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 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-159- 2.22% |
$83.4K - $107K
|
7K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-164- 9.12% |
$86.1K - $110K
|
1.63K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-166- 2.11% |
$87.1K - $112K
|
7.71K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-167- 8.22% |
$87.6K - $112K
|
1.86K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-167- 11.66% |
$87.6K - $112K
|
1.27K
$893K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-168- 2.97% |
$88.2K - $113K
|
5.49K
$3.87M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-169- 4.56% |
$88.7K - $114K
|
3.54K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-169- 12.08% |
$88.7K - $114K
|
1.23K
$868K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-170- 6.82% |
$89.2K - $114K
|
2.32K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-173- 1.9% |
$90.8K - $116K
|
8.94K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-175- 20.49% |
$91.8K - $118K
|
679
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-177- 12.37% |
$92.9K - $119K
|
1.25K
$885K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-179- 2.78% |
$93.9K - $120K
|
6.27K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-179- 18.28% |
$93.9K - $120K
|
800
$565K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-179- 9.81% |
$93.9K - $120K
|
1.65K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-180- 2.6% |
$94.5K - $121K
|
6.74K
$4.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-182- 2.37% |
$95.5K - $122K
|
7.49K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-182- 2.77% |
$95.5K - $122K
|
6.39K
$4.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-185- 35.71% |
$97.1K - $124K
|
333
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-185- 18.95% |
$97.1K - $124K
|
791
$558K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-185- 19.01% |
$97.1K - $124K
|
788
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-189- 8.08% |
$99.2K - $127K
|
2.15K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-190- 2.91% |
$99.7K - $128K
|
6.34K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-191- 2.62% |
$100K - $128K
|
7.11K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-192- 1.47% |
$101K - $129K
|
12.9K
$9.09M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-195- 1.85% |
$102K - $131K
|
10.3K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-197- 1.72% |
$103K - $132K
|
11.2K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-197- 5.31% |
$103K - $132K
|
3.52K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-198- 2.47% |
$104K - $133K
|
7.81K
$5.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-199- 4.62% |
$104K - $134K
|
4.11K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-199- 1.24% |
$104K - $134K
|
15.9K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-200- 2.19% |
$105K - $134K
|
8.92K
$6.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-200- 14.26% |
$105K - $134K
|
1.2K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-200- 30.77% |
$105K - $134K
|
450
$318K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-200- 20.0% |
$105K - $134K
|
800
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-201- 3.49% |
$105K - $135K
|
5.55K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-201- 4.74% |
$105K - $135K
|
4.04K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-201- 15.52% |
$105K - $135K
|
1.09K
$772K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-205- 12.63% |
$108K - $138K
|
1.42K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-207- 2.79% |
$109K - $139K
|
7.21K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-208- 6.51% |
$109K - $140K
|
2.99K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-210- 10.68% |
$110K - $141K
|
1.76K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-211- 7.77% |
$111K - $142K
|
2.51K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-212- 1.36% |
$111K - $143K
|
15.4K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-213- 34.13% |
$112K - $143K
|
411
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-215- 9.76% |
$113K - $145K
|
1.99K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-215- 11.86% |
$113K - $145K
|
1.6K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-216- 8.39% |
$113K - $145K
|
2.36K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-216- 2.17% |
$113K - $145K
|
9.72K
$6.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-219- 5.26% |
$115K - $147K
|
3.94K
$2.78M
|