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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
100+ 833.33% |
$37.7K - $41.8K
|
112
$66.8K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
100+ 1.57% |
$37.7K - $41.8K
|
6.46K
$3.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
99+ 14.95% |
$37.3K - $41.4K
|
761
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
98+ 7.52% |
$36.9K - $40.9K
|
1.4K
$835K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
97+ 1.53% |
$36.6K - $40.5K
|
6.42K
$3.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
96+ 4.19% |
$36.2K - $40.1K
|
2.39K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
96+ 0.96% |
$36.2K - $40.1K
|
10.1K
$6.05M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
96+ 2.32% |
$36.2K - $40.1K
|
4.23K
$2.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 0.44% |
$35.8K - $39.7K
|
21.9K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
93+ 10.3% |
$35.1K - $38.8K
|
996
$594K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
91+ 2.03% |
$34.3K - $38K
|
4.58K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
91+ 16.55% |
$34.3K - $38K
|
641
$382K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
91+ 17.04% |
$34.3K - $38K
|
625
$373K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
90+ 10.82% |
$33.9K - $37.6K
|
922
$550K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
90+ 2.52% |
$33.9K - $37.6K
|
3.66K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
87+ 6.2% |
$32.8K - $36.3K
|
1.49K
$888K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
87+ 1.57% |
$32.8K - $36.3K
|
5.63K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
83+ 10.74% |
$31.3K - $34.7K
|
856
$510K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
81+ 736.36% |
$30.5K - $33.8K
|
92
$54.8K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
81+ 7.58% |
$30.5K - $33.8K
|
1.15K
$685K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
80+ 0.69% |
$30.2K - $33.4K
|
11.7K
$6.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
80New |
$30.2K - $33.4K
|
80
$47.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
80New |
$30.2K - $33.4K
|
80
$47.7K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
80+ 4.6% |
$30.2K - $33.4K
|
1.82K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
80+ 14.18% |
$30.2K - $33.4K
|
644
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
78+ 4.5% |
$29.4K - $32.6K
|
1.81K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
78+ 4.41% |
$29.4K - $32.6K
|
1.85K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
78+ 9.73% |
$29.4K - $32.6K
|
880
$525K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
78+ 0.64% |
$29.4K - $32.6K
|
12.3K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
78+ 4.5% |
$29.4K - $32.6K
|
1.81K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
77+ 1.55% |
$29K - $32.2K
|
5.05K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
76+ 2.55% |
$28.6K - $31.7K
|
3.06K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
76+ 1.49% |
$28.6K - $31.7K
|
5.16K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
76+ 3.14% |
$28.6K - $31.7K
|
2.5K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 6.7% |
$28.3K - $31.3K
|
1.2K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
75+ 0.21% |
$28.3K - $31.3K
|
35.7K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
75+ 2.58% |
$28.3K - $31.3K
|
2.98K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
74+ 0.56% |
$27.9K - $30.9K
|
13.3K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
74+ 4.83% |
$27.9K - $30.9K
|
1.61K
$958K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.7% |
$27.9K - $30.9K
|
4.42K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
72+ 1.4% |
$27.1K - $30.1K
|
5.22K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
71+ 5.6% |
$26.8K - $29.7K
|
1.34K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
67+ 2.27% |
$25.3K - $28K
|
3.02K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
67+ 3.84% |
$25.3K - $28K
|
1.81K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
65+ 325.0% |
$24.5K - $27.1K
|
85
$50.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 3.81% |
$23.7K - $26.3K
|
1.72K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
62+ 2.28% |
$23.4K - $25.9K
|
2.79K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 1.53% |
$23K - $25.5K
|
4.05K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
61+ 8.27% |
$23K - $25.5K
|
799
$476K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
61+ 1.23% |
$23K - $25.5K
|
5.01K
$2.99M
|