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Tesla Inc

Institutional position changes, all quarters

842 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedOARSMAN CAPITAL, INC.Jun 30, 2026-2,115-42%2,948$889.6Klow
AddedParkshore Wealth Management, Inc.Jun 30, 2026+2,070+24%10,629$870.6Klow
AddedFIRST NATIONAL BANK OF OMAHAJun 30, 2026+1,980+7.3%29,055$827.8Klow
ExitedONTARIO TEACHERS PENSION PLAN BOARDJun 30, 2026-1,821-100%0$818.9Klow
TrimmedVariant Private Wealth, LLCJun 30, 2026-1,920-20%7,914$807.6Klow
AddedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026+1,798+23%9,637$756.2Klow
AddedDENVER WEALTH MANAGEMENT, INC.Jun 30, 2026+1,797+86%3,890$755.8Klow
AddedRequisite Capital Management, LLCJun 30, 2026+1,723+214%2,528$724.7Klow
AddedPallas Capital Advisors LLCJun 30, 2026+1,656+16%12,317$696.5Klow
AddedTexas Capital Bank Wealth Management Services IncJun 30, 2026+1,652+22%9,292$694.8Klow
TrimmedQuent Capital, LLCJun 30, 2026-1,642-13%11,488$690.6Klow
AddedWIREGRASS INVESTMENT MANAGEMENT LLCJun 30, 2026+1,465+35%5,626$616.2Klow
AddedEverest Management Corp.Jun 30, 2026+1,442+88%3,076$606.5Klow
NewRoyal Palms Capital LLCJun 30, 2026+1,340New1,340$563.6Klow
AddedPlato Investment Management LtdJun 30, 2026+1,268+2.0%64,537$530.2Klow
TrimmedMain Street Financial Solutions, LLCJun 30, 2026-1,256-4.4%27,409$528.3Klow
ExitedUnifi Asset Management LPJun 30, 2026-1,400-100%0$520.5Klow
AddedCVA Family Office, LLCJun 30, 2026+1,078+13%9,486$453.4Klow
AddedMosaic Advisors LLCJun 30, 2026+1,000+79%2,267$420.6Klow
TrimmedPrinciple Wealth Partners LLCJun 30, 2026-992-4.1%23,012$417.2Klow
AddedDale Q Rice Investment Management LtdJun 30, 2026+906+11%9,121$381.1Klow
TrimmedSITTNER & NELSON, LLCJun 30, 2026-864-16%4,610$363.4Klow
TrimmedAMG National Trust BankJun 30, 2026-863-12%6,599$363.0Klow
TrimmedPURSUE WEALTH PARTNERS LLCJun 30, 2026-825-12%5,809$347.0Klow
TrimmedGuardian Capital, LLCJun 30, 2026-815-48%891$342.8Klow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+804+4.0%21,138$338.2Klow
NewPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Jun 30, 2026+714New714$300.3Klow
TrimmedBARINGS LLCJun 30, 2026-706-41%1,008$296.9Klow
AddedMeadowbrook Advisors Group, LLCJun 30, 2026+600+104%1,177$252.4Klow
AddedInman Jager Wealth Management, LLCJun 30, 2026+586+41%2,026$246.5Klow
AddedOccidental Asset Management, LLCJun 30, 2026+586+7.4%8,477$246.5Klow
ExitedVersor Investments LPJun 30, 2026-501-100%0$225.3Klow
ExitedBeverly Hills Private Wealth, LLCJun 30, 2026-497-100%0$223.5Klow
NewTwelve Points Wealth Management LLCJun 30, 2026+521New521$219.0Klow
NewR.H. Investment Group, LLCJun 30, 2026+509New509$214.1Klow
AddedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026+508+4.3%12,318$213.7Klow
NewHFR Wealth Management, LLCJun 30, 2026+506New506$213.0Klow
ExitedGRAHAM CAPITAL WEALTH MANAGEMENT, LLCJun 30, 2026-470-100%0$211.4Klow
TrimmedPrivium Fund Management B.V.Jun 30, 2026-500-0.2%228,000$210.3Klow
AddedBOYD WATTERSON ASSET MANAGEMENT LLC/OHJun 30, 2026+500+23%2,695$210.3Klow
NewSTAR Financial BankJun 30, 2026+497New497$209.0Klow
ExitedFusion Family Wealth, LLCJun 30, 2026-453-100%0$203.7Klow
ExitedDisciplined Investments, LLCJun 30, 2026-450-100%0$202.4Klow
NewTABLEAUX LLCJun 30, 2026+480New480$201.9Klow
TrimmedCONWAY CAPITAL MANAGEMENT, INC.Jun 30, 2026-475-2.5%18,360$199.8Klow
ExitedCURIO WEALTH, LLCJun 30, 2026-372-100%0$180.6Klow
TrimmedPalatine Hill Wealth Management, LLCJun 30, 2026-425-6.6%5,970$178.7Klow
AddedPARAGON FINANCIAL PARTNERS, INC.Jun 30, 2026+500+17%3,391$155.6Klow
AddedKILEY JUERGENS WEALTH MANAGEMENT, LLCJun 30, 2026+322+2.1%15,310$135.4Klow
AddedCoyle Financial Counsel LLCJun 30, 2026+310+20%1,830$130.4Klow
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