Latest Institutional Purchases of Goldman Sachs Group Inc (GS)
This list provides information on the latest institutional transactions involving Goldman Sachs Group Inc (GS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
376+ 108.67% |
$110K - $146K
|
722
$560K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
330+ 3.6% |
$96.8K - $128K
|
9.51K
$7.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
292New |
$85.7K - $114K
|
292
$226K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
260New |
$76.3K - $101K
|
260
$202K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
216+ 16.98% |
$63.4K - $84K
|
1.49K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
140+ 7.55% |
$41.1K - $54.4K
|
1.99K
$1.55M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
113New |
$33.2K - $43.9K
|
113
$87.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
100+ 2.43% |
$29.3K - $38.9K
|
4.21K
$3.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
63New |
$18.5K - $24.5K
|
63
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
46+ 0.9% |
$13.5K - $17.9K
|
5.16K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
36+ 8.37% |
$10.6K - $14K
|
466
$361K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
34New |
$9.98K - $13.2K
|
34
$26.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
29New |
$8.51K - $11.3K
|
29
$22.5K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
25New |
$7.33K - $9.72K
|
25
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
22+ 1.26% |
$6.45K - $8.55K
|
1.77K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16+ 1.56% |
$4.69K - $6.22K
|
1.04K
$809K
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
10New |
$2.93K - $3.89K
|
10
$7.76K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
5New |
$1.47K - $1.94K
|
5
$3.88K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$1.17K - $1.56K
|
4
$3.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.17K - $1.56K
|
4
$3.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3New |
$880 - $1.17K
|
3
$2.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$587 - $778
|
724
$562K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
35K+ 100.0% |
$674K - $12M
|
70K
$54.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
34.9KNew |
$673K - $12M
|
34.9K
$27.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
CALL |
20KNew |
$385K - $6.85M
|
20K
$15.5M
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
17.8KNew |
$344K - $6.11M
|
17.8K
$13.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
5.56KNew |
$107K - $1.9M
|
5.56K
$4.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.88KNew |
$55.5K - $986K
|
2.88K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.72K+ 48.26% |
$52.4K - $931K
|
8.35K
$6.48M
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.68KNew |
$51.5K - $916K
|
2.68K
$2.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
2.4KNew |
$46.2K - $822K
|
2.4K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.34K+ 242.59% |
$45.1K - $802K
|
3.31K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
976New |
$18.8K - $334K
|
976
$757K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
881+ 44.99% |
$17K - $302K
|
2.84K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
855+ 3.27% |
$16.5K - $293K
|
27K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
705New |
$13.6K - $242K
|
705
$547K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
644New |
$12.4K - $221K
|
644
$499K
|
|
|
Nov 03, 2022
Q3 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
500+ 49.65% |
$9.64K - $171K
|
1.51K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
446+ 10.6% |
$8.59K - $153K
|
4.66K
$3.61M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
268+ 1.15% |
$5.16K - $91.8K
|
23.5K
$18.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
228+ 0.52% |
$4.39K - $78.1K
|
43.9K
$34.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
201+ 33.84% |
$3.87K - $68.9K
|
795
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
186+ 1.41% |
$3.58K - $63.7K
|
13.3K
$10.3M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
154+ 4.44% |
$2.97K - $52.8K
|
3.63K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
150New |
$2.89K - $51.4K
|
150
$116K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
106New |
$2.04K - $36.3K
|
106
$82.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
65+ 2.72% |
$1.25K - $22.3K
|
2.46K
$1.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
50+ 2.93% |
$964 - $17.1K
|
1.76K
$1.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
38+ 3.12% |
$732 - $13K
|
1.26K
$973K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$617 - $11K
|
10.9K
$8.45M
|
|