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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.78% |
$2.73K - $3.38K
|
1.16K
$700K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9+ 1.01% |
$2.73K - $3.38K
|
897
$541K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 3.23% |
$2.43K - $3K
|
256
$154K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.62% |
$2.43K - $3K
|
1.31K
$787K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8+ 0.84% |
$2.43K - $3K
|
964
$581K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 5.06% |
$2.43K - $3K
|
166
$100K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.19% |
$2.12K - $2.63K
|
3.77K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 1.11% |
$2.12K - $2.63K
|
637
$384K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.13% |
$2.12K - $2.63K
|
5.44K
$3.28M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 8.05% |
$2.12K - $2.63K
|
94
$56.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.47% |
$1.82K - $2.25K
|
1.27K
$767K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.76% |
$1.82K - $2.25K
|
798
$481K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.67% |
$1.82K - $2.25K
|
898
$541K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$1.82K - $2.25K
|
6
$3.62K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6+ 0.06% |
$1.82K - $2.25K
|
10.4K
$6.28M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.89% |
$1.82K - $2.25K
|
682
$411K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 11.76% |
$1.82K - $2.25K
|
57
$34.4K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.63% |
$1.82K - $2.25K
|
959
$578K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.79% |
$1.52K - $1.88K
|
636
$383K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5+ 0.71% |
$1.52K - $1.88K
|
707
$426K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.14% |
$1.52K - $1.88K
|
3.7K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
5+ 0.32% |
$1.52K - $1.88K
|
1.58K
$952K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.12% |
$1.52K - $1.88K
|
4.03K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.05% |
$1.52K - $1.88K
|
10.4K
$6.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$1.21K - $1.5K
|
4
$2.41K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 4.71% |
$1.21K - $1.5K
|
89
$53.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 30.77% |
$1.21K - $1.5K
|
17
$10.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.51% |
$911 - $1.13K
|
590
$356K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3+ 0.07% |
$911 - $1.13K
|
4.09K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$911 - $1.13K
|
3
$1.81K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3+ 0.26% |
$911 - $1.13K
|
1.18K
$710K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.59% |
$911 - $1.13K
|
515
$310K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.34% |
$911 - $1.13K
|
883
$532K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 1.22% |
$911 - $1.13K
|
248
$149K
|
|
|
May 12, 2023
Q1 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
3+ 0.28% |
$911 - $1.13K
|
1.06K
$640K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2+ 0.1% |
$607 - $750
|
2.01K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 40.0% |
$607 - $750
|
7
$4.22K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.16% |
$607 - $750
|
1.28K
$771K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.31% |
$607 - $750
|
646
$389K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.04% |
$607 - $750
|
4.7K
$2.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2+ 0.15% |
$607 - $750
|
1.32K
$797K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2+ 0.24% |
$607 - $750
|
819
$494K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.33% |
$607 - $750
|
617
$372K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.06% |
$607 - $750
|
3.52K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.45% |
$607 - $750
|
449
$271K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.04% |
$607 - $750
|
5.23K
$3.15M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 9.09% |
$607 - $750
|
24
$14.5K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.44% |
$607 - $750
|
458
$276K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$607 - $750
|
2
$1.21K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
2+ 0.12% |
$607 - $750
|
1.65K
$992K
|