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 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
86+ 9.42% |
$45.1K - $57.8K
|
999
$705K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 3.3% |
$44.6K - $57.1K
|
2.66K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
84+ 0.57% |
$44.1K - $56.5K
|
14.8K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
84+ 3.54% |
$44.1K - $56.5K
|
2.46K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
83+ 244.12% |
$43.6K - $55.8K
|
117
$82.6K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
83+ 6.12% |
$43.6K - $55.8K
|
1.44K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
82+ 2.66% |
$43K - $55.1K
|
3.17K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
81New |
$42.5K - $54.4K
|
81
$57.2K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
81+ 19.38% |
$42.5K - $54.4K
|
499
$352K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
81+ 16.27% |
$42.5K - $54.4K
|
579
$409K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
81+ 15.43% |
$42.5K - $54.4K
|
606
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
80+ 4.99% |
$42K - $53.8K
|
1.68K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
79+ 3.97% |
$41.5K - $53.1K
|
2.07K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
79+ 11.76% |
$41.5K - $53.1K
|
751
$530K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
76+ 0.68% |
$39.9K - $51.1K
|
11.3K
$7.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.58% |
$39.4K - $50.4K
|
12.9K
$9.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
75+ 1.74% |
$39.4K - $50.4K
|
4.39K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
75New |
$39.4K - $50.4K
|
75
$52.9K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
75+ 17.01% |
$39.4K - $50.4K
|
516
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
74+ 4.57% |
$38.8K - $49.7K
|
1.69K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
74+ 16.26% |
$38.8K - $49.7K
|
529
$373K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
73+ 18.2% |
$38.3K - $49.1K
|
474
$335K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
73+ 7.87% |
$38.3K - $49.1K
|
1K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
73+ 7.89% |
$38.3K - $49.1K
|
998
$704K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
72+ 1.63% |
$37.8K - $48.4K
|
4.48K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
72+ 5.32% |
$37.8K - $48.4K
|
1.43K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
72+ 17.6% |
$37.8K - $48.4K
|
481
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
72+ 13.14% |
$37.8K - $48.4K
|
620
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
71+ 16.06% |
$37.3K - $47.7K
|
513
$362K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
71+ 10.84% |
$37.3K - $47.7K
|
726
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
70+ 4.71% |
$36.7K - $47.1K
|
1.56K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
69+ 15.86% |
$36.2K - $46.4K
|
504
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
69+ 85.19% |
$36.2K - $46.4K
|
150
$106K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
68+ 10.99% |
$35.7K - $45.7K
|
687
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
68+ 13.05% |
$35.7K - $45.7K
|
589
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
68+ 12.34% |
$35.7K - $45.7K
|
619
$437K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
68+ 2.67% |
$35.7K - $45.7K
|
2.61K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
67+ 0.67% |
$35.2K - $45K
|
10.1K
$7.13M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
67+ 14.35% |
$35.2K - $45K
|
534
$377K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
66+ 4.5% |
$34.6K - $44.4K
|
1.53K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
66+ 5.59% |
$34.6K - $44.4K
|
1.25K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
66+ 3.94% |
$34.6K - $44.4K
|
1.74K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
65+ 1.05% |
$34.1K - $43.7K
|
6.24K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
65+ 4.44% |
$34.1K - $43.7K
|
1.53K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
65New |
$34.1K - $43.7K
|
65
$45.9K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
65+ 8.46% |
$34.1K - $43.7K
|
833
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
64+ 1.69% |
$33.6K - $43K
|
3.84K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
64+ 4.63% |
$33.6K - $43K
|
1.45K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
63+ 5.78% |
$33.1K - $42.3K
|
1.15K
$814K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
63+ 3.49% |
$33.1K - $42.3K
|
1.87K
$1.32M
|