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 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
30+ 4.3% |
$9.39K - $10.8K
|
727
$438K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
29+ 0.03% |
$9.08K - $10.4K
|
102K
$61.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
28+ 3.04% |
$8.76K - $10.1K
|
949
$572K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.14% |
$8.76K - $10.1K
|
2.49K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
28+ 0.21% |
$8.76K - $10.1K
|
13.1K
$7.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
28+ 0.37% |
$8.76K - $10.1K
|
7.57K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
28+ 0.49% |
$8.76K - $10.1K
|
5.78K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
27+ 0.2% |
$8.45K - $9.69K
|
13.8K
$8.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
27+ 9.82% |
$8.45K - $9.69K
|
302
$182K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
27+ 2.57% |
$8.45K - $9.69K
|
1.08K
$649K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27+ 2.56% |
$8.45K - $9.69K
|
1.08K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
27+ 3.71% |
$8.45K - $9.69K
|
754
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
27+ 3.71% |
$8.45K - $9.69K
|
754
$454K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 2.46% |
$8.45K - $9.69K
|
1.13K
$679K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
26+ 1.47% |
$8.14K - $9.33K
|
1.79K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
26+ 3.61% |
$8.14K - $9.33K
|
746
$450K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26+ 1.69% |
$8.14K - $9.33K
|
1.57K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
26+ 2.06% |
$8.14K - $9.33K
|
1.29K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 1.28% |
$8.14K - $9.33K
|
2.06K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 0.86% |
$7.83K - $8.97K
|
2.94K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
25New |
$7.83K - $8.97K
|
25
$15.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25+ 2.92% |
$7.83K - $8.97K
|
882
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
25+ 3.54% |
$7.83K - $8.97K
|
731
$441K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
24+ 0.28% |
$7.51K - $8.61K
|
8.49K
$5.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 2.6% |
$7.51K - $8.61K
|
947
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
24+ 1.02% |
$7.51K - $8.61K
|
2.39K
$1.44M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
24+ 2.54% |
$7.51K - $8.61K
|
969
$584K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.21% |
$7.2K - $8.26K
|
10.9K
$6.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 0.21% |
$7.2K - $8.26K
|
11K
$6.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 9.87% |
$7.2K - $8.26K
|
256
$154K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
23+ 1.18% |
$7.2K - $8.26K
|
1.97K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
22+ 3.13% |
$6.89K - $7.9K
|
726
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
22+ 1.73% |
$6.89K - $7.9K
|
1.29K
$778K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21+ 2.83% |
$6.57K - $7.54K
|
762
$459K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
21+ 0.51% |
$6.57K - $7.54K
|
4.17K
$2.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
21+ 0.78% |
$6.57K - $7.54K
|
2.72K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
20+ 1.96% |
$6.26K - $7.18K
|
1.04K
$629K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 0.7% |
$5.95K - $6.82K
|
2.72K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
19+ 0.47% |
$5.95K - $6.82K
|
4.03K
$2.43M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.96% |
$5.95K - $6.82K
|
2K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
18+ 2.84% |
$5.63K - $6.46K
|
651
$392K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.29% |
$5.63K - $6.46K
|
1.41K
$851K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.04% |
$5.63K - $6.46K
|
1.74K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
17+ 0.12% |
$5.32K - $6.1K
|
13.7K
$8.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
17+ 2.25% |
$5.32K - $6.1K
|
774
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 6.44% |
$5.32K - $6.1K
|
281
$169K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
16+ 1.42% |
$5.01K - $5.74K
|
1.14K
$690K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
16+ 123.08% |
$5.01K - $5.74K
|
29
$17.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16+ 0.16% |
$5.01K - $5.74K
|
9.98K
$6.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
15+ 0.55% |
$4.7K - $5.38K
|
2.75K
$1.66M
|