Purchases and Sales Made in Q3 2024 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q3 2024. 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 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
321+ 76.25% |
$147K - $164K
|
742
$524K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
317+ 10.05% |
$146K - $162K
|
3.47K
$2.45M
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
316+ 10.8% |
$145K - $161K
|
3.24K
$2.29M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
315+ 26.32% |
$145K - $161K
|
1.51K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313+ 7.26% |
$144K - $160K
|
4.63K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
310+ 7.44% |
$142K - $158K
|
4.47K
$3.16M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
309+ 572.22% |
$142K - $158K
|
363
$256K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
309+ 2.38% |
$142K - $158K
|
13.3K
$9.39M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
309+ 39.41% |
$142K - $158K
|
1.09K
$771K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
305+ 1.1% |
$140K - $156K
|
27.9K
$19.7M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
304+ 9.91% |
$140K - $155K
|
3.37K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
304+ 11.67% |
$140K - $155K
|
2.91K
$2.05M
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
301+ 2.67% |
$138K - $154K
|
11.6K
$8.18M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 6.52% |
$138K - $153K
|
4.9K
$3.46M
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
300+ 400.0% |
$138K - $153K
|
375
$265K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
295+ 2.59% |
$135K - $151K
|
11.7K
$8.26M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
293+ 22.01% |
$134K - $150K
|
1.62K
$1.15M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
291+ 6.87% |
$134K - $148K
|
4.52K
$3.19M
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
288+ 19.41% |
$132K - $147K
|
1.77K
$1.25M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
286+ 8.75% |
$131K - $146K
|
3.55K
$2.51M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
280+ 8.01% |
$129K - $143K
|
3.77K
$2.66M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
279+ 4.12% |
$128K - $142K
|
7.05K
$4.97M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
277+ 19.2% |
$127K - $141K
|
1.72K
$1.21M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
276+ 3.54% |
$127K - $141K
|
8.07K
$5.7M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
274+ 0.29% |
$126K - $140K
|
93.7K
$66.1M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
274+ 18.55% |
$126K - $140K
|
1.75K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
270+ 10.0% |
$124K - $138K
|
2.97K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
264New |
$121K - $135K
|
264
$186K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
264+ 9.29% |
$121K - $135K
|
3.11K
$2.19M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
254+ 0.73% |
$117K - $130K
|
35.2K
$24.8M
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
252+ 4.04% |
$116K - $129K
|
6.49K
$4.58M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
251+ 8.48% |
$115K - $128K
|
3.21K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
250+ 25.0% |
$115K - $128K
|
1.25K
$882K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
243+ 45.17% |
$112K - $124K
|
781
$551K
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
243+ 11.04% |
$112K - $124K
|
2.45K
$1.73M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
241+ 1.47% |
$111K - $123K
|
16.6K
$11.7M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
239+ 7.09% |
$110K - $122K
|
3.61K
$2.55M
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
239+ 2.9% |
$110K - $122K
|
8.49K
$5.99M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
236+ 4.58% |
$108K - $120K
|
5.39K
$3.81M
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
235+ 4.66% |
$108K - $120K
|
5.28K
$3.72M
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
230+ 39.79% |
$106K - $117K
|
808
$570K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
229New |
$105K - $117K
|
229
$162K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
228+ 2.71% |
$105K - $116K
|
8.63K
$6.09M
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
226+ 9.92% |
$104K - $115K
|
2.5K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
226+ 5.12% |
$104K - $115K
|
4.64K
$3.28M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
223+ 7.39% |
$102K - $114K
|
3.24K
$2.29M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
222+ 1.99% |
$102K - $113K
|
11.4K
$8.04M
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
219+ 7.38% |
$101K - $112K
|
3.19K
$2.25M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
219+ 15.01% |
$101K - $112K
|
1.68K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
217+ 0.94% |
$99.6K - $111K
|
23.3K
$16.4M
|