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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-200- 6.06% |
$62.5K - $68.8K
|
3.1K
$2.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.66K- 36.03% |
$832K - $916K
|
4.73K
$3.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
951+ 119.32% |
$297K - $327K
|
1.75K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.93% |
$312 - $344
|
109
$76.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-35- 2.01% |
$10.9K - $12K
|
1.71K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-48- 23.65% |
$15K - $16.5K
|
155
$109K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
355New |
$111K - $122K
|
355
$251K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.04K- 2.7% |
$323K - $356K
|
37.2K
$26.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-15- 1.82% |
$4.69K - $5.16K
|
810
$572K
|
|
|
Jul 11, 2023
Q2 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
CALL |
100New |
$31.2K - $34.4K
|
100
$70.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-245- 4.93% |
$76.5K - $84.3K
|
4.72K
$3.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 12.0% |
$937 - $1.03K
|
22
$15.5K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7New |
$2.19K - $2.41K
|
7
$4.94K
|
|
| Q1 2023 | |||||||
|
Dec 06, 2023
Q1 2023
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$6.07M - $7.5M
|
20K
$14.1M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-11.6KClosed |
$3.52M - $4.35M
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.17KClosed |
$658K - $813K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.01K- 67.24% |
$307K - $379K
|
492
$347K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8- 0.4% |
$2.43K - $3K
|
2K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 16.67% |
$30.4K - $37.5K
|
700
$494K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1- 0.05% |
$304 - $375
|
2.02K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
170+ 4.3% |
$51.6K - $63.8K
|
4.12K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$403K - $499K
|
1.33K
$938K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
664New |
$202K - $249K
|
664
$469K
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
169KNew |
$51.3M - $63.4M
|
169K
$119M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
29+ 414.29% |
$8.8K - $10.9K
|
36
$25.4K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-7- 3.02% |
$2.12K - $2.63K
|
225
$159K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
120+ 11.57% |
$36.4K - $45K
|
1.16K
$817K
|
|
|
May 12, 2023
Q1 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
25KNew |
$7.59M - $9.38M
|
25K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
22KNew |
$6.68M - $8.26M
|
22K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-157- 19.15% |
$47.7K - $58.9K
|
663
$468K
|
|
|
May 12, 2023
Q1 2023
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$9.87M - $12.2M
|
32.5K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-100- 8.33% |
$30.4K - $37.5K
|
1.1K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
644New |
$195K - $242K
|
644
$455K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
30New |
$9.11K - $11.3K
|
30
$21.2K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 44.44% |
$30.4K - $37.5K
|
125
$88.2K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
100KNew |
$30.4M - $37.5M
|
100K
$70.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
69KNew |
$21M - $25.9M
|
69K
$48.7M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
619+ 90.23% |
$188K - $232K
|
1.31K
$921K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
222New |
$67.4K - $83.3K
|
222
$157K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1KNew |
$304K - $375K
|
1K
$706K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
272New |
$82.6K - $102K
|
272
$192K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-1.72K- 61.14% |
$521K - $643K
|
1.09K
$769K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.85MNew |
$1.47B - $1.82B
|
4.85M
$3.43B
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55+ 36.18% |
$16.7K - $20.6K
|
207
$146K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 30.77% |
$1.21K - $1.5K
|
17
$12K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.26KNew |
$686K - $848K
|
2.26K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$607 - $750
|
2
$1.41K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
843+ 6.97% |
$256K - $316K
|
12.9K
$9.14M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2- 0.8% |
$607 - $750
|
248
$175K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
185New |
$56.2K - $69.4K
|
185
$131K
|
|