Purchases and Sales Made in Q1 2024 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 2024. 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 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
45+ 6.82% |
$7.31K - $11.2K
|
705
$201K
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
44+ 1.06% |
$7.15K - $10.9K
|
4.2K
$1.2M
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
41+ 1.83% |
$6.66K - $10.2K
|
2.28K
$648K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
41+ 2.4% |
$6.66K - $10.2K
|
1.75K
$498K
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
41+ 2.93% |
$6.66K - $10.2K
|
1.44K
$409K
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
41+ 31.06% |
$6.66K - $10.2K
|
173
$49.2K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 2.54% |
$6.5K - $9.94K
|
1.62K
$460K
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
40New |
$6.5K - $9.94K
|
40
$11.4K
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
39+ 2.13% |
$6.34K - $9.69K
|
1.87K
$532K
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
39+ 2.54% |
$6.34K - $9.69K
|
1.57K
$448K
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
37+ 0.22% |
$6.01K - $9.19K
|
17.2K
$4.91M
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
37New |
$6.01K - $9.19K
|
37
$10.5K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36+ 10.34% |
$5.85K - $8.94K
|
384
$109K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
35+ 4.15% |
$5.69K - $8.69K
|
878
$250K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
34+ 1.89% |
$5.53K - $8.45K
|
1.83K
$521K
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
33+ 1.97% |
$5.36K - $8.2K
|
1.71K
$487K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
33+ 0.32% |
$5.36K - $8.2K
|
10.3K
$2.93M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.49% |
$5.36K - $8.2K
|
6.72K
$1.91M
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
33+ 1.91% |
$5.36K - $8.2K
|
1.76K
$502K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
31+ 2.06% |
$5.04K - $7.7K
|
1.54K
$438K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 1.89% |
$5.04K - $7.7K
|
1.67K
$476K
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
30+ 0.63% |
$4.88K - $7.45K
|
4.78K
$1.36M
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
30+ 5.17% |
$4.88K - $7.45K
|
610
$174K
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
30+ 2.07% |
$4.88K - $7.45K
|
1.48K
$420K
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
30+ 1.18% |
$4.88K - $7.45K
|
2.56K
$730K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30+ 12.77% |
$4.88K - $7.45K
|
265
$75.4K
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30+ 0.57% |
$4.88K - $7.45K
|
5.32K
$1.52M
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
29+ 0.24% |
$4.71K - $7.2K
|
12.3K
$3.5M
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
29+ 0.07% |
$4.71K - $7.2K
|
40.9K
$11.6M
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
28+ 1.47% |
$4.55K - $6.96K
|
1.94K
$552K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
26+ 2.19% |
$4.23K - $6.46K
|
1.21K
$346K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26+ 0.57% |
$4.23K - $6.46K
|
4.6K
$1.31M
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
24+ 1.71% |
$3.9K - $5.96K
|
1.43K
$406K
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
24+ 0.66% |
$3.9K - $5.96K
|
3.68K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.43% |
$3.9K - $5.96K
|
5.56K
$1.58M
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23+ 0.86% |
$3.74K - $5.71K
|
2.7K
$769K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
23+ 1.88% |
$3.74K - $5.71K
|
1.24K
$354K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
23+ 1.44% |
$3.74K - $5.71K
|
1.62K
$462K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$3.74K - $5.71K
|
23
$6.55K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
23New |
$3.74K - $5.71K
|
23
$6.55K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
23+ 0.37% |
$3.74K - $5.71K
|
6.24K
$1.78M
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
23+ 0.52% |
$3.74K - $5.71K
|
4.44K
$1.26M
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 5.52% |
$3.74K - $5.71K
|
440
$125K
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
22+ 1.52% |
$3.58K - $5.47K
|
1.47K
$419K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
22+ 0.2% |
$3.58K - $5.47K
|
11.2K
$3.2M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
21+ 0.53% |
$3.41K - $5.22K
|
3.97K
$1.13M
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
21+ 1.49% |
$3.41K - $5.22K
|
1.43K
$408K
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 0.41% |
$3.41K - $5.22K
|
5.12K
$1.46M
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
21+ 4.18% |
$3.41K - $5.22K
|
523
$149K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
21+ 1.83% |
$3.41K - $5.22K
|
1.17K
$333K
|