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
|
Equitable Trust CO
|
BUY
|
- |
1.17K+ 16.19% |
$340K - $454K
|
8.43K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 41.8% |
$335K - $447K
|
3.93K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.15K+ 7.13% |
$335K - $446K
|
17.3K
$9.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.14K+ 10.93% |
$330K - $439K
|
11.5K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.13K+ 8.14% |
$328K - $437K
|
15K
$8.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.12K+ 40.53% |
$326K - $434K
|
3.89K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.12K+ 3.71% |
$324K - $432K
|
31.2K
$17.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.09KNew |
$315K - $420K
|
1.09K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.08K+ 103.54% |
$314K - $418K
|
2.13K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.05KNew |
$304K - $405K
|
1.05K
$603K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.04KNew |
$302K - $402K
|
1.04K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.03K+ 31.4% |
$299K - $399K
|
4.32K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1K+ 121.95% |
$290K - $386K
|
1.82K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
997New |
$289K - $385K
|
997
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
993+ 92.29% |
$288K - $384K
|
2.07K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
991+ 12.96% |
$287K - $383K
|
8.64K
$4.96M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
987+ 9.01% |
$286K - $381K
|
11.9K
$6.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
975New |
$283K - $377K
|
975
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
973+ 36.8% |
$282K - $376K
|
3.62K
$2.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
970+ 0.88% |
$281K - $375K
|
111K
$64M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
964+ 73.53% |
$279K - $372K
|
2.28K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
963+ 2.58% |
$279K - $372K
|
38.2K
$22M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
961+ 23.58% |
$279K - $371K
|
5.04K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
958New |
$278K - $370K
|
958
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
958+ 3.44% |
$278K - $370K
|
28.8K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
948+ 3.67% |
$275K - $366K
|
26.8K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
948+ 19.57% |
$275K - $366K
|
5.79K
$3.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
938New |
$272K - $362K
|
938
$539K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
933+ 24.27% |
$270K - $361K
|
4.78K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
930New |
$270K - $359K
|
930
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
925New |
$268K - $357K
|
925
$532K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
903New |
$262K - $349K
|
903
$519K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
900New |
$261K - $348K
|
900
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
898+ 528.24% |
$260K - $347K
|
1.07K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
888+ 0.17% |
$257K - $343K
|
530K
$304M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
881+ 12.78% |
$255K - $340K
|
7.78K
$4.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
877+ 29.87% |
$254K - $339K
|
3.81K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
877+ 7.52% |
$254K - $339K
|
12.5K
$7.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
877+ 14.84% |
$254K - $339K
|
6.79K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
877+ 9.14% |
$254K - $339K
|
10.5K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
867New |
$251K - $335K
|
867
$498K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
864New |
$250K - $334K
|
864
$497K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
862New |
$250K - $333K
|
862
$495K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
858New |
$249K - $332K
|
858
$493K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
857+ 3.06% |
$248K - $331K
|
28.8K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
857+ 11.73% |
$248K - $331K
|
8.17K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
831+ 10.92% |
$241K - $321K
|
8.44K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
830New |
$241K - $321K
|
830
$477K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
824+ 19.11% |
$239K - $318K
|
5.14K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
819+ 4.69% |
$237K - $316K
|
18.3K
$10.5M
|