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 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-136- 0.62% |
$39.4K - $52.6K
|
21.8K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-136- 7.06% |
$39.4K - $52.6K
|
1.79K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-138- 7.46% |
$40K - $53.3K
|
1.71K
$984K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-139- 5.34% |
$40.3K - $53.7K
|
2.47K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-140- 6.82% |
$40.6K - $54.1K
|
1.91K
$1.1M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-140- 6.82% |
$40.6K - $54.1K
|
1.91K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-141- 1.78% |
$40.9K - $54.5K
|
7.79K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-141- 0.68% |
$40.9K - $54.5K
|
20.5K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-142- 11.74% |
$41.2K - $54.9K
|
1.07K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-143- 4.38% |
$41.5K - $55.3K
|
3.12K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-144- 3.36% |
$41.7K - $55.6K
|
4.14K
$2.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-146- 2.53% |
$42.3K - $56.4K
|
5.62K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-146- 1.5% |
$42.3K - $56.4K
|
9.59K
$5.51M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-147- 6.22% |
$42.6K - $56.8K
|
2.22K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-147- 11.32% |
$42.6K - $56.8K
|
1.15K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-147- 12.85% |
$42.6K - $56.8K
|
997
$573K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-148- 6.87% |
$42.9K - $57.2K
|
2.01K
$1.15M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-148- 6.87% |
$42.9K - $57.2K
|
2.01K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-149- 17.7% |
$43.2K - $57.6K
|
693
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-150- 9.29% |
$43.5K - $58K
|
1.47K
$842K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-150- 11.62% |
$43.5K - $58K
|
1.14K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-150- 11.67% |
$43.5K - $58K
|
1.14K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-154- 3.64% |
$44.6K - $59.5K
|
4.08K
$2.34M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-154- 65.81% |
$44.6K - $59.5K
|
80
$46K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-155- 4.19% |
$44.9K - $59.9K
|
3.54K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-156- 24.22% |
$45.2K - $60.3K
|
488
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-157- 4.13% |
$45.5K - $60.7K
|
3.64K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-157- 0.81% |
$45.5K - $60.7K
|
19.3K
$11.1M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-160- 2.34% |
$46.4K - $61.8K
|
6.67K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-163- 3.84% |
$47.3K - $63K
|
4.08K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-164- 3.52% |
$47.5K - $63.4K
|
4.49K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-164- 5.57% |
$47.5K - $63.4K
|
2.78K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-165- 4.11% |
$47.8K - $63.8K
|
3.85K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-165- 3.52% |
$47.8K - $63.8K
|
4.52K
$2.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-166- 0.98% |
$48.1K - $64.1K
|
16.8K
$9.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-167- 6.91% |
$48.4K - $64.5K
|
2.25K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-168- 11.8% |
$48.7K - $64.9K
|
1.26K
$722K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-169- 19.14% |
$49K - $65.3K
|
714
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-170- 21.41% |
$49.3K - $65.7K
|
624
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-170- 4.44% |
$49.3K - $65.7K
|
3.66K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-170- 79.81% |
$49.3K - $65.7K
|
43
$24.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-170- 15.47% |
$49.3K - $65.7K
|
929
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-171- 0.28% |
$49.6K - $66.1K
|
60.8K
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-174- 9.82% |
$50.4K - $67.2K
|
1.6K
$918K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-175- 15.84% |
$50.7K - $67.6K
|
930
$534K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-177- 13.4% |
$51.3K - $68.4K
|
1.14K
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-177- 1.18% |
$51.3K - $68.4K
|
14.9K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-178- 6.07% |
$51.6K - $68.8K
|
2.76K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-181- 17.01% |
$52.5K - $69.9K
|
883
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-181- 4.76% |
$52.5K - $69.9K
|
3.62K
$2.08M
|