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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
98+ 2.39% |
$28.4K - $37.9K
|
4.2K
$2.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
98+ 15.51% |
$28.4K - $37.9K
|
730
$457K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
95+ 12.4% |
$27.5K - $36.7K
|
861
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
92+ 12.43% |
$26.7K - $35.5K
|
832
$521K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
90+ 4.59% |
$26.1K - $34.8K
|
2.05K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
90+ 4.46% |
$26.1K - $34.8K
|
2.11K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
90+ 12.38% |
$26.1K - $34.8K
|
817
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
89+ 1.52% |
$25.8K - $34.4K
|
5.94K
$3.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
86+ 0.62% |
$24.9K - $33.2K
|
13.9K
$8.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
86+ 1.28% |
$24.9K - $33.2K
|
6.81K
$4.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
85+ 0.73% |
$24.6K - $32.8K
|
11.7K
$7.32M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 5.28% |
$23.8K - $31.7K
|
1.63K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
81+ 12.27% |
$23.5K - $31.3K
|
741
$464K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
81+ 10.69% |
$23.5K - $31.3K
|
839
$525K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
80+ 26.67% |
$23.2K - $30.9K
|
380
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
80+ 3.7% |
$23.2K - $30.9K
|
2.24K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
80+ 10.6% |
$23.2K - $30.9K
|
835
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
80+ 7.19% |
$23.2K - $30.9K
|
1.19K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
79+ 5.19% |
$22.9K - $30.5K
|
1.6K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
77+ 1.7% |
$22.3K - $29.8K
|
4.6K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
76+ 8.78% |
$22K - $29.4K
|
942
$590K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
75+ 28.96% |
$21.7K - $29K
|
334
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 2.88% |
$21.7K - $29K
|
2.68K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
75+ 6.04% |
$21.7K - $29K
|
1.32K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
75+ 7.09% |
$21.7K - $29K
|
1.13K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
74+ 0.78% |
$21.5K - $28.6K
|
9.51K
$5.95M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
74New |
$21.5K - $28.6K
|
74
$46.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
73+ 4.35% |
$21.2K - $28.2K
|
1.75K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
72+ 0.26% |
$20.9K - $27.8K
|
28.1K
$17.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
71+ 3.03% |
$20.6K - $27.4K
|
2.41K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
71+ 2.24% |
$20.6K - $27.4K
|
3.24K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
70+ 2.58% |
$20.3K - $27K
|
2.79K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
70+ 2.59% |
$20.3K - $27K
|
2.77K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
70+ 1.49% |
$20.3K - $27K
|
4.77K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
68New |
$19.7K - $26.3K
|
68
$42.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
67+ 6.42% |
$19.4K - $25.9K
|
1.11K
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
67+ 10.09% |
$19.4K - $25.9K
|
731
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
67+ 33.0% |
$19.4K - $25.9K
|
270
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
66+ 3.02% |
$19.1K - $25.5K
|
2.25K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 0.6% |
$19.1K - $25.5K
|
11.1K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
66+ 0.49% |
$19.1K - $25.5K
|
13.5K
$8.44M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
66+ 5.04% |
$19.1K - $25.5K
|
1.38K
$861K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
65+ 3.62% |
$18.8K - $25.1K
|
1.86K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 9.25% |
$18.8K - $25.1K
|
768
$481K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
65+ 3.47% |
$18.8K - $25.1K
|
1.94K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
64+ 1.7% |
$18.6K - $24.7K
|
3.82K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62+ 1.7% |
$18K - $24K
|
3.7K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
62New |
$18K - $24K
|
62
$38.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
60+ 4.36% |
$17.4K - $23.2K
|
1.44K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
58+ 1.1% |
$16.8K - $22.4K
|
5.31K
$3.32M
|