Purchases and Sales Made in Q2 2023 in General Motors CO (GM)
This table provides information about the institutional ownership of General Motors CO (GM) during Q2 2023. The information is specifically focused on institutions that hold shares of General Motors Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
107+ 11.05% |
$3.37K - $4.13K
|
1.08K
$49.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
103+ 1.6% |
$3.25K - $3.97K
|
6.54K
$303K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
103+ 49.76% |
$3.25K - $3.97K
|
310
$14.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
100+ 1666.67% |
$3.15K - $3.86K
|
106
$4.91K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$3.15K - $3.86K
|
100
$4.63K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 1.98% |
$3.15K - $3.86K
|
5.14K
$238K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 400.0% |
$3.15K - $3.86K
|
125
$5.79K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
99+ 707.14% |
$3.12K - $3.82K
|
113
$5.23K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
91+ 0.57% |
$2.87K - $3.51K
|
16.1K
$746K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
90+ 1.6% |
$2.84K - $3.47K
|
5.72K
$265K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
89+ 32.01% |
$2.81K - $3.43K
|
367
$17K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
83+ 29.86% |
$2.62K - $3.2K
|
361
$16.7K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 0.63% |
$2.62K - $3.2K
|
13.3K
$615K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
83+ 0.68% |
$2.62K - $3.2K
|
12.3K
$569K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
82+ 0.61% |
$2.59K - $3.16K
|
13.6K
$629K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
80+ 1.07% |
$2.52K - $3.08K
|
7.55K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
71+ 0.83% |
$2.24K - $2.74K
|
8.64K
$400K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
68+ 1.12% |
$2.14K - $2.62K
|
6.14K
$284K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
67+ 0.87% |
$2.11K - $2.58K
|
7.78K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
65+ 0.75% |
$2.05K - $2.51K
|
8.7K
$402K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 0.8% |
$1.86K - $2.28K
|
7.47K
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 1.65% |
$1.83K - $2.24K
|
3.57K
$165K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
58+ 3.7% |
$1.83K - $2.24K
|
1.62K
$75.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58+ 1.81% |
$1.83K - $2.24K
|
3.26K
$151K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
56+ 7.37% |
$1.77K - $2.16K
|
816
$37.8K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
53New |
$1.67K - $2.04K
|
53
$2.45K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
51+ 0.38% |
$1.61K - $1.97K
|
13.4K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$1.61K - $1.97K
|
51
$2.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
50+ 17.3% |
$1.58K - $1.93K
|
339
$15.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
49+ 0.82% |
$1.55K - $1.89K
|
6.04K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
BUY
|
- |
45+ 0.45% |
$1.42K - $1.74K
|
10K
$465K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
43+ 6.34% |
$1.36K - $1.66K
|
721
$33.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
40+ 42.11% |
$1.26K - $1.54K
|
135
$6.25K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
39+ 0.49% |
$1.23K - $1.5K
|
7.93K
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$1.23K - $1.5K
|
39
$1.81K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
38+ 0.67% |
$1.2K - $1.47K
|
5.7K
$264K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
36+ 0.64% |
$1.14K - $1.39K
|
5.69K
$263K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 15.87% |
$1.04K - $1.27K
|
241
$11.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
32+ 9.28% |
$1.01K - $1.23K
|
377
$17.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
32+ 5.77% |
$1.01K - $1.23K
|
587
$27.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30+ 8.85% |
$946 - $1.16K
|
369
$17.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
30+ 0.18% |
$946 - $1.16K
|
16.3K
$753K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 4.18% |
$915 - $1.12K
|
723
$33.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
29+ 0.34% |
$915 - $1.12K
|
8.49K
$393K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
25+ 5.68% |
$789 - $964
|
465
$21.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 2.15% |
$694 - $848
|
1.04K
$48.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18+ 0.09% |
$568 - $694
|
20.4K
$946K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
16+ 0.13% |
$505 - $617
|
12.2K
$563K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
15+ 0.23% |
$473 - $578
|
6.56K
$304K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$473 - $578
|
15
$694
|