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 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
975+ 3.16% |
$305K - $335K
|
31.8K
$18.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
971+ 7.91% |
$303K - $334K
|
13.2K
$7.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
951+ 119.32% |
$297K - $327K
|
1.75K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
951+ 73.72% |
$297K - $327K
|
2.24K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
926+ 26.27% |
$289K - $319K
|
4.45K
$2.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
926+ 86.7% |
$289K - $319K
|
1.99K
$1.15M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
926+ 9.0% |
$289K - $319K
|
11.2K
$6.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
918+ 25.43% |
$287K - $316K
|
4.53K
$2.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
905New |
$283K - $311K
|
905
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
903+ 85.35% |
$282K - $311K
|
1.96K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
900+ 22.71% |
$281K - $310K
|
4.86K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
886New |
$277K - $305K
|
886
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
884+ 1.63% |
$276K - $304K
|
55K
$31.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
856+ 33.89% |
$267K - $294K
|
3.38K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
853+ 136.26% |
$266K - $293K
|
1.48K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
848+ 3.09% |
$265K - $292K
|
28.3K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
827New |
$258K - $284K
|
827
$475K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
813+ 125.46% |
$254K - $280K
|
1.46K
$840K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
812+ 8.17% |
$254K - $279K
|
10.8K
$6.18M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
806+ 23.78% |
$252K - $277K
|
4.2K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
802+ 40.26% |
$251K - $276K
|
2.79K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 5.1% |
$250K - $275K
|
16.5K
$9.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
793New |
$248K - $273K
|
793
$456K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
789+ 75.29% |
$246K - $271K
|
1.84K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
787New |
$246K - $271K
|
787
$452K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
782+ 4600.0% |
$244K - $269K
|
799
$459K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
770New |
$241K - $265K
|
770
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
762+ 0.86% |
$238K - $262K
|
89K
$51.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
761+ 21.3% |
$238K - $262K
|
4.33K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
759New |
$237K - $261K
|
759
$436K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
743+ 22.25% |
$232K - $256K
|
4.08K
$2.35M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
742+ 2.6% |
$232K - $255K
|
29.3K
$16.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
741New |
$231K - $255K
|
741
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
739New |
$231K - $254K
|
739
$425K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
728New |
$227K - $250K
|
728
$418K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
727New |
$227K - $250K
|
727
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
722New |
$226K - $248K
|
722
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
721New |
$225K - $248K
|
721
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
716+ 13.0% |
$224K - $246K
|
6.23K
$3.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
715+ 1.08% |
$223K - $246K
|
66.7K
$38.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
715+ 6.12% |
$223K - $246K
|
12.4K
$7.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
713+ 3.6% |
$223K - $245K
|
20.5K
$11.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
706New |
$221K - $243K
|
706
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
697New |
$218K - $240K
|
697
$401K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
692New |
$216K - $238K
|
692
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
692+ 11.71% |
$216K - $238K
|
6.6K
$3.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
680New |
$212K - $234K
|
680
$391K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
680New |
$212K - $234K
|
680
$391K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
677+ 17.82% |
$211K - $233K
|
4.48K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
674New |
$211K - $232K
|
674
$387K
|