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 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
27+ 3.47% |
$8.2K - $10.1K
|
806
$515K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
27+ 4.22% |
$8.2K - $10.1K
|
667
$427K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
27+ 3.02% |
$8.2K - $10.1K
|
922
$590K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
26+ 0.09% |
$7.89K - $9.75K
|
28.8K
$18.4M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
26+ 3.97% |
$7.89K - $9.75K
|
681
$435K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
26+ 4.38% |
$7.89K - $9.75K
|
619
$396K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 0.21% |
$7.59K - $9.38K
|
11.7K
$7.47M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
24+ 2.84% |
$7.28K - $9K
|
869
$556K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 1.66% |
$7.28K - $9K
|
1.47K
$939K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
24+ 1.91% |
$7.28K - $9K
|
1.28K
$819K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 0.4% |
$6.98K - $8.63K
|
5.8K
$3.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
23+ 2.94% |
$6.98K - $8.63K
|
804
$514K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
23+ 0.22% |
$6.98K - $8.63K
|
10.6K
$6.76M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.78% |
$6.98K - $8.63K
|
2.97K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
22+ 1.93% |
$6.68K - $8.25K
|
1.16K
$742K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.99% |
$6.68K - $8.25K
|
2.24K
$1.43M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
22+ 0.71% |
$6.68K - $8.25K
|
3.13K
$2M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 1.13% |
$6.37K - $7.88K
|
1.88K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
20+ 0.13% |
$6.07K - $7.5K
|
15.4K
$9.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 2.28% |
$6.07K - $7.5K
|
897
$574K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
20+ 1.53% |
$6.07K - $7.5K
|
1.32K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 2.36% |
$6.07K - $7.5K
|
867
$554K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.45% |
$6.07K - $7.5K
|
4.42K
$2.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
19+ 1.13% |
$5.77K - $7.13K
|
1.7K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
19+ 0.78% |
$5.77K - $7.13K
|
2.45K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
19+ 0.3% |
$5.77K - $7.13K
|
6.32K
$4.04M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 1.04% |
$5.77K - $7.13K
|
1.84K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.68% |
$5.46K - $6.75K
|
2.67K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
18+ 0.47% |
$5.46K - $6.75K
|
3.84K
$2.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 1.22% |
$5.16K - $6.38K
|
1.41K
$899K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17New |
$5.16K - $6.38K
|
17
$10.9K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
17+ 0.36% |
$5.16K - $6.38K
|
4.78K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
17+ 1.18% |
$5.16K - $6.38K
|
1.45K
$929K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
17+ 0.75% |
$5.16K - $6.38K
|
2.3K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16+ 64.0% |
$4.86K - $6K
|
41
$26.2K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.6% |
$4.86K - $6K
|
2.67K
$1.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
15+ 0.16% |
$4.55K - $5.63K
|
9.23K
$5.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 1.95% |
$4.55K - $5.63K
|
786
$503K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
14+ 0.69% |
$4.25K - $5.25K
|
2.04K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
14+ 0.52% |
$4.25K - $5.25K
|
2.72K
$1.74M
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
14+ 0.28% |
$4.25K - $5.25K
|
5.03K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13+ 1.73% |
$3.95K - $4.88K
|
763
$488K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12+ 1.34% |
$3.64K - $4.5K
|
910
$582K
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
12+ 1.55% |
$3.64K - $4.5K
|
788
$504K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.55% |
$3.34K - $4.13K
|
2.02K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
11+ 0.16% |
$3.34K - $4.13K
|
6.88K
$4.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
11+ 2.42% |
$3.34K - $4.13K
|
465
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.43% |
$3.34K - $4.13K
|
2.54K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
11+ 1.09% |
$3.34K - $4.13K
|
1.02K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
11+ 1.56% |
$3.34K - $4.13K
|
715
$457K
|