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 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
25+ 4.54% |
$11.5K - $12.8K
|
576
$407K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
25New |
$11.5K - $12.8K
|
25
$17.6K
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
25+ 4.0% |
$11.5K - $12.8K
|
650
$459K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 1.45% |
$11K - $12.2K
|
1.68K
$1.19M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24+ 0.52% |
$11K - $12.2K
|
4.61K
$3.25M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
24+ 0.14% |
$11K - $12.2K
|
16.7K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
24+ 0.42% |
$11K - $12.2K
|
5.78K
$4.08M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
23+ 5.18% |
$10.6K - $11.7K
|
467
$330K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 0.91% |
$10.6K - $11.7K
|
2.55K
$1.8M
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
23+ 3.9% |
$10.6K - $11.7K
|
613
$433K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 7.96% |
$10.6K - $11.7K
|
312
$220K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 3.02% |
$10.6K - $11.7K
|
784
$553K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
23+ 0.4% |
$10.6K - $11.7K
|
5.71K
$4.03M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23+ 12.17% |
$10.6K - $11.7K
|
212
$150K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23+ 4.91% |
$10.6K - $11.7K
|
491
$347K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
22+ 1.78% |
$10.1K - $11.2K
|
1.26K
$886K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22+ 4.15% |
$10.1K - $11.2K
|
552
$390K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 3.13% |
$10.1K - $11.2K
|
724
$511K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
22+ 1.74% |
$10.1K - $11.2K
|
1.29K
$910K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
21+ 1.11% |
$9.64K - $10.7K
|
1.92K
$1.36M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
21+ 3.87% |
$9.64K - $10.7K
|
564
$398K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
21+ 4.72% |
$9.64K - $10.7K
|
466
$329K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
21+ 0.53% |
$9.64K - $10.7K
|
3.96K
$2.8M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21+ 2.08% |
$9.64K - $10.7K
|
1.03K
$726K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21New |
$9.64K - $10.7K
|
21
$14.8K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21+ 20.59% |
$9.64K - $10.7K
|
123
$86.8K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
20+ 0.64% |
$9.18K - $10.2K
|
3.17K
$2.24M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
20+ 3.64% |
$9.18K - $10.2K
|
569
$402K
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
20+ 0.27% |
$9.18K - $10.2K
|
7.39K
$5.21M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
20+ 4.39% |
$9.18K - $10.2K
|
476
$336K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
19+ 5.32% |
$8.72K - $9.69K
|
376
$265K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 1.29% |
$8.72K - $9.69K
|
1.49K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19+ 0.95% |
$8.72K - $9.69K
|
2.02K
$1.43M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18+ 0.16% |
$8.26K - $9.18K
|
11.4K
$8.02M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18+ 33.96% |
$8.26K - $9.18K
|
71
$50.1K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
18+ 1.38% |
$8.26K - $9.18K
|
1.33K
$936K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
18+ 2.05% |
$8.26K - $9.18K
|
896
$632K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18+ 0.67% |
$8.26K - $9.18K
|
2.72K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 1.98% |
$8.26K - $9.18K
|
925
$653K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
17New |
$7.8K - $8.67K
|
17
$12K
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
17+ 0.21% |
$7.8K - $8.67K
|
8.25K
$5.82M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.36% |
$7.8K - $8.67K
|
4.77K
$3.37M
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.43% |
$7.8K - $8.67K
|
3.99K
$2.82M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.41% |
$7.34K - $8.16K
|
3.89K
$2.75M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 2.75% |
$7.34K - $8.16K
|
597
$421K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
15+ 5.88% |
$6.89K - $7.65K
|
270
$191K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15+ 0.32% |
$6.89K - $7.65K
|
4.65K
$3.28M
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
15+ 1.32% |
$6.89K - $7.65K
|
1.15K
$810K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15New |
$6.89K - $7.65K
|
15
$10.6K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
15+ 2.14% |
$6.89K - $7.65K
|
717
$506K
|