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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
520New |
$151K - $201K
|
520
$367K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-770- 24.39% |
$223K - $298K
|
2.39K
$1.68M
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
700New |
$203K - $270K
|
700
$494K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100+ 50.0% |
$29K - $38.6K
|
300
$212K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 21.74% |
$1.45K - $1.93K
|
28
$19.8K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-374- 2.9% |
$108K - $145K
|
12.5K
$8.83M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
533New |
$155K - $206K
|
533
$376K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.8% |
$870 - $1.16K
|
372
$263K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-15- 0.22% |
$4.35K - $5.8K
|
6.75K
$4.76M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
CALL |
53.2KNew |
$15.4M - $20.5M
|
53.2K
$37.5M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 3.51% |
$1.74K - $2.32K
|
165
$116K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
54+ 8.74% |
$15.7K - $20.9K
|
672
$474K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
25+ 100.0% |
$7.25K - $9.66K
|
50
$35.3K
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.67K- 13.52% |
$774K - $1.03M
|
17.1K
$12.1M
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
80+ 26.67% |
$23.2K - $30.9K
|
380
$268K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.26% |
$870 - $1.16K
|
1.14K
$804K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-4.08K- 71.37% |
$1.18M - $1.58M
|
1.64K
$1.16M
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.2KNew |
$349K - $465K
|
1.2K
$849K
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
142+ 15.87% |
$41.2K - $54.9K
|
1.04K
$732K
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.14K- 59.66% |
$909K - $1.21M
|
2.12K
$1.5M
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
278+ 2.68% |
$80.6K - $107K
|
10.6K
$7.51M
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-19- 70.37% |
$5.51K - $7.34K
|
8
$5.65K
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-25- 0.94% |
$7.25K - $9.66K
|
2.63K
$1.86M
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
545New |
$158K - $211K
|
545
$385K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-60- 8.81% |
$17.4K - $23.2K
|
621
$438K
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
554New |
$161K - $214K
|
554
$391K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
614New |
$178K - $237K
|
614
$433K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
36+ 1.5% |
$10.4K - $13.9K
|
2.44K
$1.72M
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-61- 42.66% |
$17.7K - $23.6K
|
82
$57.9K
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 33.33% |
$14.5K - $19.3K
|
100
$70.6K
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
547New |
$159K - $211K
|
547
$386K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-54- 0.58% |
$15.7K - $20.9K
|
9.19K
$6.48M
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-246- 5.6% |
$71.3K - $95.1K
|
4.15K
$2.93M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.27K+ 38.0% |
$368K - $491K
|
4.61K
$3.26M
|
|
Q3 2023 | |||||||
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-6.83KClosed |
$2.14M - $2.45M
|
0
$0
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.54KNew |
$482K - $553K
|
1.54K
$1.09M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6New |
$1.88K - $2.15K
|
6
$4.24K
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-62Closed |
$19.4K - $22.3K
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
23+ 1.18% |
$7.2K - $8.26K
|
1.97K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
24.1KNew |
$7.54M - $8.65M
|
24.1K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
387+ 8.94% |
$121K - $139K
|
4.72K
$3.33M
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-2K- 36.36% |
$626K - $718K
|
3.5K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
7.86K+ 918.11% |
$2.46M - $2.82M
|
8.72K
$6.15M
|
|
Nov 14, 2023
Q3 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-415- 4.54% |
$130K - $149K
|
8.73K
$6.16M
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-21.7K- 28.68% |
$6.78M - $7.77M
|
53.9K
$38M
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
2.7KNew |
$845K - $969K
|
2.7K
$1.91M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
12New |
$3.76K - $4.31K
|
12
$8.47K
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
7.06KNew |
$2.21M - $2.53M
|
7.06K
$4.98M
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
162K+ 183.72% |
$50.8M - $58.3M
|
251K
$177M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
41+ 2.81% |
$12.8K - $14.7K
|
1.5K
$1.06M
|