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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
15+ 0.55% |
$4.7K - $5.38K
|
2.75K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.28% |
$4.7K - $5.38K
|
5.46K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 1.0% |
$4.38K - $5.03K
|
1.41K
$855K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 0.14% |
$4.38K - $5.03K
|
9.94K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14+ 1.27% |
$4.38K - $5.03K
|
1.12K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
14+ 1.57% |
$4.38K - $5.03K
|
905
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 0.11% |
$4.38K - $5.03K
|
12.4K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 2.65% |
$4.38K - $5.03K
|
543
$329K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13+ 0.63% |
$4.07K - $4.67K
|
2.09K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 2.82% |
$3.76K - $4.31K
|
438
$265K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
12+ 0.02% |
$3.76K - $4.31K
|
51.5K
$31.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
12New |
$3.76K - $4.31K
|
12
$7.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12+ 0.48% |
$3.76K - $4.31K
|
2.51K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
12New |
$3.76K - $4.31K
|
12
$7.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12+ 0.05% |
$3.76K - $4.31K
|
22K
$13.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 0.29% |
$3.44K - $3.95K
|
3.81K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
11+ 0.07% |
$3.44K - $3.95K
|
15.6K
$9.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 1.1% |
$3.44K - $3.95K
|
1.01K
$613K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
10+ 0.27% |
$3.13K - $3.59K
|
3.7K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 1.34% |
$3.13K - $3.59K
|
755
$457K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10+ 0.17% |
$3.13K - $3.59K
|
5.96K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10+ 0.61% |
$3.13K - $3.59K
|
1.64K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
10+ 0.4% |
$3.13K - $3.59K
|
2.49K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
8+ 0.3% |
$2.5K - $2.87K
|
2.66K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
8+ 0.42% |
$2.5K - $2.87K
|
1.93K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8New |
$2.5K - $2.87K
|
8
$4.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.83% |
$2.5K - $2.87K
|
974
$590K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 1.07% |
$2.5K - $2.87K
|
758
$459K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7+ 0.77% |
$2.19K - $2.51K
|
912
$552K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$2.19K - $2.51K
|
7
$4.24K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
7+ 0.47% |
$2.19K - $2.51K
|
1.51K
$914K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
7+ 0.43% |
$2.19K - $2.51K
|
1.63K
$987K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 2.73% |
$2.19K - $2.51K
|
263
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 350.0% |
$2.19K - $2.51K
|
9
$5.45K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6+ 0.83% |
$1.88K - $2.15K
|
732
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6New |
$1.88K - $2.15K
|
6
$3.63K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.75% |
$1.88K - $2.15K
|
804
$487K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
$1.88K - $2.15K
|
1.42K
$862K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.04% |
$1.88K - $2.15K
|
15K
$9.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.88K - $2.15K
|
6
$3.63K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6New |
$1.88K - $2.15K
|
6
$3.63K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5New |
$1.57K - $1.79K
|
5
$3.03K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
5+ 0.76% |
$1.57K - $1.79K
|
660
$400K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 18.52% |
$1.57K - $1.79K
|
32
$19.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.21% |
$1.25K - $1.44K
|
334
$202K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4+ 0.35% |
$1.25K - $1.44K
|
1.14K
$688K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4+ 0.55% |
$1.25K - $1.44K
|
731
$443K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 0.12% |
$1.25K - $1.44K
|
3.22K
$1.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4New |
$1.25K - $1.44K
|
4
$2.42K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4+ 0.29% |
$1.25K - $1.44K
|
1.36K
$826K
|