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 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.0% |
$9.87K - $13.2K
|
4.94K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 1.6% |
$9.87K - $13.2K
|
3.08K
$875K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-51- 0.26% |
$10.1K - $13.4K
|
19.9K
$5.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-51- 0.18% |
$10.1K - $13.4K
|
28.3K
$8.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-52- 57.14% |
$10.3K - $13.7K
|
39
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-52- 4.26% |
$10.3K - $13.7K
|
1.17K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-52- 1.46% |
$10.3K - $13.7K
|
3.51K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-52- 0.21% |
$10.3K - $13.7K
|
24.4K
$6.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-53- 1.72% |
$10.5K - $14K
|
3.03K
$861K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-54- 41.86% |
$10.7K - $14.2K
|
75
$21.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-55- 1.75% |
$10.9K - $14.5K
|
3.08K
$877K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-55- 0.92% |
$10.9K - $14.5K
|
5.9K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-56- 5.28% |
$11.1K - $14.8K
|
1.01K
$286K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-57- 6.14% |
$11.2K - $15K
|
872
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-57- 1.8% |
$11.2K - $15K
|
3.1K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-57- 4.69% |
$11.2K - $15K
|
1.16K
$330K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-58- 0.69% |
$11.4K - $15.3K
|
8.41K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-58- 0.24% |
$11.4K - $15.3K
|
24.6K
$6.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-59- 0.66% |
$11.6K - $15.6K
|
8.92K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-59- 0.14% |
$11.6K - $15.6K
|
40.9K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-59- 2.98% |
$11.6K - $15.6K
|
1.92K
$548K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-60- 5.97% |
$11.8K - $15.8K
|
945
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-60- 2.87% |
$11.8K - $15.8K
|
2.03K
$578K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-60- 44.44% |
$11.8K - $15.8K
|
75
$21.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 3.47% |
$11.8K - $15.8K
|
1.67K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 16.53% |
$11.8K - $15.8K
|
303
$86.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-61- 0.15% |
$12K - $16.1K
|
41.6K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-61- 0.33% |
$12K - $16.1K
|
18.5K
$5.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-62- 2.55% |
$12.2K - $16.3K
|
2.37K
$675K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-65- 1.85% |
$12.8K - $17.1K
|
3.44K
$980K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-65- 0.97% |
$12.8K - $17.1K
|
6.64K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-66- 5.21% |
$13K - $17.4K
|
1.2K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-67- 0.46% |
$13.2K - $17.7K
|
14.6K
$4.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-67- 0.21% |
$13.2K - $17.7K
|
32.3K
$9.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 1.09% |
$13.2K - $17.7K
|
6.09K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 7.45% |
$13.2K - $17.7K
|
832
$237K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-67- 49.26% |
$13.2K - $17.7K
|
69
$19.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-68- 5.24% |
$13.4K - $17.9K
|
1.23K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-68- 6.08% |
$13.4K - $17.9K
|
1.05K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-70- 5.59% |
$13.8K - $18.5K
|
1.18K
$337K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-70- 0.63% |
$13.8K - $18.5K
|
11.1K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 5.56% |
$13.8K - $18.5K
|
1.19K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-70- 2.45% |
$13.8K - $18.5K
|
2.79K
$794K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-70- 4.06% |
$13.8K - $18.5K
|
1.66K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-70- 2.04% |
$13.8K - $18.5K
|
3.36K
$956K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-70- 5.57% |
$13.8K - $18.5K
|
1.19K
$338K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-71- 2.61% |
$14K - $18.7K
|
2.65K
$754K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-71- 0.41% |
$14K - $18.7K
|
17.2K
$4.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-72- 4.62% |
$14.2K - $19K
|
1.49K
$423K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-72- 1.85% |
$14.2K - $19K
|
3.83K
$1.09M
|