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 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-156- 2.15% |
$47.4K - $58.5K
|
7.1K
$4.28M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-156- 20.03% |
$47.4K - $58.5K
|
623
$376K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-157- 4.0% |
$47.7K - $58.9K
|
3.77K
$2.27M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-157- 19.15% |
$47.7K - $58.9K
|
663
$400K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-157- 9.5% |
$47.7K - $58.9K
|
1.5K
$902K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-160- 2.58% |
$48.6K - $60K
|
6.05K
$3.64M
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-160- 25.76% |
$48.6K - $60K
|
461
$278K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-161- 1.47% |
$48.9K - $60.4K
|
10.8K
$6.48M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-161- 1.36% |
$48.9K - $60.4K
|
11.7K
$7.02M
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-165- 7.19% |
$50.1K - $61.9K
|
2.13K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-165- 11.3% |
$50.1K - $61.9K
|
1.3K
$781K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-165- 6.47% |
$50.1K - $61.9K
|
2.39K
$1.44M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-167- 11.84% |
$50.7K - $62.6K
|
1.24K
$749K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-167- 16.9% |
$50.7K - $62.6K
|
821
$495K
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-169- 0.83% |
$51.3K - $63.4K
|
20.1K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-169- 3.17% |
$51.3K - $63.4K
|
5.17K
$3.12M
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-170- 10.86% |
$51.6K - $63.8K
|
1.4K
$841K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-170- 2.42% |
$51.6K - $63.8K
|
6.85K
$4.13M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-171- 15.07% |
$51.9K - $64.1K
|
964
$581K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-171- 2.19% |
$51.9K - $64.1K
|
7.65K
$4.61M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-172- 3.83% |
$52.2K - $64.5K
|
4.32K
$2.6M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-173- 4.51% |
$52.5K - $64.9K
|
3.67K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-175- 2.8% |
$53.1K - $65.6K
|
6.08K
$3.66M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-175- 1.89% |
$53.1K - $65.6K
|
9.11K
$5.49M
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-175- 90.67% |
$53.1K - $65.6K
|
18
$10.9K
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-176- 10.03% |
$53.4K - $66K
|
1.58K
$952K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-180- 59.02% |
$54.6K - $67.5K
|
125
$75.3K
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-180- 4.6% |
$54.6K - $67.5K
|
3.73K
$2.25M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-181- 5.03% |
$54.9K - $67.9K
|
3.42K
$2.06M
|
|
May 17, 2023
Q1 2023
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-183- 0.35% |
$55.5K - $68.6K
|
52.2K
$31.5M
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-184- 0.1% |
$55.9K - $69K
|
182K
$110M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-184- 1.5% |
$55.9K - $69K
|
12K
$7.26M
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-184- 20.54% |
$55.9K - $69K
|
712
$429K
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-186- 0.42% |
$56.5K - $69.8K
|
43.7K
$26.3M
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-187- 1.18% |
$56.8K - $70.1K
|
15.7K
$9.47M
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-187- 13.66% |
$56.8K - $70.1K
|
1.18K
$712K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 4.22% |
$57.1K - $70.5K
|
4.26K
$2.57M
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-190- 0.72% |
$57.7K - $71.3K
|
26.4K
$15.9M
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-191- 2.28% |
$58K - $71.6K
|
8.19K
$4.93M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-192- 16.72% |
$58.3K - $72K
|
956
$576K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-193- 0.61% |
$58.6K - $72.4K
|
31.5K
$19M
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-193- 0.21% |
$58.6K - $72.4K
|
90.3K
$54.4M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-194- 13.68% |
$58.9K - $72.8K
|
1.22K
$738K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-194- 13.77% |
$58.9K - $72.8K
|
1.22K
$732K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-196- 10.62% |
$59.5K - $73.5K
|
1.65K
$994K
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-196- 20.94% |
$59.5K - $73.5K
|
740
$446K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 6.54% |
$60.7K - $75K
|
2.86K
$1.72M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-201- 3.23% |
$61K - $75.4K
|
6.02K
$3.63M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-203- 2.14% |
$61.6K - $76.1K
|
9.29K
$5.6M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-204- 0.17% |
$61.9K - $76.5K
|
117K
$70.2M
|