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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.39K- 9.56% |
$139K - $140K
|
13.2K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.42K- 5.99% |
$141K - $143K
|
22.2K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 39.89% |
$148K - $150K
|
2.24K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 21.77% |
$153K - $154K
|
5.5K
$551K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.56K- 6.8% |
$156K - $157K
|
21.4K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.58K- 20.52% |
$157K - $159K
|
6.1K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.6K- 11.99% |
$160K - $162K
|
11.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.78K- 26.87% |
$177K - $179K
|
4.84K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 4.65% |
$184K - $186K
|
37.8K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.9K- 11.3% |
$190K - $192K
|
14.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.13K- 7.18% |
$212K - $214K
|
27.5K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.21K- 8.82% |
$220K - $223K
|
22.8K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.59K- 27.69% |
$258K - $261K
|
6.75K
$676K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.68K- 16.47% |
$267K - $270K
|
13.6K
$1.36M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.7K- 43.21% |
$269K - $272K
|
3.54K
$355K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.7K- 17.89% |
$270K - $273K
|
12.4K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.7K- 16.06% |
$270K - $273K
|
14.1K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-2.71K- 19.95% |
$270K - $273K
|
10.9K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.79K- 17.46% |
$278K - $281K
|
13.2K
$1.32M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.82K- 6.04% |
$282K - $285K
|
43.9K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.99K- 26.67% |
$298K - $301K
|
8.22K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.15K- 7.65% |
$314K - $318K
|
38K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.24K- 42.25% |
$323K - $326K
|
4.42K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.3K- 2.97% |
$329K - $333K
|
108K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.74K- 53.65% |
$373K - $377K
|
3.23K
$323K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.01K- 3.39% |
$400K - $405K
|
114K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-4.22K- 28.43% |
$421K - $426K
|
10.6K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 22.33% |
$481K - $486K
|
16.8K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.84K- 53.72% |
$482K - $488K
|
4.17K
$417K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 9.38% |
$532K - $539K
|
51.5K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.51K- 36.67% |
$549K - $556K
|
9.51K
$952K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-5.91K- 9.64% |
$589K - $596K
|
55.4K
$5.55M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.37K- 19.79% |
$635K - $642K
|
25.8K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.74K- 39.65% |
$672K - $680K
|
10.3K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.83K- 56.31% |
$681K - $689K
|
5.3K
$531K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-6.99K- 27.07% |
$697K - $705K
|
18.8K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.68K- 9.73% |
$766K - $775K
|
71.3K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.17K- 28.95% |
$815K - $824K
|
20K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.5K- 20.1% |
$1.05M - $1.06M
|
41.8K
$4.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-10.8K- 25.55% |
$1.07M - $1.09M
|
31.4K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.9K- 15.6% |
$1.08M - $1.09M
|
58.7K
$5.88M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.9K- 42.07% |
$1.09M - $1.1M
|
15K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-11.2K- 28.13% |
$1.11M - $1.13M
|
28.5K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.5K- 13.86% |
$1.15M - $1.16M
|
71.4K
$7.14M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-13K- 1.45% |
$1.3M - $1.31M
|
886K
$88.7M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14K- 11.68% |
$1.4M - $1.41M
|
106K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-17.3K- 54.98% |
$1.72M - $1.74M
|
14.1K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.8K- 15.98% |
$1.78M - $1.8M
|
93.8K
$9.39M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18K- 14.95% |
$1.79M - $1.81M
|
102K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.3K- 31.08% |
$1.92M - $1.94M
|
42.7K
$4.27M
|