Purchases and Sales Made in Q3 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
94+ 1.65% |
$20.3K - $27.6K
|
5.81K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
93+ 3.26% |
$20K - $27.3K
|
2.95K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
93+ 2.8% |
$20K - $27.3K
|
3.41K
$1.2M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
93+ 1.34% |
$20K - $27.3K
|
7.01K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
92+ 4.94% |
$19.8K - $27K
|
1.95K
$685K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
91+ 1.62% |
$19.6K - $26.7K
|
5.72K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
91+ 5.43% |
$19.6K - $26.7K
|
1.77K
$620K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
90+ 0.59% |
$19.4K - $26.4K
|
15.3K
$5.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
90+ 3.32% |
$19.4K - $26.4K
|
2.8K
$983K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
89+ 0.65% |
$19.2K - $26.1K
|
13.8K
$4.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
89+ 4.09% |
$19.2K - $26.1K
|
2.27K
$795K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
88+ 1.48% |
$19K - $25.8K
|
6.03K
$2.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
87+ 5.93% |
$18.7K - $25.5K
|
1.55K
$545K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
86+ 0.46% |
$18.5K - $25.2K
|
18.8K
$6.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
85+ 10.05% |
$18.3K - $24.9K
|
931
$327K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
85+ 1.06% |
$18.3K - $24.9K
|
8.08K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
84+ 71.79% |
$18.1K - $24.6K
|
201
$70.5K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
84+ 1.07% |
$18.1K - $24.6K
|
7.91K
$2.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
83+ 6.19% |
$17.9K - $24.3K
|
1.42K
$499K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
83+ 0.28% |
$17.9K - $24.3K
|
29.3K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
83+ 1.66% |
$17.9K - $24.3K
|
5.09K
$1.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
83+ 0.58% |
$17.9K - $24.3K
|
14.3K
$5.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
82+ 1.39% |
$17.7K - $24.1K
|
5.99K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
80+ 0.43% |
$17.2K - $23.5K
|
18.7K
$6.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79+ 0.22% |
$17K - $23.2K
|
36.6K
$12.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
79+ 8.96% |
$17K - $23.2K
|
961
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
79+ 0.51% |
$17K - $23.2K
|
15.7K
$5.49M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
79+ 0.22% |
$17K - $23.2K
|
36.6K
$12.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
78+ 1.73% |
$16.8K - $22.9K
|
4.58K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
78+ 0.1% |
$16.8K - $22.9K
|
75.1K
$26.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
77+ 3.6% |
$16.6K - $22.6K
|
2.22K
$777K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
77+ 1.63% |
$16.6K - $22.6K
|
4.81K
$1.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
77+ 1.45% |
$16.6K - $22.6K
|
5.37K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 0.53% |
$16.6K - $22.6K
|
14.6K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
77+ 3.07% |
$16.6K - $22.6K
|
2.59K
$907K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
76+ 4.53% |
$16.4K - $22.3K
|
1.76K
$616K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
76+ 5.5% |
$16.4K - $22.3K
|
1.46K
$511K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
75+ 3.13% |
$16.2K - $22K
|
2.48K
$868K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75+ 1.76% |
$16.2K - $22K
|
4.34K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
75+ 1.78% |
$16.2K - $22K
|
4.29K
$1.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
75+ 0.48% |
$16.2K - $22K
|
15.8K
$5.54M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
75+ 1.11% |
$16.2K - $22K
|
6.84K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
75+ 3.31% |
$16.2K - $22K
|
2.34K
$821K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
74+ 2.4% |
$15.9K - $21.7K
|
3.16K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
74+ 4.04% |
$15.9K - $21.7K
|
1.91K
$668K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
74+ 1.58% |
$15.9K - $21.7K
|
4.76K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
74+ 0.59% |
$15.9K - $21.7K
|
12.7K
$4.44M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
74+ 2.01% |
$15.9K - $21.7K
|
3.75K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
73+ 1.0% |
$15.7K - $21.4K
|
7.34K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
71+ 4.34% |
$15.3K - $20.8K
|
1.71K
$599K
|