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Tesla Motors, Inc.
Tesla Motors, Inc.. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 19 Institutional holders with a total value of $69,072,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 227,036 55,097,000 79.77%
2 J.P. Morgan Private Wealth Advisors LLC 10,597 2,571,000 3.72%
3 ROSENBLUM SILVERMAN SUTTON S F INC /CA 8,695 2,110,000 3.05%
4 CG Asset Management LLC 7,030 1,706,000 2.47%
5 World Asset Management Inc 4,332 1,051,000 1.52%
6 Veritable, L.P. 3,864 938,000 1.36%
7 REYNOLDS CAPITAL MANAGEMENT LLC 3,650 886,000 1.28%
8 Calvert Investment Management, Inc. 3,525 855,000 1.24%
9 BURNHAM ASSET MANAGEMENT CORP /NY/ 3,500 849,000 1.23%
10 Ameritas Investment Partners, Inc. 2,062 500,000 0.72%
11 MENLO ADVISORS LLC 1,940 470,000 0.68%
12 COLDSTREAM CAPITAL MANAGEMENT INC 1,530 371,000 0.54%
13 HOWARD CAPITAL MANAGEMENT 1,480 359,000 0.52%
14 KCM INVESTMENT ADVISORS LLC 1,180 286,000 0.41%
15 DOWLING & YAHNKE LLC 1,120 272,000 0.39%
16 PARSONS CAPITAL MANAGEMENT INC/RI 1,065 258,000 0.37%
17 COLDSTREAM CAPITAL MANAGEMENT INC 1,000 243,000 0.35% Call
18 FIRST FOUNDATION ADVISORS 916 222,000 0.32%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 114 28,000 0.04%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.