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 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 0.89% |
$4.72K - $6.05K
|
1.02K
$723K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.68% |
$4.72K - $6.05K
|
545
$385K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
9+ 60.0% |
$4.72K - $6.05K
|
24
$16.9K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9+ 0.59% |
$4.72K - $6.05K
|
1.54K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 1.91% |
$4.72K - $6.05K
|
480
$339K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.34% |
$4.72K - $6.05K
|
2.63K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8+ 1.57% |
$4.2K - $5.38K
|
519
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8+ 0.84% |
$4.2K - $5.38K
|
963
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
8+ 0.72% |
$4.2K - $5.38K
|
1.12K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8+ 28.57% |
$4.2K - $5.38K
|
36
$25.4K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 1.98% |
$4.2K - $5.38K
|
412
$291K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8+ 0.87% |
$4.2K - $5.38K
|
928
$655K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 16.0% |
$4.2K - $5.38K
|
58
$40.9K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
8+ 1.52% |
$4.2K - $5.38K
|
536
$378K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.69% |
$4.2K - $5.38K
|
1.16K
$819K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 87.5% |
$3.67K - $4.71K
|
15
$10.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7+ 0.23% |
$3.67K - $4.71K
|
3.05K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
7+ 0.77% |
$3.67K - $4.71K
|
918
$648K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
7+ 1.06% |
$3.67K - $4.71K
|
665
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7+ 1.07% |
$3.67K - $4.71K
|
661
$467K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.85% |
$3.67K - $4.71K
|
385
$272K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.53% |
$3.67K - $4.71K
|
1.33K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 3.1% |
$3.67K - $4.71K
|
233
$164K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 1.81% |
$3.67K - $4.71K
|
393
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.7% |
$3.15K - $4.03K
|
359
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$3.15K - $4.03K
|
2.04K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 1.18% |
$3.15K - $4.03K
|
514
$363K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.47% |
$3.15K - $4.03K
|
1.29K
$910K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
6+ 0.64% |
$3.15K - $4.03K
|
944
$666K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
6+ 1.18% |
$3.15K - $4.03K
|
516
$364K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6+ 0.64% |
$3.15K - $4.03K
|
947
$668K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 20.69% |
$3.15K - $4.03K
|
35
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6+ 0.64% |
$3.15K - $4.03K
|
946
$668K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.44% |
$3.15K - $4.03K
|
1.36K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6+ 0.33% |
$3.15K - $4.03K
|
1.83K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 1.02% |
$2.62K - $3.36K
|
495
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5+ 1.67% |
$2.62K - $3.36K
|
305
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.32% |
$2.62K - $3.36K
|
1.55K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 2.81% |
$2.62K - $3.36K
|
183
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.88% |
$2.62K - $3.36K
|
572
$404K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$2.62K - $3.36K
|
5
$3.53K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5+ 0.42% |
$2.62K - $3.36K
|
1.19K
$840K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
5+ 0.18% |
$2.62K - $3.36K
|
2.72K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5+ 0.37% |
$2.62K - $3.36K
|
1.36K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.59% |
$2.62K - $3.36K
|
855
$603K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$2.62K - $3.36K
|
5
$3.53K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5+ 1.18% |
$2.62K - $3.36K
|
427
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.43% |
$2.1K - $2.69K
|
944
$666K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.46% |
$2.1K - $2.69K
|
872
$615K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 1.17% |
$2.1K - $2.69K
|
346
$244K
|