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 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-195- 12.92% |
$38.5K - $51.4K
|
1.31K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-197- 4.1% |
$38.9K - $51.9K
|
4.61K
$1.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-198- 2.42% |
$39.1K - $52.2K
|
7.98K
$2.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-200- 12.16% |
$39.5K - $52.7K
|
1.45K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-200- 14.91% |
$39.5K - $52.7K
|
1.14K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-200- 4.92% |
$39.5K - $52.7K
|
3.86K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-200- 9.01% |
$39.5K - $52.7K
|
2.02K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-200- 16.53% |
$39.5K - $52.7K
|
1.01K
$359K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-200- 15.87% |
$39.5K - $52.7K
|
1.06K
$377K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-201- 15.72% |
$39.7K - $53K
|
1.08K
$384K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-203Closed |
$40.1K - $53.5K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-203- 2.82% |
$40.1K - $53.5K
|
6.99K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-203- 19.35% |
$40.1K - $53.5K
|
846
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-205- 2.78% |
$40.5K - $54K
|
7.16K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-207- 9.75% |
$40.9K - $54.6K
|
1.92K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-207- 3.38% |
$40.9K - $54.6K
|
5.92K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-209- 2.91% |
$41.2K - $55.1K
|
6.98K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-210- 29.79% |
$41.4K - $55.4K
|
495
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-210- 0.09% |
$41.4K - $55.4K
|
230K
$81.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-211- 7.5% |
$41.6K - $55.6K
|
2.6K
$927K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-212- 14.79% |
$41.8K - $55.9K
|
1.22K
$434K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-213- 5.02% |
$42K - $56.2K
|
4.03K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-214- 0.62% |
$42.2K - $56.4K
|
34.5K
$12.3M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-217- 2.54% |
$42.8K - $57.2K
|
8.33K
$2.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-218- 2.04% |
$43K - $57.5K
|
10.5K
$3.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-221- 11.84% |
$43.6K - $58.3K
|
1.65K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-223- 0.16% |
$44K - $58.8K
|
142K
$50.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-225- 13.58% |
$44.4K - $59.3K
|
1.43K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-225- 63.03% |
$44.4K - $59.3K
|
132
$47K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-225- 2.08% |
$44.4K - $59.3K
|
10.6K
$3.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-230- 8.9% |
$45.4K - $60.6K
|
2.36K
$838K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-232- 20.03% |
$45.8K - $61.2K
|
926
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-235- 3.08% |
$46.4K - $62K
|
7.39K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-235- 10.12% |
$46.4K - $62K
|
2.09K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-235- 3.64% |
$46.4K - $62K
|
6.22K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-238- 8.89% |
$47K - $62.7K
|
2.44K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-240- 13.76% |
$47.4K - $63.3K
|
1.5K
$535K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-241- 2.4% |
$47.6K - $63.5K
|
9.8K
$3.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-243- 5.23% |
$48K - $64.1K
|
4.41K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-246- 1.15% |
$48.6K - $64.9K
|
21.2K
$7.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-247- 7.08% |
$48.7K - $65.1K
|
3.24K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-250- 13.48% |
$49.3K - $65.9K
|
1.61K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-250- 11.6% |
$49.3K - $65.9K
|
1.91K
$678K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-251- 16.56% |
$49.5K - $66.2K
|
1.27K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 4.59% |
$50.1K - $67K
|
5.28K
$1.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-255- 17.29% |
$50.3K - $67.2K
|
1.22K
$434K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-255- 3.66% |
$50.3K - $67.2K
|
6.71K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-256- 14.81% |
$50.5K - $67.5K
|
1.47K
$524K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-256- 3.5% |
$50.5K - $67.5K
|
7.07K
$2.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-264- 3.74% |
$52.1K - $69.6K
|
6.8K
$2.42M
|