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GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
GS.PRJ
Delisted
GS.PRJ was delisted on the 13th of September, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FIM
1
Frontier Investment Management
Dallas,
Texas
| $19.7M | +$1.57M | +58,367 | +9% |
|
| 2 |
SIM
2
Sonora Investment Management
Tucson,
Arizona
| $4.14M | +$1.81M | +67,640 | +78% |
|
| 3 |
UB
3
UMB Bank
Kansas City,
Missouri
| $737K | +$42.5K | +1,585 | +6% |
|
| 4 |
SWP
4
Strategic Wealth Partners
Independence,
Ohio
| $271K | -$16.1K | -602 | -6% |
|
| 5 |
GT
5
Glenmede Trust
Philadelphia,
Pennsylvania
| $67K | – | – | – |
|
| 6 |
IWA
6
Intercontinental Wealth Advisors
San Antonio,
Texas
| $26K | +$25.5K | +950 | New |
|
| 7 |
CCM
7
Cribstone Capital Management
Augusta,
Maine
| $17K | – | – | – |
|
| 8 |
RCA
8
Ranch Capital Advisors
Sarasota,
Florida
| $10K | +$9.76K | +364 | New |
|
| 9 |
PCG
9
Private Capital Group
West Hartford,
Connecticut
| – | -$6K | -207 | Closed |
|