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 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-315- 3.78% |
$62.2K - $83K
|
8.02K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-316- 9.02% |
$62.4K - $83.3K
|
3.19K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-316- 18.73% |
$62.4K - $83.3K
|
1.37K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-318- 2.65% |
$62.8K - $83.8K
|
11.7K
$3.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-319- 22.97% |
$63K - $84.1K
|
1.07K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-319- 0.37% |
$63K - $84.1K
|
86.5K
$24.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-321- 6.68% |
$63.4K - $84.6K
|
4.49K
$1.28M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-321- 6.68% |
$63.4K - $84.6K
|
4.49K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-324- 1.17% |
$63.9K - $85.4K
|
27.4K
$7.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-325- 1.01% |
$64.1K - $85.7K
|
31.9K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-325- 11.98% |
$64.1K - $85.7K
|
2.39K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-325- 11.44% |
$64.1K - $85.7K
|
2.52K
$716K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-325- 34.57% |
$64.1K - $85.7K
|
615
$175K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-326- 3.53% |
$64.3K - $85.9K
|
8.9K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-327- 25.71% |
$64.5K - $86.2K
|
945
$269K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-331- 0.91% |
$65.3K - $87.3K
|
36.1K
$10.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-334- 4.49% |
$65.9K - $88K
|
7.1K
$2.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-335- 11.73% |
$66.1K - $88.3K
|
2.52K
$718K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-335- 4.13% |
$66.1K - $88.3K
|
7.78K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-335- 15.71% |
$66.1K - $88.3K
|
1.8K
$512K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-346- 1.45% |
$68.3K - $91.2K
|
23.6K
$6.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-349- 6.32% |
$68.9K - $92K
|
5.17K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-350- 3.66% |
$69.1K - $92.3K
|
9.2K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-350- 12.92% |
$69.1K - $92.3K
|
2.36K
$671K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-353- 3.66% |
$69.7K - $93.1K
|
9.3K
$2.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-354- 3.02% |
$69.9K - $93.3K
|
11.4K
$3.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-355- 10.7% |
$70.1K - $93.6K
|
2.96K
$843K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-357- 38.18% |
$70.5K - $94.1K
|
578
$165K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-359- 7.09% |
$70.9K - $94.6K
|
4.71K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-361- 7.32% |
$71.2K - $95.2K
|
4.57K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-362- 26.06% |
$71.4K - $95.4K
|
1.03K
$292K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-362- 8.78% |
$71.4K - $95.4K
|
3.76K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-364- 54.33% |
$71.8K - $96K
|
306
$87.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-365- 1.51% |
$72K - $96.2K
|
23.9K
$6.79M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-368- 16.41% |
$72.6K - $97K
|
1.87K
$533K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-370- 32.92% |
$73K - $97.5K
|
754
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-372- 2.75% |
$73.4K - $98.1K
|
13.2K
$3.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-375- 13.78% |
$74K - $98.9K
|
2.35K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-376- 15.84% |
$74.2K - $99.1K
|
2K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-377- 3.43% |
$74.4K - $99.4K
|
10.6K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-377- 6.19% |
$74.4K - $99.4K
|
5.72K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-381- 3.83% |
$75.2K - $100K
|
9.57K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-383- 1.44% |
$75.6K - $101K
|
26.1K
$7.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-384- 3.28% |
$75.8K - $101K
|
11.3K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-387- 13.27% |
$76.4K - $102K
|
2.53K
$720K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-387- 21.57% |
$76.4K - $102K
|
1.41K
$401K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-389- 2.54% |
$76.8K - $103K
|
14.9K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-389- 26.61% |
$76.8K - $103K
|
1.07K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-395- 9.1% |
$78K - $104K
|
3.95K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-399- 1.64% |
$78.7K - $105K
|
23.9K
$6.81M
|