Purchases and Sales Made in Q2 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
126+ 2.56% |
$39.4K - $43.3K
|
5.05K
$3.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
125+ 16.01% |
$39K - $43K
|
906
$580K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
125+ 2.36% |
$39K - $43K
|
5.41K
$3.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
124+ 7.79% |
$38.7K - $42.7K
|
1.72K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
124+ 2.13% |
$38.7K - $42.7K
|
5.95K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
124+ 2.33% |
$38.7K - $42.7K
|
5.45K
$3.49M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
120+ 21.43% |
$37.5K - $41.3K
|
680
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
116+ 6.72% |
$36.2K - $39.9K
|
1.84K
$1.18M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115+ 2.84% |
$35.9K - $39.6K
|
4.16K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
114+ 1.79% |
$35.6K - $39.2K
|
6.5K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
114+ 0.73% |
$35.6K - $39.2K
|
15.8K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
112+ 3.53% |
$35K - $38.5K
|
3.28K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 1.99% |
$34.7K - $38.2K
|
5.69K
$3.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 24.07% |
$34.4K - $37.8K
|
567
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
110+ 1.01% |
$34.4K - $37.8K
|
11K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
109+ 16.52% |
$34K - $37.5K
|
769
$492K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
108+ 76.6% |
$33.7K - $37.1K
|
249
$159K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
108+ 0.66% |
$33.7K - $37.1K
|
16.6K
$10.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
107+ 0.97% |
$33.4K - $36.8K
|
11.2K
$7.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
106+ 10.88% |
$33.1K - $36.5K
|
1.08K
$692K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
106New |
$33.1K - $36.5K
|
106
$67.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
105New |
$32.8K - $36.1K
|
105
$67.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
105+ 6.51% |
$32.8K - $36.1K
|
1.72K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
105New |
$32.8K - $36.1K
|
105
$67.2K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
104New |
$32.5K - $35.8K
|
104
$66.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
BUY
|
- |
103+ 0.24% |
$32.2K - $35.4K
|
43.1K
$27.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
102+ 9.9% |
$31.9K - $35.1K
|
1.13K
$725K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
101New |
$31.5K - $34.7K
|
101
$64.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
100+ 13.35% |
$31.2K - $34.4K
|
849
$544K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
100+ 5.0% |
$31.2K - $34.4K
|
2.1K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
100+ 3.86% |
$31.2K - $34.4K
|
2.69K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100+ 3.85% |
$31.2K - $34.4K
|
2.7K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
99+ 5.05% |
$30.9K - $34.1K
|
2.06K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
98+ 3.81% |
$30.6K - $33.7K
|
2.67K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
96+ 8.03% |
$30K - $33K
|
1.29K
$827K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
95+ 2.26% |
$29.7K - $32.7K
|
4.31K
$2.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
94+ 6.51% |
$29.4K - $32.3K
|
1.54K
$984K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94+ 0.3% |
$29.4K - $32.3K
|
31.6K
$20.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
92+ 9.77% |
$28.7K - $31.6K
|
1.03K
$662K
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
92+ 2.47% |
$28.7K - $31.6K
|
3.81K
$2.44M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
91+ 2.84% |
$28.4K - $31.3K
|
3.3K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
91+ 14.4% |
$28.4K - $31.3K
|
723
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
91+ 0.46% |
$28.4K - $31.3K
|
20.1K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
90+ 2.11% |
$28.1K - $31K
|
4.35K
$2.79M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
89+ 7.56% |
$27.8K - $30.6K
|
1.27K
$811K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
88+ 0.67% |
$27.5K - $30.3K
|
13.2K
$8.46M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
87+ 2.54% |
$27.2K - $29.9K
|
3.51K
$2.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
86+ 3.39% |
$26.9K - $29.6K
|
2.62K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
85+ 2.04% |
$26.6K - $29.2K
|
4.26K
$2.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
84+ 1.97% |
$26.2K - $28.9K
|
4.35K
$2.79M
|