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 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
39+ 0.94% |
$8.4K - $11.4K
|
4.18K
$1.49M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
39+ 0.6% |
$8.4K - $11.4K
|
6.59K
$2.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
38+ 1.46% |
$8.19K - $11.1K
|
2.63K
$937K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 3.19% |
$8.19K - $11.1K
|
1.23K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
38+ 0.35% |
$8.19K - $11.1K
|
11K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
38+ 3.21% |
$8.19K - $11.1K
|
1.22K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
38+ 3.16% |
$8.19K - $11.1K
|
1.24K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
38+ 0.9% |
$8.19K - $11.1K
|
4.26K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
38+ 0.24% |
$8.19K - $11.1K
|
15.7K
$5.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
37+ 2.74% |
$7.97K - $10.9K
|
1.39K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
37+ 1.99% |
$7.97K - $10.9K
|
1.9K
$676K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
36+ 1.2% |
$7.76K - $10.6K
|
3.04K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
36+ 1.09% |
$7.76K - $10.6K
|
3.34K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
35+ 3.65% |
$7.54K - $10.3K
|
994
$354K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
35+ 4.59% |
$7.54K - $10.3K
|
797
$284K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
35+ 0.7% |
$7.54K - $10.3K
|
5.01K
$1.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
35+ 3.17% |
$7.54K - $10.3K
|
1.14K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
35+ 13.83% |
$7.54K - $10.3K
|
288
$103K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
34+ 3.13% |
$7.33K - $9.97K
|
1.12K
$398K
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
34+ 0.18% |
$7.33K - $9.97K
|
18.5K
$6.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
33+ 1.55% |
$7.11K - $9.68K
|
2.17K
$771K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 1.21% |
$7.11K - $9.68K
|
2.76K
$983K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32+ 0.97% |
$6.9K - $9.39K
|
3.32K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
32+ 1.92% |
$6.9K - $9.39K
|
1.7K
$606K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
32+ 0.78% |
$6.9K - $9.39K
|
4.14K
$1.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
32+ 3.77% |
$6.9K - $9.39K
|
881
$314K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
32+ 0.51% |
$6.9K - $9.39K
|
6.35K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
32+ 1.55% |
$6.9K - $9.39K
|
2.09K
$744K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 3.86% |
$6.9K - $9.39K
|
860
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
32+ 3.12% |
$6.9K - $9.39K
|
1.06K
$377K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
31+ 3.69% |
$6.68K - $9.09K
|
871
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
31+ 2.03% |
$6.68K - $9.09K
|
1.56K
$555K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
31+ 2.96% |
$6.68K - $9.09K
|
1.08K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
31+ 3.79% |
$6.68K - $9.09K
|
848
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
31+ 0.42% |
$6.68K - $9.09K
|
7.36K
$2.62M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 1.77% |
$6.68K - $9.09K
|
1.78K
$633K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
30+ 3.01% |
$6.46K - $8.8K
|
1.03K
$366K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
30+ 0.97% |
$6.46K - $8.8K
|
3.13K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
30+ 1.44% |
$6.46K - $8.8K
|
2.12K
$755K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
30+ 1.06% |
$6.46K - $8.8K
|
2.86K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
30+ 0.81% |
$6.46K - $8.8K
|
3.73K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
30+ 2.42% |
$6.46K - $8.8K
|
1.27K
$451K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.08% |
$6.46K - $8.8K
|
37K
$13.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
30+ 17.86% |
$6.46K - $8.8K
|
198
$70.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
30+ 5.3% |
$6.46K - $8.8K
|
596
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30+ 0.41% |
$6.46K - $8.8K
|
7.32K
$2.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
29+ 0.85% |
$6.25K - $8.51K
|
3.44K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
29+ 0.66% |
$6.25K - $8.51K
|
4.4K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
28+ 0.43% |
$6.03K - $8.21K
|
6.58K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
28+ 2.48% |
$6.03K - $8.21K
|
1.16K
$412K
|