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 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3- 0.39% |
$939 - $1.08K
|
766
$462K
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3- 0.41% |
$939 - $1.08K
|
727
$438K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3- 0.26% |
$939 - $1.08K
|
1.14K
$684K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3- 0.1% |
$939 - $1.08K
|
2.89K
$1.74M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.44% |
$939 - $1.08K
|
681
$410K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.43% |
$939 - $1.08K
|
696
$420K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 8.7% |
$1.25K - $1.44K
|
42
$25.3K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.45% |
$1.25K - $1.44K
|
884
$533K
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$1.25K - $1.44K
|
3.81K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4- 0.61% |
$1.25K - $1.44K
|
649
$391K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-5- 18.52% |
$1.57K - $1.79K
|
22
$13.3K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-5- 25.0% |
$1.57K - $1.79K
|
15
$9.04K
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-5- 0.25% |
$1.57K - $1.79K
|
1.96K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.2% |
$1.57K - $1.79K
|
2.5K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.28% |
$1.57K - $1.79K
|
1.76K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.23% |
$1.57K - $1.79K
|
2.21K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 1.58% |
$1.57K - $1.79K
|
312
$188K
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5- 0.19% |
$1.57K - $1.79K
|
2.63K
$1.58M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7- 1.03% |
$2.19K - $2.51K
|
673
$406K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7- 0.16% |
$2.19K - $2.51K
|
4.44K
$2.68M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-8- 7.41% |
$2.5K - $2.87K
|
100
$60.3K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8Closed |
$2.5K - $2.87K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8- 0.8% |
$2.5K - $2.87K
|
997
$601K
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.39% |
$2.82K - $3.23K
|
2.3K
$1.38M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9- 0.48% |
$2.82K - $3.23K
|
1.85K
$1.12M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-9- 25.0% |
$2.82K - $3.23K
|
27
$16.3K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-9- 0.81% |
$2.82K - $3.23K
|
1.1K
$662K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9- 0.48% |
$2.82K - $3.23K
|
1.85K
$1.12M
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.17% |
$3.13K - $3.59K
|
5.82K
$3.51M
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 3.82% |
$3.13K - $3.59K
|
252
$152K
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-10- 0.28% |
$3.13K - $3.59K
|
3.51K
$2.11M
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-10- 1.1% |
$3.13K - $3.59K
|
900
$543K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 1.15% |
$3.13K - $3.59K
|
863
$520K
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-10- 1.57% |
$3.13K - $3.59K
|
627
$378K
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-10- 0.2% |
$3.13K - $3.59K
|
5.08K
$3.06M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10- 0.55% |
$3.13K - $3.59K
|
1.82K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-11- 0.79% |
$3.44K - $3.95K
|
1.39K
$835K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 0.21% |
$3.44K - $3.95K
|
5.19K
$3.13M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-11- 0.12% |
$3.44K - $3.95K
|
9.24K
$5.57M
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-12- 0.72% |
$3.76K - $4.31K
|
1.66K
$1M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12- 0.14% |
$3.76K - $4.31K
|
8.31K
$5.01M
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-12- 0.63% |
$3.76K - $4.31K
|
1.9K
$1.15M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-12- 1.07% |
$3.76K - $4.31K
|
1.11K
$668K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 1.98% |
$4.07K - $4.67K
|
643
$388K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-13- 0.21% |
$4.07K - $4.67K
|
6.21K
$3.74M
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-13- 0.43% |
$4.07K - $4.67K
|
3.02K
$1.82M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 20.31% |
$4.07K - $4.67K
|
51
$30.7K
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-14- 0.7% |
$4.38K - $5.03K
|
1.98K
$1.19M
|
|
Oct 31, 2023
Q3 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-15- 0.32% |
$4.7K - $5.38K
|
4.63K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.98% |
$4.7K - $5.38K
|
1.52K
$918K
|