Purchases and Sales Made in Q4 2022 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
13+ 3.68% |
$3.81K - $5.06K
|
366
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$3.81K - $5.06K
|
13
$7.87K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12+ 1.44% |
$3.52K - $4.67K
|
845
$512K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.32% |
$3.52K - $4.67K
|
3.77K
$2.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
11+ 1.35% |
$3.23K - $4.28K
|
827
$501K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 0.27% |
$2.93K - $3.89K
|
3.71K
$2.25M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
10New |
$2.93K - $3.89K
|
10
$6.05K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.14% |
$2.93K - $3.89K
|
7.26K
$4.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$2.93K - $3.89K
|
10
$6.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
10+ 0.77% |
$2.93K - $3.89K
|
1.32K
$796K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
10+ 2.02% |
$2.93K - $3.89K
|
505
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.8% |
$2.64K - $3.5K
|
1.13K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.44% |
$2.64K - $3.5K
|
2.03K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8+ 0.7% |
$2.35K - $3.11K
|
1.15K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8+ 0.61% |
$2.35K - $3.11K
|
1.33K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8New |
$2.35K - $3.11K
|
8
$4.84K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7New |
$2.05K - $2.72K
|
7
$4.24K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
7+ 0.63% |
$2.05K - $2.72K
|
1.12K
$678K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 1.9% |
$2.05K - $2.72K
|
376
$228K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
7New |
$2.05K - $2.72K
|
7
$4.24K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 8.97% |
$2.05K - $2.72K
|
85
$51.5K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.48% |
$1.76K - $2.33K
|
1.27K
$766K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$1.76K - $2.33K
|
1.02K
$617K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.65% |
$1.76K - $2.33K
|
936
$567K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6New |
$1.76K - $2.33K
|
6
$3.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.9% |
$1.76K - $2.33K
|
676
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.56% |
$1.76K - $2.33K
|
1.08K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.63% |
$1.76K - $2.33K
|
953
$577K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6+ 0.07% |
$1.76K - $2.33K
|
8.1K
$4.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.68% |
$1.76K - $2.33K
|
892
$540K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 4.5% |
$1.47K - $1.94K
|
116
$70.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.71% |
$1.47K - $1.94K
|
705
$427K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
5+ 11.11% |
$1.47K - $1.94K
|
50
$30.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
5New |
$1.47K - $1.94K
|
5
$3.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5+ 0.09% |
$1.47K - $1.94K
|
5.32K
$3.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.56% |
$1.17K - $1.56K
|
717
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$1.17K - $1.56K
|
4
$2.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.17K - $1.56K
|
4
$2.42K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$1.17K - $1.56K
|
4
$2.42K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.16% |
$880 - $1.17K
|
1.86K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3New |
$880 - $1.17K
|
3
$1.82K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.92% |
$880 - $1.17K
|
329
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.41% |
$880 - $1.17K
|
731
$443K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.72% |
$587 - $778
|
280
$170K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.23% |
$587 - $778
|
881
$533K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.08% |
$587 - $778
|
2.41K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 0.39% |
$587 - $778
|
512
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.16% |
$587 - $778
|
1.22K
$738K
|
|
|
Feb 07, 2023
Q4 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2+ 0.19% |
$587 - $778
|
1.06K
$641K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$587 - $778
|
855
$518K
|