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 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
4+ 0.26% |
$1.25K - $1.44K
|
1.53K
$924K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
3+ 0.28% |
$939 - $1.08K
|
1.07K
$644K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.28% |
$939 - $1.08K
|
1.08K
$653K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$939 - $1.08K
|
3
$1.81K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.47% |
$939 - $1.08K
|
644
$388K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.48% |
$939 - $1.08K
|
633
$382K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.81% |
$939 - $1.08K
|
375
$226K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3+ 0.12% |
$939 - $1.08K
|
2.58K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.17% |
$939 - $1.08K
|
1.78K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.33% |
$939 - $1.08K
|
920
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.46% |
$939 - $1.08K
|
660
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 11.54% |
$939 - $1.08K
|
29
$17.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.63% |
$939 - $1.08K
|
481
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 3.57% |
$626 - $718
|
58
$35K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.09% |
$626 - $718
|
2.28K
$1.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
2+ 0.12% |
$626 - $718
|
1.63K
$983K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.19% |
$626 - $718
|
1.04K
$624K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.2% |
$626 - $718
|
999
$602K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$626 - $718
|
1.88K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.52% |
$626 - $718
|
390
$235K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$626 - $718
|
4.68K
$2.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.44% |
$626 - $718
|
461
$278K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.15% |
$313 - $359
|
687
$414K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.17% |
$313 - $359
|
587
$354K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.7% |
$313 - $359
|
143
$86.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$313 - $359
|
2.29K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1+ 0.03% |
$313 - $359
|
3.16K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.08% |
$313 - $359
|
1.24K
$746K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.52% |
$313 - $359
|
192
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1+ 0.16% |
$313 - $359
|
622
$375K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.99% |
$313 - $359
|
102
$61.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$313 - $359
|
1.02K
$615K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.0% |
$313 - $359
|
101
$60.9K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 3.85% |
$313 - $359
|
27
$16.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1- 0.06% |
$313 - $359
|
1.55K
$933K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 3.7% |
$313 - $359
|
26
$15.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 3.57% |
$313 - $359
|
27
$16.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1- 0.1% |
$313 - $359
|
1.05K
$632K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.63% |
$313 - $359
|
157
$94.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1- 0.99% |
$313 - $359
|
100
$60.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.95% |
$313 - $359
|
104
$62.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 1.85% |
$313 - $359
|
53
$31.9K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1- 0.14% |
$313 - $359
|
727
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2- 0.02% |
$626 - $718
|
8.08K
$4.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2- 0.19% |
$626 - $718
|
1.06K
$638K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 0.41% |
$626 - $718
|
482
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2- 16.67% |
$626 - $718
|
10
$6.03K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.95% |
$626 - $718
|
209
$126K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2- 0.12% |
$626 - $718
|
1.62K
$975K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 23.08% |
$939 - $1.08K
|
10
$6.03K
|