Also trades as: GS (NYSE) · $vol 1929M · GS-PJ (NYSE) · $vol 3M · GS-PK (NYSE) · $vol 2M · GS-PA (NYSE) · $vol 1M · GS.SW (SIX) · $vol 0M · GOS.DE (XETRA) · $vol 0M
GS-PD Institutional Ownership
The Goldman Sachs Group, Inc.
1W: -1.4%
1M: -4.1%
3M: -3.4%
YTD: -6.6%
1Y: -12.4%
3Y: +0.2%
5Y: -6.6%
$18.13
-0.12 (-0.66%)
Weekly Expected Move ±0.7%
$18
$19
$19
$19
$19
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — GS-PD
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$14M
Total Invested
1
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | 338,505 | $6M | +23,729 | +7.5% | 14Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 311,093 | $6M | +47,133 | +17.9% | 15Q | SEC ↗ |
| 3 | Moran Wealth Management, LLC NEW | 50,460 | $915K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Ethos Financial Group, LLC | 31,544 | $572K | +250 | +0.8% | 11Q | SEC ↗ |
| 5 | DELTA CAPITAL MANAGEMENT LLC | 19,805 | $359K | — | +0.0% | 42Q | SEC ↗ |
| 6 | ATLAS CAPITAL ADVISORS INC. | 1,250 | $23K | — | +0.0% | 3Q | SEC ↗ |
| 7 | First Command Advisory Services, Inc. | 1,004 | $18K | +687 | +216.7% | 2Q | SEC ↗ |
| 8 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 500 | $9K | — | +0.0% | 15Q | SEC ↗ |
| 9 | TOWER BRIDGE ADVISORS | 0 | $0K | -22,350 | -100.0% | 10Q | SEC ↗ |
| 10 | NBC SECURITIES, INC. | 0 | $0K | -5,634 | -100.0% | 3Q | SEC ↗ |
| 11 | Ascentis Independent Advisors | 0 | $0K | -47 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Moran Wealth Management, LLC | 50,460 | $915K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOWER BRIDGE ADVISORS | 22,350 | $405K |
| NBC SECURITIES, INC. | 5,634 | $102K |
| Ascentis Independent Advisors | 47 | $1K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | +47,133 | +17.9% | 311,093 |
| Atlas Wealth LLC | +23,729 | +7.5% | 338,505 |
| First Command Advisory Services, In | +687 | +216.7% | 1,004 |
| Ethos Financial Group, LLC | +250 | +0.8% | 31,544 |
Biggest Decreases (0)
None.