Purchases and Sales Made in Q2 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
9.26K+ 51.0% |
$923K - $927K
|
27.4K
$2.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
8.9K+ 35.08% |
$887K - $891K
|
34.3K
$3.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
8.77K+ 28.95% |
$874K - $878K
|
39K
$3.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
8.55KNew |
$853K - $856K
|
8.55K
$855K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
8.07K+ 7.66% |
$804K - $807K
|
113K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8KNew |
$797K - $801K
|
8K
$800K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.83K+ 160.41% |
$780K - $784K
|
12.7K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.77K+ 25.21% |
$775K - $778K
|
38.6K
$3.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.43K+ 7.74% |
$741K - $744K
|
103K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.19KNew |
$717K - $720K
|
7.19K
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.84K+ 105.49% |
$682K - $685K
|
13.3K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.78K+ 150.61% |
$676K - $679K
|
11.3K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.71K+ 7.44% |
$669K - $672K
|
96.9K
$9.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.58K+ 7.6% |
$656K - $659K
|
93.1K
$9.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6.46K+ 2.39% |
$644K - $647K
|
277K
$27.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.21KNew |
$619K - $622K
|
6.21K
$621K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6.21KNew |
$619K - $621K
|
6.21K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.93K+ 27.26% |
$592K - $594K
|
27.7K
$2.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.83KNew |
$581K - $584K
|
5.83K
$583K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5.61K+ 3.19% |
$559K - $561K
|
181K
$18.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.37K+ 91.08% |
$536K - $538K
|
11.3K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.29K+ 25.98% |
$527K - $530K
|
25.7K
$2.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.07KNew |
$505K - $508K
|
5.07K
$507K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.94K+ 4.03% |
$492K - $494K
|
127K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$490K - $492K
|
4.92K
$492K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.83KNew |
$481K - $483K
|
4.83K
$483K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.8K+ 32.01% |
$479K - $481K
|
19.8K
$1.98M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.74K+ 175.63% |
$473K - $475K
|
7.44K
$744K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.34K+ 26.07% |
$432K - $434K
|
21K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.98K+ 4.63% |
$397K - $398K
|
89.9K
$8.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3.65K+ 42.5% |
$363K - $365K
|
12.2K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.61K+ 24.68% |
$360K - $361K
|
18.2K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.28K+ 5.7% |
$327K - $328K
|
60.8K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.25KNew |
$324K - $325K
|
3.25K
$325K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$309K - $310K
|
3.1K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.93K+ 10.84% |
$292K - $293K
|
29.9K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.89K+ 13.53% |
$288K - $290K
|
24.3K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.79KNew |
$278K - $280K
|
2.79K
$279K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.67K+ 13.87% |
$267K - $268K
|
22K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.66K+ 5663.83% |
$265K - $266K
|
2.71K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.62K+ 5.58% |
$261K - $263K
|
49.6K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$241K - $242K
|
2.42K
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.23KNew |
$222K - $223K
|
2.23K
$223K
|
|
|
Feb 10, 2025
Q2 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.22KNew |
$221K - $222K
|
2.22K
$222K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.17K+ 0.88% |
$217K - $218K
|
249K
$24.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.09K+ 40.0% |
$208K - $209K
|
7.31K
$731K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.91K+ 2.85% |
$191K - $192K
|
69.2K
$6.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.61K+ 48.87% |
$160K - $161K
|
4.89K
$489K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 5.25% |
$159K - $160K
|
32.1K
$3.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 17.1% |
$154K - $155K
|
10.6K
$1.06M
|