Purchases and Sales Made in Q4 2023 in Goldman Sachs Tr Eql Weight Us (GSEW)
This table provides information about the institutional ownership of Goldman Sachs Tr Eql Weight Us (GSEW) during Q4 2023. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS TR EQL WEIGHT US.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
724K+ 893.54% |
$41M - $48.7M
|
805K
$62M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
136KNew |
$7.68M - $9.13M
|
136K
$10.4M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 2990.53% |
$7.6M - $9.03M
|
139K
$10.7M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
102K+ 209.48% |
$5.75M - $6.84M
|
150K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
88.4KNew |
$5M - $5.95M
|
88.4K
$6.81M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86.6K+ 4646.97% |
$4.9M - $5.82M
|
88.4K
$6.81M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.3K+ 13.54% |
$3.07M - $3.65M
|
455K
$35M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.1KNew |
$1.42M - $1.69M
|
25.1K
$1.93M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 377.76% |
$927K - $1.1M
|
20.7K
$1.6M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1KNew |
$853K - $1.01M
|
15.1K
$1.16M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
14.8KNew |
$840K - $999K
|
14.8K
$1.14M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.2K+ 136.23% |
$801K - $953K
|
24.6K
$1.89M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13K+ 12.34% |
$733K - $871K
|
118K
$9.07M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 15.71% |
$667K - $793K
|
86.8K
$6.68M
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
11.7K+ 31.44% |
$661K - $785K
|
48.8K
$3.76M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.88K+ 5.84% |
$502K - $597K
|
161K
$12.4M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.02KNew |
$397K - $472K
|
7.02K
$540K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
6.81KNew |
$385K - $458K
|
6.81K
$524K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.15K+ 24.96% |
$235K - $279K
|
20.8K
$1.6M
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.89K+ 3.85% |
$220K - $262K
|
105K
$8.09M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.88KNew |
$219K - $261K
|
3.88K
$298K
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.45KNew |
$195K - $232K
|
3.45K
$266K
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.33KNew |
$188K - $224K
|
3.33K
$256K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.25KNew |
$184K - $219K
|
3.25K
$250K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 2.17% |
$160K - $191K
|
134K
$10.3M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
$84.9K - $101K
|
1.5K
$115K
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.16K+ 11.21% |
$65.7K - $78.1K
|
11.5K
$886K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.05K+ 4.95% |
$59.1K - $70.3K
|
22.2K
$1.7M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$56.6K - $67.3K
|
1K
$77K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
921+ 20.94% |
$52.1K - $62K
|
5.32K
$409K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
845+ 7.61% |
$47.8K - $56.9K
|
12K
$920K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
819+ 127.97% |
$46.3K - $55.1K
|
1.46K
$112K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
784New |
$44.4K - $52.7K
|
784
$60.3K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
529+ 1.27% |
$29.9K - $35.6K
|
42.2K
$3.25M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
377+ 0.96% |
$21.3K - $25.4K
|
39.6K
$3.04M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
300+ 7.96% |
$17K - $20.2K
|
4.07K
$313K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
274+ 0.76% |
$15.5K - $18.4K
|
36.5K
$2.81M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
200+ 2.38% |
$11.3K - $13.5K
|
8.59K
$661K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80+ 400.0% |
$4.53K - $5.38K
|
100
$7.7K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50New |
$2.83K - $3.36K
|
50
$3.85K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.34% |
$1.24K - $1.48K
|
6.41K
$493K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14+ 0.37% |
$792 - $942
|
3.79K
$292K
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.03% |
$283 - $336
|
16.6K
$1.28M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6- 0.01% |
$339 - $404
|
68.1K
$5.24M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.18% |
$622 - $740
|
5.99K
$461K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25- 0.03% |
$1.41K - $1.68K
|
86K
$6.62M
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-51- 1.37% |
$2.89K - $3.43K
|
3.67K
$283K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-68- 0.95% |
$3.85K - $4.58K
|
7.06K
$543K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-106- 53.0% |
$6K - $7.13K
|
94
$7.23K
|