Purchases and Sales Made in Q1 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 2023. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS ACCESS TREASURY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.81MNew |
$181M - $182M
|
1.81M
$181M
|
|
|
Apr 28, 2023
Q1 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.01M+ 461.77% |
$101M - $102M
|
1.23M
$123M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
901K+ 18.88% |
$89.8M - $90.2M
|
5.67M
$568M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
644K+ 36.87% |
$64.1M - $64.5M
|
2.39M
$239M
|
|
|
Apr 27, 2023
Q1 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
448KNew |
$44.7M - $44.9M
|
448K
$44.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
411K+ 16075.51% |
$40.9M - $41.2M
|
413K
$41.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
403K+ 50.91% |
$40.1M - $40.3M
|
1.19M
$119M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
378KNew |
$37.7M - $37.9M
|
378K
$37.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
378K+ 76.78% |
$37.7M - $37.9M
|
871K
$87.2M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
363KNew |
$36.2M - $36.4M
|
363K
$36.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
333K+ 25.7% |
$33.1M - $33.3M
|
1.63M
$163M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
298K+ 30.39% |
$29.7M - $29.8M
|
1.28M
$128M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
268K+ 5.38% |
$26.8M - $26.9M
|
5.26M
$527M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
262K+ 262159.0% |
$26.1M - $26.3M
|
262K
$26.3M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
239KNew |
$23.8M - $23.9M
|
239K
$23.9M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
238KNew |
$23.7M - $23.8M
|
238K
$23.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
220K+ 65.63% |
$21.9M - $22M
|
554K
$55.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
183K+ 2513.78% |
$18.2M - $18.3M
|
190K
$19M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
175KNew |
$17.5M - $17.6M
|
175K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
175K+ 297.36% |
$17.5M - $17.6M
|
234K
$23.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
169K+ 59.15% |
$16.8M - $16.9M
|
454K
$45.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149K+ 17.85% |
$14.8M - $14.9M
|
982K
$98.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
BUY
|
- |
125KNew |
$12.4M - $12.5M
|
125K
$12.5M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
123K+ 455.07% |
$12.2M - $12.3M
|
149K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
121K+ 125.66% |
$12.1M - $12.2M
|
218K
$21.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
120K+ 555.68% |
$11.9M - $12M
|
141K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
119KNew |
$11.9M - $12M
|
119K
$12M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
96KNew |
$9.57M - $9.62M
|
96K
$9.61M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93.6K+ 1085.9% |
$9.33M - $9.37M
|
102K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
92.2K+ 304.24% |
$9.19M - $9.23M
|
123K
$12.3M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
79.8K+ 466.33% |
$7.96M - $8M
|
97K
$9.71M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
78.7K+ 371.28% |
$7.84M - $7.88M
|
99.9K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
78.6KNew |
$7.84M - $7.88M
|
78.6K
$7.87M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
69.9K+ 46.6% |
$6.97M - $7M
|
220K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69.6K+ 424.81% |
$6.93M - $6.97M
|
85.9K
$8.6M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
58.6K+ 11.17% |
$5.84M - $5.86M
|
583K
$58.4M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
57.4K+ 19.58% |
$5.72M - $5.75M
|
351K
$35.1M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57.1KNew |
$5.69M - $5.72M
|
57.1K
$5.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
55.2KNew |
$5.51M - $5.53M
|
55.2K
$5.53M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.8K+ 29.43% |
$5.46M - $5.49M
|
241K
$24.1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
53.3K+ 24.56% |
$5.31M - $5.34M
|
270K
$27.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
51.5K+ 564.06% |
$5.13M - $5.16M
|
60.6K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
47.8KNew |
$4.76M - $4.79M
|
47.8K
$4.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
46.4K+ 1518.99% |
$4.62M - $4.65M
|
49.5K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.7K+ 1309.54% |
$4.35M - $4.37M
|
47K
$4.71M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
42K+ 193.69% |
$4.19M - $4.21M
|
63.7K
$6.38M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40.1KNew |
$3.99M - $4.01M
|
40.1K
$4.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
38.6KNew |
$3.85M - $3.87M
|
38.6K
$3.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34.2K+ 70.48% |
$3.41M - $3.42M
|
82.7K
$8.28M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.3K+ 349.59% |
$3.02M - $3.04M
|
39K
$3.91M
|