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Get Institutions for : 
Goldman Sachs Group Inc (GS.PD)  
$22.43 0.13 (0.58%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    2
Total shares held : 
748,014  
% of shares held : 
2.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
17,780  
% of shares held change : 
  0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.52  
Last Quarter's Ending Price : 
$21.64  
Last Quarter's Average Price
$21.26  
Change from last quarter's     
avg. price to the last closing  : 
1.17 (5.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 28,254
 3.78%
 
Increased Positions :
1
 8,873
 1.19%
 
Unchanged Positions :
6
 416,708
 55.71%
 
Decreased Positions :
1
-5,100
-0.68%
 
Closed Positions :
3
-14,247
-1.9%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Atlas Wealth LLC 8 - 2023-12-31 388,131 $8,551,000 0
   PNC FINANCIAL SERVICES GROUP INC 599 - 2023-12-31 273,252 $5,913,000 8,873
   TOWER BRIDGE ADVISORS 149 - 2023-12-31 29,800 $645,000 -5,100
   Ethos Financial Group LLC 103 *New 2023-12-31 28,254 $610,000 28,254
   DELTA CAPITAL MANAGEMENT LLC 57 - 2024-03-31 19,805 $454,000 0
   ATLAS CAPITAL ADVISORS LLC 460 - 2024-03-31 4,000 $92,000 0
   Laffer Tengler Investments 180 - 2023-12-31 2,572 $56,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,700 $37,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 293 - 2023-12-31 500 $11,000 0
   COVE STREET CAPITAL, LLC 70 *Closed 2023-12-31 0 $0 -13,200
   ORG Partners LLC 1017 *Closed 2023-12-31 0 $0 -47

  11 Records found
  1    
  Page 1 of 1
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