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 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1- 0.7% |
$215 - $293
|
142
$49.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1- 0.03% |
$215 - $293
|
2.98K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$215 - $293
|
7.93K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2- 0.12% |
$431 - $587
|
1.7K
$596K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$431 - $587
|
4.55K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-2- 1.56% |
$431 - $587
|
126
$44.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3- 0.24% |
$646 - $880
|
1.26K
$443K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.03% |
$646 - $880
|
10.2K
$3.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-3- 0.27% |
$646 - $880
|
1.13K
$395K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-3- 0.08% |
$646 - $880
|
3.58K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3- 0.04% |
$646 - $880
|
7.35K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-3- 0.32% |
$646 - $880
|
936
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3- 0.08% |
$646 - $880
|
3.78K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4- 0.39% |
$862 - $1.17K
|
1.03K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4- 0.3% |
$862 - $1.17K
|
1.34K
$471K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 0.91% |
$1.08K - $1.47K
|
543
$190K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$1.08K - $1.47K
|
6.95K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-5- 0.29% |
$1.08K - $1.47K
|
1.75K
$613K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5- 0.36% |
$1.08K - $1.47K
|
1.39K
$489K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-6- 0.35% |
$1.29K - $1.76K
|
1.72K
$603K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-6- 0.12% |
$1.29K - $1.76K
|
5.05K
$1.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 0.1% |
$1.29K - $1.76K
|
6.15K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-6- 0.6% |
$1.29K - $1.76K
|
999
$350K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-7- 0.29% |
$1.51K - $2.05K
|
2.4K
$841K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-7- 0.75% |
$1.51K - $2.05K
|
929
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.2% |
$1.72K - $2.35K
|
3.93K
$1.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-8- 0.41% |
$1.72K - $2.35K
|
1.96K
$686K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8- 0.08% |
$1.72K - $2.35K
|
9.87K
$3.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9- 1.1% |
$1.94K - $2.64K
|
807
$283K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-9- 1.09% |
$1.94K - $2.64K
|
817
$287K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-9- 1.07% |
$1.94K - $2.64K
|
831
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-9- 0.84% |
$1.94K - $2.64K
|
1.06K
$372K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-9- 0.56% |
$1.94K - $2.64K
|
1.6K
$560K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-9- 0.26% |
$1.94K - $2.64K
|
3.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 3.37% |
$1.94K - $2.64K
|
258
$90.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-10- 4.03% |
$2.15K - $2.93K
|
238
$83.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-10- 0.05% |
$2.15K - $2.93K
|
20K
$7M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.22% |
$2.15K - $2.93K
|
4.49K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-10- 0.19% |
$2.15K - $2.93K
|
5.13K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10- 0.63% |
$2.15K - $2.93K
|
1.59K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.37% |
$2.15K - $2.93K
|
2.72K
$953K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-10- 0.73% |
$2.15K - $2.93K
|
1.37K
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-11- 0.27% |
$2.37K - $3.23K
|
4.03K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-11- 0.14% |
$2.37K - $3.23K
|
7.84K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-11- 0.24% |
$2.37K - $3.23K
|
4.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-11- 0.56% |
$2.37K - $3.23K
|
1.96K
$687K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-12- 0.49% |
$2.59K - $3.52K
|
2.44K
$854K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-12- 0.02% |
$2.59K - $3.52K
|
65.7K
$23.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-12- 0.25% |
$2.59K - $3.52K
|
4.76K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-13- 0.3% |
$2.8K - $3.81K
|
4.35K
$1.52M
|