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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$8.99K - $12K
|
31
$18.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 20.41% |
$8.7K - $11.6K
|
177
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 8.57% |
$8.7K - $11.6K
|
380
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
30New |
$8.7K - $11.6K
|
30
$17.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
30+ 8.52% |
$8.7K - $11.6K
|
382
$223K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
30New |
$8.7K - $11.6K
|
30
$17.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29New |
$8.41K - $11.2K
|
29
$16.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
29+ 0.66% |
$8.41K - $11.2K
|
4.44K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
29+ 7.53% |
$8.41K - $11.2K
|
414
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29+ 0.66% |
$8.41K - $11.2K
|
4.43K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
28+ 1.44% |
$8.12K - $10.8K
|
1.97K
$1.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
BUY
|
- |
27+ 4.25% |
$7.83K - $10.4K
|
662
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
27+ 0.23% |
$7.83K - $10.4K
|
11.8K
$6.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.78% |
$7.54K - $10K
|
3.38K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 0.38% |
$7.54K - $10K
|
6.87K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
26+ 2.1% |
$7.54K - $10K
|
1.26K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26+ 3.03% |
$7.54K - $10K
|
885
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
26+ 1.47% |
$7.54K - $10K
|
1.79K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
26+ 3.16% |
$7.54K - $10K
|
848
$495K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26+ 1.62% |
$7.54K - $10K
|
1.63K
$949K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
25+ 100.0% |
$7.25K - $9.66K
|
50
$29.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25+ 3.84% |
$7.25K - $9.66K
|
676
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
25+ 2.57% |
$7.25K - $9.66K
|
997
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
25New |
$7.25K - $9.66K
|
25
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 0.1% |
$7.25K - $9.66K
|
25K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 6.93% |
$7.25K - $9.66K
|
386
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
24+ 0.42% |
$6.96K - $9.27K
|
5.81K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 1.58% |
$6.96K - $9.27K
|
1.54K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 12.18% |
$6.96K - $9.27K
|
221
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 2.9% |
$6.96K - $9.27K
|
853
$498K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
23+ 15.23% |
$6.67K - $8.89K
|
174
$102K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
23+ 2.25% |
$6.67K - $8.89K
|
1.05K
$610K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23New |
$6.67K - $8.89K
|
23
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23+ 2.66% |
$6.67K - $8.89K
|
887
$517K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23+ 1.36% |
$6.67K - $8.89K
|
1.71K
$998K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
22+ 0.16% |
$6.38K - $8.5K
|
13.7K
$8M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22+ 0.07% |
$6.38K - $8.5K
|
31.6K
$18.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 0.3% |
$6.09K - $8.11K
|
6.96K
$4.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
21+ 1.95% |
$6.09K - $8.11K
|
1.1K
$641K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21+ 19.81% |
$6.09K - $8.11K
|
127
$74.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.21% |
$5.8K - $7.73K
|
1.67K
$973K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
20+ 0.53% |
$5.8K - $7.73K
|
3.83K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 7.3% |
$5.8K - $7.73K
|
294
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20New |
$5.8K - $7.73K
|
20
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 2.44% |
$5.8K - $7.73K
|
839
$489K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
19New |
$5.51K - $7.34K
|
19
$11.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
19+ 1.88% |
$5.51K - $7.34K
|
1.03K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
19New |
$5.51K - $7.34K
|
19
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19+ 2.02% |
$5.51K - $7.34K
|
961
$561K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19+ 0.26% |
$5.51K - $7.34K
|
7.47K
$4.36M
|