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 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46+ 80.7% |
$24.1K - $30.9K
|
103
$72.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
45+ 10.34% |
$23.6K - $30.2K
|
480
$339K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
45New |
$23.6K - $30.2K
|
45
$31.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.32% |
$23.6K - $30.2K
|
14.1K
$9.92M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
45+ 0.11% |
$23.6K - $30.2K
|
39.8K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
45+ 5.28% |
$23.6K - $30.2K
|
898
$634K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
44+ 4.49% |
$23.1K - $29.6K
|
1.03K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44+ 8.4% |
$23.1K - $29.6K
|
568
$401K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
44New |
$23.1K - $29.6K
|
44
$31.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
43+ 11.47% |
$22.6K - $28.9K
|
418
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
42+ 3.78% |
$22K - $28.2K
|
1.15K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
42New |
$22K - $28.2K
|
42
$29.6K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
41+ 9.03% |
$21.5K - $27.6K
|
495
$349K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41+ 3.07% |
$21.5K - $27.6K
|
1.38K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 11.24% |
$21K - $26.9K
|
396
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
40+ 0.37% |
$21K - $26.9K
|
10.8K
$7.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
40+ 7.55% |
$21K - $26.9K
|
570
$402K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
40+ 0.75% |
$21K - $26.9K
|
5.36K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
40New |
$21K - $26.9K
|
40
$28.2K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39+ 3.46% |
$20.5K - $26.2K
|
1.17K
$824K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
38+ 3.99% |
$19.9K - $25.5K
|
991
$699K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38+ 0.19% |
$19.9K - $25.5K
|
20.3K
$14.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
37+ 7.71% |
$19.4K - $24.9K
|
517
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
37+ 6.58% |
$19.4K - $24.9K
|
599
$423K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37+ 8.43% |
$19.4K - $24.9K
|
476
$336K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
37+ 9.3% |
$19.4K - $24.9K
|
435
$307K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
36+ 0.79% |
$18.9K - $24.2K
|
4.61K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36+ 6.33% |
$18.9K - $24.2K
|
605
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
36+ 1.8% |
$18.9K - $24.2K
|
2.03K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
36+ 6.55% |
$18.9K - $24.2K
|
586
$414K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
35+ 0.22% |
$18.4K - $23.5K
|
15.9K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
35+ 6.84% |
$18.4K - $23.5K
|
547
$386K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
35+ 12.07% |
$18.4K - $23.5K
|
325
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
34+ 170.0% |
$17.8K - $22.9K
|
54
$38.1K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
34+ 4.3% |
$17.8K - $22.9K
|
824
$582K
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
34+ 1.06% |
$17.8K - $22.9K
|
3.26K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 6.92% |
$17.8K - $22.9K
|
525
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
34+ 4.41% |
$17.8K - $22.9K
|
805
$568K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
34+ 9.04% |
$17.8K - $22.9K
|
410
$289K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
33+ 2.63% |
$17.3K - $22.2K
|
1.29K
$909K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33+ 2.26% |
$17.3K - $22.2K
|
1.49K
$1.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
32+ 1.53% |
$16.8K - $21.5K
|
2.13K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
32+ 3.99% |
$16.8K - $21.5K
|
835
$589K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
32+ 0.52% |
$16.8K - $21.5K
|
6.15K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
31+ 1.11% |
$16.3K - $20.8K
|
2.83K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30+ 6.93% |
$15.7K - $20.2K
|
463
$327K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 4.93% |
$15.7K - $20.2K
|
639
$451K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$15.7K - $20.2K
|
30
$21.2K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
30+ 0.72% |
$15.7K - $20.2K
|
4.2K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
30New |
$15.7K - $20.2K
|
30
$21.2K
|