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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-22- 0.18% |
$4.34K - $5.8K
|
12.5K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-22- 0.43% |
$4.34K - $5.8K
|
5.13K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-23- 0.67% |
$4.54K - $6.06K
|
3.4K
$968K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-23- 0.27% |
$4.54K - $6.06K
|
8.45K
$2.41M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-24- 0.35% |
$4.74K - $6.33K
|
6.81K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-24- 2.32% |
$4.74K - $6.33K
|
1.01K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-24- 48.98% |
$4.74K - $6.33K
|
25
$7.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 1.1% |
$4.74K - $6.33K
|
2.17K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-24- 2.86% |
$4.74K - $6.33K
|
815
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 0.7% |
$4.93K - $6.59K
|
3.53K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 1.06% |
$4.93K - $6.59K
|
2.32K
$662K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-25- 0.43% |
$4.93K - $6.59K
|
5.76K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-25- 1.06% |
$4.93K - $6.59K
|
2.33K
$663K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.04% |
$4.93K - $6.59K
|
2.37K
$674K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-25- 0.42% |
$4.93K - $6.59K
|
5.87K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-25- 2.26% |
$4.93K - $6.59K
|
1.08K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.92% |
$4.93K - $6.59K
|
2.69K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 1.31% |
$4.93K - $6.59K
|
1.89K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-25- 2.21% |
$4.93K - $6.59K
|
1.11K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-25- 2.53% |
$4.93K - $6.59K
|
962
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-25- 0.31% |
$4.93K - $6.59K
|
8.09K
$2.3M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-25- 0.16% |
$4.93K - $6.59K
|
15.9K
$4.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-26- 0.14% |
$5.13K - $6.85K
|
19K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-26- 0.72% |
$5.13K - $6.85K
|
3.61K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-26- 2.45% |
$5.13K - $6.85K
|
1.04K
$295K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.87% |
$5.33K - $7.12K
|
3.09K
$880K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-27- 0.57% |
$5.33K - $7.12K
|
4.67K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 0.51% |
$5.33K - $7.12K
|
5.3K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-27- 1.19% |
$5.33K - $7.12K
|
2.24K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-28- 0.54% |
$5.53K - $7.38K
|
5.13K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-29- 0.89% |
$5.72K - $7.64K
|
3.22K
$915K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-30- 1.96% |
$5.92K - $7.91K
|
1.5K
$427K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-30- 0.09% |
$5.92K - $7.91K
|
32.6K
$9.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-30- 0.72% |
$5.92K - $7.91K
|
4.16K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-30- 1.72% |
$5.92K - $7.91K
|
1.72K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 1.51% |
$5.92K - $7.91K
|
1.96K
$557K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-32- 0.84% |
$6.32K - $8.44K
|
3.77K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-32- 0.86% |
$6.32K - $8.44K
|
3.68K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-33- 1.03% |
$6.51K - $8.7K
|
3.16K
$899K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-33- 0.1% |
$6.51K - $8.7K
|
33.4K
$9.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-33- 0.73% |
$6.51K - $8.7K
|
4.48K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-34- 3.04% |
$6.71K - $8.96K
|
1.09K
$309K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-34- 3.41% |
$6.71K - $8.96K
|
963
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34- 0.2% |
$6.71K - $8.96K
|
17.1K
$4.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-34- 0.12% |
$6.71K - $8.96K
|
29.3K
$8.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 1.15% |
$6.91K - $9.23K
|
3K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-35- 2.55% |
$6.91K - $9.23K
|
1.34K
$381K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-36- 2.48% |
$7.1K - $9.49K
|
1.42K
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-36- 0.3% |
$7.1K - $9.49K
|
12K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-36- 1.39% |
$7.1K - $9.49K
|
2.56K
$730K
|