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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 9.52% |
$1.16K - $1.55K
|
38
$22K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.41% |
$1.16K - $1.55K
|
972
$564K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.26% |
$1.16K - $1.55K
|
1.51K
$877K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5- 0.47% |
$1.45K - $1.93K
|
1.05K
$611K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5- 0.22% |
$1.45K - $1.93K
|
2.31K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-5- 0.67% |
$1.45K - $1.93K
|
741
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-5- 0.13% |
$1.45K - $1.93K
|
3.88K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.92% |
$1.45K - $1.93K
|
538
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-5- 0.47% |
$1.45K - $1.93K
|
1.07K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-5- 0.8% |
$1.45K - $1.93K
|
617
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5- 45.45% |
$1.45K - $1.93K
|
6
$3.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 0.12% |
$1.74K - $2.32K
|
4.98K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 3.51% |
$1.74K - $2.32K
|
165
$95.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-6- 0.6% |
$1.74K - $2.32K
|
993
$576K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-7- 0.27% |
$2.03K - $2.7K
|
2.57K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7- 0.17% |
$2.03K - $2.7K
|
4.16K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-7- 0.21% |
$2.03K - $2.7K
|
3.32K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7- 77.78% |
$2.03K - $2.7K
|
2
$1.16K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-8- 0.68% |
$2.32K - $3.09K
|
1.17K
$680K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-8- 0.18% |
$2.32K - $3.09K
|
4.52K
$2.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 1.22% |
$2.32K - $3.09K
|
647
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9- 0.06% |
$2.61K - $3.48K
|
15.4K
$8.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-10- 0.43% |
$2.9K - $3.86K
|
2.32K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.92% |
$2.9K - $3.86K
|
332
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-10- 0.2% |
$2.9K - $3.86K
|
5.07K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-10- 0.53% |
$2.9K - $3.86K
|
1.89K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.46% |
$2.9K - $3.86K
|
2.16K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11- 0.61% |
$3.19K - $4.25K
|
1.78K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.59% |
$3.19K - $4.25K
|
1.84K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.59% |
$3.19K - $4.25K
|
1.84K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 37.93% |
$3.19K - $4.25K
|
18
$10.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-11- 78.57% |
$3.19K - $4.25K
|
3
$1.74K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-12- 0.52% |
$3.48K - $4.64K
|
2.28K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 2.74% |
$3.48K - $4.64K
|
426
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12- -0.0% |
$3.48K - $4.64K
|
653K
$379M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-12- 0.29% |
$3.48K - $4.64K
|
4.08K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-12- 0.88% |
$3.48K - $4.64K
|
1.35K
$783K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13- 0.16% |
$3.77K - $5.02K
|
7.88K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13- 0.88% |
$3.77K - $5.02K
|
1.47K
$851K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-14- 0.44% |
$4.06K - $5.41K
|
3.15K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-14- 1.06% |
$4.06K - $5.41K
|
1.3K
$755K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-14- 0.62% |
$4.06K - $5.41K
|
2.26K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 1.39% |
$4.06K - $5.41K
|
993
$576K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-14- 1.85% |
$4.06K - $5.41K
|
741
$430K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-15- 0.86% |
$4.35K - $5.8K
|
1.73K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-15- 0.22% |
$4.35K - $5.8K
|
6.75K
$3.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-15- 0.09% |
$4.35K - $5.8K
|
17K
$9.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.61% |
$4.35K - $5.8K
|
2.46K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.86% |
$4.35K - $5.8K
|
1.73K
$1M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-16- 0.55% |
$4.64K - $6.18K
|
2.91K
$1.69M
|