Latest Institutional Purchases of Goldman Sachs ETF Tr Actvebeta (GEM)
This list provides information on the latest institutional transactions involving Goldman Sachs ETF Tr Actvebeta (GEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
59+ 0.73% |
$1.71K - $1.83K
|
8.13K
$268K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.7KNew |
$928K - $1.03M
|
32.7K
$1.08M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 47.39% |
$71K - $79K
|
7.78K
$257K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
212New |
$6.02K - $6.7K
|
212
$7K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27New |
$766 - $853
|
27
$892
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.15KNew |
$54.7K - $62.7K
|
2.15K
$71K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.43KNew |
$36.4K - $41.8K
|
1.43K
$47.3K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
919New |
$23.4K - $26.8K
|
919
$30.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
919New |
$23.4K - $26.8K
|
919
$30.4K
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
47New |
$1.19K - $1.37K
|
47
$1.55K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
42+ 0.52% |
$1.07K - $1.22K
|
8.05K
$266K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
19New |
$483 - $554
|
19
$628
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
19New |
$483 - $554
|
19
$628
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
182KNew |
$4.7M - $5.51M
|
182K
$6.01M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
3.63K+ 40.57% |
$93.7K - $110K
|
12.6K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.33K+ 18.68% |
$60.2K - $70.6K
|
14.8K
$489K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.45KNew |
$37.5K - $43.9K
|
1.45K
$47.9K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
277+ 2.63% |
$7.15K - $8.38K
|
10.8K
$357K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$2.61K - $3.06K
|
101
$3.34K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
91New |
$2.35K - $2.75K
|
91
$3.01K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
82New |
$2.12K - $2.48K
|
82
$2.71K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48New |
$1.24K - $1.45K
|
48
$1.59K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
242New |
$7.2K - $8.43K
|
242
$7.99K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.08% |
$238 - $279
|
9.64K
$318K
|
|
Q1 2022 | |||||||
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.22KNew |
$198K - $236K
|
6.22K
$205K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52KNew |
$48.4K - $57.8K
|
1.52K
$50.2K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
151New |
$4.81K - $5.74K
|
151
$4.99K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
945+ 10.5% |
$33.9K - $36.1K
|
9.95K
$328K
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
2.45K+ 56.4% |
$90K - $99.2K
|
6.78K
$224K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
34New |
$1.25K - $1.38K
|
34
$1.12K
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$7.78K - $8.32K
|
200
$6.61K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$972 - $1.04K
|
25
$826
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
21.8KNew |
$714K - $834K
|
21.8K
$720K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
298New |
$9.15K - $10.1K
|
298
$9.84K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.5K+ 7.74% |
$264K - $329K
|
147K
$4.84M
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
597New |
$18.4K - $20.6K
|
597
$19.7K
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
29New |
$864 - $967
|
29
$958
|
|
Q1 2018 | |||||||
Apr 19, 2018
Q1 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
700New |
$24.2K - $27.6K
|
700
$23.1K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
27.2KNew |
$900K - $909K
|
27.2K
$897K
|