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 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-87- 11.49% |
$8.67K - $8.71K
|
670
$67.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-124- 0.83% |
$12.4K - $12.4K
|
14.8K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-140- 0.76% |
$14K - $14K
|
18.2K
$1.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 4.07% |
$24.9K - $25K
|
5.9K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-265- 1.94% |
$26.4K - $26.5K
|
13.4K
$1.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-296- 0.98% |
$29.5K - $29.6K
|
29.9K
$2.99M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-522- 17.46% |
$52K - $52.3K
|
2.47K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-610- 5.18% |
$60.8K - $61.1K
|
11.2K
$1.12M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-685- 27.68% |
$68.3K - $68.6K
|
1.79K
$179K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-722- 32.83% |
$72K - $72.3K
|
1.48K
$148K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-728- 8.25% |
$72.6K - $72.9K
|
8.09K
$810K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.13K- 8.45% |
$113K - $113K
|
12.3K
$1.23M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.14K- 29.61% |
$113K - $114K
|
2.7K
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 6.7% |
$128K - $129K
|
17.9K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.5K- 26.1% |
$150K - $150K
|
4.25K
$426K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.58K- 6.9% |
$157K - $158K
|
21.3K
$2.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 11.45% |
$158K - $158K
|
12.2K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.72K- 2.93% |
$171K - $172K
|
56.9K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 12.98% |
$181K - $182K
|
12.2K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.88K- 34.93% |
$187K - $188K
|
3.5K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.91K- 18.64% |
$190K - $191K
|
8.33K
$834K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2K- 20.84% |
$200K - $201K
|
7.61K
$761K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 42.19% |
$206K - $207K
|
2.84K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.07K- 42.11% |
$206K - $208K
|
2.85K
$285K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.35K- 31.05% |
$234K - $236K
|
5.22K
$523K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.44K- 84.97% |
$243K - $244K
|
431
$43.2K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.96K- 98.44% |
$295K - $297K
|
47
$4.71K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.11K- 25.36% |
$310K - $311K
|
9.15K
$916K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.26K- 33.73% |
$324K - $326K
|
6.4K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-3.51K- 8.9% |
$350K - $352K
|
35.9K
$3.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.71K- 4.56% |
$369K - $371K
|
77.6K
$7.77M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-4.83K- 43.97% |
$481K - $484K
|
6.15K
$616K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.99K- 1.34% |
$498K - $500K
|
368K
$36.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-5.1K- 20.12% |
$508K - $511K
|
20.2K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.26K- 87.58% |
$524K - $526K
|
745
$74.6K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.4K- 20.5% |
$638K - $641K
|
24.8K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.69K- 7.74% |
$666K - $670K
|
79.7K
$7.98M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.7K- 13.13% |
$667K - $671K
|
44.3K
$4.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.96K- 2.74% |
$694K - $697K
|
247K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.12K- 74.26% |
$709K - $713K
|
2.47K
$247K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.17K- 11.25% |
$714K - $718K
|
56.6K
$5.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.44K- 25.81% |
$741K - $745K
|
21.4K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.77K- 56.83% |
$775K - $779K
|
5.91K
$591K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 23.8% |
$1.21M - $1.22M
|
39K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.4K- 11.07% |
$1.23M - $1.24M
|
99.5K
$9.96M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.5K- 18.95% |
$1.34M - $1.35M
|
57.6K
$5.76M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-13.5K- 55.01% |
$1.35M - $1.36M
|
11.1K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.2K- 68.67% |
$1.42M - $1.42M
|
6.48K
$649K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-14.3K- 22.69% |
$1.43M - $1.44M
|
48.9K
$4.89M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 33.69% |
$1.54M - $1.55M
|
30.5K
$3.05M
|