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 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
500+ 23.81% |
$152K - $188K
|
2.6K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
500+ 5.27% |
$152K - $188K
|
9.98K
$7.05M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
500+ 3.38% |
$152K - $188K
|
15.3K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
497+ 8.25% |
$151K - $186K
|
6.52K
$4.6M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
495New |
$150K - $186K
|
495
$349K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
487+ 4.9% |
$148K - $183K
|
10.4K
$7.36M
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
BUY
|
- |
473+ 1.32% |
$144K - $177K
|
36.3K
$25.6M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
471+ 20.68% |
$143K - $177K
|
2.75K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
470New |
$143K - $176K
|
470
$332K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
470+ 30.7% |
$143K - $176K
|
2K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
461+ 15.17% |
$140K - $173K
|
3.5K
$2.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
460+ 3.89% |
$140K - $173K
|
12.3K
$8.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
460+ 26.45% |
$140K - $173K
|
2.2K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
455+ 31.02% |
$138K - $171K
|
1.92K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
447+ 4.53% |
$136K - $168K
|
10.3K
$7.28M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
436+ 35.16% |
$132K - $164K
|
1.68K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
431+ 22.79% |
$131K - $162K
|
2.32K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
425New |
$129K - $159K
|
425
$300K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
420New |
$127K - $158K
|
420
$296K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
418+ 4.63% |
$127K - $157K
|
9.44K
$6.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
414+ 6.5% |
$126K - $155K
|
6.79K
$4.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
410+ 2.34% |
$124K - $154K
|
17.9K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
407+ 1.15% |
$124K - $153K
|
35.7K
$25.2M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
405+ 29.28% |
$123K - $152K
|
1.79K
$1.26M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
405+ 3.64% |
$123K - $152K
|
11.5K
$8.14M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
402+ 30.18% |
$122K - $151K
|
1.73K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
400+ 6.67% |
$121K - $150K
|
6.4K
$4.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
398+ 3.46% |
$121K - $149K
|
11.9K
$8.4M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
398+ 14.86% |
$121K - $149K
|
3.08K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
395+ 7.78% |
$120K - $148K
|
5.47K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
395+ 29.79% |
$120K - $148K
|
1.72K
$1.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
393+ 29.33% |
$119K - $147K
|
1.73K
$1.22M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
393+ 38.57% |
$119K - $147K
|
1.41K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
390+ 32.99% |
$118K - $146K
|
1.57K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
381+ 15.51% |
$116K - $143K
|
2.84K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
379+ 0.96% |
$115K - $142K
|
39.7K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
379+ 10.17% |
$115K - $142K
|
4.11K
$2.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
377+ 1.14% |
$114K - $141K
|
33.4K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
374+ 9.49% |
$114K - $140K
|
4.32K
$3.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
371+ 4.04% |
$113K - $139K
|
9.56K
$6.75M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
368+ 29.0% |
$112K - $138K
|
1.64K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
367New |
$111K - $138K
|
367
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
365+ 3.09% |
$111K - $137K
|
12.2K
$8.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
360+ 7.86% |
$109K - $135K
|
4.94K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
351+ 3.99% |
$107K - $132K
|
9.14K
$6.45M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
346+ 37.49% |
$105K - $130K
|
1.27K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
345+ 13.22% |
$105K - $129K
|
2.96K
$2.09M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
344+ 1.79% |
$104K - $129K
|
19.6K
$13.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
341+ 9.55% |
$104K - $128K
|
3.91K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
341+ 2.72% |
$104K - $128K
|
12.9K
$9.1M
|