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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
325+ 1.64% |
$94.2K - $126K
|
20.2K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
325+ 2.2% |
$94.2K - $126K
|
15.1K
$9.65M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
325+ 2.2% |
$94.2K - $126K
|
15.1K
$9.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
322+ 0.59% |
$93.4K - $124K
|
55.2K
$35.3M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
322New |
$93.4K - $124K
|
322
$206K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
318+ 1.12% |
$92.2K - $123K
|
28.7K
$18.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
315+ 2.63% |
$91.3K - $122K
|
12.3K
$7.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
312+ 46.22% |
$90.5K - $121K
|
987
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
310+ 6.23% |
$89.9K - $120K
|
5.29K
$3.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
308+ 47.24% |
$89.3K - $119K
|
960
$615K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
304+ 31.77% |
$88.1K - $117K
|
1.26K
$808K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
300+ 2000.0% |
$87K - $116K
|
315
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
297+ 4.93% |
$86.1K - $115K
|
6.32K
$4.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
290+ 2.12% |
$84.1K - $112K
|
14K
$8.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
283+ 29.3% |
$82K - $109K
|
1.25K
$800K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
278+ 2.68% |
$80.6K - $107K
|
10.6K
$6.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
278+ 0.52% |
$80.6K - $107K
|
54.2K
$34.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
275+ 4.36% |
$79.7K - $106K
|
6.59K
$4.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
263New |
$76.2K - $102K
|
263
$168K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
257+ 1.01% |
$74.5K - $99.3K
|
25.8K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
254+ 24.52% |
$73.6K - $98.1K
|
1.29K
$826K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
250+ 10.88% |
$72.5K - $96.6K
|
2.55K
$1.63M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
249+ 6.56% |
$72.2K - $96.2K
|
4.05K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
248+ 14.71% |
$71.9K - $95.8K
|
1.93K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
245+ 5.01% |
$71K - $94.7K
|
5.13K
$3.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
245+ 2.53% |
$71K - $94.7K
|
9.94K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
245+ 6.86% |
$71K - $94.7K
|
3.82K
$2.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
244+ 9.09% |
$70.7K - $94.3K
|
2.93K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
241+ 14.13% |
$69.9K - $93.1K
|
1.95K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
240+ 2.82% |
$69.6K - $92.7K
|
8.75K
$5.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
239+ 14.15% |
$69.3K - $92.4K
|
1.93K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
234+ 28.64% |
$67.8K - $90.4K
|
1.05K
$673K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
233+ 2.03% |
$67.5K - $90K
|
11.7K
$7.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
232New |
$67.3K - $89.6K
|
232
$149K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
232+ 7.82% |
$67.3K - $89.6K
|
3.2K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
231+ 12.68% |
$67K - $89.3K
|
2.05K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
229+ 35.02% |
$66.4K - $88.5K
|
883
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
229+ 20.67% |
$66.4K - $88.5K
|
1.34K
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
226New |
$65.5K - $87.3K
|
226
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
226New |
$65.5K - $87.3K
|
226
$145K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
221+ 10.06% |
$64.1K - $85.4K
|
2.42K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
220+ 6.57% |
$63.8K - $85K
|
3.57K
$2.29M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
220+ 5.3% |
$63.8K - $85K
|
4.37K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
217+ 1.05% |
$62.9K - $83.9K
|
20.9K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
216+ 8.59% |
$62.6K - $83.5K
|
2.73K
$1.75M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
216+ 8.59% |
$62.6K - $83.5K
|
2.73K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
214New |
$62K - $82.7K
|
214
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
213+ 13.99% |
$61.8K - $82.3K
|
1.74K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
212+ 1.76% |
$61.5K - $81.9K
|
12.3K
$7.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
210+ 11.43% |
$60.9K - $81.1K
|
2.05K
$1.31M
|