Purchases and Sales Made in Q1 2021 in Goldman Sachs Mlp & Energy Renaissance Fund (GER)
This table provides information about the institutional ownership of Goldman Sachs Mlp & Energy Renaissance Fund (GER) during Q1 2021. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
73.3K+ 46.47% |
$567K - $723K
|
231K
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
45.8K+ 41.38% |
$354K - $452K
|
157K
$0
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
42.4K+ 88.95% |
$328K - $418K
|
90.1K
$0
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
42.1K+ 17.58% |
$326K - $415K
|
282K
$0
|
|
May 12, 2021
Q1 2021
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
21.1KNew |
$163K - $208K
|
21.1K
$0
|
|
May 13, 2021
Q1 2021
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
18.5K+ 29.99% |
$143K - $183K
|
80.3K
$0
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
17.5KNew |
$135K - $173K
|
17.5K
$0
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
15.1KNew |
$116K - $149K
|
15.1K
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6KNew |
$97.1K - $124K
|
12.6K
$0
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.2K+ 8.61% |
$79.1K - $101K
|
129K
$0
|
|
May 14, 2021
Q1 2021
|
Matisse Capital
|
BUY
|
- |
8.02K+ 5.73% |
$62K - $79.1K
|
148K
$0
|
|
May 13, 2021
Q1 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
7K+ 79.24% |
$54.1K - $69K
|
15.8K
$0
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 1.37% |
$28.9K - $36.9K
|
277K
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 11.9% |
$18.6K - $23.7K
|
22.6K
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.32K+ 302.61% |
$17.9K - $22.8K
|
3.08K
$0
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 867.97% |
$15.5K - $19.8K
|
2.24K
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 3.21% |
$9.32K - $11.9K
|
38.7K
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 85.64% |
$8.62K - $11K
|
2.42K
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
654+ 1453.33% |
$5.06K - $6.45K
|
699
$0
|
|
May 17, 2021
Q1 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
589+ 1.6% |
$4.55K - $5.81K
|
37.4K
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
566+ 2.22% |
$4.38K - $5.58K
|
26K
$0
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
555New |
$4.29K - $5.47K
|
555
$0
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
373New |
$2.88K - $3.68K
|
373
$0
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
347New |
$2.68K - $3.42K
|
347
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41New |
$317 - $404
|
41
$0
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.82% |
$23.2 - $29.6
|
168
$0
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.8% |
$15.5 - $19.7
|
113
$0
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 2.33% |
$7.73 - $9.86
|
44
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-149Closed |
$1.15K - $1.47K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-211Closed |
$1.63K - $2.08K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-214Closed |
$1.65K - $2.11K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-296- 1.43% |
$2.29K - $2.92K
|
20.4K
$0
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-421- 24.03% |
$3.25K - $4.15K
|
1.33K
$0
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-496- 12.0% |
$3.83K - $4.89K
|
3.64K
$0
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-776- 3.17% |
$6K - $7.65K
|
23.7K
$0
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.45K- 10.21% |
$18.9K - $24.1K
|
21.5K
$0
|
|
Apr 23, 2021
Q1 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-3.9K- 7.45% |
$30.2K - $38.5K
|
48.5K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.29K- 6.22% |
$33.2K - $42.3K
|
64.7K
$0
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.5K- 25.73% |
$81.3K - $104K
|
30.4K
$0
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.8K- 18.47% |
$83.5K - $107K
|
47.7K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.5K- 20.48% |
$96.9K - $124K
|
48.7K
$0
|
|
May 17, 2021
Q1 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-16.9K- 8.12% |
$131K - $166K
|
191K
$0
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-18KClosed |
$139K - $178K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-22.8K- 22.28% |
$176K - $225K
|
79.6K
$0
|
|
May 17, 2021
Q1 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-24KClosed |
$186K - $237K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-29.6K- 11.75% |
$229K - $292K
|
222K
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.1K- 12.58% |
$318K - $405K
|
285K
$0
|
|
May 17, 2021
Q1 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-48.1KClosed |
$372K - $474K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-67.4K- 38.36% |
$521K - $665K
|
108K
$0
|