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 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.78% |
$5.22K - $6.96K
|
2.33K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.51% |
$5.22K - $6.96K
|
3.52K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18+ 0.53% |
$5.22K - $6.96K
|
3.44K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
18+ 0.29% |
$5.22K - $6.96K
|
6.12K
$3.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
17+ 1.04% |
$4.93K - $6.57K
|
1.65K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 2.52% |
$4.93K - $6.57K
|
691
$433K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16+ 2.44% |
$4.64K - $6.18K
|
673
$421K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
16+ 0.69% |
$4.64K - $6.18K
|
2.35K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 0.81% |
$4.64K - $6.18K
|
1.99K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 15.38% |
$4.64K - $6.18K
|
120
$75.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
16+ 2.56% |
$4.64K - $6.18K
|
642
$402K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
16New |
$4.64K - $6.18K
|
16
$10K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
15+ 0.29% |
$4.35K - $5.8K
|
5.26K
$3.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
15+ 37.5% |
$4.35K - $5.8K
|
55
$34.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
15+ 0.38% |
$4.35K - $5.8K
|
4K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.33% |
$4.35K - $5.8K
|
658
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
15+ 0.11% |
$4.35K - $5.8K
|
13.3K
$8.35M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 29.41% |
$4.35K - $5.8K
|
66
$41.3K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.3% |
$4.06K - $5.41K
|
4.64K
$2.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 2.16% |
$4.06K - $5.41K
|
661
$414K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14+ 0.45% |
$4.06K - $5.41K
|
3.12K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.86% |
$4.06K - $5.41K
|
1.64K
$1.03M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14+ 0.0% |
$4.06K - $5.41K
|
28.5M
$17.9B
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 13.86% |
$4.06K - $5.41K
|
115
$72K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.78% |
$3.48K - $4.64K
|
1.55K
$971K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
12+ 0.12% |
$3.48K - $4.64K
|
10.2K
$6.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.34% |
$3.48K - $4.64K
|
907
$568K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12New |
$3.48K - $4.64K
|
12
$7.51K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
11New |
$3.19K - $4.25K
|
11
$6.89K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 1.39% |
$2.9K - $3.86K
|
727
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$2.9K - $3.86K
|
10
$6.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 76.92% |
$2.9K - $3.86K
|
23
$14.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
9+ 1.25% |
$2.61K - $3.48K
|
727
$455K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.13% |
$2.61K - $3.48K
|
807
$505K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.71% |
$2.32K - $3.09K
|
1.13K
$709K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.01% |
$2.32K - $3.09K
|
95.1K
$59.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
8+ 0.21% |
$2.32K - $3.09K
|
3.73K
$2.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8+ 0.7% |
$2.32K - $3.09K
|
1.14K
$715K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 8.51% |
$2.32K - $3.09K
|
102
$63.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
8New |
$2.32K - $3.09K
|
8
$5.01K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8+ 1.07% |
$2.32K - $3.09K
|
758
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.2% |
$2.32K - $3.09K
|
3.93K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.63% |
$2.32K - $3.09K
|
1.28K
$802K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
7+ 0.14% |
$2.03K - $2.7K
|
5K
$3.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.75% |
$1.74K - $2.32K
|
810
$507K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
6+ 0.4% |
$1.74K - $2.32K
|
1.5K
$936K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.66% |
$1.74K - $2.32K
|
918
$575K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
6+ 0.81% |
$1.74K - $2.32K
|
746
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 1.54% |
$1.74K - $2.32K
|
396
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5+ 0.04% |
$1.45K - $1.93K
|
12.5K
$7.8M
|