Latest Institutional Transactions on Goldman Sachs Group Inc (GS)
This table provides information on the latest institutional transactions involving Goldman Sachs Group Inc (GS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
405New |
$187K - $287K
|
405
$289K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 3.33% |
$2.31K - $3.54K
|
145
$103K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-149- 21.13% |
$68.9K - $105K
|
556
$397K
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.42K+ 18.37% |
$655K - $1M
|
9.13K
$6.51M
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
48+ 2.22% |
$22.2K - $34K
|
2.21K
$1.58M
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-275- 2.21% |
$127K - $195K
|
12.2K
$8.68M
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1+ 0.26% |
$462 - $708
|
379
$270K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
286+ 0.92% |
$132K - $202K
|
31.5K
$22.5M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.11K+ 59.77% |
$1.9M - $2.91M
|
11K
$7.83M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
244+ 21.69% |
$113K - $173K
|
1.37K
$977K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5New |
$2.31K - $3.54K
|
5
$3.57K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
72New |
$33.3K - $51K
|
72
$51.4K
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
319New |
$147K - $226K
|
319
$228K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.11K+ 485.02% |
$1.44M - $2.2M
|
3.75K
$2.67M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
911+ 59.31% |
$421K - $645K
|
2.45K
$1.75M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-701- 15.38% |
$324K - $496K
|
3.86K
$2.75M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-83- 16.18% |
$38.4K - $58.7K
|
430
$307K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
492+ 7.8% |
$227K - $348K
|
6.8K
$4.85M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
713+ 9.8% |
$330K - $505K
|
7.99K
$5.7M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$1.39K - $2.12K
|
3
$2.14K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
17+ 45.95% |
$7.86K - $12K
|
54
$38.5K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
57+ 2.37% |
$26.3K - $40.3K
|
2.46K
$1.75M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.87% |
$1.39K - $2.12K
|
349
$249K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44+ 9.4% |
$20.3K - $31.1K
|
512
$365K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-37- 8.53% |
$17.1K - $26.2K
|
397
$283K
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$462 - $708
|
451
$322K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 3.8% |
$13.9K - $21.2K
|
820
$585K
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1- 0.07% |
$462 - $708
|
1.48K
$1.06M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.9K+ 134.33% |
$2.27M - $3.47M
|
8.55K
$6.1M
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-489- 46.35% |
$226K - $346K
|
566
$404K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
163+ 9.68% |
$75.3K - $115K
|
1.85K
$1.32M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-70- 1.47% |
$32.4K - $49.5K
|
4.69K
$3.35M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
20+ 2.02% |
$9.24K - $14.2K
|
1.01K
$721K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
93+ 17.35% |
$43K - $65.8K
|
629
$449K
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
635+ 9.0% |
$294K - $449K
|
7.69K
$5.48M
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
31+ 8.01% |
$14.3K - $21.9K
|
418
$298K
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
17+ 0.69% |
$7.86K - $12K
|
2.49K
$1.77M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-65- 3.31% |
$30K - $46K
|
1.9K
$1.35M
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-26K- 39.77% |
$12M - $18.4M
|
39.4K
$28.1M
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-300- 30.0% |
$139K - $212K
|
700
$499K
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
283+ 5.58% |
$131K - $200K
|
5.36K
$3.82M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
850New |
$393K - $602K
|
850
$606K
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
328New |
$152K - $232K
|
328
$234K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
33+ 1.51% |
$15.3K - $23.4K
|
2.22K
$1.58M
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
106+ 0.19% |
$49K - $75K
|
54.8K
$39.1M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-697- 30.75% |
$322K - $493K
|
1.57K
$1.12M
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-209- 13.41% |
$96.6K - $148K
|
1.35K
$962K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
4.06K+ 39.87% |
$1.87M - $2.87M
|
14.2K
$10.1M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-316- 2.14% |
$146K - $224K
|
14.4K
$10.3M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
345New |
$159K - $244K
|
345
$246K
|