Purchases and Sales Made in Q1 2024 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q1 2024. 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 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
229+ 33.88% |
$86.3K - $95.7K
|
905
$598K
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
228+ 33.0% |
$85.9K - $95.2K
|
919
$607K
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
226+ 5.85% |
$85.2K - $94.4K
|
4.09K
$2.7M
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
225+ 26.13% |
$84.8K - $94K
|
1.09K
$717K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
222+ 8.49% |
$83.7K - $92.7K
|
2.84K
$1.87M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
221+ 8.09% |
$83.3K - $92.3K
|
2.95K
$1.95M
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
218+ 6.0% |
$82.2K - $91.1K
|
3.85K
$2.54M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
218+ 2.14% |
$82.2K - $91.1K
|
10.4K
$6.87M
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
211+ 0.83% |
$79.5K - $88.1K
|
25.7K
$17M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
211+ 31.92% |
$79.5K - $88.1K
|
872
$576K
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
211+ 7.28% |
$79.5K - $88.1K
|
3.11K
$2.05M
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
210+ 4.4% |
$79.2K - $87.7K
|
4.98K
$3.29M
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
210+ 4.09% |
$79.2K - $87.7K
|
5.35K
$3.53M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
208+ 9.48% |
$78.4K - $86.9K
|
2.4K
$1.59M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
208+ 8.71% |
$78.4K - $86.9K
|
2.6K
$1.72M
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
207+ 27.75% |
$78K - $86.5K
|
953
$630K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
205+ 1.28% |
$77.3K - $85.6K
|
16.3K
$10.7M
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
205+ 12.88% |
$77.3K - $85.6K
|
1.8K
$1.19M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$75.4K - $83.5K
|
200
$132K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$75.4K - $83.5K
|
200
$132K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
200New |
$75.4K - $83.5K
|
200
$132K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
200+ 127.39% |
$75.4K - $83.5K
|
357
$236K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 22.88% |
$75.4K - $83.5K
|
1.07K
$709K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200+ 11.38% |
$75.4K - $83.5K
|
1.96K
$1.29M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200+ 61.92% |
$75.4K - $83.5K
|
523
$345K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
194+ 2.42% |
$73.1K - $81K
|
8.2K
$5.42M
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
193+ 0.68% |
$72.7K - $80.6K
|
28.4K
$18.8M
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
190+ 1.46% |
$71.6K - $79.4K
|
13.2K
$8.75M
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
187+ 4.62% |
$70.5K - $78.1K
|
4.23K
$2.8M
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
183+ 10.69% |
$69K - $76.4K
|
1.9K
$1.25M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
180+ 13.95% |
$67.8K - $75.2K
|
1.47K
$971K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
177+ 0.25% |
$66.7K - $73.9K
|
71.6K
$47.3M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
176New |
$66.3K - $73.5K
|
176
$116K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
176+ 1.68% |
$66.3K - $73.5K
|
10.6K
$7.03M
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
175+ 2.18% |
$66K - $73.1K
|
8.19K
$5.41M
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
171+ 0.68% |
$64.5K - $71.4K
|
25.2K
$16.7M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
171+ 7.01% |
$64.5K - $71.4K
|
2.61K
$1.73M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
170+ 32.38% |
$64.1K - $71K
|
695
$459K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
170+ 17.71% |
$64.1K - $71K
|
1.13K
$746K
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
169+ 3.67% |
$63.7K - $70.6K
|
4.77K
$3.15M
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
169+ 11.6% |
$63.7K - $70.6K
|
1.63K
$1.07M
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
167+ 6.17% |
$62.9K - $69.8K
|
2.88K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
165+ 6.68% |
$62.2K - $68.9K
|
2.64K
$1.74M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
164+ 12.63% |
$61.8K - $68.5K
|
1.46K
$966K
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
160+ 3.97% |
$60.3K - $66.8K
|
4.19K
$2.77M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
160+ 3.35% |
$60.3K - $66.8K
|
4.94K
$3.26M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
159New |
$59.9K - $66.4K
|
159
$105K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
157New |
$59.2K - $65.6K
|
157
$104K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
156New |
$58.8K - $65.2K
|
156
$103K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
154+ 2.96% |
$58K - $64.3K
|
5.36K
$3.54M
|