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 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
700+ 108.7% |
$264K - $292K
|
1.34K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
698+ 1.15% |
$263K - $292K
|
61.5K
$33.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
696New |
$262K - $291K
|
696
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
693+ 2.13% |
$261K - $289K
|
33.2K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
693+ 74.92% |
$261K - $289K
|
1.62K
$879K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
685+ 11.54% |
$258K - $286K
|
6.62K
$3.6M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
685+ 0.56% |
$258K - $286K
|
123K
$66.8M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
680+ 31.63% |
$256K - $284K
|
2.83K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
659+ 1.93% |
$248K - $275K
|
34.9K
$18.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
656+ 86.54% |
$247K - $274K
|
1.41K
$768K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
653New |
$246K - $273K
|
653
$355K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
650+ 13.42% |
$245K - $271K
|
5.49K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
650+ 4.11% |
$245K - $271K
|
16.5K
$8.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
648+ 9.61% |
$244K - $271K
|
7.39K
$4.01M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
644+ 18.57% |
$243K - $269K
|
4.11K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
641New |
$242K - $268K
|
641
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
638New |
$240K - $266K
|
638
$347K
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
628+ 4.52% |
$237K - $262K
|
14.5K
$7.89M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
625+ 13.32% |
$236K - $261K
|
5.32K
$2.89M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
624New |
$235K - $261K
|
624
$339K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
620+ 1.63% |
$234K - $259K
|
38.7K
$21M
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
617New |
$233K - $258K
|
617
$335K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
615+ 5.42% |
$232K - $257K
|
12K
$6.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
612+ 10.89% |
$231K - $256K
|
6.23K
$3.38M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
612+ 3.26% |
$231K - $256K
|
19.4K
$10.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
606+ 8.9% |
$228K - $253K
|
7.42K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
600+ 35.99% |
$226K - $251K
|
2.27K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
600+ 184.62% |
$226K - $251K
|
925
$502K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
599+ 4.78% |
$226K - $250K
|
13.1K
$7.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
595+ 5.63% |
$224K - $249K
|
11.2K
$6.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
583+ 2.12% |
$220K - $244K
|
28.1K
$15.3M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
580New |
$219K - $242K
|
580
$315K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
578New |
$218K - $241K
|
578
$314K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
575New |
$217K - $240K
|
575
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
574New |
$216K - $240K
|
574
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
572+ 54.68% |
$216K - $239K
|
1.62K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
570New |
$215K - $238K
|
570
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
569+ 31.3% |
$214K - $238K
|
2.39K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
569+ 17.12% |
$214K - $238K
|
3.89K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
568+ 11.15% |
$214K - $237K
|
5.66K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
562+ 93.67% |
$212K - $235K
|
1.16K
$631K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
557New |
$210K - $233K
|
557
$303K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
557+ 2.59% |
$210K - $233K
|
22K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
557+ 23.04% |
$210K - $233K
|
2.98K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
550New |
$207K - $230K
|
550
$299K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
550+ 36.94% |
$207K - $230K
|
2.04K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
548New |
$207K - $229K
|
548
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
545New |
$205K - $228K
|
545
$296K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
541New |
$204K - $226K
|
541
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
540+ 2.59% |
$204K - $226K
|
21.4K
$11.6M
|