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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14+ 1.19% |
$7.35K - $9.41K
|
1.19K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 3.44% |
$7.35K - $9.41K
|
421
$297K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
14+ 0.57% |
$7.35K - $9.41K
|
2.47K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 7.11% |
$7.35K - $9.41K
|
211
$149K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
13+ 2.48% |
$6.82K - $8.74K
|
537
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13+ 5.56% |
$6.82K - $8.74K
|
247
$174K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
13+ 21.31% |
$6.82K - $8.74K
|
74
$52.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 1.28% |
$6.82K - $8.74K
|
1.03K
$725K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.64% |
$6.82K - $8.74K
|
2.03K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
13+ 2.87% |
$6.82K - $8.74K
|
466
$329K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
13+ 0.92% |
$6.82K - $8.74K
|
1.43K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
13+ 2.11% |
$6.82K - $8.74K
|
629
$444K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
13+ 1.68% |
$6.82K - $8.74K
|
788
$556K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
13+ 8.9% |
$6.82K - $8.74K
|
159
$112K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
13New |
$6.82K - $8.74K
|
13
$9.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
12New |
$6.3K - $8.07K
|
12
$8.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$6.3K - $8.07K
|
12
$8.47K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$6.3K - $8.07K
|
12
$8.47K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12+ 1.68% |
$6.3K - $8.07K
|
725
$512K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12+ 2.15% |
$6.3K - $8.07K
|
569
$402K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
12+ 3.2% |
$6.3K - $8.07K
|
387
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
11+ 2.33% |
$5.77K - $7.39K
|
483
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
11+ 2.12% |
$5.77K - $7.39K
|
531
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$5.77K - $7.39K
|
11
$7.76K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
11+ 0.55% |
$5.77K - $7.39K
|
2.01K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11+ 1.25% |
$5.77K - $7.39K
|
890
$628K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11+ 1.99% |
$5.77K - $7.39K
|
565
$399K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
11+ 0.06% |
$5.77K - $7.39K
|
18.9K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
11+ 3.03% |
$5.77K - $7.39K
|
374
$264K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10+ 2.79% |
$5.25K - $6.72K
|
368
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
10+ 0.78% |
$5.25K - $6.72K
|
1.29K
$908K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10+ 1.45% |
$5.25K - $6.72K
|
699
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 1.15% |
$5.25K - $6.72K
|
878
$620K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
10+ 1.32% |
$5.25K - $6.72K
|
767
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 12.99% |
$5.25K - $6.72K
|
87
$61.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.28% |
$5.25K - $6.72K
|
790
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 17.86% |
$5.25K - $6.72K
|
66
$46.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
10+ 0.96% |
$5.25K - $6.72K
|
1.05K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10+ 2.56% |
$5.25K - $6.72K
|
400
$282K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
10+ 0.6% |
$5.25K - $6.72K
|
1.67K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
10+ 0.09% |
$5.25K - $6.72K
|
11.7K
$8.23M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 1.93% |
$5.25K - $6.72K
|
528
$373K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 1.1% |
$5.25K - $6.72K
|
917
$647K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
10+ 1.25% |
$5.25K - $6.72K
|
811
$572K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10+ 11.11% |
$5.25K - $6.72K
|
100
$70.6K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10+ 0.06% |
$5.25K - $6.72K
|
15.8K
$11.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 1.1% |
$4.72K - $6.05K
|
826
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.24% |
$4.72K - $6.05K
|
3.78K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.09% |
$4.72K - $6.05K
|
10.1K
$7.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9New |
$4.72K - $6.05K
|
9
$6.35K
|