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
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
628New |
$197K - $225K
|
628
$415K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
624New |
$195K - $224K
|
624
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
624New |
$195K - $224K
|
624
$412K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
622+ 5.2% |
$195K - $223K
|
12.6K
$8.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
620New |
$194K - $223K
|
620
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
619+ 3.44% |
$194K - $222K
|
18.6K
$12.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
618New |
$193K - $222K
|
618
$408K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
600+ 11.3% |
$188K - $215K
|
5.91K
$3.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
599+ 9.6% |
$187K - $215K
|
6.84K
$4.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
599+ 0.47% |
$187K - $215K
|
128K
$84.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
596+ 24.46% |
$187K - $214K
|
3.03K
$2M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
590+ 4.19% |
$185K - $212K
|
14.7K
$9.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
589+ 1.49% |
$184K - $211K
|
40K
$26.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
583+ 17.89% |
$182K - $209K
|
3.84K
$2.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
583+ 65.43% |
$182K - $209K
|
1.47K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
578New |
$181K - $207K
|
578
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
577+ 3.05% |
$181K - $207K
|
19.5K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
566+ 21.56% |
$177K - $203K
|
3.19K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
566+ 3.94% |
$177K - $203K
|
14.9K
$9.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
558+ 5.33% |
$175K - $200K
|
11K
$7.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
557+ 8.64% |
$174K - $200K
|
7K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
557+ 73.87% |
$174K - $200K
|
1.31K
$866K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
554+ 3.21% |
$173K - $199K
|
17.8K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
550+ 10.76% |
$172K - $197K
|
5.66K
$3.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
549+ 48.76% |
$172K - $197K
|
1.68K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
547+ 6.9% |
$171K - $196K
|
8.48K
$5.6M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
534+ 7.71% |
$167K - $192K
|
7.46K
$4.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
533+ 1.57% |
$167K - $191K
|
34.6K
$22.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
533+ 16.03% |
$167K - $191K
|
3.86K
$2.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
526+ 6.98% |
$165K - $189K
|
8.07K
$5.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
523+ 25.2% |
$164K - $188K
|
2.6K
$1.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
521+ 26.13% |
$163K - $187K
|
2.52K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
520+ 8.24% |
$163K - $187K
|
6.83K
$4.51M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
518+ 31.0% |
$162K - $186K
|
2.19K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
516+ 4.65% |
$162K - $185K
|
11.6K
$7.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
508+ 8.75% |
$159K - $182K
|
6.31K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
505+ 65.67% |
$158K - $181K
|
1.27K
$842K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
504+ 44.68% |
$158K - $181K
|
1.63K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
501+ 0.22% |
$157K - $180K
|
231K
$153M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
497+ 6.46% |
$156K - $178K
|
8.19K
$5.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
494+ 2.13% |
$155K - $177K
|
23.7K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
493+ 17.64% |
$154K - $177K
|
3.29K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
490+ 72.59% |
$153K - $176K
|
1.17K
$770K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
487+ 0.93% |
$152K - $175K
|
52.6K
$34.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
485+ 2.93% |
$152K - $174K
|
17.1K
$11.3M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
482+ 2.87% |
$151K - $173K
|
17.3K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
480+ 14.31% |
$150K - $172K
|
3.83K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
480+ 3.57% |
$150K - $172K
|
13.9K
$9.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
476+ 13.21% |
$149K - $171K
|
4.08K
$2.69M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
469+ 19.06% |
$147K - $168K
|
2.93K
$1.94M
|