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 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-957- 47.97% |
$502K - $643K
|
1.04K
$733K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
26+ 5.2% |
$13.6K - $17.5K
|
526
$371K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-24- 0.1% |
$12.6K - $16.1K
|
25.1K
$17.7M
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
228+ 1.04% |
$120K - $153K
|
22.1K
$15.6M
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
13+ 2.48% |
$6.82K - $8.74K
|
537
$379K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15- 0.67% |
$7.87K - $10.1K
|
2.23K
$1.57M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 8.64% |
$680K - $870K
|
16.3K
$11.5M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 70.12% |
$1.11M - $1.42M
|
5.13K
$3.62M
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
6K+ 103.77% |
$3.15M - $4.03M
|
11.8K
$8.32M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
394New |
$207K - $265K
|
394
$278K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10+ 2.79% |
$5.25K - $6.72K
|
368
$260K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
298+ 12.74% |
$156K - $200K
|
2.64K
$1.86M
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
35+ 0.22% |
$18.4K - $23.5K
|
15.9K
$11.2M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
32+ 1.53% |
$16.8K - $21.5K
|
2.13K
$1.5M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-225- 1.42% |
$118K - $151K
|
15.6K
$11M
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-7.74K- 24.0% |
$4.06M - $5.2M
|
24.5K
$17.3M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-169- 4.56% |
$88.7K - $114K
|
3.54K
$2.5M
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
179K+ 20.91% |
$87.3M - $109M
|
1.04M
$733M
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.26% |
$2.43K - $3.04K
|
1.95K
$1.38M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 15.76% |
$7.4M - $9.27M
|
112K
$79M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-49- 5.18% |
$23.8K - $29.8K
|
897
$633K
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.79K- 78.5% |
$1.36M - $1.7M
|
764
$539K
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-7.99K- 23.25% |
$3.88M - $4.86M
|
26.4K
$18.6M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.7K+ 1.0% |
$2.77M - $3.47M
|
576K
$407M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-34.3K- 17.6% |
$16.7M - $20.9M
|
160K
$113M
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-101- 10.11% |
$49.1K - $61.5K
|
898
$634K
|
|
Apr 25, 2025
Q4 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-5.11K- 67.46% |
$2.48M - $3.11M
|
2.47K
$1.74M
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
25+ 2.24% |
$12.2K - $15.2K
|
1.14K
$804K
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
857New |
$417K - $522K
|
857
$605K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.57KNew |
$2.22M - $2.78M
|
4.57K
$3.22M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$12.2K - $15.2K
|
25
$17.6K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
162New |
$78.7K - $98.6K
|
162
$114K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
53New |
$25.8K - $32.3K
|
53
$37.4K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
357New |
$174K - $217K
|
357
$252K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
212New |
$103K - $129K
|
212
$150K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
352New |
$171K - $214K
|
352
$248K
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-300- 80.0% |
$146K - $183K
|
75
$52.9K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
127New |
$61.7K - $77.3K
|
127
$89.6K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
188+ 70.94% |
$91.4K - $114K
|
453
$320K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 18.67% |
$1.2M - $1.5M
|
10.8K
$7.6M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
84New |
$40.8K - $51.1K
|
84
$59.3K
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
5.62K+ 87.7% |
$2.73M - $3.42M
|
12K
$8.49M
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 205.25% |
$817K - $1.02M
|
2.5K
$1.76M
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
1.5KNew |
$729K - $913K
|
1.5K
$1.06M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-274- 34.51% |
$133K - $167K
|
520
$367K
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-23- 20.72% |
$11.2K - $14K
|
88
$62.1K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
464New |
$226K - $282K
|
464
$328K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.06K+ 85.86% |
$1M - $1.26M
|
4.47K
$3.15M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-37- 6.55% |
$18K - $22.5K
|
528
$373K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
15New |
$7.29K - $9.13K
|
15
$10.6K
|