Purchases and Sales Made in Q2 2025 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q2 2025. 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 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
713New |
$330K - $505K
|
713
$503K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
713+ 9.8% |
$330K - $505K
|
7.99K
$5.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
690+ 175.13% |
$319K - $488K
|
1.08K
$765K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
683+ 36.92% |
$316K - $483K
|
2.53K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
646+ 27.32% |
$299K - $457K
|
3.01K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
635+ 9.0% |
$294K - $449K
|
7.69K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
623New |
$288K - $441K
|
623
$440K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
620+ 56.36% |
$287K - $439K
|
1.72K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
604+ 10.75% |
$279K - $427K
|
6.23K
$4.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
587New |
$271K - $415K
|
587
$414K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
576New |
$266K - $408K
|
576
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
570+ 30.98% |
$263K - $403K
|
2.41K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
562+ 27.64% |
$260K - $398K
|
2.6K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
562New |
$260K - $398K
|
562
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
561+ 7.49% |
$259K - $397K
|
8.05K
$5.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
532+ 4.8% |
$246K - $377K
|
11.6K
$8.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
520+ 40.91% |
$240K - $368K
|
1.79K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
509+ 68.32% |
$235K - $360K
|
1.25K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
501+ 3.52% |
$232K - $355K
|
14.7K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
497+ 78.14% |
$230K - $352K
|
1.13K
$800K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
492New |
$227K - $348K
|
492
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
492+ 7.8% |
$227K - $348K
|
6.8K
$4.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
484New |
$224K - $343K
|
484
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
483+ 17.29% |
$223K - $342K
|
3.28K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
479+ 14.68% |
$221K - $339K
|
3.74K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
473+ 11.87% |
$219K - $335K
|
4.46K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
468+ 12.36% |
$216K - $331K
|
4.25K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
456+ 2.88% |
$211K - $323K
|
16.3K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
441New |
$204K - $312K
|
441
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
440New |
$203K - $311K
|
440
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
440+ 11.2% |
$203K - $311K
|
4.37K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
436+ 12.75% |
$202K - $309K
|
3.86K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
435New |
$201K - $308K
|
435
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
428New |
$198K - $303K
|
428
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
427+ 5.62% |
$197K - $302K
|
8.03K
$5.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
421New |
$195K - $298K
|
421
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
407New |
$188K - $288K
|
407
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
405New |
$187K - $287K
|
405
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
405New |
$187K - $287K
|
405
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
403New |
$186K - $285K
|
403
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
386New |
$178K - $273K
|
386
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
379+ 6.05% |
$175K - $268K
|
6.65K
$4.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
379New |
$175K - $268K
|
379
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
378New |
$175K - $268K
|
378
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
365New |
$169K - $258K
|
365
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
361New |
$167K - $255K
|
361
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
357New |
$165K - $253K
|
357
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
355New |
$164K - $251K
|
355
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
347New |
$160K - $246K
|
347
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
347New |
$160K - $246K
|
347
$245K
|