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 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-56- 3.14% |
$16.2K - $21.6K
|
1.73K
$982K
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-56- 7.71% |
$16.2K - $21.6K
|
670
$380K
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-56- 4.8% |
$16.2K - $21.6K
|
1.11K
$631K
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 1.64% |
$16.5K - $22K
|
3.42K
$1.94M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-57- 2.07% |
$16.5K - $22K
|
2.7K
$1.53M
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-58- 4.66% |
$16.8K - $22.4K
|
1.19K
$673K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-59- 4.75% |
$17.1K - $22.8K
|
1.18K
$672K
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-59- 0.33% |
$17.1K - $22.8K
|
17.8K
$10.1M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-60- 8.81% |
$17.4K - $23.2K
|
621
$353K
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-60- 5.94% |
$17.4K - $23.2K
|
950
$539K
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-60- 11.32% |
$17.4K - $23.2K
|
470
$267K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-60- 2.62% |
$17.4K - $23.2K
|
2.23K
$1.27M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-60- 2.71% |
$17.4K - $23.2K
|
2.15K
$1.22M
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-61- 42.66% |
$17.7K - $23.6K
|
82
$46.5K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-61- 1.17% |
$17.7K - $23.6K
|
5.14K
$2.92M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-62- 3.46% |
$18K - $24K
|
1.73K
$981K
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-64- 9.41% |
$18.6K - $24.7K
|
616
$350K
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-65- 0.77% |
$18.8K - $25.1K
|
8.42K
$4.78M
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-65- 8.2% |
$18.8K - $25.1K
|
728
$413K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-65- 1.21% |
$18.8K - $25.1K
|
5.32K
$3.02M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-68- 8.32% |
$19.7K - $26.3K
|
749
$425K
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-69- 9.06% |
$20K - $26.7K
|
693
$393K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-69- 3.45% |
$20K - $26.7K
|
1.93K
$1.1M
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-69- 9.84% |
$20K - $26.7K
|
632
$359K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-71- 4.82% |
$20.6K - $27.4K
|
1.4K
$796K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-72- 19.78% |
$20.9K - $27.8K
|
292
$166K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72- 10.65% |
$20.9K - $27.8K
|
604
$343K
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-73- 1.35% |
$21.2K - $28.2K
|
5.35K
$3.04M
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-74- 4.99% |
$21.5K - $28.6K
|
1.41K
$800K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-74- 2.15% |
$21.5K - $28.6K
|
3.36K
$1.91M
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75- 38.07% |
$21.7K - $29K
|
122
$69.3K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-75- 1.06% |
$21.7K - $29K
|
6.99K
$3.97M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-75- 1.5% |
$21.7K - $29K
|
4.91K
$2.79M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-76- 4.45% |
$22K - $29.4K
|
1.63K
$926K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-77- 1.69% |
$22.3K - $29.8K
|
4.48K
$2.54M
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-77- 0.27% |
$22.3K - $29.8K
|
28.4K
$16.1M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 13.12% |
$22.3K - $29.8K
|
510
$290K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79- 6.2% |
$22.9K - $30.5K
|
1.2K
$679K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-79- 12.48% |
$22.9K - $30.5K
|
554
$314K
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-79- 2.97% |
$22.9K - $30.5K
|
2.58K
$1.47M
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-80- 2.1% |
$23.2K - $30.9K
|
3.73K
$2.11M
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-80- 1.69% |
$23.2K - $30.9K
|
4.66K
$2.64M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 2.09% |
$23.2K - $30.9K
|
3.75K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-80- 5.1% |
$23.2K - $30.9K
|
1.49K
$845K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-81- 12.44% |
$23.5K - $31.3K
|
570
$324K
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-81- 1.19% |
$23.5K - $31.3K
|
6.75K
$3.83M
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-82- 5.7% |
$23.8K - $31.7K
|
1.36K
$770K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-82- 3.32% |
$23.8K - $31.7K
|
2.39K
$1.35M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-82- 0.79% |
$23.8K - $31.7K
|
10.3K
$5.86M
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-83- 4.19% |
$24.1K - $32.1K
|
1.9K
$1.08M
|