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 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6+ 0.15% |
$649 - $1.29K
|
4.13K
$1.12M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5+ 0.25% |
$541 - $1.07K
|
2.01K
$546K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5+ 0.2% |
$541 - $1.07K
|
2.56K
$697K
|
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
5+ 0.13% |
$541 - $1.07K
|
3.84K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
5+ 0.02% |
$541 - $1.07K
|
20.1K
$5.47M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.23% |
$541 - $1.07K
|
2.17K
$589K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3+ 0.13% |
$324 - $643
|
2.26K
$615K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.82% |
$216 - $428
|
246
$66.9K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2+ 0.1% |
$216 - $428
|
1.97K
$536K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 33.33% |
$216 - $428
|
8
$2.18K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$216 - $428
|
3.63K
$988K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$216 - $428
|
5.89K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $214
|
2.36K
$641K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1+ 0.16% |
$108 - $214
|
613
$167K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$108 - $214
|
1.65K
$448K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$108 - $214
|
18
$4.9K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$108 - $214
|
1.4K
$381K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- 0.01% |
$108 - $214
|
12.4K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1- 0.03% |
$108 - $214
|
3.1K
$842K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.49% |
$216 - $428
|
408
$111K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$324 - $643
|
2.32K
$631K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-3- 0.52% |
$324 - $643
|
573
$156K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3- 0.11% |
$324 - $643
|
2.74K
$744K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 0.41% |
$432 - $857
|
960
$261K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4- 0.16% |
$432 - $857
|
2.47K
$673K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.45% |
$432 - $857
|
891
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-5- 0.23% |
$541 - $1.07K
|
2.13K
$580K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 0.15% |
$541 - $1.07K
|
3.29K
$895K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5- 0.06% |
$541 - $1.07K
|
9.07K
$2.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-6- 0.26% |
$649 - $1.29K
|
2.33K
$633K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6- 4.88% |
$649 - $1.29K
|
117
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 20.0% |
$649 - $1.29K
|
24
$6.53K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-7- 0.43% |
$757 - $1.5K
|
1.62K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7- 0.38% |
$757 - $1.5K
|
1.85K
$502K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-8- 0.45% |
$865 - $1.71K
|
1.77K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-8- 0.15% |
$865 - $1.71K
|
5.4K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-9- 37.5% |
$973 - $1.93K
|
15
$4.08K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-10- 0.28% |
$1.08K - $2.14K
|
3.56K
$967K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-10- 0.35% |
$1.08K - $2.14K
|
2.89K
$785K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-11- 0.19% |
$1.19K - $2.36K
|
5.84K
$1.59M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-12- 3.88% |
$1.3K - $2.57K
|
297
$80.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12- 0.51% |
$1.3K - $2.57K
|
2.36K
$641K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12- 14.63% |
$1.3K - $2.57K
|
70
$19K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 3.16% |
$1.3K - $2.57K
|
368
$100K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 0.44% |
$1.41K - $2.79K
|
2.92K
$795K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-13- 0.32% |
$1.41K - $2.79K
|
4.07K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-14- 0.24% |
$1.51K - $3K
|
5.87K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-14- 0.11% |
$1.51K - $3K
|
12.7K
$3.45M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 3.03% |
$1.51K - $3K
|
448
$122K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-15- 0.9% |
$1.62K - $3.21K
|
1.65K
$449K
|