Purchases and Sales Made in Q1 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.86K+ 112.17% |
$784K - $793K
|
14.9K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.74K+ 322.14% |
$772K - $781K
|
10.1K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.74K+ 228.42% |
$772K - $781K
|
11.1K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7.65K+ 28.41% |
$763K - $772K
|
34.6K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.43K+ 68.23% |
$741K - $749K
|
18.3K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.84KNew |
$682K - $690K
|
6.84K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.65K+ 4.18% |
$664K - $671K
|
166K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.58K+ 1.32% |
$556K - $562K
|
429K
$43M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.44K+ 31.34% |
$542K - $548K
|
22.8K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.29K+ 3.62% |
$527K - $533K
|
151K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.12K+ 13.71% |
$511K - $517K
|
42.5K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.64K+ 5.63% |
$463K - $469K
|
87.1K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.56KNew |
$455K - $460K
|
4.56K
$457K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.3KNew |
$429K - $434K
|
4.3K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$424K - $429K
|
4.25K
$426K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.2K+ 20.78% |
$418K - $423K
|
24.4K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
4.16K+ 15.66% |
$415K - $420K
|
30.7K
$3.08M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.13K+ 89.57% |
$412K - $417K
|
8.74K
$875K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.09K+ 143.71% |
$408K - $412K
|
6.93K
$694K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.92KNew |
$391K - $396K
|
3.92K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 5.98% |
$391K - $395K
|
69.4K
$6.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 101.1% |
$386K - $391K
|
7.7K
$771K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 89.59% |
$380K - $385K
|
8.07K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.72K+ 26.76% |
$371K - $376K
|
17.6K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.46K+ 98.88% |
$345K - $349K
|
6.95K
$696K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.44K+ 67.58% |
$344K - $347K
|
8.54K
$855K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.38K+ 9.59% |
$337K - $341K
|
38.6K
$3.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3.28K+ 1.26% |
$327K - $331K
|
263K
$26.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 5.71% |
$319K - $322K
|
59.1K
$5.92M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.88KNew |
$287K - $290K
|
2.88K
$288K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.87K+ 8.2% |
$286K - $289K
|
37.8K
$3.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.79K+ 20.01% |
$278K - $281K
|
16.7K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 2.42% |
$274K - $277K
|
116K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.72KNew |
$272K - $275K
|
2.72K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.69K+ 6.32% |
$269K - $272K
|
45.3K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.62KNew |
$261K - $264K
|
2.62K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.61KNew |
$260K - $263K
|
2.61K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.47KNew |
$247K - $249K
|
2.47K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.45KNew |
$244K - $247K
|
2.45K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.43KNew |
$242K - $245K
|
2.43K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.42KNew |
$241K - $244K
|
2.42K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34KNew |
$233K - $236K
|
2.34K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.33KNew |
$232K - $235K
|
2.33K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.32KNew |
$232K - $234K
|
2.32K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.26KNew |
$226K - $228K
|
2.26K
$227K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.25K+ 3.65% |
$225K - $227K
|
64.1K
$6.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $223K
|
2.21K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.18K+ 20.55% |
$217K - $220K
|
12.8K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.11K+ 13.53% |
$210K - $213K
|
17.7K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 7.19% |
$201K - $204K
|
30.1K
$3.01M
|