Purchases and Sales Made in Q1 2025 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q1 2025. 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, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
992+ 148.73% |
$521K - $667K
|
1.66K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
988+ 33.46% |
$519K - $664K
|
3.94K
$2.78M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
981+ 13.65% |
$515K - $659K
|
8.17K
$5.76M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
978+ 13.37% |
$513K - $657K
|
8.3K
$5.85M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
970New |
$509K - $652K
|
970
$685K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
965+ 2.19% |
$506K - $649K
|
44.9K
$31.7M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
965New |
$506K - $649K
|
965
$681K
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
960+ 18.46% |
$504K - $645K
|
6.16K
$4.35M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
960+ 34.8% |
$504K - $645K
|
3.72K
$2.63M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
957+ 14.31% |
$502K - $643K
|
7.65K
$5.4M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
954+ 7.3% |
$501K - $641K
|
14K
$9.89M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
950+ 12.37% |
$499K - $639K
|
8.63K
$6.09M
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
937+ 24.84% |
$492K - $630K
|
4.71K
$3.32M
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
936+ 27.16% |
$491K - $629K
|
4.38K
$3.09M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
876New |
$460K - $589K
|
876
$618K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
875New |
$459K - $588K
|
875
$618K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
859+ 6.13% |
$451K - $577K
|
14.9K
$10.5M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
855New |
$449K - $575K
|
855
$603K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
839+ 0.63% |
$440K - $564K
|
135K
$95.2M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
838+ 9.91% |
$440K - $563K
|
9.29K
$6.56M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
833New |
$437K - $560K
|
833
$588K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
823New |
$432K - $553K
|
823
$581K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
808New |
$424K - $543K
|
808
$570K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
806+ 6.69% |
$423K - $542K
|
12.9K
$9.08M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
806New |
$423K - $542K
|
806
$569K
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
800New |
$420K - $538K
|
800
$565K
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
782+ 0.91% |
$410K - $526K
|
87.2K
$61.5M
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
775New |
$407K - $521K
|
775
$547K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
772New |
$405K - $519K
|
772
$545K
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
771New |
$405K - $518K
|
771
$544K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
771+ 11.49% |
$405K - $518K
|
7.48K
$5.28M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
761+ 132.81% |
$399K - $512K
|
1.33K
$942K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
751+ 6.43% |
$394K - $505K
|
12.4K
$8.78M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
748+ 2.61% |
$393K - $503K
|
29.4K
$20.7M
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
742+ 48.56% |
$389K - $499K
|
2.27K
$1.6M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
735+ 82.31% |
$386K - $494K
|
1.63K
$1.15M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
722+ 4.33% |
$379K - $485K
|
17.4K
$12.3M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
714+ 82.73% |
$375K - $480K
|
1.58K
$1.11M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
713+ 26.33% |
$374K - $479K
|
3.42K
$2.41M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
710+ 45.75% |
$373K - $477K
|
2.26K
$1.6M
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
708New |
$372K - $476K
|
708
$500K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
708+ 1.16% |
$372K - $476K
|
61.8K
$43.6M
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
706+ 33.54% |
$371K - $475K
|
2.81K
$1.98M
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
680+ 2.5% |
$357K - $457K
|
27.9K
$19.7M
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
678New |
$356K - $456K
|
678
$479K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
674+ 2.43% |
$354K - $453K
|
28.4K
$20M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
672+ 212.66% |
$353K - $452K
|
988
$697K
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
669New |
$351K - $450K
|
669
$472K
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
662+ 13.79% |
$347K - $445K
|
5.46K
$3.85M
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
659New |
$346K - $443K
|
659
$465K
|