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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 1.39% |
$5.62K - $6.19K
|
1.31K
$755K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
18+ 0.78% |
$5.62K - $6.19K
|
2.31K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
17+ 0.05% |
$5.31K - $5.85K
|
34K
$19.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17+ 19.1% |
$5.31K - $5.85K
|
106
$60.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
16+ 0.27% |
$5K - $5.5K
|
5.86K
$3.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
16+ 0.67% |
$5K - $5.5K
|
2.39K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.19% |
$4.69K - $5.16K
|
8.08K
$4.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15+ 0.52% |
$4.69K - $5.16K
|
2.9K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 6.02% |
$4.69K - $5.16K
|
264
$152K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 30.61% |
$4.69K - $5.16K
|
64
$36.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
14+ 0.51% |
$4.37K - $4.82K
|
2.73K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
14+ 0.75% |
$4.37K - $4.82K
|
1.88K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14+ 0.27% |
$4.37K - $4.82K
|
5.11K
$2.94M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14+ 0.83% |
$4.37K - $4.82K
|
1.71K
$982K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13+ 0.56% |
$4.06K - $4.47K
|
2.33K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
13+ 0.57% |
$4.06K - $4.47K
|
2.29K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 2.01% |
$4.06K - $4.47K
|
660
$379K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
12+ 0.39% |
$3.75K - $4.13K
|
3.12K
$1.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
12+ 1.37% |
$3.75K - $4.13K
|
891
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 50.0% |
$3.75K - $4.13K
|
36
$20.7K
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
12+ 0.24% |
$3.75K - $4.13K
|
5.04K
$2.9M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 5.94% |
$3.75K - $4.13K
|
214
$123K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.78% |
$3.44K - $3.78K
|
1.42K
$814K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
11+ 0.04% |
$3.44K - $3.78K
|
25.9K
$14.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11+ 1.59% |
$3.44K - $3.78K
|
704
$405K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.32% |
$3.12K - $3.44K
|
3.1K
$1.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 2.14% |
$3.12K - $3.44K
|
477
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 4.69% |
$3.12K - $3.44K
|
223
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 52.63% |
$3.12K - $3.44K
|
29
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
10New |
$3.12K - $3.44K
|
10
$5.75K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10+ 0.56% |
$3.12K - $3.44K
|
1.79K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
9+ 0.09% |
$2.81K - $3.1K
|
10.4K
$5.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
9+ 0.47% |
$2.81K - $3.1K
|
1.93K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.28% |
$2.81K - $3.1K
|
3.17K
$1.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 1.22% |
$2.81K - $3.1K
|
745
$428K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 0.9% |
$2.81K - $3.1K
|
1.01K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 3.64% |
$2.81K - $3.1K
|
256
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
9+ 0.9% |
$2.81K - $3.1K
|
1.01K
$578K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
8+ 0.77% |
$2.5K - $2.75K
|
1.05K
$603K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.41% |
$2.5K - $2.75K
|
1.98K
$1.14M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7New |
$2.19K - $2.41K
|
7
$4.02K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7+ 0.11% |
$2.19K - $2.41K
|
6.47K
$3.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.51% |
$2.19K - $2.41K
|
1.39K
$797K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 1.34% |
$2.19K - $2.41K
|
529
$304K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.43% |
$2.19K - $2.41K
|
1.65K
$947K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.73% |
$2.19K - $2.41K
|
966
$555K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.35% |
$1.87K - $2.06K
|
1.74K
$999K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.47% |
$1.87K - $2.06K
|
1.28K
$734K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.66% |
$1.87K - $2.06K
|
921
$529K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
$1.87K - $2.06K
|
1.42K
$815K
|