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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-599- 1.6% |
$275K - $306K
|
36.9K
$26M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.55K+ 24.07% |
$2.09M - $2.32M
|
23.5K
$16.6M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-59- 98.33% |
$27.1K - $30.1K
|
1
$706
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
116New |
$53.2K - $59.2K
|
116
$81.9K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
426New |
$196K - $217K
|
426
$301K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-19- 3.85% |
$8.72K - $9.69K
|
474
$335K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
739New |
$339K - $377K
|
739
$522K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
404New |
$185K - $206K
|
404
$285K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
435New |
$200K - $222K
|
435
$307K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-120- 2.18% |
$55.1K - $61.2K
|
5.39K
$3.8M
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1KNew |
$459K - $510K
|
1K
$706K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-225- 31.82% |
$103K - $115K
|
482
$340K
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
3.2KNew |
$1.47M - $1.63M
|
3.2K
$2.26M
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
659New |
$302K - $336K
|
659
$465K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 1.32% |
$5.05K - $5.61K
|
844
$596K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-69- 4.31% |
$31.7K - $35.2K
|
1.53K
$1.08M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15New |
$6.89K - $7.65K
|
15
$10.6K
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
447New |
$205K - $228K
|
447
$316K
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-6.23K- 52.69% |
$2.86M - $3.18M
|
5.6K
$3.95M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
152New |
$69.8K - $77.6K
|
152
$107K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-4.3K- 57.33% |
$1.97M - $2.19M
|
3.2K
$2.26M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$2.3K - $2.55K
|
5
$3.53K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.26K+ 12.34% |
$578K - $643K
|
11.5K
$8.1M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.86KNew |
$853K - $948K
|
1.86K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
440New |
$202K - $225K
|
440
$311K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 12.16% |
$4.13K - $4.59K
|
83
$58.6K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-11- 0.66% |
$5.05K - $5.61K
|
1.66K
$1.17M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 110.0% |
$15.1K - $16.8K
|
63
$44.5K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
30+ 9.52% |
$13.8K - $15.3K
|
345
$244K
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
420New |
$193K - $214K
|
420
$296K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
545+ 15.92% |
$250K - $278K
|
3.97K
$2.8M
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-7- 2.17% |
$3.21K - $3.57K
|
315
$222K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.49K- 5.38% |
$2.52M - $2.8M
|
96.5K
$68.1M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
157New |
$72.1K - $80.1K
|
157
$111K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 2.81% |
$6.93M - $7.7M
|
522K
$368M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 11.15% |
$5.73M - $6.37M
|
124K
$87.8M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-44- 75.86% |
$20.2K - $22.5K
|
14
$9.88K
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
650+ 14.61% |
$298K - $332K
|
5.1K
$3.6M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
760New |
$349K - $388K
|
760
$536K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12New |
$5.51K - $6.12K
|
12
$8.47K
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 0.27% |
$2.75K - $3.06K
|
2.23K
$1.57M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-800- 66.67% |
$367K - $408K
|
400
$282K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11- 16.67% |
$5.05K - $5.61K
|
55
$38.8K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
17New |
$7.8K - $8.67K
|
17
$12K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-12- 19.35% |
$5.51K - $6.12K
|
50
$35.3K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
411New |
$189K - $210K
|
411
$290K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
215+ 767.86% |
$98.7K - $110K
|
243
$172K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-107- 2.3% |
$49.1K - $54.6K
|
4.55K
$3.21M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.4% |
$918 - $1.02K
|
503
$355K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
500New |
$230K - $255K
|
500
$353K
|