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 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.24% |
$9.42K - $10.4K
|
10.3K
$7.3M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
24+ 1.88% |
$9.05K - $10K
|
1.3K
$918K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
24+ 1.3% |
$9.05K - $10K
|
1.87K
$1.32M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
23+ 2.21% |
$8.67K - $9.61K
|
1.06K
$750K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
23+ 0.8% |
$8.67K - $9.61K
|
2.9K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
23+ 2.65% |
$8.67K - $9.61K
|
890
$628K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
23+ 3.73% |
$8.67K - $9.61K
|
640
$452K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 1.49% |
$8.67K - $9.61K
|
1.56K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 3.58% |
$8.67K - $9.61K
|
666
$470K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
23+ 0.09% |
$8.67K - $9.61K
|
25.4K
$17.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 3.75% |
$8.29K - $9.19K
|
609
$430K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
22+ 1.69% |
$8.29K - $9.19K
|
1.32K
$932K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21+ 3.8% |
$7.92K - $8.77K
|
573
$404K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
21+ 1.46% |
$7.92K - $8.77K
|
1.46K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
20+ 0.35% |
$7.54K - $8.35K
|
5.78K
$4.08M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
20+ 0.01% |
$7.54K - $8.35K
|
167K
$118M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20+ 0.26% |
$7.54K - $8.35K
|
7.78K
$5.49M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
20+ 2.89% |
$7.54K - $8.35K
|
713
$503K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
20+ 0.94% |
$7.54K - $8.35K
|
2.15K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
19+ 0.81% |
$7.16K - $7.94K
|
2.37K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.94% |
$7.16K - $7.94K
|
2.04K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
19New |
$7.16K - $7.94K
|
19
$13.4K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 1.38% |
$7.16K - $7.94K
|
1.39K
$984K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
19+ 0.88% |
$7.16K - $7.94K
|
2.19K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
18+ 0.36% |
$6.78K - $7.52K
|
5K
$3.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
18+ 26.47% |
$6.78K - $7.52K
|
86
$60.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
18+ 0.1% |
$6.78K - $7.52K
|
17.6K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
18+ 1.9% |
$6.78K - $7.52K
|
967
$683K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18+ 0.31% |
$6.78K - $7.52K
|
5.86K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
18+ 1.22% |
$6.78K - $7.52K
|
1.49K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
18+ 1.98% |
$6.78K - $7.52K
|
928
$655K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 200.0% |
$6.03K - $6.68K
|
24
$16.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16+ 0.63% |
$6.03K - $6.68K
|
2.55K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
16+ 1.8% |
$6.03K - $6.68K
|
903
$637K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
16+ 1.97% |
$6.03K - $6.68K
|
827
$584K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 5.1% |
$5.65K - $6.27K
|
309
$218K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 0.13% |
$5.65K - $6.27K
|
11.1K
$7.85M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15+ 1.26% |
$5.65K - $6.27K
|
1.21K
$853K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 2.36% |
$5.28K - $5.85K
|
606
$428K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.53% |
$5.28K - $5.85K
|
2.64K
$1.87M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
14+ 2.43% |
$5.28K - $5.85K
|
589
$416K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
13New |
$4.9K - $5.43K
|
13
$9.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
13+ 0.66% |
$4.9K - $5.43K
|
1.97K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.19% |
$4.9K - $5.43K
|
6.76K
$4.77M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13+ 1.9% |
$4.9K - $5.43K
|
696
$491K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
13+ 0.7% |
$4.9K - $5.43K
|
1.86K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 5.56% |
$4.9K - $5.43K
|
247
$174K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12+ 1.1% |
$4.52K - $5.01K
|
1.11K
$780K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
12+ 80.0% |
$4.52K - $5.01K
|
27
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12+ 1.0% |
$4.52K - $5.01K
|
1.21K
$857K
|