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 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-19- 0.6% |
$5.77K - $7.13K
|
3.12K
$1.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-19- 0.99% |
$5.77K - $7.13K
|
1.91K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-19- 2.45% |
$5.77K - $7.13K
|
756
$456K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-19- 0.16% |
$5.77K - $7.13K
|
12.2K
$7.34M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19- 50.0% |
$5.77K - $7.13K
|
19
$11.5K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19- 1.43% |
$5.77K - $7.13K
|
1.31K
$791K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 1.13% |
$6.07K - $7.5K
|
1.75K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20- 0.87% |
$6.07K - $7.5K
|
2.28K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-20- 0.34% |
$6.07K - $7.5K
|
5.94K
$3.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.11% |
$6.07K - $7.5K
|
17.6K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-20- 0.42% |
$6.07K - $7.5K
|
4.75K
$2.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-21- 0.52% |
$6.37K - $7.88K
|
3.99K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-21- 0.99% |
$6.37K - $7.88K
|
2.1K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-21- 5.37% |
$6.37K - $7.88K
|
370
$223K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-22- 1.8% |
$6.68K - $8.25K
|
1.2K
$722K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-23- 0.52% |
$6.98K - $8.63K
|
4.38K
$2.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.32% |
$6.98K - $8.63K
|
1.72K
$1.04M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.31% |
$6.98K - $8.63K
|
7.51K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 1.5% |
$7.28K - $9K
|
1.58K
$951K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 2.89% |
$7.59K - $9.38K
|
840
$506K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 6.65% |
$7.59K - $9.38K
|
351
$212K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 6.17% |
$7.59K - $9.38K
|
380
$229K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-25- 6.83% |
$7.59K - $9.38K
|
341
$206K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 3.72% |
$7.59K - $9.38K
|
647
$390K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25- 0.89% |
$7.59K - $9.38K
|
2.8K
$1.69M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-25- 0.41% |
$7.59K - $9.38K
|
6.05K
$3.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-26- 3.61% |
$7.89K - $9.75K
|
694
$418K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-26- 0.86% |
$7.89K - $9.75K
|
2.99K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-26- 3.96% |
$7.89K - $9.75K
|
631
$380K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-27- 3.75% |
$8.2K - $10.1K
|
693
$418K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 3.62% |
$8.2K - $10.1K
|
719
$433K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-29- 2.89% |
$8.8K - $10.9K
|
974
$587K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-29- 3.04% |
$8.8K - $10.9K
|
925
$558K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29Closed |
$8.8K - $10.9K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30- 0.67% |
$9.11K - $11.3K
|
4.43K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-30- 0.79% |
$9.11K - $11.3K
|
3.78K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-30- 15.79% |
$9.11K - $11.3K
|
160
$96.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-31- 3.83% |
$9.41K - $11.6K
|
779
$470K
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-31- 2.33% |
$9.41K - $11.6K
|
1.3K
$783K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-31- 0.38% |
$9.41K - $11.6K
|
8.07K
$4.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-32- 2.34% |
$9.71K - $12K
|
1.34K
$807K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-32- 0.19% |
$9.71K - $12K
|
16.5K
$9.93M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-33- 3.21% |
$10K - $12.4K
|
996
$600K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-33- 2.7% |
$10K - $12.4K
|
1.19K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 3.34% |
$10K - $12.4K
|
955
$576K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-33- 2.73% |
$10K - $12.4K
|
1.17K
$708K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-34- 75.56% |
$10.3K - $12.8K
|
11
$6.63K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-34- 2.59% |
$10.3K - $12.8K
|
1.28K
$771K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-35- 1.88% |
$10.6K - $13.1K
|
1.83K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-35- 3.91% |
$10.6K - $13.1K
|
861
$519K
|