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 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
55+ 3.76% |
$17.2K - $19.7K
|
1.52K
$914K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
54+ 2.3% |
$16.9K - $19.4K
|
2.4K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
53+ 7.33% |
$16.6K - $19K
|
776
$468K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
52+ 7.26% |
$16.3K - $18.7K
|
768
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
52+ 7.02% |
$16.3K - $18.7K
|
793
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51+ 3.79% |
$16K - $18.3K
|
1.4K
$843K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
51+ 3.48% |
$16K - $18.3K
|
1.52K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 3.28% |
$16K - $18.3K
|
1.61K
$968K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 6.69% |
$15.7K - $17.9K
|
797
$480K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50+ 18.18% |
$15.7K - $17.9K
|
325
$196K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
50+ 5.08% |
$15.7K - $17.9K
|
1.03K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.1% |
$15.7K - $17.9K
|
48.8K
$29.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
49+ 1.29% |
$15.3K - $17.6K
|
3.83K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
49+ 14.58% |
$15.3K - $17.6K
|
385
$232K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
48+ 1.69% |
$15K - $17.2K
|
2.89K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
48+ 2.39% |
$15K - $17.2K
|
2.06K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
47+ 0.24% |
$14.7K - $16.9K
|
19.8K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
47+ 0.14% |
$14.7K - $16.9K
|
32.5K
$19.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
46+ 0.29% |
$14.4K - $16.5K
|
15.7K
$9.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
46+ 2.85% |
$14.4K - $16.5K
|
1.66K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 88.0% |
$13.8K - $15.8K
|
94
$56.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
43+ 0.17% |
$13.5K - $15.4K
|
25.9K
$15.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
43+ 2.43% |
$13.5K - $15.4K
|
1.82K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43+ 5.91% |
$13.5K - $15.4K
|
771
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
43+ 5.7% |
$13.5K - $15.4K
|
798
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
43+ 2.59% |
$13.5K - $15.4K
|
1.71K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
43+ 5.54% |
$13.5K - $15.4K
|
819
$494K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
42+ 0.74% |
$13.1K - $15.1K
|
5.68K
$3.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
BUY
|
- |
42+ 0.03% |
$13.1K - $15.1K
|
151K
$91.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
41+ 82.0% |
$12.8K - $14.7K
|
91
$54.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
41+ 2.81% |
$12.8K - $14.7K
|
1.5K
$905K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
40+ 5.7% |
$12.5K - $14.4K
|
742
$447K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
40+ 1.75% |
$12.5K - $14.4K
|
2.33K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 3.15% |
$12.5K - $14.4K
|
1.31K
$789K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
40+ 2.43% |
$12.5K - $14.4K
|
1.69K
$1.02M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
40+ 0.92% |
$12.5K - $14.4K
|
4.4K
$2.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
39+ 2.96% |
$12.2K - $14K
|
1.36K
$819K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
38+ 5.01% |
$11.9K - $13.6K
|
796
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
38+ 2.16% |
$11.9K - $13.6K
|
1.79K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
37+ 3.67% |
$11.6K - $13.3K
|
1.05K
$631K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
35+ 1.8% |
$11K - $12.6K
|
1.98K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
35+ 0.84% |
$11K - $12.6K
|
4.2K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
35+ 2.04% |
$11K - $12.6K
|
1.75K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
34+ 0.1% |
$10.6K - $12.2K
|
33K
$19.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
32+ 5.03% |
$10K - $11.5K
|
668
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32+ 4.68% |
$10K - $11.5K
|
716
$432K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 29.09% |
$10K - $11.5K
|
142
$85.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
30+ 0.45% |
$9.39K - $10.8K
|
6.63K
$4M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
30+ 1.95% |
$9.39K - $10.8K
|
1.57K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
30+ 3.47% |
$9.39K - $10.8K
|
894
$539K
|