A detailed history of Institutional & Family Asset Management, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 9,106 shares of GS stock, worth $5.23 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
9,106
Previous 9,431 3.45%
Holding current value
$5.23 Million
Previous $3.94 Million 4.54%
% of portfolio
0.49%
Previous 0.48%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$389.49 - $470.41 $126,584 - $152,883
-325 Reduced 3.45%
9,106 $4.12 Million
Q1 2024

May 08, 2024

SELL
$376.91 - $417.69 $275,521 - $305,331
-731 Reduced 7.19%
9,431 $3.94 Million
Q4 2023

Feb 06, 2024

SELL
$289.91 - $386.41 $647,948 - $863,626
-2,235 Reduced 18.03%
10,162 $3.92 Million
Q3 2023

Nov 13, 2023

BUY
$313.0 - $358.93 $25,040 - $28,714
80 Added 0.65%
12,397 $4.01 Million
Q2 2023

Aug 09, 2023

SELL
$312.36 - $343.96 $624 - $687
-2 Reduced 0.02%
12,317 $3.97 Million
Q1 2023

May 08, 2023

BUY
$303.54 - $375.1 $72,849 - $90,024
240 Added 1.99%
12,319 $4.03 Million
Q4 2022

Feb 08, 2023

BUY
$293.4 - $388.86 $89,487 - $118,602
305 Added 2.59%
12,079 $4.15 Million
Q3 2022

Nov 07, 2022

BUY
$19.27 - $342.58 $52,452 - $932,502
2,722 Added 30.07%
11,774 $3.45 Million
Q2 2022

Aug 08, 2022

BUY
$279.79 - $341.06 $155,003 - $188,947
554 Added 6.52%
9,052 $2.69 Million
Q1 2022

May 11, 2022

BUY
$321.37 - $407.48 $67,166 - $85,163
209 Added 2.52%
8,498 $2.81 Million
Q4 2021

Feb 14, 2022

BUY
$371.61 - $423.85 $48,680 - $55,524
131 Added 1.61%
8,289 $3.17 Million
Q3 2021

Nov 10, 2021

SELL
$354.72 - $419.69 $49,306 - $58,336
-139 Reduced 1.68%
8,158 $3.08 Million
Q2 2021

Aug 10, 2021

BUY
$323.54 - $391.45 $646,432 - $782,117
1,998 Added 31.72%
8,297 $3.15 Million
Q1 2021

May 06, 2021

BUY
$265.0 - $348.81 $1.67 Million - $2.2 Million
6,299 New
6,299 $2.06 Million
Q2 2018

Aug 13, 2018

SELL
$220.18 - $259.59 $2,201 - $2,595
-10 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$245.26 - $273.38 $2,452 - $2,733
10 New
10 $3,000

Others Institutions Holding GS

About GOLDMAN SACHS GROUP INC


  • Ticker GS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 341,356,000
  • Market Cap $196B
  • Description
  • The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment pr...
More about GS
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.