Purchases and Sales Made in Q2 2023 in Goldman Sachs ETF Tr Actvebeta (GEM)
This table provides information about the institutional ownership of Goldman Sachs ETF Tr Actvebeta (GEM) during Q2 2023. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS ETF TR ACTVEBETA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 5.8% |
$2.9K - $3.1K
|
1.83K
$59.1K
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
81+ 0.8% |
$2.35K - $2.51K
|
10.2K
$330K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
74+ 0.92% |
$2.15K - $2.29K
|
8.13K
$263K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
73New |
$2.12K - $2.26K
|
73
$2.37K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
59+ 0.73% |
$1.71K - $1.83K
|
8.13K
$263K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 0.65% |
$1.39K - $1.49K
|
7.43K
$241K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17+ 1.56% |
$493 - $526
|
1.11K
$35.9K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 0.66% |
$290 - $310
|
1.53K
$49.5K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.34% |
$87 - $92.9
|
889
$28.8K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1+ 0.46% |
$29 - $31
|
218
$7.06K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.51% |
$29 - $31
|
194
$6.29K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$29 - $31
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-39- 2.23% |
$1.13K - $1.21K
|
1.71K
$55.3K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-67- 62.62% |
$1.94K - $2.07K
|
40
$1.3K
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-73- 1.0% |
$2.12K - $2.26K
|
7.22K
$234K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-74- 0.47% |
$2.15K - $2.29K
|
15.7K
$510K
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-165- 1.72% |
$4.79K - $5.11K
|
9.41K
$305K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-179- 0.17% |
$5.19K - $5.54K
|
104K
$3.37M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-216- 1.42% |
$6.27K - $6.69K
|
15K
$485K
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-227- 1.43% |
$6.59K - $7.03K
|
15.6K
$505K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-236- 25.21% |
$6.85K - $7.31K
|
700
$22.7K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-253- 5.49% |
$7.34K - $7.84K
|
4.36K
$141K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-457- 5.77% |
$13.3K - $14.2K
|
7.47K
$242K
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-571- 3.35% |
$16.6K - $17.7K
|
16.5K
$534K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-631- 77.23% |
$18.3K - $19.5K
|
186
$6.03K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-688- 2.53% |
$20K - $21.3K
|
26.5K
$858K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-706- 8.55% |
$20.5K - $21.9K
|
7.55K
$245K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-790- 50.67% |
$22.9K - $24.5K
|
769
$24.9K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-797- 6.25% |
$23.1K - $24.7K
|
12K
$387K
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-828- 1.2% |
$24K - $25.6K
|
68.1K
$2.21M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-944- 0.31% |
$27.4K - $29.2K
|
306K
$9.92M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-996- 61.41% |
$28.9K - $30.8K
|
626
$20.3K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.18K- 7.78% |
$34.1K - $36.4K
|
13.9K
$451K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.38K- 35.44% |
$40.1K - $42.8K
|
2.52K
$81.6K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.48K- 7.13% |
$42.9K - $45.8K
|
19.3K
$624K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.49K- 21.34% |
$43.3K - $46.2K
|
5.5K
$178K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.64K- 14.44% |
$47.6K - $50.8K
|
9.72K
$315K
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 11.79% |
$47.9K - $51.1K
|
12.3K
$400K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.74K- 17.75% |
$50.5K - $53.9K
|
8.07K
$262K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.77K- 19.89% |
$51.3K - $54.8K
|
7.13K
$231K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.35K- 44.12% |
$68.1K - $72.7K
|
2.97K
$96.3K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.6K- 1.2% |
$75.5K - $80.6K
|
214K
$6.95M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.08K- 46.24% |
$89.2K - $95.2K
|
3.58K
$116K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.6K- 1.31% |
$104K - $111K
|
270K
$8.74M
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.96K- 3.36% |
$115K - $123K
|
114K
$3.69M
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4K- 5.33% |
$116K - $124K
|
71K
$2.3M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.14K- 2.49% |
$120K - $128K
|
162K
$5.25M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.21K- 2.49% |
$122K - $130K
|
165K
$5.34M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.28K- 28.02% |
$153K - $163K
|
13.6K
$439K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-7.18K- 4.1% |
$208K - $222K
|
168K
$5.44M
|