Purchases and Sales Made in Q1 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
337+ 30.61% |
$102K - $126K
|
1.44K
$921K
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
335+ 2.31% |
$102K - $126K
|
14.8K
$9.51M
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
334+ 0.93% |
$101K - $125K
|
36.3K
$23.2M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
333+ 6.07% |
$101K - $125K
|
5.82K
$3.73M
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
330+ 20.5% |
$100K - $124K
|
1.94K
$1.24M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
330+ 3.56% |
$100K - $124K
|
9.59K
$6.14M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
329+ 0.37% |
$99.9K - $123K
|
88.5K
$56.7M
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
315+ 4.33% |
$95.6K - $118K
|
7.59K
$4.86M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
303+ 15.76% |
$92K - $114K
|
2.23K
$1.42M
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
300New |
$91.1K - $113K
|
300
$192K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
297New |
$90.2K - $111K
|
297
$190K
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
296+ 9.19% |
$89.8K - $111K
|
3.52K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
294+ 7.58% |
$89.2K - $110K
|
4.17K
$2.67M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
293+ 4.98% |
$88.9K - $110K
|
6.18K
$3.96M
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
290+ 2.81% |
$88K - $109K
|
10.6K
$6.79M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
283+ 5.21% |
$85.9K - $106K
|
5.72K
$3.66M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
283+ 3.18% |
$85.9K - $106K
|
9.19K
$5.88M
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
282+ 1.18% |
$85.6K - $106K
|
24.1K
$15.4M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
275+ 12.11% |
$83.5K - $103K
|
2.55K
$1.63M
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
272New |
$82.6K - $102K
|
272
$174K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
270+ 44.19% |
$82K - $101K
|
881
$564K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
270+ 12.63% |
$82K - $101K
|
2.41K
$1.54M
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
270+ 1.89% |
$82K - $101K
|
14.6K
$9.34M
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
266+ 3.29% |
$80.7K - $99.8K
|
8.34K
$5.34M
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
261+ 1.31% |
$79.2K - $97.9K
|
20.2K
$12.9M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
255+ 13.13% |
$77.4K - $95.7K
|
2.2K
$1.41M
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
254+ 0.64% |
$77.1K - $95.3K
|
39.9K
$25.5M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
252+ 1.63% |
$76.5K - $94.5K
|
15.7K
$10.1M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
250+ 36.13% |
$75.9K - $93.8K
|
942
$603K
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
248+ 14.42% |
$75.3K - $93K
|
1.97K
$1.26M
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
245+ 20.85% |
$74.4K - $91.9K
|
1.42K
$909K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
244+ 0.88% |
$74.1K - $91.5K
|
28.1K
$18M
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
243+ 23.21% |
$73.8K - $91.1K
|
1.29K
$826K
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
241+ 0.83% |
$73.2K - $90.4K
|
29.3K
$18.8M
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
240+ 1.99% |
$72.8K - $90K
|
12.3K
$7.89M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
239+ 2.83% |
$72.5K - $89.6K
|
8.69K
$5.57M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
238+ 0.41% |
$72.2K - $89.3K
|
58.1K
$37.2M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
236+ 17.4% |
$71.6K - $88.5K
|
1.59K
$1.02M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
234New |
$71K - $87.8K
|
234
$150K
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
225+ 2.12% |
$68.3K - $84.4K
|
10.9K
$6.95M
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
225New |
$68.3K - $84.4K
|
225
$144K
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
224+ 9.77% |
$68K - $84K
|
2.52K
$1.61M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
224+ 14.47% |
$68K - $84K
|
1.77K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
222New |
$67.4K - $83.3K
|
222
$142K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
221New |
$67.1K - $82.9K
|
221
$142K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
221New |
$67.1K - $82.9K
|
221
$142K
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
220+ 0.68% |
$66.8K - $82.5K
|
32.5K
$20.8M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
216+ 11.77% |
$65.6K - $81K
|
2.05K
$1.31M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
215+ 9.8% |
$65.3K - $80.6K
|
2.41K
$1.54M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
214+ 11.17% |
$65K - $80.3K
|
2.13K
$1.36M
|