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 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1- 0.13% |
$312 - $344
|
778
$447K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1- 0.11% |
$312 - $344
|
888
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1- 0.08% |
$312 - $344
|
1.21K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$312 - $344
|
1
$575
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.13% |
$312 - $344
|
766
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1- 0.15% |
$312 - $344
|
666
$383K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 3.7% |
$312 - $344
|
26
$14.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.79% |
$625 - $688
|
110
$63.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.05% |
$625 - $688
|
3.69K
$2.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2- 0.05% |
$625 - $688
|
3.82K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2- 0.02% |
$625 - $688
|
9.99K
$5.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-2- 0.04% |
$625 - $688
|
5.09K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 0.02% |
$625 - $688
|
12.3K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2- 14.29% |
$625 - $688
|
12
$6.9K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.08% |
$625 - $688
|
2.47K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 12.0% |
$937 - $1.03K
|
22
$12.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3- 0.22% |
$937 - $1.03K
|
1.35K
$774K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3- 0.4% |
$937 - $1.03K
|
753
$433K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3- 0.29% |
$937 - $1.03K
|
1.04K
$595K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-4- 0.53% |
$1.25K - $1.38K
|
757
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 1.22% |
$1.25K - $1.38K
|
323
$186K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 3.85% |
$1.25K - $1.38K
|
100
$57.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-5- 0.52% |
$1.56K - $1.72K
|
950
$546K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5- 0.71% |
$1.56K - $1.72K
|
702
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-5- 27.78% |
$1.56K - $1.72K
|
13
$7.47K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 27.78% |
$1.56K - $1.72K
|
13
$7.47K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 1.47% |
$1.56K - $1.72K
|
336
$193K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.4% |
$1.56K - $1.72K
|
1.24K
$711K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-6- 0.87% |
$1.87K - $2.06K
|
684
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-6- 0.23% |
$1.87K - $2.06K
|
2.57K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-6- 0.4% |
$1.87K - $2.06K
|
1.49K
$854K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-6- 0.05% |
$1.87K - $2.06K
|
12.2K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.54% |
$1.87K - $2.06K
|
1.1K
$632K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7- 0.59% |
$2.19K - $2.41K
|
1.18K
$680K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.12% |
$2.19K - $2.41K
|
5.79K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7- 0.48% |
$2.19K - $2.41K
|
1.46K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7- 0.65% |
$2.19K - $2.41K
|
1.07K
$617K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-8- 0.43% |
$2.5K - $2.75K
|
1.87K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-8- 0.04% |
$2.5K - $2.75K
|
20.8K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8- 0.88% |
$2.5K - $2.75K
|
902
$518K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-9- 1.75% |
$2.81K - $3.1K
|
504
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9- 0.85% |
$2.81K - $3.1K
|
1.05K
$605K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.52% |
$2.81K - $3.1K
|
1.73K
$991K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-9- 0.99% |
$2.81K - $3.1K
|
896
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-9- 0.12% |
$2.81K - $3.1K
|
7.53K
$4.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10- 1.3% |
$3.12K - $3.44K
|
758
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10- 0.65% |
$3.12K - $3.44K
|
1.53K
$879K
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-10- 1.35% |
$3.12K - $3.44K
|
729
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-10- 0.71% |
$3.12K - $3.44K
|
1.4K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10- 1.12% |
$3.12K - $3.44K
|
885
$509K
|