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 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 6.05% |
$160K - $286K
|
16.2K
$4.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.06K- 32.82% |
$164K - $292K
|
2.18K
$620K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.07K- 20.33% |
$164K - $293K
|
4.19K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.07K- 21.63% |
$165K - $294K
|
3.88K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 6.39% |
$169K - $301K
|
16.1K
$4.58M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 53.4% |
$169K - $301K
|
958
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.1K- 51.07% |
$169K - $302K
|
1.05K
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.1K- 11.04% |
$169K - $302K
|
8.88K
$2.53M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.12KClosed |
$172K - $307K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 13.74% |
$174K - $311K
|
7.11K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.14K- 2.58% |
$176K - $314K
|
43.1K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.15K- 6.72% |
$177K - $316K
|
16K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.18K- 59.63% |
$181K - $323K
|
796
$227K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.19K- 17.81% |
$183K - $326K
|
5.48K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.21K- 51.51% |
$186K - $332K
|
1.14K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.23K- 32.99% |
$189K - $337K
|
2.49K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.24K- 0.79% |
$190K - $339K
|
155K
$44.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-1.25K- 32.68% |
$192K - $343K
|
2.58K
$733K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 34.12% |
$192K - $343K
|
2.41K
$687K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.25K- 16.77% |
$192K - $343K
|
6.21K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.28K- 20.15% |
$197K - $352K
|
5.08K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.29K- 1.67% |
$199K - $355K
|
76K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.31K- 34.78% |
$201K - $358K
|
2.45K
$697K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 33.77% |
$204K - $364K
|
2.6K
$741K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.33K- 6.62% |
$204K - $365K
|
18.7K
$5.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.33K- 20.45% |
$205K - $366K
|
5.18K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.33K- 36.52% |
$205K - $366K
|
2.32K
$660K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.34K- 11.21% |
$206K - $367K
|
10.6K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.35K- 0.82% |
$207K - $370K
|
162K
$46.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Quaero Capital S.A.
|
SELL
|
- |
-1.35K- 39.06% |
$208K - $371K
|
2.11K
$600K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.37K- 9.77% |
$210K - $375K
|
12.6K
$3.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.4K- 25.58% |
$215K - $383K
|
4.07K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.41K- 31.35% |
$216K - $386K
|
3.08K
$877K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.42K- 21.94% |
$219K - $390K
|
5.06K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-1.43K- 72.17% |
$219K - $391K
|
550
$157K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.43K- 12.22% |
$220K - $393K
|
10.3K
$2.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.44K- 22.15% |
$221K - $394K
|
5.05K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.44K- 2.26% |
$221K - $395K
|
62.3K
$17.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 9.53% |
$221K - $395K
|
13.7K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.44K- 1.42% |
$222K - $396K
|
100K
$28.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.45K- 10.78% |
$222K - $397K
|
12K
$3.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-1.45K- 10.94% |
$223K - $398K
|
11.8K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.47K- 20.4% |
$226K - $404K
|
5.75K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.49K- 4.37% |
$228K - $408K
|
32.5K
$9.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.49K- 58.83% |
$229K - $409K
|
1.04K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.5K- 11.83% |
$230K - $411K
|
11.2K
$3.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.51K- 4.52% |
$232K - $414K
|
31.8K
$9.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.52K- 0.83% |
$234K - $418K
|
182K
$51.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.53K- 16.04% |
$234K - $419K
|
7.98K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.53K- 1.61% |
$235K - $419K
|
93.1K
$26.5M
|