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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-21.9K- 32.75% |
$2.18M - $2.2M
|
44.9K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 26.07% |
$2.47M - $2.49M
|
70.1K
$7.02M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.8K- 91.74% |
$2.48M - $2.51M
|
2.24K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-25K- 35.56% |
$2.5M - $2.52M
|
45.3K
$4.54M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.4K- 43.95% |
$2.63M - $2.66M
|
33.6K
$3.36M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-30.4K- 99.37% |
$3.03M - $3.07M
|
193
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-30.8K- 23.76% |
$3.08M - $3.11M
|
99K
$9.91M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.6K- 90.46% |
$3.15M - $3.18M
|
3.33K
$333K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40.5K- 44.87% |
$4.04M - $4.09M
|
49.8K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-43.2K- 56.74% |
$4.31M - $4.36M
|
32.9K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.1K- 74.46% |
$4.6M - $4.65M
|
15.8K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-51.9K- 22.9% |
$5.18M - $5.24M
|
175K
$17.5M
|
|
|
May 03, 2024
Q1 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-55.8K- 10.18% |
$5.57M - $5.63M
|
492K
$49.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58.2K- 87.42% |
$5.8M - $5.87M
|
8.37K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-61.8K- 17.87% |
$6.16M - $6.23M
|
284K
$28.4M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-64.8K- 74.59% |
$6.46M - $6.54M
|
22.1K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66.2K- 68.53% |
$6.6M - $6.68M
|
30.4K
$3.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-76.4K- 76.18% |
$7.62M - $7.71M
|
23.9K
$2.39M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.3K- 68.04% |
$8.21M - $8.3M
|
38.7K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84K- 9.61% |
$8.38M - $8.47M
|
790K
$79.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.3K- 8.83% |
$8.71M - $8.81M
|
901K
$90.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-87.7K- 85.84% |
$8.74M - $8.84M
|
14.5K
$1.45M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-91.9K- 10.42% |
$9.16M - $9.27M
|
790K
$79.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114KClosed |
$11.4M - $11.5M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-114K- 41.12% |
$11.4M - $11.5M
|
163K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-136K- 5.67% |
$13.5M - $13.7M
|
2.26M
$226M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-140K- 88.23% |
$14M - $14.1M
|
18.7K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-177K- 7.07% |
$17.6M - $17.8M
|
2.32M
$232M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-194K- 3.51% |
$19.4M - $19.6M
|
5.35M
$536M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-212K- 18.6% |
$21.1M - $21.4M
|
928K
$92.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-408K- 13.11% |
$40.7M - $41.2M
|
2.7M
$271M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-609K- 11.21% |
$60.7M - $61.4M
|
4.82M
$483M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-609K- 11.21% |
$60.7M - $61.4M
|
4.82M
$483M
|