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 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.19K+ 59.41% |
$361K - $446K
|
3.19K
$1.85M
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.17KNew |
$355K - $439K
|
1.17K
$679K
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.15K+ 5.91% |
$350K - $433K
|
20.7K
$12M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 15.26% |
$348K - $431K
|
8.67K
$5.03M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 12.8% |
$342K - $423K
|
9.94K
$5.77M
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.12KNew |
$339K - $419K
|
1.12K
$648K
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
BUY
|
- |
1.1KNew |
$334K - $413K
|
1.1K
$638K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 1.03% |
$322K - $398K
|
104K
$60.1M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.06KNew |
$321K - $397K
|
1.06K
$614K
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.05KNew |
$319K - $395K
|
1.05K
$610K
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 5.34% |
$307K - $380K
|
20K
$11.6M
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.01K+ 205.28% |
$307K - $379K
|
1.5K
$871K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1K+ 108.22% |
$304K - $375K
|
1.93K
$1.12M
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
994New |
$302K - $373K
|
994
$577K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
991+ 121.45% |
$301K - $372K
|
1.81K
$1.05M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
977+ 4.77% |
$297K - $366K
|
21.4K
$12.4M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
934+ 1.51% |
$284K - $350K
|
62.7K
$36.4M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
926New |
$281K - $347K
|
926
$537K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
924+ 16.11% |
$280K - $347K
|
6.66K
$3.86M
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
910+ 2.82% |
$276K - $341K
|
33.2K
$19.3M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
909New |
$276K - $341K
|
909
$527K
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
905+ 33.04% |
$275K - $339K
|
3.64K
$2.11M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.89% |
$273K - $338K
|
103K
$59.5M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
896New |
$272K - $336K
|
896
$520K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
896+ 7.29% |
$272K - $336K
|
13.2K
$7.65M
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
889+ 36.27% |
$270K - $333K
|
3.34K
$1.94M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
881+ 112.37% |
$267K - $330K
|
1.67K
$966K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
881+ 6.32% |
$267K - $330K
|
14.8K
$8.59M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
880+ 1.73% |
$267K - $330K
|
51.8K
$30.1M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
879+ 4.64% |
$267K - $330K
|
19.8K
$11.5M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
875+ 19.1% |
$266K - $328K
|
5.46K
$3.17M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
871+ 14.51% |
$264K - $327K
|
6.87K
$3.99M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
870+ 1.34% |
$264K - $326K
|
66K
$38.3M
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
846+ 23.4% |
$257K - $317K
|
4.46K
$2.59M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
845New |
$256K - $317K
|
845
$490K
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
843+ 6.97% |
$256K - $316K
|
12.9K
$7.51M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
818+ 29.01% |
$248K - $307K
|
3.64K
$2.11M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
812+ 2.15% |
$246K - $305K
|
38.7K
$22.4M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
807+ 47.3% |
$245K - $303K
|
2.51K
$1.46M
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
800+ 747.66% |
$243K - $300K
|
907
$526K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
790+ 65.72% |
$240K - $296K
|
1.99K
$1.16M
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
780+ 25.98% |
$237K - $293K
|
3.78K
$2.19M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
772+ 27.11% |
$234K - $290K
|
3.62K
$2.1M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
772+ 32.21% |
$234K - $290K
|
3.17K
$1.84M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
762+ 5.15% |
$231K - $286K
|
15.6K
$9.03M
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
755+ 2.46% |
$229K - $283K
|
31.5K
$18.3M
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
749+ 69.87% |
$227K - $281K
|
1.82K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
736New |
$223K - $276K
|
736
$427K
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
735+ 16.62% |
$223K - $276K
|
5.16K
$2.99M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
726+ 4.61% |
$220K - $272K
|
16.5K
$9.55M
|