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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-180- 2.6% |
$94.5K - $121K
|
6.74K
$4.75M
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
597+ 38.97% |
$313K - $401K
|
2.13K
$1.5M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
232+ 95.87% |
$122K - $156K
|
474
$335K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
62+ 6.27% |
$32.5K - $41.7K
|
1.05K
$742K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.22K- 18.56% |
$1.69M - $2.16M
|
14.1K
$9.97M
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-200- 20.0% |
$105K - $134K
|
800
$565K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 9.98% |
$29.4K - $37.6K
|
617
$436K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-98.1K- 39.18% |
$51.5M - $65.9M
|
152K
$107M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
88+ 9.47% |
$46.2K - $59.2K
|
1.02K
$718K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-49K- 19.99% |
$25.7M - $33M
|
196K
$139M
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
623New |
$327K - $419K
|
623
$440K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-253- 1.45% |
$133K - $170K
|
17.1K
$12.1M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7- 0.52% |
$3.67K - $4.71K
|
1.35K
$949K
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-4.82K- 13.96% |
$2.53M - $3.24M
|
29.7K
$21M
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
54KNew |
$28.3M - $36.3M
|
54K
$38.1M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-63- 1.28% |
$33.1K - $42.3K
|
4.87K
$3.44M
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-368- 20.09% |
$193K - $247K
|
1.46K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.07% |
$1.57K - $2.02K
|
4.28K
$3.02M
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
75+ 17.01% |
$39.4K - $50.4K
|
516
$364K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-154- 8.48% |
$80.8K - $104K
|
1.66K
$1.17M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-242K- 0.82% |
$127M - $163M
|
29.2M
$20.6B
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
257+ 2.78% |
$135K - $173K
|
9.51K
$6.71M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
35+ 12.07% |
$18.4K - $23.5K
|
325
$229K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-127- 14.32% |
$66.7K - $85.4K
|
760
$536K
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
16+ 2.21% |
$8.4K - $10.8K
|
740
$522K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
145+ 24.05% |
$76.1K - $97.5K
|
748
$528K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-15- 23.81% |
$7.87K - $10.1K
|
48
$33.9K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.25K+ 2.92% |
$654K - $838K
|
44K
$31M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-37- 0.05% |
$19.4K - $24.9K
|
68.7K
$48.5M
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-6.46K- 3.36% |
$3.39M - $4.34M
|
186K
$131M
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
562+ 19.89% |
$295K - $378K
|
3.39K
$2.39M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
174New |
$91.3K - $117K
|
174
$123K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-35- 2.55% |
$18.4K - $23.5K
|
1.34K
$944K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-5- 1.03% |
$2.62K - $3.36K
|
479
$338K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 0.55% |
$5.56M - $7.13M
|
1.93M
$1.36B
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
37.8KNew |
$19.9M - $25.4M
|
37.8K
$26.7M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
598+ 27.27% |
$314K - $402K
|
2.79K
$1.97M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
436New |
$229K - $293K
|
436
$308K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 1.91% |
$4.72K - $6.05K
|
480
$339K
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.45K- 14.78% |
$1.29M - $1.65M
|
14.1K
$9.97M
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$525 - $672
|
415
$293K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
649New |
$341K - $436K
|
649
$458K
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-300- 13.46% |
$157K - $202K
|
1.93K
$1.36M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.19KNew |
$1.15M - $1.47M
|
2.19K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
706+ 33.54% |
$371K - $475K
|
2.81K
$1.98M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-51- 98.08% |
$26.8K - $34.3K
|
1
$706
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
236+ 121.03% |
$124K - $159K
|
431
$304K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.67K+ 78.74% |
$879K - $1.13M
|
3.8K
$2.68M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
33.3K+ 67.58% |
$17.5M - $22.4M
|
82.7K
$58.4M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.31K+ 36.73% |
$1.21M - $1.55M
|
8.61K
$6.08M
|