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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.22% |
$1.05K - $1.34K
|
901
$636K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-428- 1.05% |
$225K - $288K
|
40.2K
$28.4M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.52K- 1.37% |
$800K - $1.02M
|
109K
$77.2M
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
5.27KNew |
$2.77M - $3.55M
|
5.27K
$3.72M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-115- 18.52% |
$60.4K - $77.3K
|
506
$357K
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
48+ 2.8% |
$25.2K - $32.3K
|
1.77K
$1.25M
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.55K- 1.7% |
$814K - $1.04M
|
89.5K
$63.2M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-681- 68.93% |
$357K - $458K
|
307
$217K
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
341+ 11.56% |
$179K - $229K
|
3.29K
$2.32M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-350- 3.67% |
$184K - $235K
|
9.18K
$6.48M
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.49K+ 30.2% |
$1.31M - $1.67M
|
10.7K
$7.58M
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4.2K- 4.89% |
$2.21M - $2.83M
|
81.7K
$57.6M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
45+ 10.34% |
$23.6K - $30.2K
|
480
$339K
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
218+ 10.08% |
$114K - $147K
|
2.38K
$1.68M
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
15K+ 6.71% |
$7.89M - $10.1M
|
239K
$169M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.88% |
$2.62K - $3.36K
|
572
$404K
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
34+ 4.41% |
$17.8K - $22.9K
|
805
$568K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.5K- 2.3% |
$6.04M - $7.73M
|
490K
$346M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
4+ 0.69% |
$2.1K - $2.69K
|
583
$412K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
152+ 4.94% |
$79.8K - $102K
|
3.23K
$2.28M
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
46+ 7.23% |
$24.1K - $30.9K
|
682
$481K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-897- 9.84% |
$471K - $603K
|
8.22K
$5.8M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.23MNew |
$1.7B - $2.17B
|
3.23M
$2.28B
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-75- 1.6% |
$39.4K - $50.4K
|
4.63K
$3.27M
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
14.6K+ 41.48% |
$7.66M - $9.81M
|
49.8K
$35.2M
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-105K- 77.78% |
$55.1M - $70.5M
|
30K
$21.2M
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29+ 4.5% |
$15.2K - $19.5K
|
674
$476K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17.6KNew |
$9.23M - $11.8M
|
17.6K
$12.4M
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.4K- 54.62% |
$735K - $941K
|
1.16K
$821K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.17K+ 62.34% |
$1.66M - $2.13M
|
8.26K
$5.83M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.8K- 52.35% |
$6.72M - $8.6M
|
11.7K
$8.22M
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
4.09KNew |
$2.14M - $2.75M
|
4.09K
$2.88M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.09K- 66.69% |
$1.1M - $1.4M
|
1.04K
$737K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-48- 1.17% |
$25.2K - $32.3K
|
4.07K
$2.87M
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1- 0.22% |
$525 - $672
|
451
$318K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
64+ 1.69% |
$33.6K - $43K
|
3.84K
$2.71M
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-440- 52.69% |
$231K - $296K
|
395
$279K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 3.29% |
$13.1K - $16.8K
|
735
$519K
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
386+ 1608.33% |
$203K - $259K
|
410
$289K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-33- 0.96% |
$17.3K - $22.2K
|
3.41K
$2.41M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.99% |
$13.1K - $16.8K
|
2.5K
$1.76M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44.2K+ 53.82% |
$23.2M - $29.7M
|
126K
$89.3M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3.01KNew |
$1.58M - $2.02M
|
3.01K
$2.12M
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 4.52% |
$39.4K - $50.4K
|
1.59K
$1.12M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
713+ 26.33% |
$374K - $479K
|
3.42K
$2.41M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
273+ 18.8% |
$143K - $184K
|
1.73K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
269+ 69.87% |
$141K - $181K
|
654
$462K
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
20+ 2.11% |
$10.5K - $13.4K
|
970
$685K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
127+ 8.92% |
$66.7K - $85.4K
|
1.55K
$1.09M
|