Purchases and Sales Made in Q4 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
216+ 8.59% |
$62.6K - $83.5K
|
2.73K
$1.93M
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
214New |
$62K - $82.7K
|
214
$151K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
213+ 13.99% |
$61.8K - $82.3K
|
1.74K
$1.22M
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
212+ 1.76% |
$61.5K - $81.9K
|
12.3K
$8.67M
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
210+ 11.43% |
$60.9K - $81.1K
|
2.05K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
210+ 0.95% |
$60.9K - $81.1K
|
22.2K
$15.7M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
210+ 11.43% |
$60.9K - $81.1K
|
2.05K
$1.45M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
209New |
$60.6K - $80.8K
|
209
$148K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
209+ 8.75% |
$60.6K - $80.8K
|
2.6K
$1.83M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
209+ 54.15% |
$60.6K - $80.8K
|
595
$420K
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
207+ 0.55% |
$60K - $80K
|
37.7K
$26.6M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
204+ 5.0% |
$59.1K - $78.8K
|
4.28K
$3.02M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
203+ 4.06% |
$58.9K - $78.4K
|
5.2K
$3.67M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
202+ 11.24% |
$58.6K - $78.1K
|
2K
$1.41M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$58K - $77.3K
|
200
$141K
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 2.56% |
$58K - $77.3K
|
8.02K
$5.66M
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 16.16% |
$58K - $77.3K
|
1.44K
$1.01M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
197+ 10.85% |
$57.1K - $76.1K
|
2.01K
$1.42M
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
189+ 7.19% |
$54.8K - $73K
|
2.82K
$1.99M
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
189+ 0.23% |
$54.8K - $73K
|
82.3K
$58.1M
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
189+ 7.19% |
$54.8K - $73K
|
2.82K
$1.99M
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
187+ 0.44% |
$54.2K - $72.3K
|
42.8K
$30.2M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
187New |
$54.2K - $72.3K
|
187
$132K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
186New |
$53.9K - $71.9K
|
186
$131K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
185+ 0.74% |
$53.6K - $71.5K
|
25.1K
$17.7M
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
184+ 0.45% |
$53.3K - $71.1K
|
41.1K
$29M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
183New |
$53.1K - $70.7K
|
183
$129K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
181+ 19.3% |
$52.5K - $69.9K
|
1.12K
$790K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
180+ 11.47% |
$52.2K - $69.6K
|
1.75K
$1.23M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
179+ 8.57% |
$51.9K - $69.2K
|
2.27K
$1.6M
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
176+ 3.76% |
$51K - $68K
|
4.85K
$3.42M
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
175+ 1.31% |
$50.7K - $67.6K
|
13.6K
$9.57M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
174+ 8.55% |
$50.4K - $67.2K
|
2.21K
$1.56M
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
173+ 1.09% |
$50.2K - $66.8K
|
16K
$11.3M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
173+ 0.61% |
$50.2K - $66.8K
|
28.5K
$20.1M
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
172+ 1.53% |
$49.9K - $66.5K
|
11.4K
$8.07M
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
170+ 0.52% |
$49.3K - $65.7K
|
33.2K
$23.4M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
169+ 31.95% |
$49K - $65.3K
|
698
$493K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
167+ 140.34% |
$48.4K - $64.5K
|
286
$202K
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
166+ 0.71% |
$48.1K - $64.1K
|
23.5K
$16.6M
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
163+ 6.77% |
$47.3K - $63K
|
2.57K
$1.81M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
163New |
$47.3K - $63K
|
163
$115K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
160+ 6.8% |
$46.4K - $61.8K
|
2.51K
$1.77M
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
160+ 5.46% |
$46.4K - $61.8K
|
3.09K
$2.18M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
160+ 24.92% |
$46.4K - $61.8K
|
802
$566K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
158+ 2.75% |
$45.8K - $61.1K
|
5.91K
$4.17M
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
154+ 8.68% |
$44.6K - $59.5K
|
1.93K
$1.36M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
153+ 17.35% |
$44.4K - $59.1K
|
1.04K
$731K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
152+ 11.52% |
$44.1K - $58.7K
|
1.47K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
152+ 9.15% |
$44.1K - $58.7K
|
1.81K
$1.28M
|