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
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.82% |
$1.87K - $2.06K
|
741
$408K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.79% |
$1.56K - $1.72K
|
641
$353K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
5+ 0.22% |
$1.56K - $1.72K
|
2.29K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5+ 0.26% |
$1.56K - $1.72K
|
1.92K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
5+ 0.57% |
$1.56K - $1.72K
|
888
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$1.56K - $1.72K
|
3.82K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.4% |
$1.56K - $1.72K
|
1.26K
$696K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.18% |
$1.56K - $1.72K
|
2.85K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
5+ 0.3% |
$1.56K - $1.72K
|
1.65K
$908K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.45% |
$1.56K - $1.72K
|
1.11K
$610K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 36.36% |
$1.25K - $1.38K
|
15
$8.25K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.55% |
$1.25K - $1.38K
|
730
$402K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4+ 0.46% |
$1.25K - $1.38K
|
873
$480K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
4+ 0.21% |
$1.25K - $1.38K
|
1.91K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4+ 0.22% |
$1.25K - $1.38K
|
1.85K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.59% |
$1.25K - $1.38K
|
686
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Arga Investment Management, LP
|
BUY
|
- |
4+ 0.02% |
$1.25K - $1.38K
|
24.6K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.46% |
$1.25K - $1.38K
|
871
$479K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$1.25K - $1.38K
|
4
$2.2K
|
|
|
Jan 03, 2024
Q2 2023
|
Arga Investment Management, LP
|
BUY
|
- |
4+ 0.02% |
$1.25K - $1.38K
|
24.6K
$13.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.41% |
$937 - $1.03K
|
726
$399K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.15% |
$937 - $1.03K
|
2.02K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 12.5% |
$937 - $1.03K
|
27
$14.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.02% |
$937 - $1.03K
|
12.2K
$6.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
3+ 0.28% |
$937 - $1.03K
|
1.07K
$586K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.15% |
$937 - $1.03K
|
2.02K
$1.11M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$625 - $688
|
1.04K
$572K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.38% |
$625 - $688
|
147
$80.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.09% |
$625 - $688
|
2.19K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$625 - $688
|
3.84K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
2+ 1.89% |
$625 - $688
|
108
$59.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.14% |
$625 - $688
|
1.39K
$766K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 0.39% |
$625 - $688
|
517
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$625 - $688
|
4.86K
$2.67M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$625 - $688
|
2
$1.1K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.48% |
$625 - $688
|
422
$232K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.28% |
$312 - $344
|
352
$194K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$312 - $344
|
1
$550
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 3.7% |
$312 - $344
|
28
$15.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.13% |
$312 - $344
|
770
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.93% |
$312 - $344
|
109
$60K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.04% |
$312 - $344
|
2.69K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.27% |
$312 - $344
|
368
$202K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.48% |
$312 - $344
|
208
$114K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.22% |
$312 - $344
|
457
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1+ 0.16% |
$312 - $344
|
635
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.1% |
$312 - $344
|
997
$549K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.22% |
$312 - $344
|
459
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1+ 0.04% |
$312 - $344
|
2.5K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.17% |
$312 - $344
|
586
$322K
|