Latest Institutional Transactions on Tesla, Inc. (TSLA)
This table provides information on the latest institutional transactions involving Tesla, Inc. (TSLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.59KNew |
$305K - $419K
|
1.59K
$636K
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$212K - $291K
|
1.11K
$442K
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
886New |
$170K - $233K
|
886
$355K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-273- 6.84% |
$52.4K - $71.9K
|
3.72K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-30- 2.2% |
$5.75K - $7.9K
|
1.33K
$533K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
285+ 10.06% |
$54.7K - $75K
|
3.12K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
304+ 27.97% |
$58.3K - $80K
|
1.39K
$557K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
765+ 10.35% |
$147K - $201K
|
8.16K
$3.26M
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-656- 3.6% |
$126K - $173K
|
17.6K
$7.02M
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-485- 10.47% |
$93K - $128K
|
4.15K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-84.8K- 36.38% |
$16.3M - $22.3M
|
148K
$59.3M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
530+ 7.89% |
$102K - $140K
|
7.25K
$2.9M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-54- 4.42% |
$10.4K - $14.2K
|
1.17K
$467K
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
1KNew |
$192K - $264K
|
1K
$401K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.34% |
$4.99K - $6.84K
|
7.76K
$3.11M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
CALL |
18.6KNew |
$3.57M - $4.9M
|
18.6K
$7.44M
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
1.18KNew |
$227K - $311K
|
1.18K
$473K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.69K+ 21.27% |
$516K - $709K
|
15.4K
$6.14M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
50+ 2.77% |
$9.59K - $13.2K
|
1.86K
$742K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.11KNew |
$788K - $1.08M
|
4.11K
$1.64M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
853New |
$164K - $225K
|
853
$341K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.03% |
$192 - $263
|
3.46K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
94+ 4.67% |
$18K - $24.7K
|
2.11K
$843K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-241- 11.26% |
$46.2K - $63.4K
|
1.9K
$760K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
75+ 4.02% |
$14.4K - $19.7K
|
1.94K
$776K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.3K+ 2.46% |
$249K - $342K
|
54.1K
$21.7M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
207+ 6.59% |
$39.7K - $54.5K
|
3.35K
$1.34M
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
22.7K+ 74.1% |
$4.34M - $5.96M
|
53.2K
$21.3M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
212+ 19.63% |
$40.7K - $55.8K
|
1.29K
$517K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
364+ 13.58% |
$69.8K - $95.8K
|
3.04K
$1.22M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 0.06% |
$575 - $790
|
5.29K
$2.11M
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.31% |
$959 - $1.32K
|
1.6K
$639K
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.19K+ 19.03% |
$420K - $577K
|
13.7K
$5.48M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
61+ 7.04% |
$11.7K - $16.1K
|
927
$371K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-35- 3.33% |
$6.71K - $9.21K
|
1.02K
$406K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 33.33% |
$384 - $527
|
8
$3.2K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
911New |
$175K - $240K
|
911
$365K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3- 0.25% |
$575 - $790
|
1.21K
$482K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-80- 0.82% |
$15.3K - $21.1K
|
9.64K
$3.86M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 13.33% |
$19.2K - $26.3K
|
650
$260K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
38+ 5.41% |
$7.29K - $10K
|
740
$296K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-107- 4.28% |
$20.5K - $28.2K
|
2.4K
$958K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-217- 1.24% |
$41.6K - $57.1K
|
17.2K
$6.89M
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-90- 8.11% |
$17.3K - $23.7K
|
1.02K
$408K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.4K+ 6.96% |
$845K - $1.16M
|
67.7K
$27.1M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.76K+ 25.91% |
$1.11M - $1.52M
|
28K
$11.2M
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
60+ 1.54% |
$11.5K - $15.8K
|
3.95K
$1.58M
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-592- 16.67% |
$114K - $156K
|
2.96K
$1.18M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-20- 0.8% |
$3.84K - $5.27K
|
2.49K
$997K
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
6.5K+ 38.55% |
$1.25M - $1.71M
|
23.4K
$9.35M
|