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 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
86+ 3.7% |
$17K - $22.7K
|
2.41K
$686K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
85+ 5.74% |
$16.8K - $22.4K
|
1.57K
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
84+ 7.23% |
$16.6K - $22.1K
|
1.25K
$355K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
84+ 5.9% |
$16.6K - $22.1K
|
1.51K
$429K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
84+ 2.22% |
$16.6K - $22.1K
|
3.87K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
84+ 0.45% |
$16.6K - $22.1K
|
18.9K
$5.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
83+ 4.3% |
$16.4K - $21.9K
|
2.01K
$572K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
83+ 6.32% |
$16.4K - $21.9K
|
1.4K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
83+ 9.95% |
$16.4K - $21.9K
|
917
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
82+ 4.87% |
$16.2K - $21.6K
|
1.77K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
82+ 7.63% |
$16.2K - $21.6K
|
1.16K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
82+ 1.63% |
$16.2K - $21.6K
|
5.1K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
81+ 4.81% |
$16K - $21.4K
|
1.77K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
81+ 0.35% |
$16K - $21.4K
|
22.9K
$6.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
80+ 7.91% |
$15.8K - $21.1K
|
1.09K
$311K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
80+ 4.45% |
$15.8K - $21.1K
|
1.88K
$534K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
80+ 3.72% |
$15.8K - $21.1K
|
2.23K
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
80New |
$15.8K - $21.1K
|
80
$22.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
79+ 3.63% |
$15.6K - $20.8K
|
2.26K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
79+ 3.62% |
$15.6K - $20.8K
|
2.26K
$644K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
78+ 3.71% |
$15.4K - $20.6K
|
2.18K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
78+ 5.07% |
$15.4K - $20.6K
|
1.62K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
77+ 1.32% |
$15.2K - $20.3K
|
5.9K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
77+ 0.48% |
$15.2K - $20.3K
|
16K
$4.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
75+ 2.89% |
$14.8K - $19.8K
|
2.67K
$759K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
75+ 2.77% |
$14.8K - $19.8K
|
2.79K
$793K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
75+ 4.46% |
$14.8K - $19.8K
|
1.76K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
73+ 4.13% |
$14.4K - $19.2K
|
1.84K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
73+ 0.43% |
$14.4K - $19.2K
|
17.1K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
73+ 6.24% |
$14.4K - $19.2K
|
1.24K
$354K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
72+ 0.94% |
$14.2K - $19K
|
7.72K
$2.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
72+ 3.62% |
$14.2K - $19K
|
2.06K
$586K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
71+ 2.96% |
$14K - $18.7K
|
2.47K
$704K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 1.79% |
$14K - $18.7K
|
4.03K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
71+ 7.14% |
$14K - $18.7K
|
1.07K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
71New |
$14K - $18.7K
|
71
$20.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
70+ 7.22% |
$13.8K - $18.5K
|
1.04K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70+ 2.89% |
$13.8K - $18.5K
|
2.49K
$709K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$13.8K - $18.5K
|
70
$19.9K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
69+ 1.13% |
$13.6K - $18.2K
|
6.17K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
68+ 1.57% |
$13.4K - $17.9K
|
4.4K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
67+ 3.92% |
$13.2K - $17.7K
|
1.78K
$506K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
66+ 5.88% |
$13K - $17.4K
|
1.19K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
66+ 1.7% |
$13K - $17.4K
|
3.95K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 5.36% |
$13K - $17.4K
|
1.3K
$369K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
66+ 5.77% |
$13K - $17.4K
|
1.21K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
65+ 7.53% |
$12.8K - $17.1K
|
928
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
65+ 1.24% |
$12.8K - $17.1K
|
5.29K
$1.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
64+ 0.46% |
$12.6K - $16.9K
|
14K
$4M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
63+ 0.59% |
$12.4K - $16.6K
|
10.8K
$3.07M
|