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 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
910+ 9.32% |
$285K - $327K
|
10.7K
$7.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
908+ 23.07% |
$284K - $326K
|
4.84K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
904+ 1.26% |
$283K - $324K
|
72.6K
$51.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
900+ 40.47% |
$282K - $323K
|
3.12K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
895New |
$280K - $321K
|
895
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
895+ 51.61% |
$280K - $321K
|
2.63K
$1.86M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
895+ 51.61% |
$280K - $321K
|
2.63K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
888+ 1.67% |
$278K - $319K
|
53.9K
$38.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
864New |
$270K - $310K
|
864
$610K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
861+ 27.17% |
$269K - $309K
|
4.03K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
845New |
$264K - $303K
|
845
$596K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
837+ 35.97% |
$262K - $300K
|
3.16K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
835+ 54.79% |
$261K - $300K
|
2.36K
$1.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
831+ 5.13% |
$260K - $298K
|
17K
$12M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
807New |
$253K - $290K
|
807
$570K
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
803New |
$251K - $288K
|
803
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
801New |
$251K - $288K
|
801
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 4.85% |
$250K - $287K
|
17.3K
$12.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
784+ 40.58% |
$245K - $281K
|
2.72K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Factorial Partners, LLC
|
BUY
|
- |
780+ 9.09% |
$244K - $280K
|
9.36K
$6.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
771New |
$241K - $277K
|
771
$544K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
755New |
$236K - $271K
|
755
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
751+ 5.13% |
$235K - $270K
|
15.4K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
739+ 7.21% |
$231K - $265K
|
11K
$7.75M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
736+ 112.88% |
$230K - $264K
|
1.39K
$980K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
734+ 20.69% |
$230K - $263K
|
4.28K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
727+ 270.26% |
$228K - $261K
|
996
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
714+ 25.05% |
$223K - $256K
|
3.56K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
703New |
$220K - $252K
|
703
$496K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
699+ 7.74% |
$219K - $251K
|
9.73K
$6.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
683+ 33.04% |
$214K - $245K
|
2.75K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
678+ 48.43% |
$212K - $243K
|
2.08K
$1.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
678New |
$212K - $243K
|
678
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
678+ 2.01% |
$212K - $243K
|
34.3K
$24.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
675+ 4.0% |
$211K - $242K
|
17.5K
$12.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
670+ 63.27% |
$210K - $240K
|
1.73K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
667New |
$209K - $239K
|
667
$471K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
666New |
$208K - $239K
|
666
$470K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
664New |
$208K - $238K
|
664
$469K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
657+ 3.52% |
$206K - $236K
|
19.3K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
657New |
$206K - $236K
|
657
$464K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
654New |
$205K - $235K
|
654
$462K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
647New |
$203K - $232K
|
647
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
647New |
$203K - $232K
|
647
$457K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
643New |
$201K - $231K
|
643
$454K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
643New |
$201K - $231K
|
643
$454K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
639New |
$200K - $229K
|
639
$451K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
637+ 1.53% |
$199K - $229K
|
42.4K
$29.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
635New |
$199K - $228K
|
635
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
633+ 13.53% |
$198K - $227K
|
5.31K
$3.75M
|