Purchases and Sales Made in Q3 2023 in Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information about the institutional ownership of Goldman Sachs ETF Tr Actvebeta (GEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
107+ 42.8% |
$3.06K - $3.37K
|
357
$11.8K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
97+ 53.01% |
$2.77K - $3.05K
|
280
$9.27K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
85New |
$2.43K - $2.67K
|
85
$2.81K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
81+ 5.3% |
$2.31K - $2.55K
|
1.61K
$53.2K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
77New |
$2.2K - $2.42K
|
77
$2.55K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31+ 3.49% |
$886 - $975
|
920
$30.4K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22New |
$629 - $692
|
22
$728
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$286 - $315
|
10
$331
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-69- 0.52% |
$1.97K - $2.17K
|
13.3K
$439K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-84- 3.69% |
$2.4K - $2.64K
|
2.19K
$72.6K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 0.56% |
$5K - $5.5K
|
31.3K
$1.04M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-210- 1.09% |
$6K - $6.6K
|
19.1K
$631K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-210- 2.23% |
$6K - $6.6K
|
9.2K
$304K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-323- 10.87% |
$9.23K - $10.2K
|
2.65K
$87.7K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-416- 43.42% |
$11.9K - $13.1K
|
542
$17.9K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-422- 5.65% |
$12.1K - $13.3K
|
7.04K
$233K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-426- 0.26% |
$12.2K - $13.4K
|
164K
$5.44M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-441- 25.85% |
$12.6K - $13.9K
|
1.27K
$41.9K
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-443- 0.65% |
$12.7K - $13.9K
|
67.7K
$2.24M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-662- 15.19% |
$18.9K - $20.8K
|
3.7K
$122K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-725- 8.26% |
$20.7K - $22.8K
|
8.05K
$266K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-730- 4.68% |
$20.9K - $23K
|
14.9K
$492K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-780- 6.51% |
$22.3K - $24.5K
|
11.2K
$371K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-787- 5.65% |
$22.5K - $24.8K
|
13.1K
$435K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-931- 6.87% |
$26.6K - $29.3K
|
12.6K
$418K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 15.19% |
$31K - $34.1K
|
6.05K
$200K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.12K- 7.16% |
$32.1K - $35.3K
|
14.6K
$482K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 12.23% |
$34K - $37.4K
|
8.53K
$282K
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.25K- 0.46% |
$35.6K - $39.2K
|
269K
$8.89M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.25K- 6.73% |
$35.7K - $39.3K
|
17.3K
$573K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 19.43% |
$35.9K - $39.5K
|
5.21K
$172K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.3K- 96.01% |
$37.2K - $40.9K
|
54
$1.79K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.35K- 0.09% |
$38.5K - $42.4K
|
1.45M
$48M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.76K- 10.26% |
$50.2K - $55.2K
|
15.4K
$508K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.77K- 2.48% |
$50.4K - $55.5K
|
69.3K
$2.29M
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 1.55% |
$50.5K - $55.6K
|
112K
$3.71M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.85K- 11.76% |
$52.9K - $58.2K
|
13.9K
$459K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.91K- 16.01% |
$54.7K - $60.2K
|
10K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.94K- 16.57% |
$55.4K - $61K
|
9.77K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.45K- 14.87% |
$70K - $77K
|
14K
$464K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.5K- 24.07% |
$71.5K - $78.7K
|
7.89K
$261K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.93K- 53.31% |
$83.8K - $92.2K
|
2.57K
$85K
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.07K- 29.91% |
$87.7K - $96.6K
|
7.2K
$238K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.1K- 2.06% |
$88.6K - $97.5K
|
147K
$4.87M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.2K- 15.15% |
$91.5K - $101K
|
17.9K
$593K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.31K- 10.29% |
$94.5K - $104K
|
28.8K
$954K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 98.62% |
$115K - $126K
|
56
$1.85K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.64K- 6.53% |
$132K - $146K
|
66.3K
$2.19M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.48K- 13.66% |
$157K - $172K
|
34.7K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.24K- 20.35% |
$207K - $228K
|
28.4K
$938K
|