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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
80+ 3.06% |
$25K - $27.5K
|
2.7K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
80+ 3.64% |
$25K - $27.5K
|
2.28K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
79+ 4.4% |
$24.7K - $27.2K
|
1.87K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
76+ 11.76% |
$23.7K - $26.1K
|
722
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
75+ 0.69% |
$23.4K - $25.8K
|
10.9K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
75+ 1.24% |
$23.4K - $25.8K
|
6.12K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
74+ 2.88% |
$23.1K - $25.5K
|
2.64K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
73+ 11.15% |
$22.8K - $25.1K
|
728
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
71+ 17.44% |
$22.2K - $24.4K
|
478
$275K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
70+ 140.0% |
$21.9K - $24.1K
|
120
$69K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
69+ 0.51% |
$21.6K - $23.7K
|
13.7K
$7.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68+ 3.29% |
$21.2K - $23.4K
|
2.14K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
68+ 21.12% |
$21.2K - $23.4K
|
390
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
67+ 3.23% |
$20.9K - $23K
|
2.14K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
65+ 3.93% |
$20.3K - $22.4K
|
1.72K
$987K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
64+ 0.41% |
$20K - $22K
|
15.7K
$9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 0.77% |
$20K - $22K
|
8.38K
$4.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
63+ 3.7% |
$19.7K - $21.7K
|
1.77K
$1.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
62+ 3.14% |
$19.4K - $21.3K
|
2.04K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
60+ 0.1% |
$18.7K - $20.6K
|
58.1K
$33.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
59+ 1.71% |
$18.4K - $20.3K
|
3.51K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
59+ 2.59% |
$18.4K - $20.3K
|
2.34K
$1.34M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
59+ 1.52% |
$18.4K - $20.3K
|
3.94K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
58+ 6.61% |
$18.1K - $19.9K
|
936
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
58+ 2.15% |
$18.1K - $19.9K
|
2.76K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
57+ 3.93% |
$17.8K - $19.6K
|
1.51K
$865K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
56+ 16.72% |
$17.5K - $19.3K
|
391
$225K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
56+ 9.05% |
$17.5K - $19.3K
|
675
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
56+ 6.5% |
$17.5K - $19.3K
|
917
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
53+ 7.32% |
$16.6K - $18.2K
|
777
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
52+ 2.54% |
$16.2K - $17.9K
|
2.1K
$1.21M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
52+ 2.54% |
$16.2K - $17.9K
|
2.1K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
51+ 4.82% |
$15.9K - $17.5K
|
1.11K
$637K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
50+ 0.36% |
$15.6K - $17.2K
|
14.1K
$8.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
50+ 4.1% |
$15.6K - $17.2K
|
1.27K
$729K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
50+ 5.21% |
$15.6K - $17.2K
|
1.01K
$580K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 1.33% |
$15.6K - $17.2K
|
3.82K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 1.8% |
$15.6K - $17.2K
|
2.83K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
50+ 1.35% |
$15.6K - $17.2K
|
3.74K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
50+ 1.08% |
$15.6K - $17.2K
|
4.67K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
50+ 1.33% |
$15.6K - $17.2K
|
3.81K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50+ 3.36% |
$15.6K - $17.2K
|
1.54K
$884K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
47+ 1.59% |
$14.7K - $16.2K
|
3.01K
$1.73M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
46+ 6.5% |
$14.4K - $15.8K
|
754
$433K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
45+ 5.98% |
$14.1K - $15.5K
|
798
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
43+ 1.1% |
$13.4K - $14.8K
|
3.94K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
42New |
$13.1K - $14.4K
|
42
$24.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
42+ 0.51% |
$13.1K - $14.4K
|
8.21K
$4.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
41+ 4.24% |
$12.8K - $14.1K
|
1.01K
$580K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
41+ 3.77% |
$12.8K - $14.1K
|
1.13K
$648K
|