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 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-187- 15.75% |
$54.2K - $72.3K
|
1K
$575K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-189- 2.95% |
$54.8K - $73K
|
6.23K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-190- 9.84% |
$55.1K - $73.4K
|
1.74K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-190- 17.27% |
$55.1K - $73.4K
|
910
$523K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-193- 0.67% |
$56K - $74.6K
|
28.7K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-193- 4.2% |
$56K - $74.6K
|
4.4K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-194- 20.49% |
$56.2K - $75K
|
753
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-195- 12.25% |
$56.5K - $75.3K
|
1.4K
$803K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-199- 20.71% |
$57.7K - $76.9K
|
762
$438K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 2.29% |
$58K - $77.3K
|
8.55K
$4.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-200- 3.15% |
$58K - $77.3K
|
6.15K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 5.49% |
$58K - $77.3K
|
3.44K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 2.53% |
$58K - $77.3K
|
7.7K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-200- 7.07% |
$58K - $77.3K
|
2.63K
$1.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-204- 7.86% |
$59.1K - $78.8K
|
2.39K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-206- 86.55% |
$59.7K - $79.6K
|
32
$18.4K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-207- 3.89% |
$60K - $80K
|
5.12K
$2.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-210- 18.49% |
$60.9K - $81.1K
|
926
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-210- 4.79% |
$60.9K - $81.1K
|
4.18K
$2.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-212- 4.39% |
$61.5K - $81.9K
|
4.61K
$2.65M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-213- 2.68% |
$61.8K - $82.3K
|
7.74K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 19.1% |
$61.8K - $82.3K
|
902
$518K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-216- 1.29% |
$62.6K - $83.5K
|
16.5K
$9.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-216- 0.44% |
$62.6K - $83.5K
|
49.4K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-217- 16.82% |
$62.9K - $83.9K
|
1.07K
$617K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-220- 35.09% |
$63.8K - $85K
|
407
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-222- 0.87% |
$64.4K - $85.8K
|
25.4K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-224- 6.65% |
$64.9K - $86.6K
|
3.15K
$1.81M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 8.9% |
$65.2K - $86.9K
|
2.3K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-225- 31.73% |
$65.2K - $86.9K
|
484
$278K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-225- 41.98% |
$65.2K - $86.9K
|
311
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-229- 13.38% |
$66.4K - $88.5K
|
1.48K
$852K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-231- 1.22% |
$67K - $89.3K
|
18.8K
$10.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 8.09% |
$68.7K - $91.6K
|
2.69K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-238- 3.1% |
$69K - $92K
|
7.44K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-239- 9.86% |
$69.3K - $92.4K
|
2.18K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-240- 2.28% |
$69.6K - $92.7K
|
10.3K
$5.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-243- 14.59% |
$70.4K - $93.9K
|
1.42K
$817K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-246- 5.6% |
$71.3K - $95.1K
|
4.15K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-247- 18.9% |
$71.6K - $95.4K
|
1.06K
$609K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-250- 20.0% |
$72.5K - $96.6K
|
1K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-251- 11.07% |
$72.8K - $97K
|
2.02K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-252- 2.03% |
$73.1K - $97.4K
|
12.2K
$7M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-254- 2.99% |
$73.6K - $98.1K
|
8.24K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-254Closed |
$73.6K - $98.1K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-256- 79.01% |
$74.2K - $98.9K
|
68
$39.1K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-259- 0.69% |
$75.1K - $100K
|
37.1K
$21.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-260- 6.68% |
$75.4K - $100K
|
3.63K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-260- 4.76% |
$75.4K - $100K
|
5.2K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-260- 3.0% |
$75.4K - $100K
|
8.4K
$4.83M
|