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 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.11% |
$355 - $420
|
903
$519K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.66% |
$355 - $420
|
152
$87.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$355 - $420
|
432
$248K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.06% |
$355 - $420
|
1.63K
$936K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 2.0% |
$355 - $420
|
51
$29.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$355 - $420
|
4.15K
$2.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.01% |
$355 - $420
|
7.78K
$4.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$355 - $420
|
709
$407K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1+ 0.22% |
$355 - $420
|
448
$257K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-1- 0.07% |
$355 - $420
|
1.41K
$808K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 7.69% |
$355 - $420
|
12
$6.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-2- 0.6% |
$709 - $839
|
333
$191K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$709 - $839
|
1.55K
$889K
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2- 0.13% |
$709 - $839
|
1.57K
$901K
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 0.07% |
$709 - $839
|
2.78K
$1.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2- 0.12% |
$709 - $839
|
1.65K
$949K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$1.06K - $1.26K
|
5.38K
$3.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3- 0.26% |
$1.06K - $1.26K
|
1.17K
$671K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.25% |
$1.06K - $1.26K
|
1.21K
$698K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-4- 0.38% |
$1.42K - $1.68K
|
1.05K
$606K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.4% |
$1.42K - $1.68K
|
988
$568K
|
|
|
Nov 05, 2021
Q3 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-4- 0.18% |
$1.42K - $1.68K
|
2.25K
$1.29M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 16.67% |
$1.77K - $2.1K
|
25
$14.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 3.03% |
$1.77K - $2.1K
|
160
$91.9K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-5- 0.05% |
$1.77K - $2.1K
|
10.2K
$5.87M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-6- 0.14% |
$2.13K - $2.52K
|
4.37K
$2.51M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 8.11% |
$2.13K - $2.52K
|
68
$39.1K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-6- 0.18% |
$2.13K - $2.52K
|
3.26K
$1.87M
|
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-8Closed |
$2.84K - $3.36K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8- 2.8% |
$2.84K - $3.36K
|
278
$160K
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.94% |
$3.55K - $4.2K
|
1.06K
$606K
|
|
|
Nov 02, 2021
Q3 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-10- 0.1% |
$3.55K - $4.2K
|
9.96K
$5.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.14% |
$3.55K - $4.2K
|
7.37K
$4.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 0.08% |
$3.55K - $4.2K
|
11.8K
$6.79M
|
|
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-10- 1.64% |
$3.55K - $4.2K
|
600
$345K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10- 47.62% |
$3.55K - $4.2K
|
11
$6.32K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-11- 5.53% |
$3.9K - $4.62K
|
188
$108K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-11- 0.02% |
$3.9K - $4.62K
|
50.1K
$28.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-11- 0.59% |
$3.9K - $4.62K
|
1.86K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-13- 2.24% |
$4.61K - $5.46K
|
567
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13- 1.73% |
$4.61K - $5.46K
|
737
$424K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-13- 0.24% |
$4.61K - $5.46K
|
5.51K
$3.17M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13- 20.63% |
$4.61K - $5.46K
|
50
$28.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-14- 0.06% |
$4.97K - $5.88K
|
23.8K
$13.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-14- 1.56% |
$4.97K - $5.88K
|
882
$507K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-14- 0.2% |
$4.97K - $5.88K
|
6.94K
$3.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-14- 0.15% |
$4.97K - $5.88K
|
9.17K
$5.27M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.3% |
$5.32K - $6.3K
|
5.03K
$2.89M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15- 1.3% |
$5.32K - $6.3K
|
1.14K
$656K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-15Closed |
$5.32K - $6.3K
|
0
$0
|