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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-3.23K- 25.37% |
$525K - $802K
|
9.5K
$2.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.25K- 70.22% |
$528K - $807K
|
1.38K
$392K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.27K- 14.42% |
$532K - $813K
|
19.4K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.27K- 21.16% |
$532K - $813K
|
12.2K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.28K- 35.04% |
$534K - $816K
|
6.09K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.29K- 12.09% |
$534K - $817K
|
23.9K
$6.81M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.3K- 26.08% |
$536K - $820K
|
9.35K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.33K- 11.38% |
$541K - $827K
|
25.9K
$7.38M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.33K- 5.32% |
$541K - $827K
|
59.2K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.33K- 5.78% |
$541K - $828K
|
54.3K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.37K- 93.2% |
$548K - $838K
|
246
$70K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-3.42K- 31.16% |
$556K - $850K
|
7.56K
$2.15M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-3.43K- 1.78% |
$558K - $853K
|
189K
$53.8M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.43K- 1.92% |
$558K - $853K
|
176K
$50M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.45K- 58.92% |
$561K - $857K
|
2.41K
$685K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.46K- 24.38% |
$562K - $859K
|
10.7K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-3.52K- 36.04% |
$572K - $874K
|
6.24K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 10.0% |
$573K - $876K
|
31.7K
$9.03M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3.54K- 85.04% |
$575K - $880K
|
623
$177K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.56K- 79.54% |
$579K - $884K
|
916
$261K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 4.14% |
$581K - $888K
|
82.9K
$23.6M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3.59K- 25.2% |
$583K - $891K
|
10.6K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.59K- 45.78% |
$583K - $891K
|
4.25K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.62K- 40.17% |
$588K - $899K
|
5.39K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-3.63K- 64.48% |
$590K - $902K
|
2K
$570K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.76K- 13.31% |
$610K - $933K
|
24.5K
$6.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.79K- 1.14% |
$616K - $942K
|
330K
$94M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.8K- 19.54% |
$617K - $943K
|
15.6K
$4.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.81K- 26.14% |
$620K - $947K
|
10.8K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.82K- 7.16% |
$621K - $949K
|
49.6K
$14.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.95K- 3.86% |
$642K - $981K
|
98.5K
$28M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.97K- 16.78% |
$646K - $987K
|
19.7K
$5.61M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-3.99K- 23.71% |
$648K - $991K
|
12.8K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.06K- 57.2% |
$659K - $1.01M
|
3.04K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.1K- 23.32% |
$667K - $1.02M
|
13.5K
$3.84M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.15K- 23.11% |
$674K - $1.03M
|
13.8K
$3.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.2K- 27.13% |
$683K - $1.04M
|
11.3K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.22K- 46.11% |
$686K - $1.05M
|
4.93K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.25K- 21.96% |
$690K - $1.06M
|
15.1K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-4.3K- 4.59% |
$699K - $1.07M
|
89.5K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-4.32K- 55.19% |
$701K - $1.07M
|
3.5K
$997K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.34K- 9.17% |
$705K - $1.08M
|
43K
$12.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.4K- 1.18% |
$715K - $1.09M
|
367K
$105M
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.4K- 64.74% |
$715K - $1.09M
|
2.4K
$682K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.42K- 8.11% |
$718K - $1.1M
|
50K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.42K- 5.24% |
$718K - $1.1M
|
79.9K
$22.7M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.46K- 20.63% |
$725K - $1.11M
|
17.2K
$4.88M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.48K- 7.34% |
$727K - $1.11M
|
56.5K
$16.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-4.53K- 37.14% |
$736K - $1.13M
|
7.67K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.57K- 35.49% |
$743K - $1.14M
|
8.32K
$2.37M
|