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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
35New |
$12.4K - $14.7K
|
35
$20.1K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35+ 1.71% |
$12.4K - $14.7K
|
2.08K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
35+ 4.91% |
$12.4K - $14.7K
|
748
$430K
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
34+ 1.78% |
$12.1K - $14.3K
|
1.95K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
33+ 1.36% |
$11.7K - $13.8K
|
2.46K
$1.41M
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
32+ 2.04% |
$11.4K - $13.4K
|
1.6K
$922K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 5.62% |
$10.6K - $12.6K
|
564
$324K
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 1.14% |
$10.6K - $12.6K
|
2.67K
$1.53M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 3.83% |
$10.6K - $12.6K
|
813
$467K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
30+ 1.17% |
$10.6K - $12.6K
|
2.59K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 1.23% |
$10.6K - $12.6K
|
2.47K
$1.42M
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
30+ 0.12% |
$10.6K - $12.6K
|
24.2K
$13.9M
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
30+ 4.02% |
$10.6K - $12.6K
|
777
$447K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
30+ 3.56% |
$10.6K - $12.6K
|
872
$501K
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
27+ 0.51% |
$9.58K - $11.3K
|
5.31K
$3.05M
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
27+ 0.74% |
$9.58K - $11.3K
|
3.68K
$2.11M
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
26+ 3.23% |
$9.22K - $10.9K
|
830
$477K
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
26+ 4.91% |
$9.22K - $10.9K
|
556
$320K
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
26+ 2.45% |
$9.22K - $10.9K
|
1.09K
$624K
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
BUY
|
- |
26+ 0.65% |
$9.22K - $10.9K
|
4K
$2.3M
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
25+ 1.31% |
$8.87K - $10.5K
|
1.93K
$1.11M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 1.07% |
$8.87K - $10.5K
|
2.36K
$1.36M
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
25+ 1.11% |
$8.87K - $10.5K
|
2.27K
$1.31M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
24New |
$8.51K - $10.1K
|
24
$13.8K
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
23+ 0.13% |
$8.16K - $9.65K
|
17.5K
$10.1M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23+ 1.5% |
$8.16K - $9.65K
|
1.55K
$893K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 0.56% |
$8.16K - $9.65K
|
4.11K
$2.36M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23+ 3.95% |
$8.16K - $9.65K
|
605
$348K
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
22+ 1.44% |
$7.8K - $9.23K
|
1.55K
$889K
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 1.61% |
$7.8K - $9.23K
|
1.39K
$798K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
22+ 2.31% |
$7.8K - $9.23K
|
976
$561K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 2.7% |
$7.8K - $9.23K
|
836
$480K
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.49% |
$7.8K - $9.23K
|
4.55K
$2.61M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22+ 2.31% |
$7.8K - $9.23K
|
976
$561K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
21+ 3.55% |
$7.45K - $8.81K
|
613
$352K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20+ 1.34% |
$7.09K - $8.39K
|
1.51K
$867K
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
20+ 0.34% |
$7.09K - $8.39K
|
5.9K
$3.39M
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.19% |
$7.09K - $8.39K
|
10.5K
$6.05M
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 0.89% |
$7.09K - $8.39K
|
2.27K
$1.31M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 1.54% |
$6.74K - $7.97K
|
1.26K
$721K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
19+ 0.2% |
$6.74K - $7.97K
|
9.34K
$5.37M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
18New |
$6.38K - $7.55K
|
18
$10.3K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 4.95% |
$6.38K - $7.55K
|
382
$220K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
17New |
$6.03K - $7.13K
|
17
$9.77K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 17.0% |
$6.03K - $7.13K
|
117
$67.2K
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
16+ 2.8% |
$5.68K - $6.72K
|
587
$337K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 11.35% |
$5.68K - $6.72K
|
157
$90.2K
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
16+ 0.15% |
$5.68K - $6.72K
|
10.5K
$6.04M
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
16+ 1.48% |
$5.68K - $6.72K
|
1.1K
$632K
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
16+ 0.57% |
$5.68K - $6.72K
|
2.84K
$1.63M
|