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 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-134- 9.61% |
$26.4K - $35.3K
|
1.26K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-136- 4.18% |
$26.8K - $35.9K
|
3.12K
$887K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-137- 3.58% |
$27K - $36.1K
|
3.7K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-137- 10.41% |
$27K - $36.1K
|
1.18K
$336K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-137- 11.01% |
$27K - $36.1K
|
1.11K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-139- 2.17% |
$27.4K - $36.6K
|
6.26K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-139- 50.18% |
$27.4K - $36.6K
|
138
$39.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-140- 4.14% |
$27.6K - $36.9K
|
3.24K
$922K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-141- 3.26% |
$27.8K - $37.2K
|
4.18K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-142- 5.26% |
$28K - $37.4K
|
2.56K
$728K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 0.74% |
$28.2K - $37.7K
|
19.1K
$5.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-143- 1.36% |
$28.2K - $37.7K
|
10.4K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-145- 0.64% |
$28.6K - $38.2K
|
22.6K
$6.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.51% |
$29.6K - $39.5K
|
4.13K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-150- 6.05% |
$29.6K - $39.5K
|
2.33K
$663K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 1.21% |
$29.6K - $39.5K
|
12.3K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-150- 2.35% |
$29.6K - $39.5K
|
6.22K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-150- 4.96% |
$29.6K - $39.5K
|
2.88K
$819K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-153- 17.37% |
$30.2K - $40.3K
|
728
$207K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-154- 3.78% |
$30.4K - $40.6K
|
3.92K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-155- 15.42% |
$30.6K - $40.9K
|
850
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-156- 8.4% |
$30.8K - $41.1K
|
1.7K
$484K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-156- 4.94% |
$30.8K - $41.1K
|
3K
$854K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-157- 9.1% |
$31K - $41.4K
|
1.57K
$446K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-158- 9.66% |
$31.2K - $41.7K
|
1.48K
$421K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-161- 3.94% |
$31.8K - $42.4K
|
3.93K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-162- 4.23% |
$32K - $42.7K
|
3.67K
$1.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-164- 3.34% |
$32.4K - $43.2K
|
4.75K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-167- 2.82% |
$33K - $44K
|
5.76K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-167- 0.56% |
$33K - $44K
|
29.4K
$8.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-167- 3.53% |
$33K - $44K
|
4.57K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-168- 3.58% |
$33.2K - $44.3K
|
4.53K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 18.33% |
$33.4K - $44.6K
|
753
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-170- 2.1% |
$33.6K - $44.8K
|
7.91K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-170- 6.0% |
$33.6K - $44.8K
|
2.66K
$758K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-172- 3.01% |
$33.9K - $45.3K
|
5.55K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-173- 1.29% |
$34.1K - $45.6K
|
13.2K
$3.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-174- 5.72% |
$34.3K - $45.9K
|
2.87K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-178- 9.38% |
$35.1K - $46.9K
|
1.72K
$490K
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-178- 6.63% |
$35.1K - $46.9K
|
2.51K
$713K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-180- 1.28% |
$35.5K - $47.5K
|
13.9K
$3.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-181- 1.04% |
$35.7K - $47.7K
|
17.2K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-181- 2.83% |
$35.7K - $47.7K
|
6.23K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-182- 1.13% |
$35.9K - $48K
|
15.9K
$4.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-187- 4.01% |
$36.9K - $49.3K
|
4.47K
$1.27M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-187- 6.76% |
$36.9K - $49.3K
|
2.58K
$735K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-189- 12.28% |
$37.3K - $49.8K
|
1.35K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-189- 3.56% |
$37.3K - $49.8K
|
5.12K
$1.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-191- 0.74% |
$37.7K - $50.4K
|
25.4K
$7.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-192- 4.62% |
$37.9K - $50.6K
|
3.96K
$1.13M
|