Purchases and Sales Made in Q2 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
168K+ 6.21% |
$16.7M - $16.8M
|
2.87M
$288M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
126K+ 1017.04% |
$12.5M - $12.6M
|
138K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 13.62% |
$12.2M - $12.3M
|
1.02M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
103KNew |
$10.3M - $10.3M
|
103K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
101KNew |
$10M - $10.1M
|
101K
$10.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96.1K+ 134.86% |
$9.58M - $9.62M
|
167K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.9K+ 11.63% |
$9.16M - $9.2M
|
882K
$88.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.3K+ 27.9% |
$9M - $9.04M
|
414K
$41.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68.7K+ 35584.46% |
$6.84M - $6.88M
|
68.9K
$6.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.5K+ 19951.28% |
$5.43M - $5.45M
|
54.7K
$5.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
49.1KNew |
$4.89M - $4.91M
|
49.1K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.6K+ 134.11% |
$2.95M - $2.96M
|
51.7K
$5.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
29K+ 52.25% |
$2.89M - $2.9M
|
84.4K
$8.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.7K+ 27.11% |
$2.76M - $2.77M
|
130K
$13M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
26K+ 57.45% |
$2.6M - $2.61M
|
71.4K
$7.15M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.9K+ 59.04% |
$2.58M - $2.6M
|
69.8K
$6.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25K+ 10.94% |
$2.49M - $2.51M
|
254K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 140.56% |
$2.35M - $2.36M
|
40.3K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
23.1K+ 5.43% |
$2.3M - $2.31M
|
448K
$44.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$2.29M - $2.3M
|
23K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$1.98M - $1.98M
|
19.8K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 309.44% |
$1.94M - $1.95M
|
25.8K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
17K+ 44.96% |
$1.7M - $1.71M
|
55K
$5.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 23.99% |
$1.68M - $1.68M
|
86.9K
$8.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
15K+ 27.77% |
$1.49M - $1.5M
|
68.9K
$6.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
13.8K+ 75.27% |
$1.37M - $1.38M
|
32.1K
$3.21M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
13.2K+ 34.92% |
$1.32M - $1.32M
|
51K
$5.11M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 50.97% |
$1.31M - $1.32M
|
39K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
12.7K+ 2.96% |
$1.26M - $1.27M
|
442K
$44.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12.1K+ 17.25% |
$1.2M - $1.21M
|
82.1K
$8.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.8K+ 19.53% |
$1.17M - $1.18M
|
71.9K
$7.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.5K+ 149.21% |
$1.15M - $1.15M
|
19.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1K+ 9.52% |
$1.11M - $1.11M
|
128K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 13.44% |
$1.05M - $1.06M
|
89.1K
$8.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
10.2K+ 50.61% |
$1.01M - $1.02M
|
30.3K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 31.9% |
$1M - $1.01M
|
41.7K
$4.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
9.44K+ 210.34% |
$941K - $945K
|
13.9K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.69K+ 22.47% |
$866K - $870K
|
47.4K
$4.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.34K+ 484.1% |
$831K - $835K
|
10.1K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
8.15K+ 43.46% |
$812K - $816K
|
26.9K
$2.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.72K+ 32.94% |
$770K - $773K
|
31.2K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.37K+ 106.29% |
$734K - $738K
|
14.3K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.09KNew |
$707K - $710K
|
7.09K
$710K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.94KNew |
$692K - $695K
|
6.94K
$695K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.52K+ 156.43% |
$649K - $652K
|
10.7K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.45K+ 5.52% |
$643K - $645K
|
123K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.35K+ 280.61% |
$633K - $636K
|
8.62K
$863K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.24K+ 121.68% |
$622K - $625K
|
11.4K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6KNew |
$598K - $600K
|
6K
$600K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.15K+ 8.49% |
$513K - $516K
|
65.8K
$6.59M
|