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 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
469+ 19.06% |
$147K - $168K
|
2.93K
$2.07M
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
468+ 3.53% |
$146K - $168K
|
13.7K
$9.68M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
466+ 2.87% |
$146K - $167K
|
16.7K
$11.8M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
453+ 13.56% |
$142K - $163K
|
3.79K
$2.68M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 173.75% |
$141K - $162K
|
709
$500K
|
|
Nov 14, 2023
Q3 2023
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
444+ 15.23% |
$139K - $159K
|
3.36K
$2.37M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
442+ 3.19% |
$138K - $159K
|
14.3K
$10.1M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
440+ 27.85% |
$138K - $158K
|
2.02K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
440+ 1.19% |
$138K - $158K
|
37.4K
$26.4M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
437New |
$137K - $157K
|
437
$308K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
431+ 12.45% |
$135K - $155K
|
3.89K
$2.75M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
429+ 2.09% |
$134K - $154K
|
20.9K
$14.8M
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
428+ 0.47% |
$134K - $154K
|
91.5K
$64.6M
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
415+ 11.28% |
$130K - $149K
|
4.09K
$2.89M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
409New |
$128K - $147K
|
409
$289K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
406+ 330.08% |
$127K - $146K
|
529
$373K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
405+ 1.73% |
$127K - $145K
|
23.8K
$16.8M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
404+ 14.51% |
$126K - $145K
|
3.19K
$2.25M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
404+ 18.7% |
$126K - $145K
|
2.57K
$1.81M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
403+ 40.06% |
$126K - $145K
|
1.41K
$995K
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
403+ 8.3% |
$126K - $145K
|
5.26K
$3.71M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
400+ 4.42% |
$125K - $144K
|
9.44K
$6.67M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
395+ 6.18% |
$124K - $142K
|
6.79K
$4.79M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
387+ 8.94% |
$121K - $139K
|
4.72K
$3.33M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
370+ 19.09% |
$116K - $133K
|
2.31K
$1.63M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
363+ 209.83% |
$114K - $130K
|
536
$378K
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
362+ 1.0% |
$113K - $130K
|
36.7K
$25.9M
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
354+ 8.76% |
$111K - $127K
|
4.4K
$3.1M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
353+ 29.05% |
$110K - $127K
|
1.57K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
347+ 9.34% |
$109K - $125K
|
4.06K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
341+ 11.38% |
$107K - $122K
|
3.34K
$2.36M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
340+ 34.66% |
$106K - $122K
|
1.32K
$932K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
338+ 10.67% |
$106K - $121K
|
3.51K
$2.47M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
337+ 89.87% |
$105K - $121K
|
712
$503K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
335+ 12.7% |
$105K - $120K
|
2.97K
$2.1M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334+ 35.49% |
$105K - $120K
|
1.28K
$900K
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
329+ 8.78% |
$103K - $118K
|
4.08K
$2.88M
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
325+ 5.61% |
$102K - $117K
|
6.12K
$4.32M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
324+ 5.97% |
$101K - $116K
|
5.75K
$4.06M
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
321+ 1.49% |
$100K - $115K
|
21.9K
$15.5M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
319+ 10.29% |
$99.8K - $114K
|
3.42K
$2.41M
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
314+ 15.4% |
$98.3K - $113K
|
2.35K
$1.66M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
309+ 4.69% |
$96.7K - $111K
|
6.9K
$4.87M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
303+ 10.06% |
$94.8K - $109K
|
3.31K
$2.34M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
303+ 22.13% |
$94.8K - $109K
|
1.67K
$1.18M
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
300+ 4.72% |
$93.9K - $108K
|
6.65K
$4.69M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
298+ 15.13% |
$93.3K - $107K
|
2.27K
$1.6M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
298+ 45.99% |
$93.3K - $107K
|
946
$668K
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
295+ 1.45% |
$92.3K - $106K
|
20.7K
$14.6M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
289+ 9.88% |
$90.5K - $104K
|
3.21K
$2.27M
|