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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-356- 0.24% |
$103K - $138K
|
151K
$107M
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-357- 28.74% |
$103K - $138K
|
885
$625K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-357- 4.41% |
$103K - $138K
|
7.73K
$5.46M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-358- 6.32% |
$104K - $138K
|
5.3K
$3.74M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-359- 12.08% |
$104K - $139K
|
2.61K
$1.84M
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-359- 25.75% |
$104K - $139K
|
1.04K
$731K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-360- 40.72% |
$104K - $139K
|
524
$370K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-365- 2.68% |
$106K - $141K
|
13.3K
$9.37M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-370- 2.87% |
$107K - $143K
|
12.5K
$8.84M
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-371- 29.7% |
$108K - $143K
|
878
$620K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-374- 2.9% |
$108K - $145K
|
12.5K
$8.83M
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-380- 2.2% |
$110K - $147K
|
16.9K
$11.9M
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-384- 0.91% |
$111K - $148K
|
42K
$29.7M
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-389- 8.17% |
$113K - $150K
|
4.38K
$3.09M
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-391- 23.15% |
$113K - $151K
|
1.3K
$916K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-400- 33.11% |
$116K - $155K
|
808
$570K
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-400- 2.47% |
$116K - $155K
|
15.8K
$11.2M
|
|
Feb 13, 2024
Q4 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-405- 2.38% |
$117K - $156K
|
16.6K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-407- 7.6% |
$118K - $157K
|
4.95K
$3.49M
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-409- 18.77% |
$119K - $158K
|
1.77K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-410- 61.75% |
$119K - $158K
|
254
$179K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-413- 56.11% |
$120K - $160K
|
323
$228K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-414- 1.39% |
$120K - $160K
|
29.4K
$20.7M
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-417- 1.44% |
$121K - $161K
|
28.5K
$20.1M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-419- 3.16% |
$121K - $162K
|
12.8K
$9.07M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-425- 25.42% |
$123K - $164K
|
1.25K
$880K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-427- 1.8% |
$124K - $165K
|
23.3K
$16.4M
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-432- 4.22% |
$125K - $167K
|
9.8K
$6.92M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-433- 1.2% |
$126K - $167K
|
35.6K
$25.1M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-434- 16.16% |
$126K - $168K
|
2.25K
$1.59M
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-440- 14.25% |
$128K - $170K
|
2.65K
$1.87M
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-446- 19.07% |
$129K - $172K
|
1.89K
$1.34M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-448- 9.18% |
$130K - $173K
|
4.43K
$3.13M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-448- 6.08% |
$130K - $173K
|
6.92K
$4.89M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-450- 8.56% |
$130K - $174K
|
4.81K
$3.39M
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-451- 1.74% |
$131K - $174K
|
25.5K
$18M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-464- 27.8% |
$135K - $179K
|
1.21K
$851K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-473- 8.97% |
$137K - $183K
|
4.8K
$3.39M
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-477- 3.63% |
$138K - $184K
|
12.7K
$8.93M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-490- 42.06% |
$142K - $189K
|
675
$476K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-493- 0.86% |
$143K - $191K
|
57.1K
$40.3M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-497- 31.52% |
$144K - $192K
|
1.08K
$762K
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-512- 71.91% |
$148K - $198K
|
200
$141K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-513- 9.52% |
$149K - $198K
|
4.87K
$3.44M
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-518- 3.99% |
$150K - $200K
|
12.5K
$8.81M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-524- 1.81% |
$152K - $202K
|
28.5K
$20.1M
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-528- 2.35% |
$153K - $204K
|
22K
$15.5M
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-541- 17.59% |
$157K - $209K
|
2.53K
$1.79M
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-543- 1.89% |
$157K - $210K
|
28.2K
$19.9M
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-548- 46.36% |
$159K - $212K
|
634
$448K
|