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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-131- 9.02% |
$20.1K - $36K
|
1.32K
$376K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-132- 5.81% |
$20.3K - $36.2K
|
2.14K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-132- 2.49% |
$20.3K - $36.2K
|
5.16K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-133- 4.19% |
$20.4K - $36.5K
|
3.04K
$865K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-133- 3.71% |
$20.4K - $36.5K
|
3.46K
$983K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-133- 6.61% |
$20.4K - $36.5K
|
1.88K
$535K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-134- 4.96% |
$20.6K - $36.8K
|
2.57K
$731K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-135- 1.18% |
$20.8K - $37.1K
|
11.3K
$3.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-135- 2.04% |
$20.8K - $37.1K
|
6.47K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-135- 4.19% |
$20.8K - $37.1K
|
3.09K
$880K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-137- 6.14% |
$21.1K - $37.6K
|
2.09K
$596K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-138- 3.06% |
$21.2K - $37.9K
|
4.37K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-138- 0.69% |
$21.2K - $37.9K
|
20K
$5.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-140- 3.74% |
$21.5K - $38.4K
|
3.6K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-141- 9.99% |
$21.7K - $38.7K
|
1.27K
$362K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-144- 18.58% |
$22.1K - $39.5K
|
631
$180K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-145- 1.29% |
$22.3K - $39.8K
|
11.1K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-150- 6.56% |
$23.1K - $41.2K
|
2.14K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-150- 1.21% |
$23.1K - $41.2K
|
12.2K
$3.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-152- 6.34% |
$23.4K - $41.7K
|
2.24K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-153- 12.64% |
$23.5K - $42K
|
1.06K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-155- 34.52% |
$23.8K - $42.5K
|
294
$83.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-156- 1.46% |
$24K - $42.8K
|
10.5K
$2.99M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-158- 8.79% |
$24.3K - $43.4K
|
1.64K
$467K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-160- 3.4% |
$24.6K - $43.9K
|
4.55K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-160- 6.85% |
$24.6K - $43.9K
|
2.18K
$619K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-162- 5.17% |
$24.9K - $44.5K
|
2.97K
$845K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-162- 8.07% |
$24.9K - $44.5K
|
1.85K
$525K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-163- 4.48% |
$25.1K - $44.7K
|
3.48K
$989K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-163- 5.79% |
$25.1K - $44.7K
|
2.65K
$755K
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-165- 9.78% |
$25.4K - $45.3K
|
1.52K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-165- 15.36% |
$25.4K - $45.3K
|
909
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-165- 25.74% |
$25.4K - $45.3K
|
476
$135K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-165- 9.82% |
$25.4K - $45.3K
|
1.52K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-166- 0.54% |
$25.5K - $45.6K
|
30.8K
$8.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-167- 5.46% |
$25.7K - $45.8K
|
2.89K
$823K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-169- 9.36% |
$26K - $46.4K
|
1.64K
$466K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-171- 2.32% |
$26.3K - $46.9K
|
7.19K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-172- 1.43% |
$26.4K - $47.2K
|
11.9K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-173- 0.99% |
$26.6K - $47.5K
|
17.3K
$4.93M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-174- 12.19% |
$26.8K - $47.8K
|
1.25K
$357K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-175- 2.06% |
$26.9K - $48K
|
8.32K
$2.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-175- 6.93% |
$26.9K - $48K
|
2.35K
$669K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-175- 1.6% |
$26.9K - $48K
|
10.7K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-178- 6.33% |
$27.4K - $48.9K
|
2.64K
$750K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-179- 10.14% |
$27.5K - $49.1K
|
1.59K
$451K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-180- 14.94% |
$27.7K - $49.4K
|
1.03K
$292K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-181- 14.57% |
$27.8K - $49.7K
|
1.06K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-183- 3.55% |
$28.1K - $50.2K
|
4.98K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-187- 1.67% |
$28.8K - $51.3K
|
11K
$3.13M
|