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 |
---|---|---|---|---|---|---|---|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
152+ 0.91% |
$44.1K - $58.7K
|
16.9K
$11.9M
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
148New |
$42.9K - $57.2K
|
148
$104K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
147New |
$42.6K - $56.8K
|
147
$104K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
147+ 4.25% |
$42.6K - $56.8K
|
3.6K
$2.54M
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
145+ 0.99% |
$42K - $56K
|
14.8K
$10.5M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
145+ 1.99% |
$42K - $56K
|
7.42K
$5.24M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
143New |
$41.5K - $55.3K
|
143
$101K
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
142+ 15.87% |
$41.2K - $54.9K
|
1.04K
$732K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
142New |
$41.2K - $54.9K
|
142
$100K
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
140+ 0.07% |
$40.6K - $54.1K
|
196K
$139M
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
139+ 4.36% |
$40.3K - $53.7K
|
3.33K
$2.35M
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
139+ 5.58% |
$40.3K - $53.7K
|
2.63K
$1.86M
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
138+ 35.66% |
$40K - $53.3K
|
525
$371K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
137+ 5.3% |
$39.7K - $52.9K
|
2.72K
$1.92M
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
137+ 11.8% |
$39.7K - $52.9K
|
1.3K
$916K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
134+ 4.64% |
$38.8K - $51.8K
|
3.02K
$2.13M
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
134+ 5.29% |
$38.8K - $51.8K
|
2.67K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
134+ 2.4% |
$38.8K - $51.8K
|
5.72K
$4.04M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
132+ 2.12% |
$38.3K - $51K
|
6.34K
$4.48M
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
130+ 0.73% |
$37.7K - $50.2K
|
17.9K
$12.7M
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
130+ 17.47% |
$37.7K - $50.2K
|
874
$617K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
130+ 7.27% |
$37.7K - $50.2K
|
1.92K
$1.35M
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
129+ 9.5% |
$37.4K - $49.8K
|
1.49K
$1.05M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
125+ 0.37% |
$36.2K - $48.3K
|
33.7K
$23.8M
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
125+ 1.62% |
$36.2K - $48.3K
|
7.84K
$5.54M
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
125+ 85.62% |
$36.2K - $48.3K
|
271
$191K
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
124+ 1.48% |
$35.9K - $47.9K
|
8.5K
$6M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
123+ 5.81% |
$35.7K - $47.5K
|
2.24K
$1.58M
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
123+ 13.11% |
$35.7K - $47.5K
|
1.06K
$749K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
119+ 5.78% |
$34.5K - $46K
|
2.18K
$1.54M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
117+ 4.45% |
$33.9K - $45.2K
|
2.75K
$1.94M
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
117+ 1.46% |
$33.9K - $45.2K
|
8.14K
$5.75M
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
117+ 0.17% |
$33.9K - $45.2K
|
69.3K
$48.9M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
117+ 6.59% |
$33.9K - $45.2K
|
1.89K
$1.34M
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
116+ 527.27% |
$33.6K - $44.8K
|
138
$97.4K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
116+ 0.4% |
$33.6K - $44.8K
|
29.3K
$20.7M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
116+ 2.39% |
$33.6K - $44.8K
|
4.97K
$3.51M
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
115+ 13.99% |
$33.3K - $44.4K
|
937
$661K
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
114+ 0.59% |
$33K - $44.1K
|
19.5K
$13.8M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
113+ 8.16% |
$32.8K - $43.7K
|
1.5K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113+ 9.7% |
$32.8K - $43.7K
|
1.28K
$902K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$31.6K - $42.1K
|
109
$76.9K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
109+ 3.59% |
$31.6K - $42.1K
|
3.14K
$2.22M
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
108+ 1.37% |
$31.3K - $41.7K
|
8.01K
$5.65M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
108+ 10.93% |
$31.3K - $41.7K
|
1.1K
$774K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
107+ 4.72% |
$31K - $41.3K
|
2.38K
$1.68M
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
107+ 4.27% |
$31K - $41.3K
|
2.61K
$1.85M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
106+ 11.52% |
$30.7K - $41K
|
1.03K
$724K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
105New |
$30.4K - $40.6K
|
105
$74.1K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
103+ 14.39% |
$29.9K - $39.8K
|
819
$578K
|