Purchases and Sales Made in Q1 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.73% |
$200 - $202
|
273
$27.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 11.76% |
$200 - $202
|
15
$1.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.57% |
$1.2K - $1.21K
|
2.09K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 6.25% |
$1.4K - $1.41K
|
210
$21K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 0.28% |
$3.49K - $3.53K
|
12.5K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-36- 1.56% |
$3.59K - $3.63K
|
2.27K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50- 1.63% |
$4.99K - $5.04K
|
3.01K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-50- 1.43% |
$4.99K - $5.04K
|
3.45K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-56- 0.89% |
$5.59K - $5.65K
|
6.25K
$626K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-64- 39.02% |
$6.38K - $6.46K
|
100
$10K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-80- 1.54% |
$7.98K - $8.07K
|
5.13K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-86- 1.59% |
$8.58K - $8.68K
|
5.31K
$532K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-102- 0.51% |
$10.2K - $10.3K
|
19.9K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-108- 0.41% |
$10.8K - $10.9K
|
26.4K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-114- 0.5% |
$11.4K - $11.5K
|
22.5K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-120- 3.61% |
$12K - $12.1K
|
3.2K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-168- 15.47% |
$16.8K - $16.9K
|
918
$91.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-244- 4.19% |
$24.3K - $24.6K
|
5.58K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-250- 1.77% |
$24.9K - $25.2K
|
13.9K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-251- 5.14% |
$25K - $25.3K
|
4.63K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-286- 12.21% |
$28.5K - $28.9K
|
2.06K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-286- 3.28% |
$28.5K - $28.9K
|
8.43K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-300- 6.49% |
$29.9K - $30.3K
|
4.32K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-318- 0.89% |
$31.7K - $32.1K
|
35.2K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-350- 2.32% |
$34.9K - $35.3K
|
14.7K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-385- 2.2% |
$38.4K - $38.8K
|
17.1K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-457- 2.41% |
$45.6K - $46.1K
|
18.5K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-473- 9.53% |
$47.2K - $47.7K
|
4.49K
$449K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-495- 24.12% |
$49.4K - $49.9K
|
1.56K
$156K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-496- 9.78% |
$49.5K - $50K
|
4.57K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-500- 6.7% |
$49.9K - $50.4K
|
6.96K
$697K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-532- 4.73% |
$53.1K - $53.7K
|
10.7K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-619- 1.66% |
$61.7K - $62.5K
|
36.7K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-708- 23.75% |
$70.6K - $71.4K
|
2.27K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-760- 57.4% |
$75.8K - $76.7K
|
564
$56.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-829- 26.6% |
$82.7K - $83.6K
|
2.29K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-875- 12.85% |
$87.3K - $88.3K
|
5.94K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-883- 12.48% |
$88.1K - $89.1K
|
6.19K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-902- 17.91% |
$90K - $91K
|
4.13K
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-918- 19.81% |
$91.6K - $92.6K
|
3.72K
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-939- 10.48% |
$93.7K - $94.7K
|
8.02K
$803K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-943- 22.19% |
$94.1K - $95.1K
|
3.31K
$331K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-958- 29.92% |
$95.6K - $96.7K
|
2.24K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-978- 5.77% |
$97.6K - $98.7K
|
16K
$1.6M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1KClosed |
$99.8K - $101K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 19.9% |
$108K - $110K
|
4.37K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.11K- 71.07% |
$111K - $112K
|
453
$45.4K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 7.89% |
$114K - $115K
|
13.3K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.22K- 1.03% |
$122K - $123K
|
117K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.36K- 7.96% |
$135K - $137K
|
15.7K
$1.57M
|