Purchases and Sales Made in Q1 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
516+ 13.5% |
$55.8K - $111K
|
4.34K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
513+ 3.87% |
$55.5K - $110K
|
13.8K
$3.92M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
508+ 15.33% |
$54.9K - $109K
|
3.82K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
500+ 1.74% |
$54.1K - $107K
|
29.3K
$8.34M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
498+ 12.53% |
$53.8K - $107K
|
4.47K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
497+ 18.11% |
$53.7K - $106K
|
3.24K
$923K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
496+ 2.72% |
$53.6K - $106K
|
18.7K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
494+ 1.68% |
$53.4K - $106K
|
30K
$8.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
492+ 3.82% |
$53.2K - $105K
|
13.4K
$3.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
492+ 11.33% |
$53.2K - $105K
|
4.84K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
488+ 24.96% |
$52.8K - $105K
|
2.44K
$695K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
487+ 16.15% |
$52.6K - $104K
|
3.5K
$997K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
485+ 21.85% |
$52.4K - $104K
|
2.71K
$770K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
483+ 14.61% |
$52.2K - $103K
|
3.79K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
478+ 12.09% |
$51.7K - $102K
|
4.43K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
476+ 27.14% |
$51.5K - $102K
|
2.23K
$635K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
468+ 7.1% |
$50.6K - $100K
|
7.06K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
466+ 0.85% |
$50.4K - $99.8K
|
55.3K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
465+ 1.01% |
$50.3K - $99.6K
|
46.5K
$13.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
464+ 10.82% |
$50.2K - $99.4K
|
4.75K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
463+ 1.66% |
$50.1K - $99.2K
|
28.3K
$8.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
462+ 2.52% |
$49.9K - $99K
|
18.8K
$5.35M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
461+ 5.8% |
$49.8K - $98.8K
|
8.41K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
461+ 8.07% |
$49.8K - $98.8K
|
6.17K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
456+ 23.38% |
$49.3K - $97.7K
|
2.41K
$685K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
456+ 22.78% |
$49.3K - $97.7K
|
2.46K
$700K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
453+ 43.98% |
$49K - $97.1K
|
1.48K
$422K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
453+ 15.93% |
$49K - $97.1K
|
3.3K
$938K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
452+ 5.28% |
$48.9K - $96.8K
|
9.02K
$2.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
450+ 20.26% |
$48.6K - $96.4K
|
2.67K
$760K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
450+ 60.0% |
$48.6K - $96.4K
|
1.2K
$342K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
449+ 12.14% |
$48.5K - $96.2K
|
4.15K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
448+ 8.22% |
$48.4K - $96K
|
5.9K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
448+ 36.66% |
$48.4K - $96K
|
1.67K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
447+ 2.98% |
$48.3K - $95.8K
|
15.4K
$4.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
446+ 7.2% |
$48.2K - $95.6K
|
6.64K
$1.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
443+ 2.64% |
$47.9K - $94.9K
|
17.3K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
442+ 13.81% |
$47.8K - $94.7K
|
3.64K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
441+ 5.18% |
$47.7K - $94.5K
|
8.96K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
440+ 0.61% |
$47.6K - $94.3K
|
72.4K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
440+ 7.71% |
$47.6K - $94.3K
|
6.15K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
437+ 5.59% |
$47.2K - $93.6K
|
8.25K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
434+ 6.63% |
$46.9K - $93K
|
6.98K
$1.99M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
433+ 17.18% |
$46.8K - $92.8K
|
2.95K
$841K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
433+ 10825.0% |
$46.8K - $92.8K
|
437
$124K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
430+ 4.9% |
$46.5K - $92.1K
|
9.2K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
430+ 11.26% |
$46.5K - $92.1K
|
4.25K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
426+ 36.04% |
$46.1K - $91.3K
|
1.61K
$458K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
424+ 19.77% |
$45.8K - $90.8K
|
2.57K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
423+ 22.35% |
$45.7K - $90.6K
|
2.32K
$659K
|