Latest Institutional Transactions on Goldman Sachs Group Inc (GS)
This table provides information on the latest institutional transactions involving Goldman Sachs Group Inc (GS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18+ 8.0% |
$8.75K - $11K
|
243
$154K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.05K+ 2495.24% |
$509K - $638K
|
1.09K
$689K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
42+ 0.41% |
$20.4K - $25.6K
|
10.2K
$6.44M
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-4- 5.8% |
$1.94K - $2.43K
|
65
$41.1K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 3.66% |
$11.7K - $14.6K
|
680
$430K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 2.01% |
$6.81K - $8.52K
|
684
$433K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
176+ 48.89% |
$85.6K - $107K
|
536
$339K
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-167- 24.34% |
$81.2K - $102K
|
519
$328K
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
220New |
$107K - $134K
|
220
$139K
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
131+ 5.06% |
$63.7K - $79.7K
|
2.72K
$1.72M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
49.7K+ 30.33% |
$24.2M - $30.3M
|
214K
$135M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-709- 3.54% |
$345K - $431K
|
19.3K
$12.2M
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
710+ 12.07% |
$345K - $432K
|
6.59K
$4.17M
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-100- 0.7% |
$48.6K - $60.9K
|
14.1K
$8.93M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-43- 7.62% |
$20.9K - $26.2K
|
521
$329K
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.18% |
$486 - $609
|
563
$356K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-67- 0.73% |
$32.6K - $40.8K
|
9.12K
$5.76M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$972 - $1.22K
|
1.08K
$682K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.53K- 14.91% |
$744K - $931K
|
8.73K
$5.52M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-60- 2.7% |
$29.2K - $36.5K
|
2.16K
$1.37M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
360+ 37.85% |
$175K - $219K
|
1.31K
$829K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-530- 8.15% |
$258K - $323K
|
5.97K
$3.78M
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-16K- 7.96% |
$7.78M - $9.75M
|
185K
$117M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-99- 4.58% |
$48.1K - $60.2K
|
2.06K
$1.31M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
286+ 104.0% |
$139K - $174K
|
561
$355K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
352+ 6.0% |
$171K - $214K
|
6.22K
$3.93M
|
|
Q3 2024 | |||||||
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
611New |
$280K - $312K
|
611
$386K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.14% |
$1.38K - $1.53K
|
2.21K
$1.4M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.26M+ 116.57% |
$1.5B - $1.67B
|
6.06M
$3.83B
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-13- 0.39% |
$5.97K - $6.63K
|
3.31K
$2.09M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.19K- 28.18% |
$2.38M - $2.65M
|
13.2K
$8.37M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.28KNew |
$589K - $655K
|
1.28K
$811K
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4+ 0.77% |
$1.84K - $2.04K
|
526
$333K
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
4.37KNew |
$2M - $2.23M
|
4.37K
$2.76M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-7- 1.22% |
$3.21K - $3.57K
|
565
$357K
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-705K- 29.8% |
$323M - $360M
|
1.66M
$1.05B
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.72K- 29.72% |
$3.55M - $3.94M
|
18.3K
$11.5M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
165+ 2.2% |
$75.7K - $84.2K
|
7.67K
$4.85M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156K- 97.39% |
$71.7M - $79.7M
|
4.19K
$2.65M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.31% |
$11.5K - $12.8K
|
8.17K
$5.17M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
286+ 8.75% |
$131K - $146K
|
3.55K
$2.25M
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
300+ 400.0% |
$138K - $153K
|
375
$237K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
953+ 29.08% |
$437K - $486K
|
4.23K
$2.67M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-33- 7.43% |
$15.1K - $16.8K
|
411
$260K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15K- 89.75% |
$6.86M - $7.63M
|
1.71K
$1.08M
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-74- 0.7% |
$34K - $37.8K
|
10.5K
$6.65M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 8.93% |
$2.3K - $2.55K
|
61
$38.6K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-111- 20.94% |
$51K - $56.6K
|
419
$265K
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
103+ 3.25% |
$47.3K - $52.6K
|
3.28K
$2.07M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
47+ 5.48% |
$21.6K - $24K
|
905
$572K
|