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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
50+ 4.4% |
$5.41K - $10.7K
|
1.19K
$323K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
49+ 1.1% |
$5.3K - $10.5K
|
4.52K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
49+ 1.5% |
$5.3K - $10.5K
|
3.32K
$902K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
48+ 1.35% |
$5.19K - $10.3K
|
3.62K
$983K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
47+ 0.55% |
$5.08K - $10.1K
|
8.53K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
47+ 1.33% |
$5.08K - $10.1K
|
3.57K
$972K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
46+ 1.03% |
$4.97K - $9.86K
|
4.52K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.01% |
$4.97K - $9.86K
|
2.33K
$634K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 166.67% |
$4.86K - $9.64K
|
72
$19.6K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
45+ 2.61% |
$4.86K - $9.64K
|
1.77K
$481K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
45+ 2.9% |
$4.86K - $9.64K
|
1.6K
$435K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
44+ 0.87% |
$4.76K - $9.43K
|
5.11K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
44+ 2.47% |
$4.76K - $9.43K
|
1.83K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44+ 1.0% |
$4.76K - $9.43K
|
4.46K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
43+ 1.06% |
$4.65K - $9.21K
|
4.1K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
43+ 2.19% |
$4.65K - $9.21K
|
2.01K
$545K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 2.47% |
$4.65K - $9.21K
|
1.78K
$485K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
42+ 0.44% |
$4.54K - $9K
|
9.54K
$2.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.6% |
$4.43K - $8.78K
|
6.89K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 0.33% |
$4.32K - $8.57K
|
12.1K
$3.28M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40+ 1.18% |
$4.32K - $8.57K
|
3.43K
$933K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
40+ 1.1% |
$4.32K - $8.57K
|
3.68K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
40+ 4.85% |
$4.32K - $8.57K
|
865
$235K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
39+ 0.88% |
$4.22K - $8.36K
|
4.48K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
39+ 1.38% |
$4.22K - $8.36K
|
2.87K
$782K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
39+ 0.61% |
$4.22K - $8.36K
|
6.45K
$1.75M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
39+ 2.64% |
$4.22K - $8.36K
|
1.52K
$413K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
38+ 0.57% |
$4.11K - $8.14K
|
6.72K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
37+ 8.26% |
$4K - $7.93K
|
485
$132K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
36+ 0.58% |
$3.89K - $7.71K
|
6.21K
$1.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
35+ 0.22% |
$3.78K - $7.5K
|
16.3K
$4.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
34+ 1.56% |
$3.68K - $7.28K
|
2.22K
$603K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
34+ 5.22% |
$3.68K - $7.28K
|
685
$186K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
34+ 1.91% |
$3.68K - $7.28K
|
1.82K
$494K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
32+ 1.11% |
$3.46K - $6.86K
|
2.91K
$792K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
32+ 2.21% |
$3.46K - $6.86K
|
1.48K
$402K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
32New |
$3.46K - $6.86K
|
32
$8.71K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
31+ 0.57% |
$3.35K - $6.64K
|
5.46K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
30New |
$3.24K - $6.43K
|
30
$8.16K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
30+ 0.04% |
$3.24K - $6.43K
|
66.9K
$18.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
30+ 0.15% |
$3.24K - $6.43K
|
20.6K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
30+ 1.31% |
$3.24K - $6.43K
|
2.33K
$632K
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
29+ 0.2% |
$3.13K - $6.21K
|
14.3K
$3.89M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
29+ 0.16% |
$3.13K - $6.21K
|
17.6K
$4.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28+ 1.04% |
$3.03K - $6K
|
2.72K
$740K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 150.0% |
$2.92K - $5.78K
|
45
$12.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
27+ 0.93% |
$2.92K - $5.78K
|
2.93K
$798K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
26+ 0.85% |
$2.81K - $5.57K
|
3.09K
$842K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
26+ 1.99% |
$2.81K - $5.57K
|
1.33K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
25+ 0.8% |
$2.7K - $5.36K
|
3.14K
$854K
|