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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15+ 0.15% |
$3.23K - $4.4K
|
10K
$3.57M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
15+ 0.08% |
$3.23K - $4.4K
|
19.4K
$6.89M
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15+ 1.85% |
$3.23K - $4.4K
|
828
$295K
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
15+ 0.04% |
$3.23K - $4.4K
|
37.6K
$13.4M
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
15+ 0.42% |
$3.23K - $4.4K
|
3.59K
$1.28M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
15+ 0.6% |
$3.23K - $4.4K
|
2.5K
$889K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
14+ 0.68% |
$3.02K - $4.11K
|
2.06K
$733K
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
14+ 0.4% |
$3.02K - $4.11K
|
3.49K
$1.24M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
14+ 0.67% |
$3.02K - $4.11K
|
2.1K
$748K
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
14+ 0.9% |
$3.02K - $4.11K
|
1.58K
$561K
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14+ 0.66% |
$3.02K - $4.11K
|
2.12K
$756K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14+ 0.35% |
$3.02K - $4.11K
|
4.02K
$1.43M
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
13+ 0.87% |
$2.8K - $3.81K
|
1.51K
$537K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
13+ 0.7% |
$2.8K - $3.81K
|
1.86K
$663K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
13+ 0.97% |
$2.8K - $3.81K
|
1.36K
$484K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13+ 0.56% |
$2.8K - $3.81K
|
2.34K
$834K
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
13+ 0.6% |
$2.8K - $3.81K
|
2.18K
$776K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
13+ 0.07% |
$2.8K - $3.81K
|
18.2K
$6.46M
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
12+ 0.27% |
$2.59K - $3.52K
|
4.46K
$1.59M
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
12+ 0.23% |
$2.59K - $3.52K
|
5.19K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.29% |
$2.59K - $3.52K
|
4.2K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.03% |
$2.59K - $3.52K
|
36.3K
$12.9M
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12+ 0.65% |
$2.59K - $3.52K
|
1.86K
$661K
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
12+ 0.47% |
$2.59K - $3.52K
|
2.58K
$918K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11+ 1.53% |
$2.37K - $3.23K
|
730
$260K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
11+ 1.16% |
$2.37K - $3.23K
|
961
$342K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
10+ 1.06% |
$2.15K - $2.93K
|
955
$340K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.37% |
$2.15K - $2.93K
|
2.71K
$965K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 5.85% |
$2.15K - $2.93K
|
181
$64.4K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
10+ 0.27% |
$2.15K - $2.93K
|
3.74K
$1.33M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 0.29% |
$2.15K - $2.93K
|
3.43K
$1.22M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.12% |
$2.15K - $2.93K
|
8.27K
$2.94M
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
10+ 0.03% |
$2.15K - $2.93K
|
31.8K
$11.3M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 10.42% |
$2.15K - $2.93K
|
106
$37.7K
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10+ 0.87% |
$2.15K - $2.93K
|
1.17K
$415K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
10+ 6.45% |
$2.15K - $2.93K
|
165
$58.7K
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
9+ 0.21% |
$1.94K - $2.64K
|
4.32K
$1.54M
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$1.94K - $2.64K
|
2.49K
$887K
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
9+ 0.07% |
$1.94K - $2.64K
|
13.1K
$4.65M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
9+ 1.13% |
$1.94K - $2.64K
|
804
$286K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
9+ 1.49% |
$1.94K - $2.64K
|
613
$218K
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9+ 0.34% |
$1.94K - $2.64K
|
2.67K
$951K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 23.68% |
$1.94K - $2.64K
|
47
$16.7K
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9+ 0.06% |
$1.94K - $2.64K
|
16K
$5.68M
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
9+ 0.41% |
$1.94K - $2.64K
|
2.2K
$782K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.09% |
$1.94K - $2.64K
|
9.98K
$3.55M
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9+ 0.46% |
$1.94K - $2.64K
|
1.99K
$707K
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
9+ 0.01% |
$1.94K - $2.64K
|
134K
$47.7M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8+ 0.07% |
$1.72K - $2.35K
|
10.8K
$3.83M
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
8+ 2.25% |
$1.72K - $2.35K
|
363
$129K
|