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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 3.03% |
$26.7K - $33.5K
|
1.87K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
55+ 13.55% |
$26.7K - $33.5K
|
461
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
54+ 5.83% |
$26.2K - $32.9K
|
981
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
54+ 1.04% |
$26.2K - $32.9K
|
5.27K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54New |
$26.2K - $32.9K
|
54
$38.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53+ 33.33% |
$25.8K - $32.3K
|
212
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
53+ 4.77% |
$25.8K - $32.3K
|
1.17K
$822K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
53New |
$25.8K - $32.3K
|
53
$37.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
52+ 6.76% |
$25.3K - $31.6K
|
821
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
52New |
$25.3K - $31.6K
|
52
$36.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
52+ 3.11% |
$25.3K - $31.6K
|
1.73K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
52+ 6.12% |
$25.3K - $31.6K
|
902
$637K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
51+ 7.26% |
$24.8K - $31K
|
753
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
51+ 71.83% |
$24.8K - $31K
|
122
$86.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
51+ 7.62% |
$24.8K - $31K
|
720
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.18% |
$24.3K - $30.4K
|
28.1K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
50New |
$24.3K - $30.4K
|
50
$35.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
50+ 47.17% |
$24.3K - $30.4K
|
156
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
50+ 1.71% |
$24.3K - $30.4K
|
2.98K
$2.1M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
50+ 1.4% |
$24.3K - $30.4K
|
3.63K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
48+ 7.96% |
$23.3K - $29.2K
|
651
$460K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
47+ 5.16% |
$22.8K - $28.6K
|
958
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
46+ 7.15% |
$22.4K - $28K
|
689
$486K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 2.34% |
$21.9K - $27.4K
|
1.96K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
45+ 1.32% |
$21.9K - $27.4K
|
3.46K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$21.9K - $27.4K
|
45
$31.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 4.7% |
$21.9K - $27.4K
|
1K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
45+ 5.31% |
$21.9K - $27.4K
|
893
$630K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
44+ 0.88% |
$21.4K - $26.8K
|
5.03K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
44+ 5.34% |
$21.4K - $26.8K
|
868
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
44+ 5.1% |
$21.4K - $26.8K
|
907
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
44+ 2.08% |
$21.4K - $26.8K
|
2.16K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 41.35% |
$20.9K - $26.2K
|
147
$104K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
42+ 0.41% |
$20.4K - $25.6K
|
10.2K
$7.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
42+ 1.98% |
$20.4K - $25.6K
|
2.16K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
41+ 5.83% |
$19.9K - $25K
|
744
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
40+ 8.91% |
$19.4K - $24.3K
|
489
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
40+ 0.75% |
$19.4K - $24.3K
|
5.38K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
40New |
$19.4K - $24.3K
|
40
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
40New |
$19.4K - $24.3K
|
40
$28.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
39+ 2.62% |
$19K - $23.7K
|
1.53K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 6.84% |
$19K - $23.7K
|
609
$430K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
39+ 9.49% |
$19K - $23.7K
|
450
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38+ 0.92% |
$18.5K - $23.1K
|
4.18K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
38+ 5.86% |
$18.5K - $23.1K
|
686
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
38New |
$18.5K - $23.1K
|
38
$26.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
37+ 18.78% |
$18K - $22.5K
|
234
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
37+ 4.84% |
$18K - $22.5K
|
801
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 3.68% |
$17.5K - $21.9K
|
1.01K
$716K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.27% |
$17.5K - $21.9K
|
2.88K
$2.03M
|