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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
57+ 6.01% |
$16.5K - $22K
|
1.01K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.33% |
$16.5K - $22K
|
17.1K
$9.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
57+ 4.15% |
$16.5K - $22K
|
1.43K
$835K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
57New |
$16.5K - $22K
|
57
$33.3K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
55+ 1.67% |
$15.9K - $21.3K
|
3.35K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
54+ 0.93% |
$15.7K - $20.9K
|
5.88K
$3.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
54+ 0.19% |
$15.7K - $20.9K
|
29K
$16.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
54+ 8.74% |
$15.7K - $20.9K
|
672
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
54+ 0.35% |
$15.7K - $20.9K
|
15.3K
$8.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53+ 8.23% |
$15.4K - $20.5K
|
697
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
52+ 7.8% |
$15.1K - $20.1K
|
719
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
52+ 2.91% |
$15.1K - $20.1K
|
1.84K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
52+ 0.69% |
$15.1K - $20.1K
|
7.62K
$4.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
51+ 2.83% |
$14.8K - $19.7K
|
1.86K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
51New |
$14.8K - $19.7K
|
51
$29.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
51+ 0.24% |
$14.8K - $19.7K
|
21.3K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
50New |
$14.5K - $19.3K
|
50
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
50+ 4.81% |
$14.5K - $19.3K
|
1.09K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
50+ 3.09% |
$14.5K - $19.3K
|
1.67K
$973K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
49+ 3.91% |
$14.2K - $18.9K
|
1.3K
$760K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
48+ 0.14% |
$13.9K - $18.5K
|
34.6K
$20.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 2.99% |
$13.9K - $18.5K
|
1.65K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
48+ 1.84% |
$13.9K - $18.5K
|
2.66K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 3.81% |
$13K - $17.4K
|
1.23K
$716K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
45+ 1.05% |
$13K - $17.4K
|
4.35K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
44+ 4.47% |
$12.8K - $17K
|
1.03K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
44+ 1.45% |
$12.8K - $17K
|
3.08K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44+ 1.71% |
$12.8K - $17K
|
2.62K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
43+ 0.78% |
$12.5K - $16.6K
|
5.55K
$3.23M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
43New |
$12.5K - $16.6K
|
43
$25.1K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
42+ 1.68% |
$12.2K - $16.2K
|
2.54K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
41+ 0.86% |
$11.9K - $15.8K
|
4.78K
$2.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 2.89% |
$11.9K - $15.8K
|
1.46K
$853K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
41New |
$11.9K - $15.8K
|
41
$23.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
40+ 1.91% |
$11.6K - $15.5K
|
2.14K
$1.25M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
40New |
$11.6K - $15.5K
|
40
$23.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
40+ 0.76% |
$11.6K - $15.5K
|
5.3K
$3.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 5.91% |
$11.3K - $15.1K
|
699
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
39+ 3.63% |
$11.3K - $15.1K
|
1.11K
$649K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
38+ 14.45% |
$11K - $14.7K
|
301
$176K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
37+ 3.58% |
$10.7K - $14.3K
|
1.07K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
37+ 3.01% |
$10.7K - $14.3K
|
1.27K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
36+ 1.5% |
$10.4K - $13.9K
|
2.44K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
36+ 0.23% |
$10.4K - $13.9K
|
15.7K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36+ 1.51% |
$10.4K - $13.9K
|
2.42K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$10.1K - $13.5K
|
35
$20.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
33+ 3.14% |
$9.57K - $12.8K
|
1.08K
$632K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33+ 0.75% |
$9.57K - $12.8K
|
4.45K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
32+ 4.79% |
$9.28K - $12.4K
|
700
$408K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
31+ 0.38% |
$8.99K - $12K
|
8.11K
$4.73M
|