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 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-6.68K- 8.79% |
$667K - $670K
|
69.4K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7.51K- 42.44% |
$749K - $752K
|
10.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.71K- 33.21% |
$770K - $773K
|
15.5K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-7.76K- 64.12% |
$775K - $778K
|
4.35K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.82K- 8.1% |
$781K - $783K
|
88.6K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.06K- 69.17% |
$805K - $808K
|
3.59K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-8.22K- 10.2% |
$821K - $824K
|
72.4K
$7.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-8.37K- 13.92% |
$836K - $839K
|
51.8K
$5.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.67K- 14.5% |
$866K - $869K
|
51.2K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.06K- 20.99% |
$905K - $908K
|
34.1K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.1K- 15.93% |
$1M - $1.01M
|
53.1K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 98.29% |
$1.03M - $1.03M
|
179
$17.9K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-10.4K- 50.9% |
$1.04M - $1.05M
|
10.1K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-10.9K- 23.3% |
$1.09M - $1.09M
|
35.8K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 39.97% |
$1.38M - $1.39M
|
20.8K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 28.82% |
$1.4M - $1.4M
|
34.6K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.2K- 1.92% |
$1.52M - $1.53M
|
780K
$78M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-16.7K- 49.16% |
$1.66M - $1.67M
|
17.2K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.6K- 13.78% |
$1.76M - $1.76M
|
110K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-18.8K- 3.5% |
$1.88M - $1.88M
|
518K
$51.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-19.2K- 66.99% |
$1.92M - $1.92M
|
9.46K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.8K- 2.68% |
$2.07M - $2.08M
|
754K
$75.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-21.5K- 38.21% |
$2.15M - $2.16M
|
34.8K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25.4K- 47.49% |
$2.54M - $2.55M
|
28.1K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 1.02% |
$2.6M - $2.61M
|
2.51M
$251M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28.6K- 10.01% |
$2.85M - $2.86M
|
257K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.3K- 37.33% |
$3.32M - $3.34M
|
55.9K
$5.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34.9K- 58.31% |
$3.48M - $3.5M
|
24.9K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-36.5K- 52.06% |
$3.65M - $3.66M
|
33.6K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.3K- 21.83% |
$3.82M - $3.84M
|
137K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.5K- 2.39% |
$3.94M - $3.96M
|
1.62M
$162M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-49.8K- 23.14% |
$4.97M - $4.99M
|
165K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60.6K- 55.63% |
$6.05M - $6.07M
|
48.3K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-60.6K- 55.63% |
$6.05M - $6.07M
|
48.3K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63.1K- 27.0% |
$6.3M - $6.33M
|
171K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67.7K- 32.6% |
$6.76M - $6.78M
|
140K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-91.7K- 72.07% |
$9.16M - $9.19M
|
35.5K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-141K- 85.65% |
$14.1M - $14.1M
|
23.6K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-179K- 98.21% |
$17.8M - $17.9M
|
3.26K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-294K- 67.37% |
$29.3M - $29.4M
|
142K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-338K- 22.58% |
$33.7M - $33.9M
|
1.16M
$116M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-407K- 28.59% |
$40.7M - $40.8M
|
1.02M
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-498K- 86.76% |
$49.8M - $50M
|
76.1K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-703K- 60.95% |
$70.2M - $70.5M
|
451K
$45.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.02M- 16.61% |
$102M - $103M
|
5.15M
$515M
|