $33.2K
|
48K
$16.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-127- 0.93% |
$25.1K - $33.5K
|
13.6K
$4.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-129- 12.84% |
$25.5K - $34K
|
876
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-129- 1.72% |
$25.5K - $34K
|
7.39K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-129- 0.05% |
$25.5K - $34K
|
282K
$96.3M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-129- 21.18% |
$25.5K - $34K
|
480
$164K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-130- 76.92% |
$25.7K - $34.3K
|
39
$13.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-131- 0.96% |
$25.9K - $34.5K
|
13.5K
$4.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-132- 4.29% |
$26.1K - $34.8K
|
2.95K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-134- 9.61% |
$26.4K - $35.3K
|
1.26K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-136- 4.18% |
$26.8K - $35.9K
|
3.12K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-137- 3.58% |
$27K - $36.1K
|
3.7K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-137- 10.41% |
$27K - $36.1K
|
1.18K
$402K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-137- 11.01% |
$27K - $36.1K
|
1.11K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-139- 2.17% |
$27.4K - $36.6K
|
6.26K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-139- 50.18% |
$27.4K - $36.6K
|
138
$47K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-140- 4.14% |
$27.6K - $36.9K
|
3.24K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-141- 3.26% |
$27.8K - $37.2K
|
4.18K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-142- 5.26% |
$28K - $37.4K
|
2.56K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 0.74% |
$28.2K - $37.7K
|
19.1K
$6.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-143- 1.36% |
$28.2K - $37.7K
|
10.4K
$3.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-145- 0.64% |
$28.6K - $38.2K
|
22.6K
$7.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.51% |
$29.6K - $39.5K
|
4.13K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-150- 6.05% |
$29.6K - $39.5K
|
2.33K
$794K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 1.21% |
$29.6K - $39.5K
|
12.3K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-150- 2.35% |
$29.6K - $39.5K
|
6.22K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-150- 4.96% |
$29.6K - $39.5K
|
2.88K
$981K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-153- 17.37% |
$30.2K - $40.3K
|
728
$248K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-154- 3.78% |
$30.4K - $40.6K
|
3.92K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-155- 15.42% |
$30.6K - $40.9K
|
850
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-156- 8.4% |
$30.8K - $41.1K
|
1.7K
$580K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-156- 4.94% |
$30.8K - $41.1K
|
3K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-157- 9.1% |
$31K - $41.4K
|
1.57K
$534K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-158- 9.66% |
$31.2K - $41.7K
|
1.48K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-161- 3.94% |
$31.8K - $42.4K
|
3.93K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-162- 4.23% |
$32K - $42.7K
|
3.67K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-164- 3.34% |
$32.4K - $43.2K
|
4.75K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-167- 2.82% |
$33K - $44K
|
5.76K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-167- 0.56% |
$33K - $44K
|
29.4K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-167- 3.53% |
$33K - $44K
|
4.57K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-168- 3.58% |
$33.2K - $44.3K
|
4.53K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 18.33% |
$33.4K - $44.6K
|
753
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-170- 2.1% |
$33.6K - $44.8K
|
7.91K
$2.7M
|