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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
30+ 1.28% |
$15.7K - $20.2K
|
2.37K
$1.67M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
29+ 4.88% |
$15.2K - $19.5K
|
623
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
29+ 1.86% |
$15.2K - $19.5K
|
1.59K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
29+ 0.14% |
$15.2K - $19.5K
|
20.5K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
29+ 9.32% |
$15.2K - $19.5K
|
340
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29+ 4.5% |
$15.2K - $19.5K
|
674
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
29+ 6.04% |
$15.2K - $19.5K
|
509
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
29+ 4.03% |
$15.2K - $19.5K
|
749
$529K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 0.09% |
$14.7K - $18.8K
|
31.2K
$22M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28+ 0.34% |
$14.7K - $18.8K
|
8.21K
$5.79M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
28+ 2.01% |
$14.7K - $18.8K
|
1.42K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
27+ 6.7% |
$14.2K - $18.1K
|
430
$304K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 36.99% |
$14.2K - $18.1K
|
100
$70.6K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
27+ 270.0% |
$14.2K - $18.1K
|
37
$26.1K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
27+ 7.63% |
$14.2K - $18.1K
|
381
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
26+ 5.2% |
$13.6K - $17.5K
|
526
$371K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
26+ 2.47% |
$13.6K - $17.5K
|
1.08K
$760K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
25+ 6.1% |
$13.1K - $16.8K
|
435
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
25+ 5.54% |
$13.1K - $16.8K
|
476
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
25+ 5.09% |
$13.1K - $16.8K
|
516
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 8.56% |
$13.1K - $16.8K
|
317
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25New |
$13.1K - $16.8K
|
25
$17.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
25+ 2.67% |
$13.1K - $16.8K
|
963
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.43% |
$13.1K - $16.8K
|
5.8K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
25+ 5.52% |
$13.1K - $16.8K
|
478
$337K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
25+ 2.42% |
$13.1K - $16.8K
|
1.06K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
24+ 0.6% |
$12.6K - $16.1K
|
4.05K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
24+ 5.35% |
$12.6K - $16.1K
|
473
$334K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 6.43% |
$12.6K - $16.1K
|
397
$280K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.53% |
$12.6K - $16.1K
|
4.54K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
24+ 6.2% |
$12.6K - $16.1K
|
411
$290K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24+ 800.0% |
$12.6K - $16.1K
|
27
$19.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
23+ 3.66% |
$12.1K - $15.5K
|
652
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
23+ 0.13% |
$12.1K - $15.5K
|
18.4K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23+ 46.94% |
$12.1K - $15.5K
|
72
$50.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23+ 1.44% |
$12.1K - $15.5K
|
1.62K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
23+ 5.37% |
$12.1K - $15.5K
|
451
$318K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
23+ 0.5% |
$12.1K - $15.5K
|
4.58K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
23+ 4.02% |
$12.1K - $15.5K
|
595
$420K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
23+ 0.5% |
$12.1K - $15.5K
|
4.64K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
22+ 3.82% |
$11.5K - $14.8K
|
598
$422K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
22+ 1.3% |
$11.5K - $14.8K
|
1.71K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
22+ 5.67% |
$11.5K - $14.8K
|
410
$289K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22+ 27.85% |
$11.5K - $14.8K
|
101
$71.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 2.79% |
$11K - $14.1K
|
773
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21+ 1.95% |
$11K - $14.1K
|
1.1K
$776K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 2.49% |
$11K - $14.1K
|
864
$610K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
21+ 5.88% |
$11K - $14.1K
|
378
$267K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
21+ 4.73% |
$11K - $14.1K
|
465
$328K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
21+ 17.95% |
$11K - $14.1K
|
138
$97.4K
|