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 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.67% |
$6.81K - $8.52K
|
2.1K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
14+ 1.55% |
$6.81K - $8.52K
|
920
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
14+ 31.11% |
$6.81K - $8.52K
|
59
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
14+ 1.03% |
$6.81K - $8.52K
|
1.38K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
13+ 1.4% |
$6.32K - $7.91K
|
941
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12+ 0.3% |
$5.83K - $7.3K
|
4.02K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
12+ 0.5% |
$5.83K - $7.3K
|
2.43K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 9.6% |
$5.83K - $7.3K
|
137
$96.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
12+ 2.84% |
$5.83K - $7.3K
|
435
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12+ 1.73% |
$5.83K - $7.3K
|
707
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
12+ 1.86% |
$5.83K - $7.3K
|
658
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11+ 0.3% |
$5.35K - $6.69K
|
3.62K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
11+ 1.71% |
$5.35K - $6.69K
|
653
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
11+ 2.38% |
$5.35K - $6.69K
|
473
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10+ 0.5% |
$4.86K - $6.09K
|
2.01K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 0.78% |
$4.86K - $6.09K
|
1.3K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
10+ 2.08% |
$4.86K - $6.09K
|
491
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10+ 0.07% |
$4.86K - $6.09K
|
14K
$9.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 14.49% |
$4.86K - $6.09K
|
79
$55.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 28.57% |
$4.86K - $6.09K
|
45
$31.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10+ 1.69% |
$4.86K - $6.09K
|
602
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 3.47% |
$4.86K - $6.09K
|
298
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
9+ 1.28% |
$4.37K - $5.48K
|
712
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
9+ 0.37% |
$4.37K - $5.48K
|
2.44K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
9+ 0.44% |
$4.37K - $5.48K
|
2.07K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 22.5% |
$4.37K - $5.48K
|
49
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.28% |
$4.37K - $5.48K
|
3.24K
$2.29M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
9+ 2.03% |
$4.37K - $5.48K
|
452
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 1.42% |
$3.89K - $4.87K
|
572
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8+ 0.67% |
$3.89K - $4.87K
|
1.21K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8+ 0.05% |
$3.89K - $4.87K
|
16.6K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8+ 0.11% |
$3.89K - $4.87K
|
7.05K
$4.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.97% |
$3.89K - $4.87K
|
837
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8New |
$3.89K - $4.87K
|
8
$5.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8+ 1.42% |
$3.89K - $4.87K
|
572
$404K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$3.89K - $4.87K
|
8
$5.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 0.1% |
$3.4K - $4.26K
|
7.06K
$4.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
7+ 1.44% |
$3.4K - $4.26K
|
493
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7+ 1.13% |
$3.4K - $4.26K
|
629
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$3.4K - $4.26K
|
1.35K
$956K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
7+ 1.23% |
$3.4K - $4.26K
|
576
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 1.45% |
$3.4K - $4.26K
|
491
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 2.24% |
$3.4K - $4.26K
|
319
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.53% |
$3.4K - $4.26K
|
1.32K
$934K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7+ 0.49% |
$3.4K - $4.26K
|
1.45K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7+ 1.43% |
$3.4K - $4.26K
|
498
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7+ 116.67% |
$3.4K - $4.26K
|
13
$9.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7+ 116.67% |
$3.4K - $4.26K
|
13
$9.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
7New |
$3.4K - $4.26K
|
7
$4.94K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
6+ 0.3% |
$2.92K - $3.65K
|
2K
$1.41M
|