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 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
53+ 4.48% |
$11.4K - $15.5K
|
1.24K
$434K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
53+ 139.47% |
$11.4K - $15.5K
|
91
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
53+ 1.89% |
$11.4K - $15.5K
|
2.86K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
52+ 0.55% |
$11.2K - $15.3K
|
9.48K
$3.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 6.4% |
$11.2K - $15.3K
|
865
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
52+ 1.51% |
$11.2K - $15.3K
|
3.51K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
52+ 1.48% |
$11.2K - $15.3K
|
3.57K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
BUY
|
- |
51+ 6.34% |
$11K - $15K
|
856
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
51+ 0.18% |
$11K - $15K
|
28.4K
$9.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
50+ 0.58% |
$10.8K - $14.7K
|
8.7K
$3.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
50New |
$10.8K - $14.7K
|
50
$17.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50+ 0.93% |
$10.8K - $14.7K
|
5.41K
$1.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
50+ 5.32% |
$10.8K - $14.7K
|
990
$347K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 1.63% |
$10.8K - $14.7K
|
3.12K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50+ 5.26% |
$10.8K - $14.7K
|
1K
$351K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
48+ 0.16% |
$10.3K - $14.1K
|
30K
$10.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
48+ 3.79% |
$10.3K - $14.1K
|
1.31K
$461K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
48+ 3.05% |
$10.3K - $14.1K
|
1.62K
$569K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
48+ 1.23% |
$10.3K - $14.1K
|
3.96K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
48+ 1.19% |
$10.3K - $14.1K
|
4.1K
$1.44M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
48+ 2.88% |
$10.3K - $14.1K
|
1.71K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47+ 1.51% |
$10.1K - $13.8K
|
3.16K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
46+ 3.83% |
$9.91K - $13.5K
|
1.25K
$438K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
46+ 2.59% |
$9.91K - $13.5K
|
1.82K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
46+ 3.46% |
$9.91K - $13.5K
|
1.37K
$482K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
45+ 1.54% |
$9.7K - $13.2K
|
2.96K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 4.11% |
$9.7K - $13.2K
|
1.14K
$400K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
45+ 2.1% |
$9.7K - $13.2K
|
2.18K
$766K
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 4.3% |
$9.7K - $13.2K
|
1.09K
$383K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.52% |
$9.7K - $13.2K
|
3K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
45+ 0.27% |
$9.7K - $13.2K
|
16.9K
$5.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 1.32% |
$9.48K - $12.9K
|
3.38K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
44+ 2.94% |
$9.48K - $12.9K
|
1.54K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
43+ 1.7% |
$9.27K - $12.6K
|
2.58K
$904K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
43+ 0.03% |
$9.27K - $12.6K
|
132K
$46.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
43+ 3.45% |
$9.27K - $12.6K
|
1.29K
$452K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
43+ 0.29% |
$9.27K - $12.6K
|
15.1K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
43+ 3.34% |
$9.27K - $12.6K
|
1.33K
$467K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
42+ 0.97% |
$9.05K - $12.3K
|
4.35K
$1.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
42+ 3.02% |
$9.05K - $12.3K
|
1.43K
$502K
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
42+ 3.04% |
$9.05K - $12.3K
|
1.42K
$499K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
42+ 1.64% |
$9.05K - $12.3K
|
2.6K
$912K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
41+ 0.56% |
$8.84K - $12K
|
7.39K
$2.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 2.1% |
$8.84K - $12K
|
2K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
41+ 3.21% |
$8.84K - $12K
|
1.32K
$462K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 3.28% |
$8.62K - $11.7K
|
1.26K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
40+ 1.28% |
$8.62K - $11.7K
|
3.18K
$1.11M
|
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
40+ 4.48% |
$8.62K - $11.7K
|
933
$327K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
39+ 0.94% |
$8.4K - $11.4K
|
4.18K
$1.47M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
39+ 0.6% |
$8.4K - $11.4K
|
6.59K
$2.31M
|