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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44New |
$4.39K - $4.4K
|
44
$4.4K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28+ 1.1% |
$2.79K - $2.8K
|
2.57K
$257K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 1.1% |
$2.29K - $2.3K
|
2.11K
$211K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.45% |
$1.4K - $1.4K
|
3.1K
$310K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 2.99% |
$598 - $601
|
207
$20.7K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4New |
$399 - $400
|
4
$400
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 9.38% |
$299 - $300
|
35
$3.5K
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
3+ 0.07% |
$299 - $300
|
4.26K
$426K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.04% |
$199 - $200
|
5.22K
$522K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.47% |
$199 - $200
|
138
$13.8K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.14% |
$199 - $200
|
177
$17.7K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2- 66.67% |
$199 - $200
|
1
$100
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.49% |
$1.2K - $1.2K
|
2.43K
$243K
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-18- 0.36% |
$1.79K - $1.8K
|
5K
$500K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-27- 0.33% |
$2.69K - $2.7K
|
8.07K
$807K
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-32- 0.07% |
$3.19K - $3.2K
|
47.2K
$4.72M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34Closed |
$3.39K - $3.4K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-35- 18.32% |
$3.49K - $3.5K
|
156
$15.6K
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-60- 0.3% |
$5.98K - $6.01K
|
20.1K
$2.01M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-80- 3.74% |
$7.97K - $8.01K
|
2.06K
$206K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-85- 0.1% |
$8.47K - $8.51K
|
81.7K
$8.17M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-101- 3.98% |
$10.1K - $10.1K
|
2.44K
$244K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-108- 1.83% |
$10.8K - $10.8K
|
5.8K
$580K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-112- 3.06% |
$11.2K - $11.2K
|
3.55K
$355K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-145- 83.82% |
$14.5K - $14.5K
|
28
$2.8K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.46% |
$15.1K - $15.1K
|
32.6K
$3.26M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-156- 36.19% |
$15.6K - $15.6K
|
275
$27.5K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-156- 36.19% |
$15.6K - $15.6K
|
275
$27.5K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-200- 3.73% |
$19.9K - $20K
|
5.16K
$516K
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 4.61% |
$24.9K - $25K
|
5.17K
$517K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-253- 19.22% |
$25.2K - $25.3K
|
1.06K
$106K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-300- 0.14% |
$29.9K - $30K
|
220K
$22M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-301- 1.21% |
$30K - $30.1K
|
24.5K
$2.45M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-363- 84.22% |
$36.2K - $36.3K
|
68
$6.8K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-368- 13.23% |
$36.7K - $36.8K
|
2.41K
$241K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-490- 0.76% |
$48.8K - $49.1K
|
64.4K
$6.44M
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-500- 20.0% |
$49.8K - $50.1K
|
2K
$200K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-500- 3.74% |
$49.8K - $50.1K
|
12.9K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-511- 4.57% |
$50.9K - $51.2K
|
10.7K
$1.07M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-524- 18.48% |
$52.2K - $52.5K
|
2.31K
$231K
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-658- 5.24% |
$65.6K - $65.9K
|
11.9K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-694- 5.68% |
$69.2K - $69.5K
|
11.5K
$1.15M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-770- 12.04% |
$76.8K - $77.1K
|
5.63K
$563K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-773- 3.81% |
$77.1K - $77.4K
|
19.5K
$1.95M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-793- 27.94% |
$79K - $79.4K
|
2.05K
$205K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-793- 0.73% |
$79K - $79.4K
|
107K
$10.7M
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-857- 6.54% |
$85.4K - $85.8K
|
12.2K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-872- 7.36% |
$86.9K - $87.3K
|
11K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-897- 26.09% |
$89.4K - $89.8K
|
2.54K
$254K
|