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 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$607 - $750
|
1.54K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$607 - $750
|
857
$517K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.03% |
$607 - $750
|
5.84K
$3.52M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.05% |
$607 - $750
|
4.39K
$2.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.25% |
$304 - $375
|
408
$246K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.93% |
$304 - $375
|
108
$65.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.1% |
$304 - $375
|
1.03K
$621K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 1.72% |
$304 - $375
|
59
$35.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.12% |
$304 - $375
|
826
$498K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.61% |
$304 - $375
|
63
$38K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$304 - $375
|
5.58K
$3.36M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$304 - $375
|
620
$374K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.04% |
$304 - $375
|
2.46K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.27% |
$304 - $375
|
367
$221K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.86% |
$304 - $375
|
36
$21.7K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.1% |
$304 - $375
|
1.02K
$617K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.04% |
$304 - $375
|
97
$58.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.28% |
$304 - $375
|
360
$217K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 0.68% |
$304 - $375
|
145
$87.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 1.89% |
$304 - $375
|
52
$31.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$304 - $375
|
1.73K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 25.0% |
$304 - $375
|
3
$1.81K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.04% |
$304 - $375
|
2.57K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1- 0.05% |
$304 - $375
|
2.02K
$1.22M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1- 0.16% |
$304 - $375
|
634
$382K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 3.7% |
$304 - $375
|
26
$15.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 1.32% |
$607 - $750
|
150
$90.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 3.17% |
$607 - $750
|
61
$36.8K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2- 0.02% |
$607 - $750
|
8.3K
$5M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2- 0.8% |
$607 - $750
|
248
$149K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2- 0.23% |
$607 - $750
|
879
$530K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2- 0.18% |
$607 - $750
|
1.1K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2- 0.1% |
$607 - $750
|
2.05K
$1.23M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2- 0.1% |
$607 - $750
|
2.05K
$1.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.21% |
$911 - $1.13K
|
1.42K
$854K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-4- 0.55% |
$1.21K - $1.5K
|
726
$438K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 3.45% |
$1.21K - $1.5K
|
112
$67.5K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-4- 0.36% |
$1.21K - $1.5K
|
1.11K
$667K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-4- 0.21% |
$1.21K - $1.5K
|
1.87K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 2.68% |
$1.21K - $1.5K
|
145
$87.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-5- 0.72% |
$1.52K - $1.88K
|
690
$416K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 0.71% |
$1.52K - $1.88K
|
700
$422K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 2.29% |
$1.52K - $1.88K
|
213
$128K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.49% |
$1.52K - $1.88K
|
1.01K
$608K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.95% |
$1.52K - $1.88K
|
522
$315K
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-5- 0.04% |
$1.52K - $1.88K
|
13.7K
$8.25M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5- 0.44% |
$1.52K - $1.88K
|
1.14K
$685K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 4.59% |
$1.52K - $1.88K
|
104
$62.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 0.05% |
$1.82K - $2.25K
|
12.6K
$7.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.37% |
$1.82K - $2.25K
|
1.6K
$963K
|