Purchases and Sales Made in Q4 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.3K+ 32.37% |
$329K - $330K
|
13.5K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.09K+ 2.74% |
$309K - $310K
|
116K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.09K+ 24.76% |
$308K - $309K
|
15.6K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.81KNew |
$280K - $281K
|
2.81K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7KNew |
$270K - $271K
|
2.7K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.7KNew |
$269K - $270K
|
2.7K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.61KNew |
$261K - $261K
|
2.61K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.6KNew |
$260K - $261K
|
2.6K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55KNew |
$255K - $255K
|
2.55K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
2.53KNew |
$252K - $253K
|
2.53K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.45K+ 70.61% |
$245K - $246K
|
5.92K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.4KNew |
$240K - $241K
|
2.4K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.4K+ 14.27% |
$239K - $240K
|
19.2K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.3K+ 56.67% |
$230K - $231K
|
6.36K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2K+ 97.04% |
$219K - $220K
|
4.46K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.19K+ 42.7% |
$218K - $219K
|
7.3K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.12KNew |
$211K - $212K
|
2.12K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.97K+ 8.25% |
$197K - $198K
|
25.8K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.9K+ 60.98% |
$190K - $191K
|
5.02K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.82K+ 20.43% |
$182K - $183K
|
10.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.6KNew |
$159K - $160K
|
1.6K
$160K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.46K+ 14.91% |
$146K - $146K
|
11.3K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.45K+ 7.92% |
$145K - $146K
|
19.8K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.42K+ 21.88% |
$142K - $143K
|
7.93K
$793K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.28K+ 84.03% |
$128K - $128K
|
2.8K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.09K+ 9.41% |
$109K - $109K
|
12.7K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 11.17% |
$104K - $104K
|
10.4K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
966New |
$96.5K - $96.8K
|
966
$96.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
961+ 35.42% |
$96K - $96.3K
|
3.67K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
707+ 17.33% |
$70.6K - $70.9K
|
4.79K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
704+ 18.64% |
$70.3K - $70.6K
|
4.48K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
605+ 4.0% |
$60.4K - $60.6K
|
15.7K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
598+ 8.88% |
$59.7K - $59.9K
|
7.34K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
500+ 50000.0% |
$49.9K - $50.1K
|
501
$50.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
322+ 6.07% |
$32.2K - $32.3K
|
5.63K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
311New |
$31.1K - $31.2K
|
311
$31.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
310+ 3.5% |
$31K - $31.1K
|
9.17K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
281+ 0.87% |
$28.1K - $28.2K
|
32.6K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 33.33% |
$25K - $25.1K
|
1K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
192+ 6.13% |
$19.2K - $19.2K
|
3.33K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184+ 24.53% |
$18.4K - $18.4K
|
934
$93.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
170New |
$17K - $17K
|
170
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
168+ 31.28% |
$16.8K - $16.8K
|
705
$70.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
150+ 1.01% |
$15K - $15K
|
15K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
118+ 1.87% |
$11.8K - $11.8K
|
6.43K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
112+ 1.73% |
$11.2K - $11.2K
|
6.58K
$658K
|