Purchases and Sales Made in Q1 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-526- 27.45% |
$56.9K - $113K
|
1.39K
$388K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-527- 45.12% |
$57K - $113K
|
641
$179K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-530- 3.87% |
$57.3K - $114K
|
13.2K
$3.67M
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-530- 15.38% |
$57.3K - $114K
|
2.92K
$814K
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-534- 27.58% |
$57.7K - $114K
|
1.4K
$391K
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-544- 2.84% |
$58.8K - $117K
|
18.6K
$5.2M
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-547- 1.69% |
$59.1K - $117K
|
31.8K
$8.86M
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-553- 13.54% |
$59.8K - $118K
|
3.53K
$985K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-555- 11.05% |
$60K - $119K
|
4.47K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-556- 9.42% |
$60.1K - $119K
|
5.34K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-560- 15.11% |
$60.5K - $120K
|
3.15K
$878K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-562- 4.0% |
$60.8K - $120K
|
13.5K
$3.76M
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-564- 28.2% |
$61K - $121K
|
1.44K
$401K
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-565- 1.43% |
$61.1K - $121K
|
39K
$10.9M
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-570- 27.86% |
$61.6K - $122K
|
1.48K
$412K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-587- 9.65% |
$63.5K - $126K
|
5.49K
$1.53M
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-588- 6.06% |
$63.6K - $126K
|
9.11K
$2.54M
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-591- 13.75% |
$63.9K - $127K
|
3.71K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-593- 2.01% |
$64.1K - $127K
|
28.8K
$8.05M
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-598- 15.42% |
$64.6K - $128K
|
3.28K
$916K
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 6.12% |
$64.9K - $129K
|
9.2K
$2.57M
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-602- 21.74% |
$65.1K - $129K
|
2.17K
$605K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-602- 10.75% |
$65.1K - $129K
|
5K
$1.39M
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-612- 15.97% |
$66.2K - $131K
|
3.22K
$899K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-612- 6.21% |
$66.2K - $131K
|
9.24K
$2.58M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-615- 1.94% |
$66.5K - $132K
|
31.1K
$8.68M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-615- 13.06% |
$66.5K - $132K
|
4.09K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-618- 1.41% |
$66.8K - $132K
|
43.4K
$12.1M
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-620- 24.49% |
$67K - $133K
|
1.91K
$534K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-628- 2.89% |
$67.9K - $135K
|
21.1K
$5.89M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-637- 41.28% |
$68.9K - $136K
|
906
$253K
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-638- 17.01% |
$69K - $137K
|
3.11K
$869K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-647- 17.62% |
$69.9K - $139K
|
3.03K
$844K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-648Closed |
$70K - $139K
|
0
$0
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-662- 22.11% |
$71.6K - $142K
|
2.33K
$651K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-680- 29.59% |
$73.5K - $146K
|
1.62K
$452K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-683- 33.75% |
$73.8K - $146K
|
1.34K
$374K
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-685- 3.3% |
$74K - $147K
|
20.1K
$5.6M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-688- 29.01% |
$74.4K - $147K
|
1.68K
$470K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-693- 3.4% |
$74.9K - $148K
|
19.7K
$5.49M
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-701- 26.19% |
$75.8K - $150K
|
1.98K
$552K
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-703- 19.99% |
$76K - $151K
|
2.81K
$785K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-710- 6.39% |
$76.8K - $152K
|
10.4K
$2.9M
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-729- 99.86% |
$78.8K - $156K
|
1
$279
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-733- 12.49% |
$79.2K - $157K
|
5.13K
$1.43M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-737- 5.55% |
$79.7K - $158K
|
12.5K
$3.5M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-738- 1.7% |
$79.8K - $158K
|
42.6K
$11.9M
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-738- 18.41% |
$79.8K - $158K
|
3.27K
$913K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-739- 4.87% |
$79.9K - $158K
|
14.4K
$4.02M
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-748- 28.04% |
$80.9K - $160K
|
1.92K
$536K
|