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 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
654+ 79.56% |
$343K - $440K
|
1.48K
$1.04M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
52+ 7.22% |
$27.3K - $35K
|
772
$545K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$525 - $672
|
592
$418K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
97+ 9.44% |
$50.9K - $65.2K
|
1.13K
$794K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
284+ 89.03% |
$149K - $191K
|
603
$426K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.4K+ 100.79% |
$733K - $938K
|
2.78K
$1.96M
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
95+ 16.55% |
$49.9K - $63.9K
|
669
$472K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-71- 7.39% |
$37.3K - $47.7K
|
890
$628K
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2- 0.29% |
$1.05K - $1.34K
|
687
$485K
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5+ 0.42% |
$2.62K - $3.36K
|
1.19K
$840K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-87- 0.62% |
$45.7K - $58.5K
|
13.9K
$9.82M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.8K+ 466.63% |
$7.26M - $9.3M
|
16.8K
$11.9M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
189+ 51.78% |
$99.2K - $127K
|
554
$391K
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.47K- 5.77% |
$771K - $987K
|
24K
$16.9M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-757K- 28.93% |
$397M - $509M
|
1.86M
$1.31B
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.1K+ 1.2% |
$576K - $737K
|
92.4K
$65.2M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
965+ 2.19% |
$506K - $649K
|
44.9K
$31.7M
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.47% |
$3.15K - $4.03K
|
1.29K
$910K
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
52+ 9.83% |
$27.3K - $35K
|
581
$410K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11+ 1.99% |
$5.77K - $7.39K
|
565
$399K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
61New |
$32K - $41K
|
61
$43.1K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.26% |
$525 - $672
|
386
$272K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-9- 0.16% |
$4.72K - $6.05K
|
5.55K
$3.91M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.17KNew |
$2.71M - $3.47M
|
5.17K
$3.65M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-571- 19.9% |
$300K - $384K
|
2.3K
$1.62M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
965New |
$506K - $649K
|
965
$681K
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-179- 18.28% |
$93.9K - $120K
|
800
$565K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-8- 5.03% |
$4.2K - $5.38K
|
151
$107K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.11K+ 7.53% |
$1.63M - $2.09M
|
44.3K
$31.3M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
411New |
$216K - $276K
|
411
$290K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
808New |
$424K - $543K
|
808
$570K
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-6- 1.28% |
$3.15K - $4.03K
|
462
$326K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 3.44% |
$7.35K - $9.41K
|
421
$297K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-278- 14.8% |
$146K - $187K
|
1.6K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 2.89% |
$24.7K - $31.6K
|
1.68K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 36.99% |
$14.2K - $18.1K
|
100
$70.6K
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
358+ 6.88% |
$188K - $241K
|
5.56K
$3.93M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
662+ 13.79% |
$347K - $445K
|
5.46K
$3.85M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-102K- 24.96% |
$53.4M - $68.4M
|
306K
$216M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.85% |
$3.67K - $4.71K
|
385
$272K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
111+ 74.0% |
$58.3K - $74.6K
|
261
$184K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
407New |
$214K - $274K
|
407
$287K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
16+ 2.67% |
$8.4K - $10.8K
|
615
$434K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
9.73KNew |
$5.11M - $6.54M
|
9.73K
$6.87M
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-117- 1.41% |
$61.4K - $78.6K
|
8.19K
$5.78M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
13+ 0.92% |
$6.82K - $8.74K
|
1.43K
$1.01M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-96- 0.62% |
$50.4K - $64.5K
|
15.5K
$10.9M
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
135+ 94.41% |
$70.8K - $90.7K
|
278
$196K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-862- 13.77% |
$452K - $579K
|
5.4K
$3.81M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-57- 1.36% |
$29.9K - $38.3K
|
4.13K
$2.91M
|