Purchases and Sales Made in Q3 2021 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71+ 12.46% |
$25.2K - $29.8K
|
641
$368K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
68+ 6.42% |
$24.1K - $28.5K
|
1.13K
$648K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
68New |
$24.1K - $28.5K
|
68
$39.1K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 5.61% |
$24.1K - $28.5K
|
1.28K
$736K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
67+ 0.25% |
$23.8K - $28.1K
|
26.8K
$15.4M
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
67+ 3.49% |
$23.8K - $28.1K
|
1.99K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
66+ 3.02% |
$23.4K - $27.7K
|
2.25K
$1.3M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 10.35% |
$23.1K - $27.3K
|
693
$398K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62+ 36.47% |
$22K - $26K
|
232
$133K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
62+ 3.53% |
$22K - $26K
|
1.82K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
62New |
$22K - $26K
|
62
$35.6K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
61+ 0.14% |
$21.6K - $25.6K
|
45.1K
$25.9M
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60+ 5.04% |
$21.3K - $25.2K
|
1.25K
$718K
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
59+ 2.08% |
$20.9K - $24.8K
|
2.89K
$1.66M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 0.54% |
$20.2K - $23.9K
|
10.5K
$6.05M
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
55+ 1.16% |
$19.5K - $23.1K
|
4.79K
$2.75M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
55+ 0.22% |
$19.5K - $23.1K
|
25.3K
$14.5M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
55+ 0.45% |
$19.5K - $23.1K
|
12.3K
$7.08M
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
55+ 0.09% |
$19.5K - $23.1K
|
59.9K
$34.4M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
54+ 4.81% |
$19.2K - $22.7K
|
1.18K
$676K
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
54+ 4.63% |
$19.2K - $22.7K
|
1.22K
$701K
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
53+ 5.19% |
$18.8K - $22.2K
|
1.08K
$618K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53+ 5.51% |
$18.8K - $22.2K
|
1.02K
$583K
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
52+ 6.57% |
$18.4K - $21.8K
|
844
$485K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
52+ 1.85% |
$18.4K - $21.8K
|
2.86K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
52+ 2.05% |
$18.4K - $21.8K
|
2.59K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
52+ 4.29% |
$18.4K - $21.8K
|
1.26K
$726K
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
51+ 1.16% |
$18.1K - $21.4K
|
4.44K
$2.55M
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
50+ 3.7% |
$17.7K - $21K
|
1.4K
$805K
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
50+ 3.71% |
$17.7K - $21K
|
1.4K
$804K
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
50+ 1.11% |
$17.7K - $21K
|
4.55K
$2.61M
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
50New |
$17.7K - $21K
|
50
$28.7K
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
50+ 8.5% |
$17.7K - $21K
|
638
$367K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 1.19% |
$17.7K - $21K
|
4.26K
$2.45M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
49+ 1.92% |
$17.4K - $20.6K
|
2.6K
$1.5M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
47+ 6.69% |
$16.7K - $19.7K
|
750
$431K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
45+ 45.0% |
$16K - $18.9K
|
145
$83.3K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
45New |
$16K - $18.9K
|
45
$25.9K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
44+ 1.24% |
$15.6K - $18.5K
|
3.58K
$2.06M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42+ 16.15% |
$14.9K - $17.6K
|
302
$174K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
40+ 2.57% |
$14.2K - $16.8K
|
1.6K
$919K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
39+ 2.04% |
$13.8K - $16.4K
|
1.95K
$1.12M
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
39+ 4.26% |
$13.8K - $16.4K
|
955
$549K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
39+ 5.45% |
$13.8K - $16.4K
|
754
$433K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 0.52% |
$13.5K - $15.9K
|
7.31K
$4.2M
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
37+ 6.75% |
$13.1K - $15.5K
|
585
$336K
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
35+ 2.9% |
$12.4K - $14.7K
|
1.24K
$714K
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
35+ 3.58% |
$12.4K - $14.7K
|
1.01K
$582K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
35+ 0.34% |
$12.4K - $14.7K
|
10.3K
$5.9M
|
|
Nov 15, 2021
Q3 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
35+ 12.2% |
$12.4K - $14.7K
|
322
$185K
|