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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-108- 5.86% |
$33.7K - $37.1K
|
1.73K
$1.13M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-110- 32.07% |
$34.4K - $37.8K
|
233
$151K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-113- 11.57% |
$35.3K - $38.9K
|
864
$561K
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-113- 1.22% |
$35.3K - $38.9K
|
9.14K
$5.93M
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-114- 7.07% |
$35.6K - $39.2K
|
1.5K
$973K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-114- 2.31% |
$35.6K - $39.2K
|
4.83K
$3.13M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-115- 0.95% |
$35.9K - $39.6K
|
11.9K
$7.75M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-116- 40.14% |
$36.2K - $39.9K
|
173
$112K
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-118- 7.77% |
$36.9K - $40.6K
|
1.4K
$909K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-119- 5.8% |
$37.2K - $40.9K
|
1.93K
$1.25M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-119- 1.93% |
$37.2K - $40.9K
|
6.06K
$3.93M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-119- 6.26% |
$37.2K - $40.9K
|
1.78K
$1.16M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-121- 13.49% |
$37.8K - $41.6K
|
776
$504K
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-122- 1.92% |
$38.1K - $42K
|
6.22K
$4.04M
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-123- 9.49% |
$38.4K - $42.3K
|
1.17K
$761K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-128- 1.08% |
$40K - $44K
|
11.8K
$7.64M
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-129- 4.51% |
$40.3K - $44.4K
|
2.73K
$1.77M
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-130- 8.5% |
$40.6K - $44.7K
|
1.4K
$909K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-132- 5.14% |
$41.2K - $45.4K
|
2.44K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-133- 0.41% |
$41.5K - $45.7K
|
32.5K
$21.1M
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-134- 2.65% |
$41.9K - $46.1K
|
4.92K
$3.19M
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-135- 0.99% |
$42.2K - $46.4K
|
13.5K
$8.73M
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-136- 5.57% |
$42.5K - $46.8K
|
2.31K
$1.5M
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-139- 0.74% |
$43.4K - $47.8K
|
18.6K
$12.1M
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-141- 3.16% |
$44K - $48.5K
|
4.32K
$2.8M
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-141- 5.14% |
$44K - $48.5K
|
2.6K
$1.69M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-144- 5.2% |
$45K - $49.5K
|
2.63K
$1.7M
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-145- 6.96% |
$45.3K - $49.9K
|
1.94K
$1.26M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-146- 3.51% |
$45.6K - $50.2K
|
4.01K
$2.6M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-149- 4.36% |
$46.5K - $51.3K
|
3.27K
$2.12M
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-149- 1.94% |
$46.5K - $51.3K
|
7.54K
$4.89M
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 18.63% |
$46.9K - $51.6K
|
655
$425K
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-150- 0.66% |
$46.9K - $51.6K
|
22.4K
$14.5M
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-152- 0.11% |
$47.5K - $52.3K
|
136K
$88.3M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-154- 2.0% |
$48.1K - $53K
|
7.54K
$4.89M
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-154- 65.81% |
$48.1K - $53K
|
80
$51.9K
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-155- 11.65% |
$48.4K - $53.3K
|
1.18K
$763K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-158- 1.48% |
$49.4K - $54.3K
|
10.5K
$6.81M
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-160- 4.51% |
$50K - $55K
|
3.39K
$2.2M
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-163- 7.81% |
$50.9K - $56.1K
|
1.93K
$1.25M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-165- 13.0% |
$51.5K - $56.8K
|
1.1K
$716K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-166- 6.21% |
$51.9K - $57.1K
|
2.51K
$1.63M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-170- 15.12% |
$53.1K - $58.5K
|
954
$619K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-170- 9.05% |
$53.1K - $58.5K
|
1.71K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-172- 14.65% |
$53.7K - $59.2K
|
1K
$650K
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-173- 13.32% |
$54K - $59.5K
|
1.13K
$731K
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-175- 6.15% |
$54.7K - $60.2K
|
2.67K
$1.73M
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-180- 85.71% |
$56.2K - $61.9K
|
30
$19.5K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-180- 9.69% |
$56.2K - $61.9K
|
1.68K
$1.09M
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-180- 0.3% |
$56.2K - $61.9K
|
59.3K
$38.5M
|