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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
300New |
$146K - $183K
|
300
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
52+ 6.76% |
$25.3K - $31.6K
|
821
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
359New |
$175K - $218K
|
359
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
86New |
$41.8K - $52.3K
|
86
$60.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.3K+ 49.98% |
$1.12M - $1.4M
|
6.9K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
40New |
$19.4K - $24.3K
|
40
$28.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
6New |
$2.92K - $3.65K
|
6
$4.24K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
30New |
$14.6K - $18.3K
|
30
$21.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.4K+ 16.34% |
$5.05M - $6.32M
|
74K
$52.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
840+ 933.33% |
$408K - $511K
|
930
$656K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
80New |
$38.9K - $48.7K
|
80
$56.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
50+ 47.17% |
$24.3K - $30.4K
|
156
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121New |
$58.8K - $73.6K
|
121
$85.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$97.2K - $122K
|
200
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
290+ 5.44% |
$141K - $176K
|
5.62K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
32+ 7.53% |
$15.6K - $19.5K
|
457
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
383New |
$186K - $233K
|
383
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
50New |
$24.3K - $30.4K
|
50
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
1.85KNew |
$901K - $1.13M
|
1.85K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
630New |
$306K - $383K
|
630
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-50- 10.64% |
$24.3K - $30.4K
|
420
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
115+ 4.78% |
$55.9K - $70K
|
2.52K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 26.79% |
$826K - $1.03M
|
8.05K
$5.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-11- 2.09% |
$5.35K - $6.69K
|
515
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
105New |
$51K - $63.9K
|
105
$74.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.09% |
$486 - $609
|
1.06K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
150New |
$72.9K - $91.3K
|
150
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 9.76% |
$1.94K - $2.43K
|
45
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.45KNew |
$4.59M - $5.75M
|
9.45K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
351New |
$171K - $214K
|
351
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
465New |
$226K - $283K
|
465
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
2.05K+ 25.32% |
$997K - $1.25M
|
10.1K
$7.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4- 1.94% |
$1.94K - $2.43K
|
202
$143K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
9+ 0.44% |
$4.37K - $5.48K
|
2.07K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
78New |
$37.9K - $47.5K
|
78
$55.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-8- 0.16% |
$3.89K - $4.87K
|
4.87K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 10.88% |
$7.78K - $9.74K
|
163
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-40- 2.65% |
$19.4K - $24.3K
|
1.47K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
400New |
$194K - $243K
|
400
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39KNew |
$19M - $23.8M
|
39K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-34- 6.58% |
$16.5K - $20.7K
|
483
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
34New |
$16.5K - $20.7K
|
34
$24K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-85- 1.89% |
$41.3K - $51.7K
|
4.41K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
378New |
$184K - $230K
|
378
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13- 1.22% |
$6.32K - $7.91K
|
1.05K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
9+ 0.37% |
$4.37K - $5.48K
|
2.44K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.36KNew |
$3.58M - $4.48M
|
7.36K
$5.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
182New |
$88.5K - $111K
|
182
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-589- 23.56% |
$286K - $358K
|
1.91K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
28New |
$13.6K - $17K
|
28
$19.8K
|