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 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.62% |
$1.88K - $2.09K
|
807
$533K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.51% |
$1.88K - $2.09K
|
984
$650K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4+ 0.38% |
$1.51K - $1.67K
|
1.06K
$699K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.55% |
$1.51K - $1.67K
|
735
$486K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4+ 0.63% |
$1.51K - $1.67K
|
635
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 10.53% |
$1.51K - $1.67K
|
42
$27.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 2.67% |
$1.51K - $1.67K
|
154
$102K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 17.39% |
$1.51K - $1.67K
|
27
$17.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4+ 0.76% |
$1.51K - $1.67K
|
528
$349K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.72% |
$1.51K - $1.67K
|
558
$369K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4+ 1.72% |
$1.51K - $1.67K
|
236
$156K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.74% |
$1.51K - $1.67K
|
547
$361K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.5% |
$1.51K - $1.67K
|
811
$536K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.97% |
$1.51K - $1.67K
|
415
$274K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4New |
$1.51K - $1.67K
|
4
$2.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.57% |
$1.13K - $1.25K
|
525
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.61% |
$1.13K - $1.25K
|
491
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.43% |
$1.13K - $1.25K
|
696
$460K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 6.67% |
$1.13K - $1.25K
|
48
$31.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
3+ 0.49% |
$1.13K - $1.25K
|
617
$408K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.48% |
$1.13K - $1.25K
|
630
$416K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 15.0% |
$1.13K - $1.25K
|
23
$15.2K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3+ 0.07% |
$1.13K - $1.25K
|
4.19K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.07% |
$1.13K - $1.25K
|
4.12K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 10.34% |
$1.13K - $1.25K
|
32
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.13K - $1.25K
|
8.4K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.62% |
$1.13K - $1.25K
|
484
$320K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3+ 0.37% |
$1.13K - $1.25K
|
820
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.35% |
$754 - $835
|
576
$380K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.27% |
$754 - $835
|
743
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.6% |
$754 - $835
|
334
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2+ 0.34% |
$754 - $835
|
588
$388K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2+ 1.9% |
$754 - $835
|
107
$70.7K
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2+ 0.19% |
$754 - $835
|
1.07K
$709K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 0.39% |
$754 - $835
|
521
$344K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2+ 0.15% |
$754 - $835
|
1.34K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$754 - $835
|
901
$595K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.08% |
$754 - $835
|
2.48K
$1.64M
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$754 - $835
|
5.3K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$377 - $418
|
4.16K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$377 - $418
|
1
$661
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 2.86% |
$377 - $418
|
36
$23.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.03% |
$377 - $418
|
98
$64.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.14% |
$377 - $418
|
708
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$377 - $418
|
676
$447K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 3.7% |
$377 - $418
|
28
$18.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 1.96% |
$377 - $418
|
52
$34.3K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1+ 0.16% |
$377 - $418
|
637
$421K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.16% |
$377 - $418
|
646
$427K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$377 - $418
|
1.02K
$675K
|