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
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1- 0.06% |
$197 - $264
|
1.62K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1- -0.0% |
$197 - $264
|
27.2K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1- 0.1% |
$197 - $264
|
970
$276K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.06% |
$395 - $527
|
3.42K
$973K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-2- 0.11% |
$395 - $527
|
1.86K
$530K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2- 0.44% |
$395 - $527
|
448
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2- 0.16% |
$395 - $527
|
1.22K
$347K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 1.33% |
$592 - $791
|
223
$63.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-3- 3.61% |
$592 - $791
|
80
$22.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$592 - $791
|
2.6K
$741K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-3- 0.12% |
$592 - $791
|
2.48K
$705K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-3- 0.19% |
$592 - $791
|
1.56K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-3- 0.36% |
$592 - $791
|
840
$239K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$592 - $791
|
2.49K
$708K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-4- 0.05% |
$789 - $1.05K
|
8.05K
$2.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4- 0.06% |
$789 - $1.05K
|
6.58K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4- 0.09% |
$789 - $1.05K
|
4.58K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4- 0.48% |
$789 - $1.05K
|
825
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4- 0.41% |
$789 - $1.05K
|
970
$276K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.26% |
$987 - $1.32K
|
1.91K
$543K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5- 0.11% |
$987 - $1.32K
|
4.59K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5- 0.97% |
$987 - $1.32K
|
510
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-5- 0.11% |
$987 - $1.32K
|
4.73K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-6- 0.31% |
$1.18K - $1.58K
|
1.92K
$545K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.18K - $1.58K
|
1.23K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6- 0.96% |
$1.18K - $1.58K
|
622
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-6- 0.15% |
$1.18K - $1.58K
|
3.89K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7- 0.35% |
$1.38K - $1.85K
|
2.02K
$575K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 0.64% |
$1.38K - $1.85K
|
1.09K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-7- 0.52% |
$1.38K - $1.85K
|
1.34K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8- 0.41% |
$1.58K - $2.11K
|
1.95K
$554K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.36% |
$1.58K - $2.11K
|
2.23K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-8- 4.52% |
$1.58K - $2.11K
|
169
$48.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-9- 0.69% |
$1.78K - $2.37K
|
1.29K
$367K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-9- 0.31% |
$1.78K - $2.37K
|
2.88K
$820K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9- 0.94% |
$1.78K - $2.37K
|
952
$271K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10- 0.12% |
$1.97K - $2.64K
|
8.24K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.29% |
$1.97K - $2.64K
|
3.5K
$995K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-10- 0.98% |
$1.97K - $2.64K
|
1.01K
$287K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-10- 1.37% |
$1.97K - $2.64K
|
720
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-10- 0.11% |
$1.97K - $2.64K
|
9.2K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-10- 0.11% |
$1.97K - $2.64K
|
8.82K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.12% |
$1.97K - $2.64K
|
8.13K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-10- 0.43% |
$1.97K - $2.64K
|
2.33K
$663K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 6.06% |
$1.97K - $2.64K
|
155
$44.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-11- 1.12% |
$2.17K - $2.9K
|
967
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11- 0.53% |
$2.17K - $2.9K
|
2.08K
$591K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11- 0.26% |
$2.17K - $2.9K
|
4.28K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-12- 0.45% |
$2.37K - $3.16K
|
2.66K
$757K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12- 0.47% |
$2.37K - $3.16K
|
2.57K
$730K
|