Purchases and Sales Made in Q4 2024 in Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information about the institutional ownership of Goldman Sachs ETF Tr Actvebeta (GEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$51.4M - $58.2M
|
1.61M
$52.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38.7KNew |
$1.23M - $1.4M
|
38.7K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33.1K+ 55.78% |
$1.06M - $1.2M
|
92.5K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
30.2K+ 34.47% |
$965K - $1.09M
|
118K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.3K+ 4.99% |
$361K - $409K
|
238K
$7.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
7.68KNew |
$245K - $277K
|
7.68K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.67K+ 202.56% |
$245K - $277K
|
11.4K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.05KNew |
$225K - $255K
|
7.05K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17K+ 47.19% |
$69.4K - $78.5K
|
6.78K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.11K+ 1.4% |
$67.3K - $76.1K
|
153K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.57K+ 1.33% |
$50K - $56.6K
|
120K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 19.88% |
$48.2K - $54.6K
|
9.11K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1K+ 3.89% |
$31.9K - $36.1K
|
26.7K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
871+ 32.26% |
$27.8K - $31.5K
|
3.57K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
562+ 2.42% |
$17.9K - $20.3K
|
23.8K
$779K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
464+ 1.86% |
$14.8K - $16.8K
|
25.4K
$829K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
452+ 38.27% |
$14.4K - $16.3K
|
1.63K
$53.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
254+ 0.25% |
$8.11K - $9.18K
|
101K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
216New |
$6.89K - $7.81K
|
216
$7.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
157+ 2.49% |
$5.01K - $5.67K
|
6.47K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
94+ 0.48% |
$3K - $3.4K
|
19.6K
$640K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 2.68% |
$383 - $434
|
460
$15K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9New |
$287 - $325
|
9
$294
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-68- 0.69% |
$2.17K - $2.46K
|
9.82K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-83- 21.17% |
$2.65K - $3K
|
309
$10.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-215- 74.14% |
$6.86K - $7.77K
|
75
$2.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-471- 73.71% |
$15K - $17K
|
168
$5.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-485- 45.75% |
$15.5K - $17.5K
|
575
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-564- 4.34% |
$18K - $20.4K
|
12.4K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-750- 0.47% |
$23.9K - $27.1K
|
160K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.72K- 1.91% |
$86.8K - $98.2K
|
140K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.78K- 29.52% |
$121K - $137K
|
9.03K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.03K- 8.39% |
$161K - $182K
|
54.9K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.04K- 3.58% |
$257K - $291K
|
217K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-8.69K- 3.45% |
$277K - $314K
|
243K
$7.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-9.35K- 15.14% |
$298K - $338K
|
52.4K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11K- 7.7% |
$352K - $398K
|
132K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.6K- 57.23% |
$594K - $672K
|
13.9K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20.9K- 35.04% |
$666K - $754K
|
38.7K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-98.2K- 15.63% |
$3.13M - $3.55M
|
530K
$17.3M
|