Purchases and Sales Made in Q1 2023 in Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information about the institutional ownership of Goldman Sachs ETF Tr Actvebeta (GEM) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
711K+ 59.25% |
$20.2M - $22.5M
|
1.91M
$61.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
459K+ 88.25% |
$13M - $14.5M
|
979K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
440K+ 54.31% |
$12.5M - $13.9M
|
1.25M
$40.5M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
291K+ 7.26% |
$8.27M - $9.2M
|
4.3M
$139M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
291K+ 7.26% |
$8.27M - $9.2M
|
4.3M
$139M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
114K+ 7.23% |
$3.25M - $3.62M
|
1.7M
$55M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
83.8K+ 59.54% |
$2.38M - $2.65M
|
225K
$7.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71K+ 65.64% |
$2.02M - $2.24M
|
179K
$5.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
70.5KNew |
$2M - $2.23M
|
70.5K
$2.28M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
68.7K+ 64.54% |
$1.95M - $2.17M
|
175K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.4K+ 85.01% |
$1.88M - $2.1M
|
144K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.3K+ 10.52% |
$1.88M - $2.09M
|
696K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.6K+ 55.37% |
$1.55M - $1.72M
|
153K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 9.51% |
$1.16M - $1.29M
|
470K
$15.2M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.7KNew |
$928K - $1.03M
|
32.7K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.7KNew |
$842K - $937K
|
29.7K
$961K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27.6K+ 116.99% |
$784K - $873K
|
51.2K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
23.4K+ 2.01% |
$665K - $740K
|
1.19M
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.3K+ 12.1% |
$518K - $577K
|
169K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 11.68% |
$494K - $549K
|
166K
$5.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
16.1K+ 1.51% |
$457K - $509K
|
1.08M
$35.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9K+ 87.72% |
$423K - $471K
|
31.9K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14KNew |
$397K - $442K
|
14K
$453K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 4.1% |
$381K - $424K
|
341K
$11M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4K+ 3.49% |
$294K - $327K
|
307K
$9.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.7K+ 5.3% |
$275K - $306K
|
193K
$6.24M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.25KNew |
$262K - $292K
|
9.25K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.88K+ 6.35% |
$252K - $281K
|
149K
$4.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.63K+ 5.03% |
$245K - $273K
|
180K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.2KNew |
$233K - $259K
|
8.2K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.07K+ 1.08% |
$201K - $223K
|
662K
$21.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.2K+ 49.07% |
$148K - $164K
|
15.8K
$512K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.08KNew |
$144K - $160K
|
5.08K
$165K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.61KNew |
$131K - $146K
|
4.61K
$149K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.52K+ 7.02% |
$128K - $143K
|
69K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 52.03% |
$124K - $138K
|
12.7K
$413K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.4K+ 15.08% |
$96.4K - $107K
|
25.9K
$840K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
3K+ 2.66% |
$85K - $94.6K
|
116K
$3.75M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 47.39% |
$71K - $79K
|
7.78K
$252K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.84K+ 71.32% |
$52.2K - $58.1K
|
4.42K
$143K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.78K+ 1.74% |
$50.5K - $56.2K
|
104K
$3.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.52KNew |
$43.1K - $48K
|
1.52K
$49.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.42K+ 0.66% |
$40.2K - $44.7K
|
217K
$7.03M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.37K+ 361.64% |
$38.8K - $43.2K
|
1.75K
$56.5K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
985+ 7.9% |
$28K - $31.1K
|
13.5K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
958New |
$27.2K - $30.3K
|
958
$31K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
782+ 10.46% |
$22.2K - $24.7K
|
8.26K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
735+ 0.09% |
$20.9K - $23.2K
|
834K
$27M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
706+ 9.35% |
$20K - $22.3K
|
8.26K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
631+ 339.25% |
$17.9K - $19.9K
|
817
$26.5K
|