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 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
119+ 1.5% |
$62.5K - $80K
|
8.08K
$5.7M
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
119+ 2.93% |
$62.5K - $80K
|
4.18K
$2.95M
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
116+ 4.1% |
$60.9K - $78K
|
2.95K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
115+ 13.36% |
$60.4K - $77.3K
|
976
$689K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
113+ 53.3% |
$59.3K - $76K
|
325
$229K
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
113+ 2.4% |
$59.3K - $76K
|
4.82K
$3.4M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
112+ 17.5% |
$58.8K - $75.3K
|
752
$531K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
111+ 74.0% |
$58.3K - $74.6K
|
261
$184K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
111+ 5.63% |
$58.3K - $74.6K
|
2.08K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
109+ 17.27% |
$57.2K - $73.3K
|
740
$522K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
109+ 19.57% |
$57.2K - $73.3K
|
666
$470K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
108+ 490.91% |
$56.7K - $72.6K
|
130
$91.8K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
107+ 18.38% |
$56.2K - $71.9K
|
689
$486K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
107+ 4.95% |
$56.2K - $71.9K
|
2.27K
$1.6M
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
107+ 1.99% |
$56.2K - $71.9K
|
5.49K
$3.87M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
107+ 15.88% |
$56.2K - $71.9K
|
781
$551K
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
107+ 8.78% |
$56.2K - $71.9K
|
1.33K
$936K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
106+ 10.52% |
$55.6K - $71.3K
|
1.11K
$786K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
105+ 617.65% |
$55.1K - $70.6K
|
122
$86.1K
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
105+ 27.42% |
$55.1K - $70.6K
|
488
$344K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
105+ 14.89% |
$55.1K - $70.6K
|
810
$572K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
103+ 30.84% |
$54.1K - $69.2K
|
437
$308K
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
103+ 0.47% |
$54.1K - $69.2K
|
22.2K
$15.7M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
101+ 22.44% |
$53K - $67.9K
|
551
$389K
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
101+ 11.25% |
$53K - $67.9K
|
999
$705K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 88.5% |
$52.5K - $67.2K
|
213
$150K
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
100+ 1.47% |
$52.5K - $67.2K
|
6.92K
$4.88M
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
100+ 20.0% |
$52.5K - $67.2K
|
600
$424K
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
100+ 7.69% |
$52.5K - $67.2K
|
1.4K
$988K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
99+ 17.4% |
$52K - $66.5K
|
668
$472K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
99New |
$52K - $66.5K
|
99
$69.9K
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
99+ 9.56% |
$52K - $66.5K
|
1.14K
$801K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
97+ 9.44% |
$50.9K - $65.2K
|
1.13K
$794K
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
95+ 16.55% |
$49.9K - $63.9K
|
669
$472K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
95+ 4.4% |
$49.9K - $63.9K
|
2.25K
$1.59M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
95+ 2.26% |
$49.9K - $63.9K
|
4.3K
$3.04M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
95+ 4.59% |
$49.9K - $63.9K
|
2.17K
$1.53M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94+ 7.82% |
$49.3K - $63.2K
|
1.3K
$915K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
92+ 0.45% |
$48.3K - $61.8K
|
20.4K
$14.4M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
92+ 3.44% |
$48.3K - $61.8K
|
2.77K
$1.95M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
91+ 6.82% |
$47.8K - $61.2K
|
1.43K
$1.01M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
91+ 1.15% |
$47.8K - $61.2K
|
8.01K
$5.65M
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
90+ 1.38% |
$47.2K - $60.5K
|
6.61K
$4.66M
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
89+ 4.67% |
$46.7K - $59.8K
|
1.99K
$1.41M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
89+ 4.03% |
$46.7K - $59.8K
|
2.3K
$1.62M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
88+ 4.53% |
$46.2K - $59.2K
|
2.03K
$1.43M
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
88+ 2.01% |
$46.2K - $59.2K
|
4.47K
$3.16M
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
88+ 104.76% |
$46.2K - $59.2K
|
172
$121K
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
88+ 9.47% |
$46.2K - $59.2K
|
1.02K
$718K
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
86+ 0.46% |
$45.1K - $57.8K
|
18.6K
$13.1M
|