Purchases and Sales Made in Q3 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.4K+ 100.88% |
$1.34M - $1.35M
|
26.8K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 13.05% |
$1.21M - $1.22M
|
105K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.7KNew |
$1.17M - $1.17M
|
11.7K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.6K+ 24.59% |
$1.16M - $1.16M
|
58.8K
$5.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 22.22% |
$1.1M - $1.1M
|
60.6K
$6.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.9K+ 29.88% |
$1.09M - $1.1M
|
47.5K
$4.75M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.3K+ 16.99% |
$1.03M - $1.04M
|
71.2K
$7.11M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 176.7% |
$1.02M - $1.03M
|
16K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.85K+ 32.4% |
$981K - $986K
|
40.2K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.63K+ 0.97% |
$960K - $964K
|
1M
$100M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
9.3K+ 65.97% |
$926K - $931K
|
23.4K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.19K+ 71.41% |
$916K - $920K
|
22.1K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.17KNew |
$914K - $918K
|
9.17K
$916K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.71KNew |
$768K - $772K
|
7.71K
$770K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.55KNew |
$752K - $755K
|
7.55K
$754K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.4K+ 1.95% |
$737K - $740K
|
387K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.16K+ 4.39% |
$713K - $717K
|
170K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.93K+ 22.63% |
$691K - $694K
|
37.6K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.87K+ 10.6% |
$685K - $688K
|
71.7K
$7.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.18K+ 8.43% |
$616K - $619K
|
79.6K
$7.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.12K+ 0.21% |
$610K - $613K
|
2.87M
$286M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.92K+ 8701.47% |
$590K - $592K
|
5.99K
$598K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.85KNew |
$582K - $585K
|
5.85K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.13K+ 16.08% |
$511K - $514K
|
37K
$3.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.77KNew |
$475K - $477K
|
4.77K
$477K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.24KNew |
$422K - $424K
|
4.24K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.99KNew |
$397K - $399K
|
3.99K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.51KNew |
$350K - $351K
|
3.51K
$351K
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3.45K+ 30.53% |
$344K - $345K
|
14.8K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.21K+ 2.29% |
$320K - $322K
|
144K
$14.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.18K+ 106.39% |
$317K - $318K
|
6.17K
$616K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.17KNew |
$316K - $317K
|
3.17K
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.85K+ 11.62% |
$284K - $285K
|
27.4K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.78K+ 10.84% |
$277K - $279K
|
28.4K
$2.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.77K+ 551.99% |
$276K - $277K
|
3.27K
$327K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.71K+ 87.54% |
$270K - $272K
|
5.81K
$581K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.58K+ 5.09% |
$257K - $258K
|
53.2K
$5.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$255K - $256K
|
2.56K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.54KNew |
$253K - $254K
|
2.54K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.48KNew |
$247K - $248K
|
2.48K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.44K+ 5.27% |
$244K - $245K
|
48.8K
$4.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.39KNew |
$238K - $239K
|
2.39K
$239K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.28K+ 20.67% |
$228K - $229K
|
13.3K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.27KNew |
$226K - $227K
|
2.27K
$226K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.2K+ 2.69% |
$219K - $220K
|
83.9K
$8.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.14KNew |
$214K - $215K
|
2.14K
$214K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.09K+ 2.46% |
$208K - $209K
|
87K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.06KNew |
$205K - $206K
|
2.06K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.8K+ 4.58% |
$179K - $180K
|
41.1K
$4.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.64K+ 9.32% |
$163K - $164K
|
19.2K
$1.92M
|