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 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
32+ 7.53% |
$15.6K - $19.5K
|
457
$238K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
31+ 4.14% |
$15.1K - $18.9K
|
780
$406K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
31+ 3.92% |
$15.1K - $18.9K
|
822
$427K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 27.03% |
$14.6K - $18.3K
|
141
$73.3K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 2.56% |
$14.6K - $18.3K
|
1.2K
$625K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
30New |
$14.6K - $18.3K
|
30
$15.6K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
30+ 1.1% |
$14.6K - $18.3K
|
2.75K
$1.43M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
29+ 5.62% |
$14.1K - $17.6K
|
545
$283K
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
29+ 1.14% |
$14.1K - $17.6K
|
2.58K
$1.34M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
29+ 2.07% |
$14.1K - $17.6K
|
1.43K
$744K
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
29+ 2.77% |
$14.1K - $17.6K
|
1.08K
$560K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
28+ 3.99% |
$13.6K - $17K
|
730
$380K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
28New |
$13.6K - $17K
|
28
$14.6K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
28New |
$13.6K - $17K
|
28
$14.6K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
28New |
$13.6K - $17K
|
28
$14.6K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 21.26% |
$13.1K - $16.4K
|
154
$80.1K
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
27+ 0.18% |
$13.1K - $16.4K
|
15.3K
$7.96M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 6.62% |
$13.1K - $16.4K
|
435
$226K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27+ 1.89% |
$13.1K - $16.4K
|
1.46K
$759K
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
26+ 0.69% |
$12.6K - $15.8K
|
3.77K
$1.96M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26+ 5.73% |
$12.6K - $15.8K
|
480
$250K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.54% |
$12.6K - $15.8K
|
4.8K
$2.49M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 9.85% |
$12.6K - $15.8K
|
290
$151K
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
26+ 1.05% |
$12.6K - $15.8K
|
2.51K
$1.3M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
26+ 4.02% |
$12.6K - $15.8K
|
672
$349K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
25+ 1.56% |
$12.2K - $15.2K
|
1.63K
$848K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25+ 0.66% |
$12.2K - $15.2K
|
3.8K
$1.98M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25+ 17.99% |
$12.2K - $15.2K
|
164
$85.3K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
25+ 12.69% |
$12.2K - $15.2K
|
222
$115K
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$12.2K - $15.2K
|
25
$13K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
25+ 2.24% |
$12.2K - $15.2K
|
1.14K
$592K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 3.66% |
$11.7K - $14.6K
|
680
$354K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 2.68% |
$11.7K - $14.6K
|
921
$479K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
24+ 4.17% |
$11.7K - $14.6K
|
599
$311K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
24New |
$11.7K - $14.6K
|
24
$12.5K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.53% |
$11.7K - $14.6K
|
4.51K
$2.35M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
24+ 1.1% |
$11.7K - $14.6K
|
2.21K
$1.15M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
24+ 1.67% |
$11.7K - $14.6K
|
1.46K
$758K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23+ 0.08% |
$11.2K - $14K
|
28.6K
$14.9M
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
23+ 1.96% |
$11.2K - $14K
|
1.2K
$623K
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
23+ 3.75% |
$11.2K - $14K
|
636
$331K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23+ 143.75% |
$11.2K - $14K
|
39
$20.3K
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
23+ 1.35% |
$11.2K - $14K
|
1.73K
$901K
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
22+ 4.97% |
$10.7K - $13.4K
|
465
$242K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
22+ 5.14% |
$10.7K - $13.4K
|
450
$234K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 1.31% |
$10.7K - $13.4K
|
1.7K
$886K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
22+ 3.5% |
$10.7K - $13.4K
|
650
$338K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
22+ 1.57% |
$10.7K - $13.4K
|
1.42K
$740K
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
22New |
$10.7K - $13.4K
|
22
$11.4K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
22New |
$10.7K - $13.4K
|
22
$11.4K
|