Purchases and Sales Made in Q4 2021 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
73+ 4.11% |
$27.1K - $30.9K
|
1.85K
$1.09M
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
73+ 0.39% |
$27.1K - $30.9K
|
18.6K
$11M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
73+ 2.3% |
$27.1K - $30.9K
|
3.25K
$1.92M
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
73+ 0.8% |
$27.1K - $30.9K
|
9.24K
$5.47M
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
71+ 10.07% |
$26.4K - $30.1K
|
776
$459K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
70+ 9.5% |
$26K - $29.7K
|
807
$477K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
68+ 17.85% |
$25.3K - $28.8K
|
449
$266K
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68+ 8.79% |
$25.3K - $28.8K
|
842
$498K
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
67+ 4.79% |
$24.9K - $28.4K
|
1.47K
$867K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67+ 34.36% |
$24.9K - $28.4K
|
262
$155K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
67+ 0.71% |
$24.9K - $28.4K
|
9.44K
$5.59M
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
67+ 2.93% |
$24.9K - $28.4K
|
2.35K
$1.39M
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
66+ 7.23% |
$24.5K - $28K
|
979
$579K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
65+ 1.36% |
$24.2K - $27.6K
|
4.85K
$2.87M
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
65+ 1.75% |
$24.2K - $27.6K
|
3.78K
$2.23M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
65+ 10.83% |
$24.2K - $27.6K
|
665
$393K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
65+ 2.0% |
$24.2K - $27.6K
|
3.31K
$1.96M
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
65+ 5.14% |
$24.2K - $27.6K
|
1.33K
$786K
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
65+ 10.14% |
$24.2K - $27.6K
|
706
$418K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64+ 4.28% |
$23.8K - $27.1K
|
1.56K
$922K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
64+ 17.98% |
$23.8K - $27.1K
|
420
$248K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
64+ 0.46% |
$23.8K - $27.1K
|
13.8K
$8.19M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
63+ 2.09% |
$23.4K - $26.7K
|
3.07K
$1.82M
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
63+ 3.81% |
$23.4K - $26.7K
|
1.72K
$1.01M
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
62+ 18.02% |
$23K - $26.3K
|
406
$240K
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
61+ 4.46% |
$22.7K - $25.9K
|
1.43K
$845K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.5% |
$22.3K - $25.4K
|
4.07K
$2.41M
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
60+ 29.41% |
$22.3K - $25.4K
|
264
$156K
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
60+ 3.92% |
$22.3K - $25.4K
|
1.59K
$941K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
58+ 7.66% |
$21.6K - $24.6K
|
815
$482K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
57New |
$21.2K - $24.2K
|
57
$33.7K
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
56+ 0.17% |
$20.8K - $23.7K
|
32.2K
$19M
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
55+ 8.32% |
$20.4K - $23.3K
|
716
$424K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
55New |
$20.4K - $23.3K
|
55
$32.5K
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
55+ 0.32% |
$20.4K - $23.3K
|
17.4K
$10.3M
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
54+ 0.6% |
$20.1K - $22.9K
|
9.09K
$5.38M
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
54+ 0.35% |
$20.1K - $22.9K
|
15.6K
$9.23M
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54+ 6.63% |
$20.1K - $22.9K
|
868
$514K
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
52+ 0.58% |
$19.3K - $22K
|
8.96K
$5.3M
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
51+ 0.98% |
$19K - $21.6K
|
5.24K
$3.1M
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
51New |
$19K - $21.6K
|
51
$30.2K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
51+ 4.36% |
$19K - $21.6K
|
1.22K
$722K
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
50New |
$18.6K - $21.2K
|
50
$29.6K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
50New |
$18.6K - $21.2K
|
50
$29.6K
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50New |
$18.6K - $21.2K
|
50
$29.6K
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
50+ 1.25% |
$18.6K - $21.2K
|
4.05K
$2.4M
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
50New |
$18.6K - $21.2K
|
50
$29.6K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
50+ 5.73% |
$18.6K - $21.2K
|
922
$545K
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
50+ 3.5% |
$18.6K - $21.2K
|
1.48K
$874K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
50New |
$18.6K - $21.2K
|
50
$29.6K
|