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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.82K+ 108.22% |
$2.53M - $3.24M
|
9.27K
$6.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.69% |
$1.05K - $1.34K
|
290
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
127+ 270.21% |
$66.7K - $85.4K
|
174
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
636New |
$334K - $428K
|
636
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
44+ 4.49% |
$23.1K - $29.6K
|
1.03K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-51- 17.35% |
$26.8K - $34.3K
|
243
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
625New |
$328K - $420K
|
625
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
50+ 3.37% |
$26.2K - $33.6K
|
1.53K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
284+ 7.39% |
$149K - $191K
|
4.13K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.32KNew |
$2.79M - $3.58M
|
5.32K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
101+ 22.44% |
$53K - $67.9K
|
551
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-283- 20.85% |
$149K - $190K
|
1.07K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-11- 0.09% |
$5.77K - $7.39K
|
12.5K
$8.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.41K- 28.72% |
$3.37M - $4.31M
|
15.9K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.09% |
$525 - $672
|
1.07K
$755K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.93K- 66.93% |
$1.01M - $1.3M
|
954
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.64% |
$6.82K - $8.74K
|
2.03K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
186+ 4.7% |
$97.6K - $125K
|
4.15K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-177- 12.37% |
$92.9K - $119K
|
1.25K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-132- 18.01% |
$69.3K - $88.7K
|
601
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.1% |
$525 - $672
|
976
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50+ 30.49% |
$26.2K - $33.6K
|
214
$151K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
107+ 1.99% |
$56.2K - $71.9K
|
5.49K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
202+ 5.81% |
$106K - $136K
|
3.68K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-6- 3.82% |
$3.15K - $4.03K
|
151
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 60.0% |
$7.87K - $10.1K
|
40
$28.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
68+ 12.34% |
$35.7K - $45.7K
|
619
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.73K- 35.02% |
$1.43M - $1.83M
|
5.06K
$3.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.28K- 1.2% |
$1.19M - $1.53M
|
187K
$132M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.58% |
$39.4K - $50.4K
|
12.9K
$9.12M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
479+ 26.28% |
$251K - $322K
|
2.3K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
29+ 0.14% |
$15.2K - $19.5K
|
20.5K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-120- 26.67% |
$63K - $80.7K
|
330
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
532New |
$279K - $358K
|
532
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-832- 1.89% |
$437K - $559K
|
43.1K
$30.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
332+ 2.78% |
$174K - $223K
|
12.3K
$8.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
10+ 0.96% |
$5.25K - $6.72K
|
1.05K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-74- 1.72% |
$38.8K - $49.7K
|
4.22K
$2.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.36K- 26.0% |
$714K - $915K
|
3.87K
$2.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1+ 0.26% |
$525 - $672
|
392
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-817- 20.77% |
$429K - $549K
|
3.12K
$2.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
34+ 1.06% |
$17.8K - $22.9K
|
3.26K
$2.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.16KNew |
$1.66M - $2.13M
|
3.16K
$2.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
511+ 20.16% |
$268K - $343K
|
3.05K
$2.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
635+ 169.79% |
$333K - $427K
|
1.01K
$712K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
167+ 0.79% |
$87.6K - $112K
|
21.4K
$15.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
499+ 53.37% |
$262K - $335K
|
1.43K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
288+ 5.32% |
$151K - $194K
|
5.7K
$4.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
168+ 1.25% |
$88.2K - $113K
|
13.6K
$9.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 2.49% |
$11K - $14.1K
|
864
$610K
|