Purchases and Sales Made in Q4 2023 in Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-72- 4.93% |
$14.2K - $19K
|
1.39K
$387K
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-73- 5.76% |
$14.4K - $19.2K
|
1.2K
$334K
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-73- 1.63% |
$14.4K - $19.2K
|
4.41K
$1.23M
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-73- 12.29% |
$14.4K - $19.2K
|
521
$145K
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-74- 2.84% |
$14.6K - $19.5K
|
2.54K
$708K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-74- 3.94% |
$14.6K - $19.5K
|
1.8K
$503K
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-74- 4.89% |
$14.6K - $19.5K
|
1.44K
$402K
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-75- 5.63% |
$14.8K - $19.8K
|
1.26K
$351K
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-75- 3.46% |
$14.8K - $19.8K
|
2.09K
$584K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-75- 2.49% |
$14.8K - $19.8K
|
2.94K
$819K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-75- 4.37% |
$14.8K - $19.8K
|
1.64K
$458K
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-75- 7.55% |
$14.8K - $19.8K
|
918
$256K
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-76- 1.76% |
$15K - $20K
|
4.24K
$1.18M
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-77- 0.53% |
$15.2K - $20.3K
|
14.6K
$4.07M
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-77- 4.39% |
$15.2K - $20.3K
|
1.68K
$468K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 2.55% |
$15.4K - $20.6K
|
2.98K
$831K
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-78- 3.9% |
$15.4K - $20.6K
|
1.92K
$536K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-79- 3.41% |
$15.6K - $20.8K
|
2.24K
$624K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-79- 3.08% |
$15.6K - $20.8K
|
2.49K
$695K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-80- 5.98% |
$15.8K - $21.1K
|
1.26K
$351K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-80- 1.3% |
$15.8K - $21.1K
|
6.07K
$1.69M
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-80- 5.55% |
$15.8K - $21.1K
|
1.36K
$380K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-80- 1.78% |
$15.8K - $21.1K
|
4.43K
$1.24M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-81- 2.46% |
$16K - $21.4K
|
3.21K
$895K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-81- 2.89% |
$16K - $21.4K
|
2.72K
$760K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-82- 1.22% |
$16.2K - $21.6K
|
6.66K
$1.86M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 2.59% |
$16.2K - $21.6K
|
3.08K
$859K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-83- 4.52% |
$16.4K - $21.9K
|
1.76K
$490K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-83- 5.17% |
$16.4K - $21.9K
|
1.52K
$425K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-84- 3.04% |
$16.6K - $22.1K
|
2.68K
$747K
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-84- 0.14% |
$16.6K - $22.1K
|
60.5K
$16.9M
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-84- 24.28% |
$16.6K - $22.1K
|
262
$73.1K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-86- 1.09% |
$17K - $22.7K
|
7.8K
$2.18M
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 5.7% |
$17.4K - $23.2K
|
1.46K
$406K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-88- 0.59% |
$17.4K - $23.2K
|
14.8K
$4.14M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-88- 0.04% |
$17.4K - $23.2K
|
221K
$61.8M
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-89- 5.43% |
$17.6K - $23.5K
|
1.55K
$432K
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-89- 5.25% |
$17.6K - $23.5K
|
1.61K
$448K
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-90- 50.0% |
$17.8K - $23.7K
|
90
$25.1K
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-90- 5.57% |
$17.8K - $23.7K
|
1.53K
$426K
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-91- 4.9% |
$18K - $24K
|
1.77K
$493K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-91- 3.23% |
$18K - $24K
|
2.72K
$760K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-92- 45.77% |
$18.2K - $24.3K
|
109
$30.4K
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-92- 4.41% |
$18.2K - $24.3K
|
2K
$557K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-93- 1.33% |
$18.4K - $24.5K
|
6.92K
$1.93M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-93- 3.15% |
$18.4K - $24.5K
|
2.86K
$797K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-93- 1.33% |
$18.4K - $24.5K
|
6.92K
$1.93M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-95- 0.9% |
$18.7K - $25K
|
10.4K
$2.91M
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-96- 0.63% |
$18.9K - $25.3K
|
15.2K
$4.23M
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-97- 3.2% |
$19.1K - $25.6K
|
2.93K
$818K
|