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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
458+ 8.3% |
$143K - $158K
|
5.98K
$3.55M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
456+ 18.07% |
$142K - $157K
|
2.98K
$1.77M
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
453+ 1.36% |
$141K - $156K
|
33.7K
$20M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
441+ 3.68% |
$138K - $152K
|
12.4K
$7.36M
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
439+ 3.32% |
$137K - $151K
|
13.7K
$8.11M
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
436+ 1.34% |
$136K - $150K
|
33K
$19.5M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
422+ 20.94% |
$132K - $145K
|
2.44K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
411+ 4.47% |
$128K - $141K
|
9.6K
$5.69M
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
408+ 5.6% |
$127K - $140K
|
7.69K
$4.56M
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
404+ 1.03% |
$126K - $139K
|
39.4K
$23.4M
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
400+ 2.43% |
$125K - $138K
|
16.9K
$10M
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
395+ 11.07% |
$123K - $136K
|
3.96K
$2.35M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
393+ 4.87% |
$123K - $135K
|
8.47K
$5.02M
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
391+ 32.26% |
$122K - $134K
|
1.6K
$951K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
390+ 2.67% |
$122K - $134K
|
15K
$8.89M
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
390+ 2.67% |
$122K - $134K
|
15K
$8.89M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
388New |
$121K - $133K
|
388
$230K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
387+ 1.16% |
$121K - $133K
|
33.8K
$20M
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
375+ 59.62% |
$117K - $129K
|
1K
$595K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
375+ 3750.0% |
$117K - $129K
|
385
$228K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
365+ 2.21% |
$114K - $126K
|
16.9K
$9.99M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
365New |
$114K - $126K
|
365
$216K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
360New |
$112K - $124K
|
360
$214K
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
355New |
$111K - $122K
|
355
$211K
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
354+ 26.88% |
$111K - $122K
|
1.67K
$991K
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
352+ 6.46% |
$110K - $121K
|
5.8K
$3.44M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
351+ 10.03% |
$110K - $121K
|
3.85K
$2.28M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
349+ 3.65% |
$109K - $120K
|
9.91K
$5.88M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
349+ 3.13% |
$109K - $120K
|
11.5K
$6.82M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
347+ 0.05% |
$108K - $119K
|
636K
$377M
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
342+ 4.51% |
$107K - $118K
|
7.93K
$4.7M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
340+ 3.31% |
$106K - $117K
|
10.6K
$6.3M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
338+ 3.89% |
$106K - $116K
|
9.03K
$5.36M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
332+ 11.7% |
$104K - $114K
|
3.17K
$1.88M
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
327+ 934.29% |
$102K - $112K
|
362
$215K
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
327+ 2.2% |
$102K - $112K
|
15.2K
$9M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
323+ 3.62% |
$101K - $111K
|
9.25K
$5.49M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
323+ 19.56% |
$101K - $111K
|
1.97K
$1.17M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
314+ 27.16% |
$98.1K - $108K
|
1.47K
$872K
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
306+ 10.08% |
$95.6K - $105K
|
3.34K
$1.98M
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300+ 29.33% |
$93.7K - $103K
|
1.32K
$785K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
300+ 0.78% |
$93.7K - $103K
|
39K
$23.1M
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$93.7K - $103K
|
300
$178K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300+ 51.28% |
$93.7K - $103K
|
885
$525K
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
299+ 10.07% |
$93.4K - $103K
|
3.27K
$1.94M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
295+ 29.27% |
$92.1K - $101K
|
1.3K
$773K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
294+ 17.54% |
$91.8K - $101K
|
1.97K
$1.17M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
294+ 10.22% |
$91.8K - $101K
|
3.17K
$1.88M
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
290+ 1.1% |
$90.6K - $99.7K
|
26.7K
$15.8M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
287+ 4.77% |
$89.6K - $98.7K
|
6.31K
$3.74M
|