Purchases and Sales Made in Q4 2023 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
500+ 6.11% |
$145K - $193K
|
8.69K
$5.56M
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
500+ 0.17% |
$145K - $193K
|
294K
$188M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
496+ 7.73% |
$144K - $192K
|
6.91K
$4.43M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
489New |
$142K - $189K
|
489
$313K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
486+ 2.05% |
$141K - $188K
|
24.2K
$15.5M
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
477+ 5.8% |
$138K - $184K
|
8.71K
$5.58M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
475+ 1.13% |
$138K - $184K
|
42.6K
$27.3M
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
470+ 0.7% |
$136K - $182K
|
67.2K
$43.1M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
468+ 60.31% |
$136K - $181K
|
1.24K
$797K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
465+ 0.74% |
$135K - $180K
|
63.2K
$40.4M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
462+ 10.45% |
$134K - $179K
|
4.89K
$3.13M
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
446+ 68.93% |
$129K - $172K
|
1.09K
$700K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
439+ 2.25% |
$127K - $170K
|
19.9K
$12.8M
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
437+ 31.01% |
$127K - $169K
|
1.85K
$1.18M
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
434+ 4.6% |
$126K - $168K
|
9.88K
$6.33M
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
429+ 17.16% |
$124K - $166K
|
2.93K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
429+ 8.45% |
$124K - $166K
|
5.51K
$3.53M
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
424+ 16.81% |
$123K - $164K
|
2.95K
$1.89M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
419New |
$121K - $162K
|
419
$268K
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
416+ 12.5% |
$121K - $161K
|
3.74K
$2.4M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
415New |
$120K - $160K
|
415
$266K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
406+ 40.76% |
$118K - $157K
|
1.4K
$898K
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
402+ 3.9% |
$117K - $155K
|
10.7K
$6.86M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
402+ 1.48% |
$117K - $155K
|
27.6K
$17.7M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
402New |
$117K - $155K
|
402
$257K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
402+ 57.68% |
$117K - $155K
|
1.1K
$704K
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
395+ 27.56% |
$115K - $153K
|
1.83K
$1.17M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
394New |
$114K - $152K
|
394
$252K
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
382+ 5.06% |
$111K - $148K
|
7.93K
$5.08M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
380+ 33.39% |
$110K - $147K
|
1.52K
$972K
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
379+ 1.96% |
$110K - $146K
|
19.7K
$12.6M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
379+ 18.37% |
$110K - $146K
|
2.44K
$1.56M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
378+ 7.14% |
$110K - $146K
|
5.67K
$3.63M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
377+ 19.06% |
$109K - $146K
|
2.36K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
375+ 17.24% |
$109K - $145K
|
2.55K
$1.63M
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
370+ 2.71% |
$107K - $143K
|
14K
$8.99M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
370+ 54.17% |
$107K - $143K
|
1.05K
$674K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 117.63% |
$106K - $142K
|
679
$435K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
365New |
$106K - $141K
|
365
$234K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
364+ 5.2% |
$106K - $141K
|
7.37K
$4.72M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
360+ 74.69% |
$104K - $139K
|
842
$539K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
360New |
$104K - $139K
|
360
$231K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
358+ 3.47% |
$104K - $138K
|
10.7K
$6.84M
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
357+ 4.21% |
$103K - $138K
|
8.83K
$5.66M
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
352+ 12.27% |
$102K - $136K
|
3.22K
$2.06M
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
349+ 17.73% |
$101K - $135K
|
2.32K
$1.48M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
337New |
$97.7K - $130K
|
337
$216K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
336+ 840.0% |
$97.4K - $130K
|
376
$241K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
335+ 985.29% |
$97.1K - $129K
|
369
$236K
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
326+ 1.32% |
$94.5K - $126K
|
25K
$16M
|