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 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 0.8% |
$3.77K - $4.18K
|
1.26K
$751K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
10+ 1.89% |
$3.77K - $4.18K
|
538
$321K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1.43% |
$3.77K - $4.18K
|
710
$423K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.47% |
$3.77K - $4.18K
|
691
$412K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10+ 1.73% |
$3.77K - $4.18K
|
589
$351K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.28% |
$3.39K - $3.76K
|
3.2K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.53% |
$3.39K - $3.76K
|
1.72K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.81% |
$3.39K - $3.76K
|
1.12K
$667K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
9New |
$3.39K - $3.76K
|
9
$5.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
8+ 1.48% |
$3.02K - $3.34K
|
547
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
8+ 0.62% |
$3.02K - $3.34K
|
1.29K
$769K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
8+ 0.14% |
$3.02K - $3.34K
|
5.58K
$3.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.09% |
$3.02K - $3.34K
|
9.16K
$5.46M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
8+ 0.05% |
$3.02K - $3.34K
|
17K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8+ 0.65% |
$3.02K - $3.34K
|
1.23K
$734K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 1.4% |
$3.02K - $3.34K
|
579
$345K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
8+ 0.57% |
$3.02K - $3.34K
|
1.41K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
8New |
$3.02K - $3.34K
|
8
$4.77K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 25.0% |
$3.02K - $3.34K
|
40
$23.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
7+ 1.06% |
$2.64K - $2.92K
|
669
$399K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7+ 0.98% |
$2.64K - $2.92K
|
724
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.0% |
$2.64K - $2.92K
|
705
$420K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7+ 0.02% |
$2.64K - $2.92K
|
29.3K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7+ 0.94% |
$2.64K - $2.92K
|
748
$446K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7+ 0.26% |
$2.64K - $2.92K
|
2.67K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.6% |
$2.26K - $2.51K
|
1.01K
$603K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.65% |
$2.26K - $2.51K
|
924
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
6+ 0.5% |
$2.26K - $2.51K
|
1.21K
$718K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$2.26K - $2.51K
|
1.15K
$685K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.42% |
$2.26K - $2.51K
|
1.44K
$857K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6+ 0.45% |
$2.26K - $2.51K
|
1.34K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6+ 0.07% |
$2.26K - $2.51K
|
9.03K
$5.38M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
6+ 0.27% |
$2.26K - $2.51K
|
2.22K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 3.07% |
$1.88K - $2.09K
|
168
$100K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.62% |
$1.88K - $2.09K
|
815
$486K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5+ 6.49% |
$1.88K - $2.09K
|
82
$48.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$1.88K - $2.09K
|
5
$2.98K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.5% |
$1.88K - $2.09K
|
1.01K
$599K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5+ 0.59% |
$1.88K - $2.09K
|
847
$505K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.79% |
$1.88K - $2.09K
|
639
$381K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
5+ 0.81% |
$1.88K - $2.09K
|
626
$373K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
5+ 0.03% |
$1.88K - $2.09K
|
14.8K
$8.83M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 16.67% |
$1.88K - $2.09K
|
35
$20.9K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 4.17% |
$1.88K - $2.09K
|
125
$74.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 50.0% |
$1.88K - $2.09K
|
15
$8.94K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5+ 0.26% |
$1.88K - $2.09K
|
1.92K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5+ 0.8% |
$1.88K - $2.09K
|
630
$376K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.62% |
$1.88K - $2.09K
|
807
$481K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.51% |
$1.88K - $2.09K
|
984
$587K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4+ 0.38% |
$1.51K - $1.67K
|
1.06K
$631K
|