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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.79KNew |
$520K - $692K
|
1.79K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.77KNew |
$512K - $683K
|
1.77K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 56.82% |
$506K - $674K
|
4.82K
$2.77M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$506K - $674K
|
1.74K
$1M
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.74KNew |
$504K - $672K
|
1.74K
$999K
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.73KNew |
$501K - $668K
|
1.73K
$994K
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.69K+ 112.48% |
$488K - $651K
|
3.18K
$1.83M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.69KNew |
$488K - $651K
|
1.69K
$968K
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
1.65K+ 180.7% |
$478K - $637K
|
2.56K
$1.47M
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.63K+ 17.32% |
$471K - $628K
|
11K
$6.32M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.62K+ 31.45% |
$470K - $627K
|
6.78K
$3.9M
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
1.62K+ 4.71% |
$470K - $626K
|
36K
$20.7M
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.6K+ 38.33% |
$464K - $618K
|
5.77K
$3.32M
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.58KNew |
$459K - $612K
|
1.58K
$910K
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.57KNew |
$456K - $608K
|
1.57K
$905K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.52K+ 36.02% |
$441K - $588K
|
5.75K
$3.3M
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.5KNew |
$435K - $580K
|
1.5K
$862K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.49K+ 14.15% |
$433K - $577K
|
12.1K
$6.93M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
$426K - $568K
|
1.47K
$845K
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.46KNew |
$422K - $563K
|
1.46K
$837K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.46KNew |
$422K - $562K
|
1.46K
$836K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.44K+ 4.08% |
$417K - $556K
|
36.7K
$21.1M
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.4K+ 17.42% |
$407K - $543K
|
9.46K
$5.44M
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 4.08% |
$406K - $541K
|
35.7K
$20.5M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.4K+ 36.34% |
$405K - $539K
|
5.24K
$3.01M
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.39KNew |
$402K - $536K
|
1.39K
$797K
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 91.23% |
$401K - $534K
|
2.9K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 213.55% |
$397K - $530K
|
2.01K
$1.16M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.36K+ 19.47% |
$393K - $524K
|
8.32K
$4.78M
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.36K+ 47.39% |
$393K - $524K
|
4.21K
$2.42M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.35K+ 16.48% |
$393K - $523K
|
9.57K
$5.5M
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.35KNew |
$392K - $523K
|
1.35K
$778K
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$389K - $518K
|
1.34K
$771K
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.34K+ 0.73% |
$388K - $517K
|
185K
$106M
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
1.34KNew |
$387K - $516K
|
1.34K
$768K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$385K - $513K
|
1.33K
$763K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.31KNew |
$379K - $505K
|
1.31K
$751K
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.3KNew |
$378K - $503K
|
1.3K
$749K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.3KNew |
$377K - $502K
|
1.3K
$747K
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.27KNew |
$369K - $492K
|
1.27K
$732K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.27K+ 38.0% |
$368K - $491K
|
4.61K
$2.65M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 38.0% |
$368K - $491K
|
4.61K
$2.65M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26K+ 110.24% |
$365K - $487K
|
2.4K
$1.38M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.25K+ 5.02% |
$362K - $482K
|
26.1K
$15M
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.24K+ 59.56% |
$360K - $480K
|
3.33K
$1.91M
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.24KNew |
$359K - $478K
|
1.24K
$711K
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.22KNew |
$353K - $471K
|
1.22K
$701K
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.2KNew |
$349K - $465K
|
1.2K
$691K
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.2KNew |
$348K - $463K
|
1.2K
$689K
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1.18K+ 3.57% |
$342K - $456K
|
34.2K
$19.7M
|