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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
50+ 1.19% |
$15.2K - $18.8K
|
4.27K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
50+ 6.96% |
$15.2K - $18.8K
|
768
$491K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
50+ 2.24% |
$15.2K - $18.8K
|
2.29K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 5.39% |
$15.2K - $18.8K
|
977
$625K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
50+ 0.95% |
$15.2K - $18.8K
|
5.34K
$3.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.79% |
$14.9K - $18.4K
|
2.78K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49+ 2.2% |
$14.9K - $18.4K
|
2.28K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
49+ 0.48% |
$14.9K - $18.4K
|
10.2K
$6.5M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
49+ 0.0% |
$14.9K - $18.4K
|
29.3M
$18.8B
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49New |
$14.9K - $18.4K
|
49
$31.3K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 1.68% |
$14.3K - $17.6K
|
2.84K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
47+ 11.49% |
$14.3K - $17.6K
|
456
$292K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
46New |
$14K - $17.3K
|
46
$29.4K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
46+ 93.88% |
$14K - $17.3K
|
95
$60.8K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
46+ 4.52% |
$14K - $17.3K
|
1.06K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 4.25% |
$13.7K - $16.9K
|
1.11K
$707K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
44+ 1.76% |
$13.4K - $16.5K
|
2.54K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
44New |
$13.4K - $16.5K
|
44
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
43+ 4.29% |
$13.1K - $16.1K
|
1.05K
$668K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
42+ 3.48% |
$12.7K - $15.8K
|
1.25K
$799K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
42+ 5.41% |
$12.7K - $15.8K
|
818
$523K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41+ 3.29% |
$12.4K - $15.4K
|
1.29K
$823K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40+ 3.62% |
$12.1K - $15K
|
1.15K
$732K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
40+ 3.89% |
$12.1K - $15K
|
1.07K
$682K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
40+ 5.55% |
$12.1K - $15K
|
761
$487K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
39+ 62.9% |
$11.8K - $14.6K
|
101
$64.6K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
38+ 5.23% |
$11.5K - $14.3K
|
765
$489K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
38+ 6.16% |
$11.5K - $14.3K
|
655
$419K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 5.02% |
$10.9K - $13.5K
|
753
$482K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
36+ 0.6% |
$10.9K - $13.5K
|
6.02K
$3.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
36+ 25.71% |
$10.9K - $13.5K
|
176
$113K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
35New |
$10.6K - $13.1K
|
35
$22.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 3.61% |
$10.6K - $13.1K
|
1K
$642K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
34+ 0.33% |
$10.3K - $12.8K
|
10.3K
$6.58M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34New |
$10.3K - $12.8K
|
34
$21.7K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.44% |
$10.3K - $12.8K
|
7.68K
$4.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
33New |
$10K - $12.4K
|
33
$21.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
32+ 0.22% |
$9.71K - $12K
|
14.5K
$9.28M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
32+ 3.42% |
$9.71K - $12K
|
968
$619K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 9.38% |
$9.11K - $11.3K
|
350
$224K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30+ 0.36% |
$9.11K - $11.3K
|
8.48K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.28% |
$9.11K - $11.3K
|
10.6K
$6.81M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 3.03% |
$9.11K - $11.3K
|
1.02K
$652K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 2.56% |
$8.8K - $10.9K
|
1.16K
$742K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
29+ 2.94% |
$8.8K - $10.9K
|
1.02K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
29+ 0.04% |
$8.8K - $10.9K
|
78.8K
$50.4M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
29+ 414.29% |
$8.8K - $10.9K
|
36
$23K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
28+ 3.85% |
$8.5K - $10.5K
|
755
$483K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
28+ 3.23% |
$8.5K - $10.5K
|
894
$572K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28+ 0.15% |
$8.5K - $10.5K
|
18.5K
$11.8M
|