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
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
120+ 3.48% |
$12K - $12K
|
3.57K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
101+ 3.86% |
$10.1K - $10.1K
|
2.72K
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
95+ 1.09% |
$9.47K - $9.51K
|
8.84K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
83+ 1.18% |
$8.27K - $8.31K
|
7.09K
$710K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
80New |
$7.97K - $8.01K
|
80
$8.01K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$6.98K - $7.01K
|
70
$7.01K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
67+ 0.37% |
$6.68K - $6.71K
|
18.4K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
65+ 2.91% |
$6.48K - $6.51K
|
2.3K
$230K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48+ 5.59% |
$4.78K - $4.81K
|
906
$90.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 17.16% |
$3.49K - $3.5K
|
239
$23.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.21% |
$3.39K - $3.4K
|
2.84K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.14% |
$1.69K - $1.7K
|
12.2K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.07% |
$1.59K - $1.6K
|
24.4K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.4K - $1.4K
|
2.29K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
9+ 0.37% |
$897 - $901
|
2.43K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8+ 0.3% |
$797 - $801
|
2.67K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8New |
$797 - $801
|
8
$801
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
8+ 0.22% |
$797 - $801
|
3.73K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 1.24% |
$698 - $701
|
571
$57.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$598 - $601
|
6
$601
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 1.45% |
$498 - $501
|
350
$35K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.19% |
$399 - $400
|
2.1K
$210K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$199 - $200
|
2.71K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.05% |
$199 - $200
|
4.14K
$414K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.01% |
$199 - $200
|
15K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$99.7 - $100
|
1
$100
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$99.7 - $100
|
1.56K
$156K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 0.22% |
$199 - $200
|
916
$91.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13- 12.5% |
$1.3K - $1.3K
|
91
$9.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18- 0.79% |
$1.79K - $1.8K
|
2.27K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-27- 1.28% |
$2.69K - $2.7K
|
2.08K
$208K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-42- 1.06% |
$4.19K - $4.21K
|
3.92K
$392K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-56- 0.69% |
$5.58K - $5.61K
|
8.1K
$810K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-56- 1.95% |
$5.58K - $5.61K
|
2.82K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.32% |
$7.67K - $7.71K
|
23.8K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-84- 1.04% |
$8.37K - $8.41K
|
7.98K
$799K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-91- 0.92% |
$9.07K - $9.11K
|
9.83K
$984K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 4.4% |
$9.97K - $10K
|
2.17K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 99.01% |
$9.97K - $10K
|
1
$100
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 28.57% |
$9.97K - $10K
|
250
$25K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-125- 1.03% |
$12.5K - $12.5K
|
12K
$1.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-126- 5.18% |
$12.6K - $12.6K
|
2.31K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-144- 2.3% |
$14.4K - $14.4K
|
6.1K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-152- 1.78% |
$15.1K - $15.2K
|
8.39K
$840K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-225- 3.23% |
$22.4K - $22.5K
|
6.74K
$675K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-248- 5.13% |
$24.7K - $24.8K
|
4.59K
$460K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-287- 1.62% |
$28.6K - $28.7K
|
17.4K
$1.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-300- 9.29% |
$29.9K - $30K
|
2.93K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-313- 69.09% |
$31.2K - $31.3K
|
140
$14K
|