Purchases and Sales Made in Q1 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q1 2023. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
134+ 6.75% |
$40.7K - $50.3K
|
2.12K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
134+ 10.66% |
$40.7K - $50.3K
|
1.39K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
130+ 13.9% |
$39.5K - $48.8K
|
1.07K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
130+ 3.81% |
$39.5K - $48.8K
|
3.55K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
129+ 11.09% |
$39.2K - $48.4K
|
1.29K
$779K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
129+ 7.53% |
$39.2K - $48.4K
|
1.84K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
128+ 16.64% |
$38.9K - $48K
|
897
$541K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
125+ 5.07% |
$37.9K - $46.9K
|
2.59K
$1.56M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 446.43% |
$37.9K - $46.9K
|
153
$92.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
123+ 5.97% |
$37.3K - $46.1K
|
2.18K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
122+ 4.74% |
$37K - $45.8K
|
2.7K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121+ 5.98% |
$36.7K - $45.4K
|
2.14K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
120+ 11.57% |
$36.4K - $45K
|
1.16K
$697K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
117+ 6.89% |
$35.5K - $43.9K
|
1.82K
$1.09M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
117+ 4.88% |
$35.5K - $43.9K
|
2.52K
$1.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
115+ 14.9% |
$34.9K - $43.1K
|
887
$535K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
115+ 3.16% |
$34.9K - $43.1K
|
3.75K
$2.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
114+ 6.12% |
$34.6K - $42.8K
|
1.98K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
114+ 6.81% |
$34.6K - $42.8K
|
1.79K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
113+ 0.87% |
$34.3K - $42.4K
|
13.1K
$7.91M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 133.33% |
$32.8K - $40.5K
|
189
$114K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
107+ 8.49% |
$32.5K - $40.1K
|
1.37K
$824K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
104+ 2.75% |
$31.6K - $39K
|
3.89K
$2.35M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
103+ 44.4% |
$31.3K - $38.6K
|
335
$202K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
103+ 3433.33% |
$31.3K - $38.6K
|
106
$63.9K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
102+ 3.2% |
$31K - $38.3K
|
3.29K
$1.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100+ 30.03% |
$30.4K - $37.5K
|
433
$261K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
100+ 14.14% |
$30.4K - $37.5K
|
807
$486K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.46% |
$30.4K - $37.5K
|
22K
$13.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
100+ 9.78% |
$30.4K - $37.5K
|
1.12K
$677K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
100+ 5.26% |
$30.4K - $37.5K
|
2K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 7.14% |
$30.4K - $37.5K
|
1.5K
$904K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 16.67% |
$30.4K - $37.5K
|
700
$422K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 2.05% |
$30.1K - $37.1K
|
4.92K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
97+ 4.05% |
$29.4K - $36.4K
|
2.49K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
96+ 7.93% |
$29.1K - $36K
|
1.31K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
96+ 5.65% |
$29.1K - $36K
|
1.8K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
95+ 2.74% |
$28.8K - $35.6K
|
3.57K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
94+ 14.66% |
$28.5K - $35.3K
|
735
$443K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 14.86% |
$28.2K - $34.9K
|
719
$433K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
93+ 5.3% |
$28.2K - $34.9K
|
1.85K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
92+ 3.3% |
$27.9K - $34.5K
|
2.88K
$1.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
88+ 14.36% |
$26.7K - $33K
|
701
$423K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
88+ 4.57% |
$26.7K - $33K
|
2.02K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
87+ 5.02% |
$26.4K - $32.6K
|
1.82K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
82+ 5.71% |
$24.9K - $30.8K
|
1.52K
$915K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
82+ 1.08% |
$24.9K - $30.8K
|
7.69K
$4.63M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 49.38% |
$24.3K - $30K
|
242
$146K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
80+ 51.95% |
$24.3K - $30K
|
234
$141K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
79+ 0.45% |
$24K - $29.6K
|
17.6K
$10.6M
|