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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16+ 0.13% |
$2.46K - $4.39K
|
12.1K
$3.45M
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
16+ 1.47% |
$2.46K - $4.39K
|
1.11K
$315K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
16+ 0.23% |
$2.46K - $4.39K
|
7.09K
$2.02M
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
15+ 0.74% |
$2.31K - $4.12K
|
2.05K
$584K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15+ 0.04% |
$2.31K - $4.12K
|
37.8K
$10.8M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15+ 3.68% |
$2.31K - $4.12K
|
423
$120K
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.62% |
$2.31K - $4.12K
|
2.45K
$697K
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15+ 0.42% |
$2.31K - $4.12K
|
3.62K
$1.03M
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
15+ 0.47% |
$2.31K - $4.12K
|
3.22K
$918K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
15+ 0.62% |
$2.31K - $4.12K
|
2.43K
$691K
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 0.37% |
$2.31K - $4.12K
|
4.1K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
15+ 0.86% |
$2.31K - $4.12K
|
1.76K
$501K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.36% |
$2.15K - $3.84K
|
3.87K
$1.1M
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.76% |
$2.15K - $3.84K
|
1.86K
$530K
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
13+ 0.34% |
$2K - $3.57K
|
3.85K
$1.1M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 52.0% |
$2K - $3.57K
|
38
$10.8K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.39% |
$2K - $3.57K
|
3.34K
$951K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 0.6% |
$2K - $3.57K
|
2.17K
$616K
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
13+ 2.01% |
$2K - $3.57K
|
661
$188K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 1.2% |
$2K - $3.57K
|
1.09K
$311K
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
12+ 1.21% |
$1.85K - $3.29K
|
1K
$286K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
12+ 0.22% |
$1.85K - $3.29K
|
5.41K
$1.54M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.2% |
$1.85K - $3.29K
|
5.92K
$1.68M
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12+ 0.59% |
$1.85K - $3.29K
|
2.03K
$579K
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
12+ 0.36% |
$1.85K - $3.29K
|
3.34K
$949K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12+ 0.87% |
$1.85K - $3.29K
|
1.4K
$398K
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12+ 0.07% |
$1.85K - $3.29K
|
16.8K
$4.79M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 3.5% |
$1.85K - $3.29K
|
355
$101K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
11+ 0.9% |
$1.69K - $3.02K
|
1.23K
$350K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 0.23% |
$1.69K - $3.02K
|
4.77K
$1.36M
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
10+ 0.15% |
$1.54K - $2.74K
|
6.84K
$1.95M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.71% |
$1.54K - $2.74K
|
1.42K
$404K
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
10+ 0.31% |
$1.54K - $2.74K
|
3.25K
$926K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 0.24% |
$1.54K - $2.74K
|
4.14K
$1.18M
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
10+ 0.17% |
$1.54K - $2.74K
|
5.99K
$1.71M
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10+ 0.49% |
$1.54K - $2.74K
|
2.06K
$586K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
10+ 2.9% |
$1.54K - $2.74K
|
355
$101K
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
10+ 0.65% |
$1.54K - $2.74K
|
1.56K
$444K
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.43% |
$1.54K - $2.74K
|
2.33K
$662K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10+ 0.36% |
$1.54K - $2.74K
|
2.79K
$795K
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
10+ 0.11% |
$1.54K - $2.74K
|
8.76K
$2.49M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
10+ 0.68% |
$1.54K - $2.74K
|
1.49K
$423K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.53% |
$1.54K - $2.74K
|
1.89K
$538K
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
10+ 0.68% |
$1.54K - $2.74K
|
1.48K
$421K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
10+ 0.65% |
$1.54K - $2.74K
|
1.56K
$443K
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
10New |
$1.54K - $2.74K
|
10
$2.85K
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
10+ 0.34% |
$1.54K - $2.74K
|
2.92K
$831K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9+ 0.27% |
$1.38K - $2.47K
|
3.3K
$940K
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
9+ 0.26% |
$1.38K - $2.47K
|
3.42K
$973K
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$1.38K - $2.47K
|
2.35K
$668K
|