Purchases and Sales Made in Q2 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
270+ 2.33% |
$84.3K - $92.9K
|
11.8K
$6.81M
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
269+ 0.65% |
$84K - $92.5K
|
41.8K
$24M
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
265+ 12.38% |
$82.8K - $91.1K
|
2.41K
$1.38M
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
261+ 3.19% |
$81.5K - $89.8K
|
8.45K
$4.85M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
260+ 2.49% |
$81.2K - $89.4K
|
10.7K
$6.14M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255+ 100.0% |
$79.7K - $87.7K
|
510
$293K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
255+ 100.0% |
$79.7K - $87.7K
|
510
$293K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
253+ 2.49% |
$79K - $87K
|
10.4K
$5.98M
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 8.7% |
$78.1K - $86K
|
3.13K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
250+ 3.22% |
$78.1K - $86K
|
8.01K
$4.6M
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
250+ 4.38% |
$78.1K - $86K
|
5.95K
$3.42M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
249+ 1.61% |
$77.8K - $85.6K
|
15.7K
$9.02M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
249+ 19.07% |
$77.8K - $85.6K
|
1.56K
$894K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
247+ 4.67% |
$77.2K - $85K
|
5.53K
$3.18M
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
245+ 1.12% |
$76.5K - $84.3K
|
22.2K
$12.7M
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
244+ 2.25% |
$76.2K - $83.9K
|
11.1K
$6.38M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
239+ 23.55% |
$74.7K - $82.2K
|
1.25K
$721K
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
237+ 1.49% |
$74K - $81.5K
|
16.2K
$9.29M
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
234+ 4.53% |
$73.1K - $80.5K
|
5.4K
$3.11M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
234+ 1.76% |
$73.1K - $80.5K
|
13.5K
$7.77M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
233+ 16.45% |
$72.8K - $80.1K
|
1.65K
$948K
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
233+ 6.69% |
$72.8K - $80.1K
|
3.72K
$2.14M
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
228+ 0.64% |
$71.2K - $78.4K
|
36.1K
$20.7M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
227+ 4.73% |
$70.9K - $78.1K
|
5.03K
$2.89M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
225+ 0.79% |
$70.3K - $77.4K
|
28.7K
$16.5M
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
223+ 2.35% |
$69.7K - $76.7K
|
9.7K
$5.57M
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
223+ 27.0% |
$69.7K - $76.7K
|
1.05K
$603K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
222+ 5.41% |
$69.3K - $76.4K
|
4.33K
$2.49M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
221+ 3.67% |
$69K - $76K
|
6.24K
$3.59M
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
219+ 12.06% |
$68.4K - $75.3K
|
2.04K
$1.17M
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
219+ 9.61% |
$68.4K - $75.3K
|
2.5K
$1.44M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
218+ 4.74% |
$68.1K - $75K
|
4.82K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
213+ 20.25% |
$66.5K - $73.3K
|
1.27K
$727K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
208+ 23.29% |
$65K - $71.5K
|
1.1K
$633K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
208+ 95.41% |
$65K - $71.5K
|
426
$245K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
205+ 12.52% |
$64K - $70.5K
|
1.84K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
205+ 0.39% |
$64K - $70.5K
|
52.4K
$30.1M
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
203+ 21.95% |
$63.4K - $69.8K
|
1.13K
$648K
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
203+ 5.37% |
$63.4K - $69.8K
|
3.99K
$2.29M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
203+ 21.78% |
$63.4K - $69.8K
|
1.14K
$652K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
203+ 18.14% |
$63.4K - $69.8K
|
1.32K
$760K
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
200+ 14.08% |
$62.5K - $68.8K
|
1.62K
$931K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
200+ 7.17% |
$62.5K - $68.8K
|
2.99K
$1.72M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 2.77% |
$62.5K - $68.8K
|
7.43K
$4.27M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$62.5K - $68.8K
|
200
$115K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
196+ 2.31% |
$61.2K - $67.4K
|
8.67K
$4.98M
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
194+ 0.96% |
$60.6K - $66.7K
|
20.4K
$11.7M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
194+ 2.6% |
$60.6K - $66.7K
|
7.65K
$4.39M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
194+ 20.15% |
$60.6K - $66.7K
|
1.16K
$665K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
191New |
$59.7K - $65.7K
|
191
$110K
|