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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 |
SIM
1
Sonora Investment Management
Tucson,
Arizona
| $4.91M | +$1.22M | +47,385 | +31% |
|
| 2 |
UB
2
UMB Bank
Kansas City,
Missouri
| $796K | +$136K | +5,285 | +19% |
|
| 3 |
LCM
3
Lucas Capital Management
Red Bank,
New Jersey
| $382K | +$404K | +15,700 | New |
|
| 4 |
SWP
4
Strategic Wealth Partners
Independence,
Ohio
| $271K | – | – | – |
|
| 5 |
GT
5
Glenmede Trust
Philadelphia,
Pennsylvania
| $67K | – | – | – |
|
| 6 |
CCM
6
Cribstone Capital Management
Augusta,
Maine
| $15K | -$334 | -13 | -2% |
|
| 7 |
RCA
7
Ranch Capital Advisors
Sarasota,
Florida
| $8K | – | – | – |
|
| 8 |
HDIM
8
Hanson & Doremus Investment Management
Burlington,
Vermont
| $7K | +$7.02K | +273 | New |
|
| 9 |
FIM
9
Frontier Investment Management
Dallas,
Texas
| – | -$19.7M | -734,267 | Closed |
|
| 10 |
IWA
10
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$26K | -950 | Closed |
|