Purchases and Sales Made in Q2 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 13.62% |
$14.3K - $25.5K
|
776
$221K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
92+ 9.26% |
$14.1K - $25.2K
|
1.09K
$309K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
92+ 4.12% |
$14.1K - $25.2K
|
2.33K
$662K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
92+ 7.52% |
$14.1K - $25.2K
|
1.32K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
92+ 7.69% |
$14.1K - $25.2K
|
1.29K
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
91+ 2.9% |
$14K - $25K
|
3.23K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
91+ 0.95% |
$14K - $25K
|
9.7K
$2.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
90+ 56.96% |
$13.8K - $24.7K
|
248
$70.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
89+ 1.5% |
$13.7K - $24.4K
|
6.03K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.72% |
$13.7K - $24.4K
|
12.4K
$3.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
87+ 0.45% |
$13.4K - $23.9K
|
19.3K
$5.49M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
87+ 3.4% |
$13.4K - $23.9K
|
2.65K
$754K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
86+ 0.02% |
$13.2K - $23.6K
|
423K
$121M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
85+ 3.54% |
$13.1K - $23.3K
|
2.49K
$708K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
85+ 6.88% |
$13.1K - $23.3K
|
1.32K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
84+ 3.44% |
$12.9K - $23.1K
|
2.53K
$719K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
83+ 2.68% |
$12.8K - $22.8K
|
3.18K
$905K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
83+ 23.78% |
$12.8K - $22.8K
|
432
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
82+ 0.89% |
$12.6K - $22.5K
|
9.32K
$2.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
80+ 1.26% |
$12.3K - $22K
|
6.41K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
80+ 2.53% |
$12.3K - $22K
|
3.24K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
80+ 0.55% |
$12.3K - $22K
|
14.7K
$4.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
79+ 2.46% |
$12.1K - $21.7K
|
3.29K
$935K
|
|
|
Aug 10, 2023
Q2 2023
|
Check Capital Management Inc
|
BUY
|
- |
78+ 5.19% |
$12K - $21.4K
|
1.58K
$450K
|
|
|
Jan 31, 2024
Q2 2023
|
Check Capital Management Inc
|
BUY
|
- |
78+ 5.19% |
$12K - $21.4K
|
1.58K
$450K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
77+ 4.61% |
$11.8K - $21.1K
|
1.75K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
77+ 7.65% |
$11.8K - $21.1K
|
1.08K
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
76+ 2.5% |
$11.7K - $20.9K
|
3.12K
$887K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75+ 78.13% |
$11.5K - $20.6K
|
171
$48.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
75+ 5.58% |
$11.5K - $20.6K
|
1.42K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 21.25% |
$11.5K - $20.6K
|
428
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
75+ 6.94% |
$11.5K - $20.6K
|
1.16K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
74+ 1.29% |
$11.4K - $20.3K
|
5.79K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
74+ 1.64% |
$11.4K - $20.3K
|
4.59K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
74+ 3.99% |
$11.4K - $20.3K
|
1.93K
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
74+ 2.71% |
$11.4K - $20.3K
|
2.8K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
74+ 5.1% |
$11.4K - $20.3K
|
1.53K
$434K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
73+ 5.72% |
$11.2K - $20K
|
1.35K
$384K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
73+ 4.09% |
$11.2K - $20K
|
1.86K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
73+ 25.44% |
$11.2K - $20K
|
360
$102K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
72+ 5.74% |
$11.1K - $19.8K
|
1.33K
$378K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
72+ 1.23% |
$11.1K - $19.8K
|
5.93K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
71+ 4.31% |
$10.9K - $19.5K
|
1.72K
$489K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
71+ 1.59% |
$10.9K - $19.5K
|
4.53K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
70+ 4.61% |
$10.8K - $19.2K
|
1.59K
$453K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
70+ 3.64% |
$10.8K - $19.2K
|
1.99K
$567K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
70+ 2.76% |
$10.8K - $19.2K
|
2.61K
$742K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
68+ 2.0% |
$10.5K - $18.7K
|
3.47K
$989K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
68+ 2.09% |
$10.5K - $18.7K
|
3.32K
$944K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
68+ 4.23% |
$10.5K - $18.7K
|
1.68K
$477K
|