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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.91K+ 5.35% |
$191K - $192K
|
37.6K
$3.77M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.91K+ 18.21% |
$190K - $191K
|
12.4K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 1.78% |
$184K - $185K
|
105K
$10.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 2.07% |
$179K - $180K
|
88.8K
$8.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.65KNew |
$165K - $166K
|
1.65K
$166K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45K+ 61.4% |
$145K - $145K
|
3.81K
$382K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.37K+ 3.05% |
$137K - $138K
|
46.4K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$126K - $127K
|
1.27K
$127K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1K+ 47.87% |
$99.7K - $100K
|
3.09K
$309K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
872+ 7.95% |
$86.9K - $87.3K
|
11.8K
$1.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
606+ 1.99% |
$60.4K - $60.7K
|
31K
$3.1M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
539+ 13.21% |
$53.7K - $54K
|
4.62K
$463K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500New |
$49.8K - $50.1K
|
500
$50.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
411+ 461.8% |
$41K - $41.2K
|
500
$50.1K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
368+ 8.22% |
$36.7K - $36.9K
|
4.85K
$485K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
254+ 23.92% |
$25.3K - $25.4K
|
1.32K
$132K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
211+ 95.91% |
$21K - $21.1K
|
431
$43.2K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
201New |
$20K - $20.1K
|
201
$20.1K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
192+ 11.55% |
$19.1K - $19.2K
|
1.85K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
191New |
$19K - $19.1K
|
191
$19.1K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
163+ 3.09% |
$16.2K - $16.3K
|
5.44K
$545K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 57.3% |
$15.6K - $15.7K
|
431
$43.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$14.9K - $15K
|
150
$15K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
143+ 3.44% |
$14.3K - $14.3K
|
4.3K
$431K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
136New |
$13.6K - $13.6K
|
136
$13.6K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
123New |
$12.3K - $12.3K
|
123
$12.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
123New |
$12.3K - $12.3K
|
123
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
121+ 0.21% |
$12.1K - $12.1K
|
57.4K
$5.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
115+ 1.5% |
$11.5K - $11.5K
|
7.77K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 47.87% |
$8.97K - $9.01K
|
278
$27.8K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
88+ 0.51% |
$8.77K - $8.81K
|
17.2K
$1.72M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
75+ 1.86% |
$7.47K - $7.51K
|
4.12K
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53New |
$5.28K - $5.31K
|
53
$5.31K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
45New |
$4.48K - $4.51K
|
45
$4.51K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34New |
$3.39K - $3.41K
|
34
$3.41K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
31+ 0.49% |
$3.09K - $3.1K
|
6.4K
$641K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31+ 3100.0% |
$3.09K - $3.1K
|
32
$3.21K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 0.97% |
$1.99K - $2K
|
2.09K
$209K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.32% |
$897 - $901
|
2.84K
$284K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.28% |
$698 - $701
|
2.54K
$254K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$498 - $501
|
2.78K
$279K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.57% |
$99.7 - $100
|
175
$17.5K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$99.7 - $100
|
1
$100
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-8- 72.73% |
$797 - $801
|
3
$301
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 1.73% |
$1.1K - $1.1K
|
624
$62.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-24- 0.56% |
$2.39K - $2.4K
|
4.26K
$426K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-33- 0.47% |
$3.29K - $3.31K
|
6.94K
$695K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-36Closed |
$3.59K - $3.61K
|
0
$0
|