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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
514+ 0.68% |
$14.6K - $16.2K
|
76.5K
$2.54M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
510+ 3.49% |
$14.5K - $16.1K
|
15.1K
$501K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
217New |
$6.16K - $6.86K
|
217
$7.2K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
212New |
$6.02K - $6.7K
|
212
$7.03K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195New |
$5.53K - $6.16K
|
195
$6.47K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
138+ 1.74% |
$3.92K - $4.36K
|
8.07K
$268K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 11100.0% |
$3.15K - $3.51K
|
112
$3.71K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
57+ 0.72% |
$1.62K - $1.8K
|
7.92K
$263K
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
56+ 5.42% |
$1.59K - $1.77K
|
1.09K
$36.1K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.44% |
$908 - $1.01K
|
7.38K
$245K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27New |
$766 - $853
|
27
$895
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1New |
$28.4 - $31.6
|
1
$33.2
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$142 - $158
|
9.57K
$317K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 2.15% |
$1.42K - $1.58K
|
2.28K
$75.5K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-79- 7.2% |
$2.24K - $2.5K
|
1.02K
$33.8K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-96- 0.97% |
$2.72K - $3.03K
|
9.82K
$325K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-173- 2.41% |
$4.91K - $5.47K
|
6.99K
$232K
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 1.25% |
$5.68K - $6.32K
|
15.8K
$525K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-250- 2.77% |
$7.1K - $7.9K
|
8.77K
$291K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-290- 1.38% |
$8.23K - $9.16K
|
20.8K
$688K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-298- 25.17% |
$8.46K - $9.41K
|
886
$29.4K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-308- 0.53% |
$8.74K - $9.73K
|
58K
$1.92M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-308- 0.53% |
$8.74K - $9.73K
|
58K
$1.92M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-345- 2.8% |
$9.79K - $10.9K
|
12K
$398K
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-404- 2.55% |
$11.5K - $12.8K
|
15.4K
$512K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-421- 69.7% |
$11.9K - $13.3K
|
183
$6.07K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-533- 2.9% |
$15.1K - $16.8K
|
17.8K
$592K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-599- 9.09% |
$17K - $18.9K
|
5.99K
$199K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-638- 38.95% |
$18.1K - $20.2K
|
1K
$33.2K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-767- 0.65% |
$21.8K - $24.2K
|
118K
$3.91M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-916- 49.46% |
$26K - $28.9K
|
936
$31K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.1K- 1.44% |
$31.2K - $34.7K
|
75K
$2.49M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 4.51% |
$36.4K - $40.5K
|
27.2K
$901K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.68K- 1.58% |
$47.6K - $53K
|
104K
$3.46M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.88K- 11.02% |
$53.4K - $59.4K
|
15.2K
$504K
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 0.07% |
$56K - $62.3K
|
2.86M
$94.9M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.23K- 9.08% |
$63.1K - $70.3K
|
22.3K
$739K
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.37K- 1.06% |
$67.2K - $74.8K
|
221K
$7.33M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.37K- 1.06% |
$67.2K - $74.8K
|
221K
$7.33M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.49K- 98.38% |
$70.5K - $78.5K
|
41
$1.36K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.08K- 6.26% |
$87.5K - $97.4K
|
46.2K
$1.53M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.68K- 10.32% |
$105K - $116K
|
32K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.82K- 1.38% |
$108K - $121K
|
273K
$9.07M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 43.79% |
$118K - $131K
|
5.32K
$176K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.53K- 19.38% |
$128K - $143K
|
18.8K
$624K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.05K- 8.34% |
$143K - $159K
|
55.4K
$1.84M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.63K- 38.75% |
$160K - $178K
|
8.9K
$295K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.28K- 0.59% |
$178K - $198K
|
1.05M
$34.8M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.17K- 29.6% |
$203K - $226K
|
17K
$565K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.21K- 98.2% |
$205K - $228K
|
132
$4.38K
|