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 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
38+ 4.35% |
$14.3K - $15.9K
|
912
$544K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37+ 4.41% |
$13.9K - $15.5K
|
876
$522K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
36+ 1.17% |
$13.6K - $15K
|
3.11K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.94% |
$13.6K - $15K
|
3.86K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
36+ 1.17% |
$13.6K - $15K
|
3.13K
$1.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
35+ 3.19% |
$13.2K - $14.6K
|
1.13K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
35+ 6.24% |
$13.2K - $14.6K
|
596
$355K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
35+ 1.81% |
$13.2K - $14.6K
|
1.96K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
35+ 1.29% |
$13.2K - $14.6K
|
2.74K
$1.63M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 106.25% |
$12.8K - $14.2K
|
66
$39.3K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
34+ 0.22% |
$12.8K - $14.2K
|
15.7K
$9.35M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
34+ 8.21% |
$12.8K - $14.2K
|
448
$267K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
33New |
$12.4K - $13.8K
|
33
$19.7K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
32+ 0.59% |
$12.1K - $13.4K
|
5.42K
$3.23M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 168.42% |
$12.1K - $13.4K
|
51
$30.4K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
32+ 1.41% |
$12.1K - $13.4K
|
2.31K
$1.38M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
32+ 8.51% |
$12.1K - $13.4K
|
408
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31+ 134.78% |
$11.7K - $12.9K
|
54
$32.2K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31+ 119.23% |
$11.7K - $12.9K
|
57
$34K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30+ 2.22% |
$11.3K - $12.5K
|
1.38K
$824K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
30+ 1.4% |
$11.3K - $12.5K
|
2.17K
$1.29M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29+ 25.22% |
$10.9K - $12.1K
|
144
$85.8K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
28+ 65.12% |
$10.6K - $11.7K
|
71
$42.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
27+ 0.19% |
$10.2K - $11.3K
|
13.9K
$8.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
27+ 5.05% |
$10.2K - $11.3K
|
562
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26+ 1.32% |
$9.8K - $10.9K
|
2K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
26+ 0.25% |
$9.8K - $10.9K
|
10.4K
$6.23M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
26+ 0.78% |
$9.8K - $10.9K
|
3.35K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
26+ 4.82% |
$9.8K - $10.9K
|
565
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$9.42K - $10.4K
|
4.94K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 0.66% |
$9.42K - $10.4K
|
3.84K
$2.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
25+ 2.26% |
$9.42K - $10.4K
|
1.13K
$674K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 1.12% |
$9.42K - $10.4K
|
2.26K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
25+ 2.39% |
$9.42K - $10.4K
|
1.07K
$639K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
25+ 3.74% |
$9.42K - $10.4K
|
693
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 2.19% |
$9.42K - $10.4K
|
1.17K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
25+ 4.28% |
$9.42K - $10.4K
|
609
$363K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.24% |
$9.42K - $10.4K
|
10.3K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
24+ 1.88% |
$9.05K - $10K
|
1.3K
$776K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
24+ 1.3% |
$9.05K - $10K
|
1.87K
$1.11M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
23+ 2.21% |
$8.67K - $9.61K
|
1.06K
$634K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
23+ 0.8% |
$8.67K - $9.61K
|
2.9K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
23+ 2.65% |
$8.67K - $9.61K
|
890
$531K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
23+ 3.73% |
$8.67K - $9.61K
|
640
$382K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 1.49% |
$8.67K - $9.61K
|
1.56K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 3.58% |
$8.67K - $9.61K
|
666
$397K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
23+ 0.09% |
$8.67K - $9.61K
|
25.4K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 3.75% |
$8.29K - $9.19K
|
609
$363K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
22+ 1.69% |
$8.29K - $9.19K
|
1.32K
$787K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21+ 3.8% |
$7.92K - $8.77K
|
573
$342K
|