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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-13- 1.21% |
$2.8K - $3.81K
|
1.06K
$373K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-14- 0.28% |
$3.02K - $4.11K
|
5.03K
$1.76M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-14- 0.19% |
$3.02K - $4.11K
|
7.19K
$2.52M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-14- 0.49% |
$3.02K - $4.11K
|
2.87K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-14- 0.44% |
$3.02K - $4.11K
|
3.18K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-15- 0.73% |
$3.23K - $4.4K
|
2.04K
$714K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$3.23K - $4.4K
|
22.4K
$7.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-15- 1.05% |
$3.23K - $4.4K
|
1.41K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-15- 0.27% |
$3.23K - $4.4K
|
5.63K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-15- 1.06% |
$3.23K - $4.4K
|
1.4K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15- 1.12% |
$3.23K - $4.4K
|
1.32K
$463K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-16- 1.49% |
$3.45K - $4.69K
|
1.06K
$371K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-16- 0.58% |
$3.45K - $4.69K
|
2.74K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-16- 24.62% |
$3.45K - $4.69K
|
49
$17.2K
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-16- 1.39% |
$3.45K - $4.69K
|
1.13K
$397K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-17- 1.84% |
$3.66K - $4.99K
|
908
$318K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-17- 1.17% |
$3.66K - $4.99K
|
1.43K
$503K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-18- 1.17% |
$3.88K - $5.28K
|
1.52K
$532K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 0.13% |
$3.88K - $5.28K
|
13.9K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-18- 0.55% |
$3.88K - $5.28K
|
3.24K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-18- 1.79% |
$3.88K - $5.28K
|
987
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18- 1.79% |
$3.88K - $5.28K
|
987
$346K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-19- 0.58% |
$4.09K - $5.57K
|
3.26K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19- 1.86% |
$4.09K - $5.57K
|
1.01K
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.83% |
$4.31K - $5.87K
|
2.39K
$840K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.69% |
$4.31K - $5.87K
|
1.16K
$408K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.29% |
$4.31K - $5.87K
|
6.86K
$2.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20- 1.95% |
$4.31K - $5.87K
|
1.01K
$352K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-21- 0.72% |
$4.53K - $6.16K
|
2.91K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-21- 1.56% |
$4.53K - $6.16K
|
1.32K
$464K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-21- 2.27% |
$4.53K - $6.16K
|
905
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-21- 0.82% |
$4.53K - $6.16K
|
2.55K
$895K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 0.44% |
$4.74K - $6.45K
|
4.98K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-23- 0.57% |
$4.96K - $6.75K
|
4.05K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-23- 0.38% |
$4.96K - $6.75K
|
5.98K
$2.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-24- 0.63% |
$5.17K - $7.04K
|
3.8K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-24- 0.9% |
$5.17K - $7.04K
|
2.65K
$930K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-24- 0.49% |
$5.17K - $7.04K
|
4.83K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-24- 1.28% |
$5.17K - $7.04K
|
1.85K
$647K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 1.11% |
$5.39K - $7.33K
|
2.24K
$784K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-25- 2.34% |
$5.39K - $7.33K
|
1.04K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-25- 2.69% |
$5.39K - $7.33K
|
906
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-26- 1.69% |
$5.6K - $7.63K
|
1.51K
$529K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-26- 0.4% |
$5.6K - $7.63K
|
6.41K
$2.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-26- 2.17% |
$5.6K - $7.63K
|
1.17K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-26- 1.59% |
$5.6K - $7.63K
|
1.61K
$564K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-26- 0.36% |
$5.6K - $7.63K
|
7.17K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-27- 1.04% |
$5.82K - $7.92K
|
2.58K
$905K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-28- 0.41% |
$6.03K - $8.21K
|
6.84K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-28- 0.21% |
$6.03K - $8.21K
|
13.3K
$4.67M
|