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Tesla Inc

Institutional position changes, all quarters

842 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
ExitedAlphaQuest LLCJun 30, 2026-276-100%0$124.1Klow
AddedIndie Asset Partners, LLCJun 30, 2026+280+18%1,819$117.8Klow
AddedArgyle Capital Partners, LLCJun 30, 2026+277+59%745$116.6Klow
AddedTortoise Investment Management, LLCJun 30, 2026+271+22%1,511$114.0Klow
AddedTRUST CO OF VERMONTJun 30, 2026+267+3.9%7,120$112.3Klow
AddedVantus Wealth LLCJun 30, 2026+262+13%2,227$110.2Klow
AddedCFM WEALTH PARTNERS LLCJun 30, 2026+240+5.0%5,007$100.9Klow
ExitedAmerican Wealth Advisors, LLCJun 30, 2026-221-100%0$99.4Klow
TrimmedInvestmark Advisory Group LLCJun 30, 2026-235-6.8%3,225$98.8Klow
TrimmedPanoramic Capital Partners, LLCJun 30, 2026-233-5.9%3,709$98.0Klow
TrimmedPINNEY & SCOFIELD, INC.Jun 30, 2026-230-28%585$96.7Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+229+4.7%5,129$96.3Klow
AddedGOLDEN ROAD ADVISORS LLCJun 30, 2026+227+18%1,496$95.5Klow
AddedUnivest Financial CorpJun 30, 2026+227+3.4%6,908$95.5Klow
TrimmedPerfromance Wealth Partners, LLCJun 30, 2026-222-1.6%13,298$93.4Klow
TrimmedMeeder Advisory Services, Inc.Jun 30, 2026-214-0.4%57,508$90.0Klow
AddedGame Plan Financial Advisors, LLCJun 30, 2026+212+16%1,576$89.2Klow
TrimmedDavis Investment Partners, LLCJun 30, 2026-208-22%719$87.5Klow
TrimmedLloyd Advisory Services, LLC.Jun 30, 2026-206-51%201$86.6Klow
AddedMenard Financial Group LLCJun 30, 2026+200+5.6%3,781$84.1Klow
TrimmedBuckland Partners Management Co LLCJun 30, 2026-200-29%500$84.1Klow
AddedGlobal Strategic Investment Solutions, LLCJun 30, 2026+195+9.0%2,351$82.0Klow
AddedLeConte Wealth Management, LLCJun 30, 2026+183+5.3%3,652$77.0Klow
AddedJoseph P. Lucia & Associates, LLCJun 30, 2026+177+13%1,498$74.5Klow
TrimmedIMG Wealth Management, Inc.Jun 30, 2026-166-22%584$69.8Klow
TrimmedW.H. Cornerstone Investments Inc.Jun 30, 2026-159-13%1,090$66.9Klow
TrimmedGRANDFIELD & DODD, LLCJun 30, 2026-159-6.1%2,445$66.9Klow
AddedFORTRESS PRIVATE LEDGER, LLCJun 30, 2026+153+3.3%4,787$64.4Klow
AddedTriune Financial Partners, LLCJun 30, 2026+151+23%808$63.5Klow
AddedSIERRA OCEAN, LLCJun 30, 2026+142+13%1,200$59.7Klow
AddedMAYPORT, LLCJun 30, 2026+132+6.7%2,099$55.5Klow
NewWestern Pacific Wealth Management, LPJun 30, 2026+125New125$52.6Klow
TrimmedAlpine Bank Wealth ManagementJun 30, 2026-124-3.6%3,302$52.2Klow
AddedDakota Wealth ManagementJun 30, 2026+106+0.8%14,079$44.6Klow
AddedLUTS & GREENLEIGH GROUP, INC.Jun 30, 2026+101+4.4%2,422$42.5Klow
AddedSummit Financial Consulting LLCJun 30, 2026+99+18%657$41.6Klow
AddedOneDigital Investment Advisors LLCJun 30, 2026+96+0.2%43,236$40.4Klow
AddedBETO FINANCIAL GROUP, LLCJun 30, 2026+96+8.3%1,253$35.5Klow
NewHarborfront Financial Group LLCJun 30, 2026+82New82$34.5Klow
AddedGrantvest Financial Group LLCJun 30, 2026+77+4.8%1,688$32.4Klow
TrimmedNOVARE CAPITAL MANAGEMENT LLCJun 30, 2026-73-0.4%18,912$30.7Klow
AddedMonte Financial Group, LLCJun 30, 2026+84+5.1%1,728$26.1Klow
TrimmedSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCJun 30, 2026-56-7.6%677$23.6Klow
AddedGould Capital, LLCJun 30, 2026+50+14%413$21.0Klow
TrimmedAMERICAN FINANCIAL & TAX STRATEGIES INCJun 30, 2026-50-3.1%1,570$21.0Klow
AddedBell Investment Advisors, IncJun 30, 2026+49+4.5%1,135$20.6Klow
AddedGarner Asset Management CorpJun 30, 2026+47+1.7%2,882$19.8Klow
TrimmedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026-42-1.2%3,446$17.7Klow
AddedELEMENT POINTE ADVISORS, LLCJun 30, 2026+39+1.5%2,653$16.4Klow
AddedGraney & King, LLCJun 30, 2026+37+4.1%932$15.6Klow
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