Purchases and Sales Made in Q4 2024 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q4 2024. 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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 2.33% |
$124K - $156K
|
11.3K
$6.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
252+ 41.24% |
$122K - $153K
|
863
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
252+ 4.3% |
$122K - $153K
|
6.12K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
251+ 8.99% |
$122K - $153K
|
3.04K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
250+ 41.67% |
$122K - $152K
|
850
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
246+ 210.26% |
$120K - $150K
|
363
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
246+ 9.01% |
$120K - $150K
|
2.98K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
239+ 42.3% |
$116K - $145K
|
804
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
238+ 4.39% |
$116K - $145K
|
5.66K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
236+ 3.39% |
$115K - $144K
|
7.2K
$4.05M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
236+ 8.81% |
$115K - $144K
|
2.92K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
235+ 33.91% |
$114K - $143K
|
928
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
230+ 3.57% |
$112K - $140K
|
6.67K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
228+ 9.91% |
$111K - $139K
|
2.53K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
227+ 7.0% |
$110K - $138K
|
3.47K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
226+ 2.36% |
$110K - $138K
|
9.79K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
223+ 24.72% |
$108K - $136K
|
1.13K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
223+ 29.73% |
$108K - $136K
|
973
$547K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
223+ 19.22% |
$108K - $136K
|
1.38K
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
221+ 30.36% |
$107K - $134K
|
949
$534K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
220New |
$107K - $134K
|
220
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
219New |
$106K - $133K
|
219
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
218+ 2.11% |
$106K - $133K
|
10.5K
$5.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
217+ 2.33% |
$105K - $132K
|
9.53K
$5.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
217+ 5.21% |
$105K - $132K
|
4.38K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
217+ 5.61% |
$105K - $132K
|
4.09K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
216+ 1.62% |
$105K - $131K
|
13.5K
$7.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
215+ 1.74% |
$105K - $131K
|
12.6K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
213+ 2.78% |
$104K - $130K
|
7.88K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
213+ 2.92% |
$104K - $130K
|
7.51K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
213+ 39.3% |
$104K - $130K
|
755
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
212+ 25.45% |
$103K - $129K
|
1.05K
$588K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
212New |
$103K - $129K
|
212
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
209+ 5.27% |
$102K - $127K
|
4.17K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
205+ 3.69% |
$99.7K - $125K
|
5.77K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
200New |
$97.2K - $122K
|
200
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
199+ 5.9% |
$96.7K - $121K
|
3.57K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
195New |
$94.8K - $119K
|
195
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
192+ 37.35% |
$93.3K - $117K
|
706
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
189+ 3.6% |
$91.9K - $115K
|
5.45K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
188+ 0.58% |
$91.4K - $114K
|
32.6K
$18.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
188+ 70.94% |
$91.4K - $114K
|
453
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
186+ 15.37% |
$90.4K - $113K
|
1.4K
$786K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
182New |
$88.5K - $111K
|
182
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
179+ 3.65% |
$87K - $109K
|
5.09K
$2.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
176+ 48.89% |
$85.6K - $107K
|
536
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
176+ 8.14% |
$85.6K - $107K
|
2.34K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
175+ 2.28% |
$85.1K - $106K
|
7.86K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
175+ 10.02% |
$85.1K - $106K
|
1.92K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
171+ 4.69% |
$83.1K - $104K
|
3.82K
$2.15M
|