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 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.04% |
$587 - $778
|
4.7K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 0.81% |
$587 - $778
|
250
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$587 - $778
|
724
$438K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.94% |
$293 - $389
|
107
$64.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.11% |
$293 - $389
|
927
$561K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$293 - $389
|
1
$605
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.66% |
$293 - $389
|
152
$92K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.01% |
$293 - $389
|
15.3K
$9.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.22% |
$293 - $389
|
456
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.64% |
$293 - $389
|
62
$37.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$293 - $389
|
3.36K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$293 - $389
|
761
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1+ 0.08% |
$293 - $389
|
1.27K
$768K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.4% |
$293 - $389
|
248
$150K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.27% |
$293 - $389
|
366
$222K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$587 - $778
|
1.05K
$635K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2- 0.18% |
$587 - $778
|
1.14K
$689K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.41% |
$587 - $778
|
25
$15.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 0.22% |
$880 - $1.17K
|
1.39K
$841K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 1.21% |
$880 - $1.17K
|
245
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3- 0.36% |
$880 - $1.17K
|
825
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.18% |
$880 - $1.17K
|
1.68K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3- 0.23% |
$880 - $1.17K
|
1.3K
$786K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4- 0.11% |
$1.17K - $1.56K
|
3.64K
$2.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$1.47K - $1.94K
|
3.41K
$2.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5- 0.22% |
$1.47K - $1.94K
|
2.3K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 0.31% |
$1.47K - $1.94K
|
1.6K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.02% |
$1.47K - $1.94K
|
25.8K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-5- 0.33% |
$1.47K - $1.94K
|
1.53K
$926K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-6- 0.12% |
$1.76K - $2.33K
|
5.16K
$3.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7- 0.77% |
$2.05K - $2.72K
|
897
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.58% |
$2.05K - $2.72K
|
1.2K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7- 0.28% |
$2.05K - $2.72K
|
2.51K
$1.52M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 1.31% |
$2.05K - $2.72K
|
527
$319K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-8- 0.39% |
$2.35K - $3.11K
|
2.06K
$1.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-8- 0.39% |
$2.35K - $3.11K
|
2.04K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 0.61% |
$2.35K - $3.11K
|
1.3K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8- 0.55% |
$2.35K - $3.11K
|
1.45K
$875K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8- 0.64% |
$2.35K - $3.11K
|
1.24K
$750K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-9- 31.03% |
$2.64K - $3.5K
|
20
$12.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-10- 0.54% |
$2.93K - $3.89K
|
1.86K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.36% |
$2.93K - $3.89K
|
727
$440K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$2.93K - $3.89K
|
10
$6.05K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10- 0.92% |
$2.93K - $3.89K
|
1.08K
$651K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 2.41% |
$2.93K - $3.89K
|
405
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-10- 1.21% |
$2.93K - $3.89K
|
817
$495K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 0.08% |
$2.93K - $3.89K
|
12.9K
$7.79M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-11- 0.29% |
$3.23K - $4.28K
|
3.82K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11- 1.21% |
$3.23K - $4.28K
|
895
$542K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-11- 0.26% |
$3.23K - $4.28K
|
4.17K
$2.52M
|