Purchases and Sales Made in Q1 2024 in Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information about the institutional ownership of Goldman Sachs ETF Tr Actvebeta (GEM) during Q1 2024. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS ETF TR ACTVEBETA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
164K+ 4.11% |
$4.74M - $5.19M
|
4.16M
$141M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
136K+ 88042.21% |
$3.92M - $4.29M
|
136K
$4.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130KNew |
$3.77M - $4.12M
|
130K
$4.42M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 173.74% |
$3.74M - $4.09M
|
204K
$6.9M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
115K+ 3.85% |
$3.34M - $3.65M
|
3.12M
$106M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 4.59% |
$3.18M - $3.48M
|
2.51M
$85.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
86.7KNew |
$2.5M - $2.74M
|
86.7K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
77.8K+ 6.84% |
$2.25M - $2.46M
|
1.21M
$41.1M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
57.6K+ 3.79% |
$1.67M - $1.82M
|
1.58M
$53.4M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
39.3K+ 27.43% |
$1.14M - $1.24M
|
183K
$6.18M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27.1K+ 6.85% |
$784K - $857K
|
423K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
24.3K+ 1.73% |
$703K - $769K
|
1.43M
$48.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 3.7% |
$668K - $731K
|
648K
$21.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 14.91% |
$632K - $691K
|
169K
$5.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
20.1K+ 10.47% |
$580K - $634K
|
212K
$7.17M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 41.96% |
$413K - $452K
|
48.3K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.9KNew |
$314K - $344K
|
10.9K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5K+ 10.09% |
$305K - $333K
|
115K
$3.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.6K+ 1.66% |
$277K - $304K
|
587K
$19.9M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.37K+ 8.91% |
$271K - $296K
|
115K
$3.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
4.88K+ 1.03% |
$141K - $154K
|
477K
$16.1M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.56K+ 15.26% |
$103K - $112K
|
26.8K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.29K+ 3.83% |
$95.1K - $104K
|
89.2K
$3.02M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
2.37K+ 0.22% |
$68.4K - $74.8K
|
1.09M
$37M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2KNew |
$63.6K - $69.5K
|
2.2K
$74.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.14K+ 4.56% |
$61.9K - $67.7K
|
49.2K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.1K+ 29.5% |
$60.6K - $66.3K
|
9.21K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.95K+ 25.05% |
$56.2K - $61.5K
|
9.71K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
693+ 5.18% |
$20K - $21.9K
|
14.1K
$476K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
519+ 34.42% |
$15K - $16.4K
|
2.03K
$68.6K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
496+ 2.77% |
$14.3K - $15.7K
|
18.4K
$623K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
426+ 2.33% |
$12.3K - $13.5K
|
18.7K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
388+ 4.01% |
$11.2K - $12.3K
|
10.1K
$341K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
290New |
$8.38K - $9.17K
|
290
$9.82K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
255+ 0.86% |
$7.37K - $8.06K
|
30.1K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
223+ 1.5% |
$6.44K - $7.05K
|
15.1K
$512K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
213+ 21.3% |
$6.15K - $6.73K
|
1.21K
$41.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
155+ 1.42% |
$4.48K - $4.9K
|
11.1K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
148+ 39.47% |
$4.28K - $4.68K
|
523
$17.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
124New |
$3.58K - $3.92K
|
124
$4.2K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
124New |
$3.58K - $3.92K
|
124
$4.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
103+ 0.72% |
$2.98K - $3.26K
|
14.4K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57New |
$1.65K - $1.8K
|
57
$1.93K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.57% |
$1.3K - $1.42K
|
7.92K
$268K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$202 - $221
|
1.2K
$40.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.89% |
$28.9 - $31.6
|
111
$3.76K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 0.36% |
$144 - $158
|
1.37K
$46.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 50.0% |
$780 - $853
|
27
$914
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 4.51% |
$1.01K - $1.11K
|
741
$25.1K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-42- 80.77% |
$1.21K - $1.33K
|
10
$339
|