Purchases and Sales Made in Q3 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
100+ 5.02% |
$31.3K - $35.9K
|
2.09K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
100+ 11.26% |
$31.3K - $35.9K
|
988
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
100+ 3.66% |
$31.3K - $35.9K
|
2.83K
$1.71M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100+ 27.78% |
$31.3K - $35.9K
|
460
$277K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
98+ 2.17% |
$30.7K - $35.2K
|
4.61K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
98+ 6.89% |
$30.7K - $35.2K
|
1.52K
$917K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
97+ 5.18% |
$30.4K - $34.8K
|
1.97K
$1.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
93+ 7.25% |
$29.1K - $33.4K
|
1.38K
$829K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
89+ 1.99% |
$27.9K - $31.9K
|
4.56K
$2.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
89+ 14.17% |
$27.9K - $31.9K
|
717
$432K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
88+ 0.43% |
$27.5K - $31.6K
|
20.6K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
88+ 0.29% |
$27.5K - $31.6K
|
30.2K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
87+ 5.16% |
$27.2K - $31.2K
|
1.77K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
85+ 1.73% |
$26.6K - $30.5K
|
4.99K
$3.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
85+ 5.78% |
$26.6K - $30.5K
|
1.56K
$937K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 14.99% |
$26.6K - $30.5K
|
652
$393K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
84+ 9.62% |
$26.3K - $30.2K
|
957
$577K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83+ 4.87% |
$26K - $29.8K
|
1.79K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
83+ 2.54% |
$26K - $29.8K
|
3.35K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
83+ 0.12% |
$26K - $29.8K
|
66.8K
$40.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
83+ 1.16% |
$26K - $29.8K
|
7.25K
$4.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
82+ 9.09% |
$25.7K - $29.4K
|
984
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
82+ 12.46% |
$25.7K - $29.4K
|
740
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
81+ 7.5% |
$25.4K - $29.1K
|
1.16K
$700K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
80+ 0.28% |
$25K - $28.7K
|
28.5K
$17.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
80+ 3.28% |
$25K - $28.7K
|
2.52K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
80+ 0.65% |
$25K - $28.7K
|
12.4K
$7.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
80New |
$25K - $28.7K
|
80
$48.2K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
78+ 5.29% |
$24.4K - $28K
|
1.55K
$936K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
78+ 0.97% |
$24.4K - $28K
|
8.09K
$4.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
76+ 2.83% |
$23.8K - $27.3K
|
2.76K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
74+ 61.67% |
$23.2K - $26.6K
|
194
$117K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
73+ 6.77% |
$22.8K - $26.2K
|
1.15K
$694K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
72+ 2.0% |
$22.5K - $25.8K
|
3.68K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71+ 2.77% |
$22.2K - $25.5K
|
2.63K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
71+ 50.0% |
$22.2K - $25.5K
|
213
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
67+ 19.53% |
$21K - $24K
|
410
$247K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
65+ 0.11% |
$20.3K - $23.3K
|
59.3K
$35.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
65+ 7.25% |
$20.3K - $23.3K
|
961
$579K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
65+ 3.77% |
$20.3K - $23.3K
|
1.79K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
64+ 1.39% |
$20K - $23K
|
4.66K
$2.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
62+ 3.05% |
$19.4K - $22.3K
|
2.1K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
61+ 1.36% |
$19.1K - $21.9K
|
4.54K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
60New |
$18.8K - $21.5K
|
60
$36.2K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
60+ 2.09% |
$18.8K - $21.5K
|
2.93K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59+ 55.66% |
$18.5K - $21.2K
|
165
$99.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
58+ 0.11% |
$18.2K - $20.8K
|
54.9K
$33.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
58+ 1.25% |
$18.2K - $20.8K
|
4.68K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
58+ 1.77% |
$18.2K - $20.8K
|
3.33K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
57+ 0.43% |
$17.8K - $20.5K
|
13.4K
$8.08M
|