Purchases and Sales Made in Q4 2023 in Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information about the institutional ownership of Goldman Sachs ETF Tr Actvebeta (GEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98+ 175.0% |
$2.71K - $3.01K
|
154
$5.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
57+ 0.58% |
$1.57K - $1.75K
|
9.82K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$1.44K - $1.6K
|
52
$1.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$1.38K - $1.53K
|
50
$1.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
24New |
$663 - $737
|
24
$794
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 59.09% |
$359 - $399
|
35
$1.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$55.2 - $61.4
|
2
$66.2
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3- 0.01% |
$82.8 - $92.1
|
32.1K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-135- 1.68% |
$3.73K - $4.14K
|
7.88K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-165- 1.47% |
$4.56K - $5.06K
|
11K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-280- 22.13% |
$7.73K - $8.59K
|
985
$32.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-298- 1.94% |
$8.23K - $9.15K
|
15.1K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-303- 3.02% |
$8.37K - $9.3K
|
9.74K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-307- 3.8% |
$8.48K - $9.42K
|
7.77K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-321- 2.29% |
$8.86K - $9.85K
|
13.7K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-358- 1.03% |
$9.88K - $11K
|
34.3K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-469- 86.53% |
$12.9K - $14.4K
|
73
$2.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-549- 0.37% |
$15.2K - $16.8K
|
147K
$4.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-604- 11.59% |
$16.7K - $18.5K
|
4.61K
$152K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-634- 8.82% |
$17.5K - $19.5K
|
6.55K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-680- 4.26% |
$18.8K - $20.9K
|
15.3K
$506K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-683- 97.57% |
$18.9K - $21K
|
17
$563
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-705- 11.66% |
$19.5K - $21.6K
|
5.34K
$177K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-770- 1.45% |
$21.3K - $23.6K
|
52.3K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-883- 5.21% |
$24.4K - $27.1K
|
16.1K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-893- 0.74% |
$24.7K - $27.4K
|
120K
$3.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-934- 11.6% |
$25.8K - $28.7K
|
7.12K
$235K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-961- 3.63% |
$26.5K - $29.5K
|
25.5K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.14K- 13.33% |
$31.4K - $34.9K
|
7.39K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.22K- 1.15% |
$33.6K - $37.3K
|
104K
$3.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.49K- 10.05% |
$41.2K - $45.9K
|
13.4K
$443K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 12.17% |
$42.4K - $47.1K
|
11.1K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.63K- 12.42% |
$45.1K - $50.1K
|
11.5K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.9K- 6.07% |
$52.5K - $58.3K
|
29.4K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.95K- 1.02% |
$53.8K - $59.8K
|
190K
$6.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.18K- 11.41% |
$60.1K - $66.8K
|
16.9K
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.23K- 16.81% |
$61.6K - $68.5K
|
11K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 16.94% |
$83.9K - $93.2K
|
14.9K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3.23K- 4.77% |
$89.2K - $99.2K
|
64.5K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.67K- 13.6% |
$101K - $112K
|
23.3K
$771K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.67K- 5.58% |
$129K - $143K
|
79.1K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-5.25K- 3.94% |
$145K - $161K
|
128K
$4.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.61K- 12.32% |
$182K - $203K
|
47K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.17K- 5.82% |
$198K - $220K
|
116K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-8.08K- 3.01% |
$223K - $248K
|
261K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.55K- 24.26% |
$264K - $293K
|
29.8K
$986K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-10.2K- 1.74% |
$283K - $314K
|
577K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 1.59% |
$305K - $339K
|
681K
$22.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 34.23% |
$316K - $351K
|
22K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.1K- 42.68% |
$334K - $371K
|
16.3K
$538K
|