Purchases and Sales Made in Q4 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 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 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
363+ 43.37% |
$71.6K - $95.7K
|
1.2K
$342K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
362+ 3.91% |
$71.4K - $95.4K
|
9.61K
$2.74M
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
360+ 7.31% |
$71K - $94.9K
|
5.28K
$1.5M
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
358+ 5.46% |
$70.7K - $94.4K
|
6.91K
$1.97M
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
358+ 4.39% |
$70.7K - $94.4K
|
8.52K
$2.43M
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
355+ 19.34% |
$70.1K - $93.6K
|
2.19K
$624K
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
350+ 5.31% |
$69.1K - $92.3K
|
6.94K
$1.98M
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
350+ 1.15% |
$69.1K - $92.3K
|
30.9K
$8.79M
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
349+ 13.72% |
$68.9K - $92K
|
2.89K
$823K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
346+ 6.39% |
$68.3K - $91.2K
|
5.76K
$1.64M
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
345+ 6.13% |
$68.1K - $90.9K
|
5.98K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
344+ 1.02% |
$67.9K - $90.7K
|
34K
$9.68M
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
340New |
$67.1K - $89.6K
|
340
$96.8K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
338+ 15.61% |
$66.7K - $89.1K
|
2.5K
$712K
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
337+ 3.21% |
$66.5K - $88.8K
|
10.8K
$3.08M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
336New |
$66.3K - $88.6K
|
336
$95.6K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
335+ 0.67% |
$66.1K - $88.3K
|
50K
$14.2M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
335New |
$66.1K - $88.3K
|
335
$95.4K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
334+ 3.67% |
$65.9K - $88K
|
9.42K
$2.68M
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
331+ 1.49% |
$65.3K - $87.3K
|
22.5K
$6.41M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
331+ 12.82% |
$65.3K - $87.3K
|
2.91K
$829K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
329+ 4.91% |
$64.9K - $86.7K
|
7.03K
$2M
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
329+ 24.98% |
$64.9K - $86.7K
|
1.65K
$469K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
326+ 0.54% |
$64.3K - $85.9K
|
60.4K
$17.2M
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
326+ 6.71% |
$64.3K - $85.9K
|
5.18K
$1.48M
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
326+ 1.88% |
$64.3K - $85.9K
|
17.7K
$5.03M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
326+ 9.9% |
$64.3K - $85.9K
|
3.62K
$1.03M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
325+ 0.49% |
$64.1K - $85.7K
|
67.1K
$19.1M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
325New |
$64.1K - $85.7K
|
325
$92.5K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
325New |
$64.1K - $85.7K
|
325
$92.5K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
323+ 29.96% |
$63.7K - $85.1K
|
1.4K
$399K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
321New |
$63.4K - $84.6K
|
321
$91.4K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
320+ 24.21% |
$63.2K - $84.4K
|
1.64K
$467K
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
315+ 16.29% |
$62.2K - $83K
|
2.25K
$640K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
314+ 5.53% |
$62K - $82.8K
|
5.99K
$1.71M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
311+ 13.31% |
$61.4K - $82K
|
2.65K
$754K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
309+ 10.37% |
$61K - $81.5K
|
3.29K
$936K
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
308+ 27.65% |
$60.8K - $81.2K
|
1.42K
$405K
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
308+ 0.98% |
$60.8K - $81.2K
|
31.7K
$9.02M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
306+ 4.48% |
$60.4K - $80.7K
|
7.13K
$2.03M
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
304+ 6.68% |
$60K - $80.1K
|
4.85K
$1.38M
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
304+ 8.74% |
$60K - $80.1K
|
3.78K
$1.08M
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
303+ 9.54% |
$59.8K - $79.9K
|
3.48K
$991K
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
302+ 0.53% |
$59.6K - $79.6K
|
57.1K
$16.3M
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
300+ 4.47% |
$59.2K - $79.1K
|
7.02K
$2M
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
300+ 15.0% |
$59.2K - $79.1K
|
2.3K
$655K
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
297+ 34.98% |
$58.6K - $78.3K
|
1.15K
$326K
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
296+ 4.1% |
$58.4K - $78K
|
7.52K
$2.14M
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
295+ 22.42% |
$58.2K - $77.8K
|
1.61K
$459K
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
295New |
$58.2K - $77.8K
|
295
$84K
|