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
|
New Potomac Partners, LLC
|
BUY
|
- |
627New |
$182K - $242K
|
627
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
625New |
$181K - $242K
|
625
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
624New |
$181K - $241K
|
624
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
624New |
$181K - $241K
|
624
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
623+ 7.42% |
$181K - $241K
|
9.02K
$5.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
622+ 5.04% |
$180K - $240K
|
13K
$7.45M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
620New |
$180K - $240K
|
620
$356K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
617+ 34.82% |
$179K - $238K
|
2.39K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
617+ 5.65% |
$179K - $238K
|
11.5K
$6.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
617+ 3.93% |
$179K - $238K
|
16.3K
$9.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
614New |
$178K - $237K
|
614
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
614New |
$178K - $237K
|
614
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
613New |
$178K - $237K
|
613
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
612+ 31.07% |
$177K - $236K
|
2.58K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
611+ 3.13% |
$177K - $236K
|
20.1K
$11.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
609New |
$177K - $235K
|
609
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
609New |
$177K - $235K
|
609
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
608+ 20.86% |
$176K - $235K
|
3.52K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
608+ 5.53% |
$176K - $235K
|
11.6K
$6.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
604+ 18.23% |
$175K - $233K
|
3.92K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
603New |
$175K - $233K
|
603
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
600New |
$174K - $232K
|
600
$345K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
600New |
$174K - $232K
|
600
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Unison Asset Management LLC
|
BUY
|
- |
600New |
$174K - $232K
|
600
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
600New |
$174K - $232K
|
600
$345K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
599New |
$174K - $231K
|
599
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
599+ 4.61% |
$174K - $231K
|
13.6K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
598New |
$173K - $231K
|
598
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
596New |
$173K - $230K
|
596
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
595New |
$172K - $230K
|
595
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
595+ 32.08% |
$172K - $230K
|
2.45K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
595New |
$172K - $230K
|
595
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
593New |
$172K - $229K
|
593
$341K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
592New |
$172K - $229K
|
592
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
592New |
$172K - $229K
|
592
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
587+ 113.32% |
$170K - $227K
|
1.11K
$635K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
587New |
$170K - $227K
|
587
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
586New |
$170K - $226K
|
586
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
586New |
$170K - $226K
|
586
$337K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
584New |
$169K - $226K
|
584
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
584New |
$169K - $226K
|
584
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
581New |
$168K - $225K
|
581
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
579New |
$168K - $224K
|
579
$333K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
574New |
$166K - $222K
|
574
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
573New |
$166K - $221K
|
573
$329K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
572New |
$166K - $221K
|
572
$329K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
571New |
$166K - $221K
|
571
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
570New |
$165K - $220K
|
570
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
568New |
$165K - $219K
|
568
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
567New |
$164K - $219K
|
567
$326K
|