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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.45K+ 0.19% |
$454K - $520K
|
776K
$513M
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.43KNew |
$449K - $514K
|
1.43K
$947K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.41K+ 9.88% |
$442K - $507K
|
15.7K
$10.4M
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.39K+ 9.75% |
$435K - $499K
|
15.6K
$10.3M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.37K+ 1.72% |
$429K - $492K
|
81K
$53.5M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.37K+ 8.51% |
$428K - $491K
|
17.5K
$11.5M
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.36KNew |
$426K - $489K
|
1.36K
$900K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.35K+ 217.23% |
$422K - $484K
|
1.97K
$1.3M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.3K+ 54.22% |
$408K - $468K
|
3.71K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 25.47% |
$408K - $468K
|
6.42K
$4.24M
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.3K+ 45.73% |
$408K - $467K
|
4.15K
$2.74M
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.29K+ 41.18% |
$403K - $462K
|
4.42K
$2.92M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 8.02% |
$400K - $458K
|
17.2K
$11.4M
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
1.27KNew |
$399K - $457K
|
1.27K
$842K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.26KNew |
$394K - $452K
|
1.26K
$832K
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.25K+ 29.87% |
$392K - $450K
|
5.45K
$3.6M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.25K+ 30.07% |
$390K - $447K
|
5.39K
$3.56M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.23K+ 16.45% |
$384K - $440K
|
8.69K
$5.74M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 77.88% |
$381K - $437K
|
2.78K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
1.21K+ 3.79% |
$378K - $434K
|
33.1K
$21.8M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.2KNew |
$375K - $430K
|
1.2K
$791K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$370K - $424K
|
1.18K
$781K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.18KNew |
$369K - $424K
|
1.18K
$779K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.17KNew |
$365K - $418K
|
1.17K
$770K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.14KNew |
$358K - $410K
|
1.14K
$755K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.13K+ 2.06% |
$354K - $406K
|
56.1K
$37.1M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.13K+ 3.1% |
$353K - $405K
|
37.5K
$24.8M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13K+ 74.29% |
$353K - $405K
|
2.64K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 4.77% |
$351K - $403K
|
24.7K
$16.3M
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.1K+ 12.01% |
$344K - $395K
|
10.3K
$6.78M
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$337K - $386K
|
1.08K
$711K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.07K+ 10.12% |
$335K - $384K
|
11.7K
$7.7M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.07K+ 4.97% |
$334K - $383K
|
22.6K
$14.9M
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.06K+ 6.99% |
$332K - $381K
|
16.2K
$10.7M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 45.99% |
$332K - $380K
|
3.37K
$2.22M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.04K+ 58.72% |
$326K - $373K
|
2.81K
$1.86M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04K+ 24.52% |
$325K - $373K
|
5.28K
$3.49M
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 40.0% |
$313K - $359K
|
3.5K
$2.31M
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
BUY
|
- |
1KNew |
$313K - $359K
|
1K
$661K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
997+ 19.9% |
$312K - $358K
|
6.01K
$3.97M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
987+ 16.51% |
$309K - $354K
|
6.97K
$4.6M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
985+ 5.47% |
$308K - $354K
|
19K
$12.5M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
984+ 2523.08% |
$308K - $353K
|
1.02K
$676K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
981+ 2.63% |
$307K - $352K
|
38.3K
$25.3M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
966New |
$302K - $347K
|
966
$638K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
944+ 0.45% |
$295K - $339K
|
212K
$140M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
942+ 2.29% |
$295K - $338K
|
42.1K
$27.8M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
937+ 3.46% |
$293K - $336K
|
28K
$18.5M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
925+ 23.35% |
$290K - $332K
|
4.89K
$3.23M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
910+ 9.32% |
$285K - $327K
|
10.7K
$7.05M
|