Purchases and Sales Made in Q2 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
692K+ 1262.23% |
$68.9M - $69.2M
|
746K
$74.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
472K+ 19.75% |
$47M - $47.2M
|
2.86M
$286M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
237K+ 414.42% |
$23.6M - $23.7M
|
294K
$29.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
216K+ 17.52% |
$21.5M - $21.6M
|
1.45M
$145M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
188KNew |
$18.7M - $18.8M
|
188K
$18.8M
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
161K+ 35.89% |
$16M - $16.1M
|
609K
$60.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
145K+ 7223.51% |
$14.5M - $14.5M
|
147K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 2.18% |
$12.3M - $12.4M
|
5.79M
$579M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
121K+ 7.44% |
$12.1M - $12.1M
|
1.75M
$175M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.1K+ 83.62% |
$8.48M - $8.52M
|
187K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.8K+ 417.97% |
$8.26M - $8.29M
|
103K
$10.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
81.2K+ 17.89% |
$8.09M - $8.13M
|
535K
$53.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.9K+ 9.29% |
$8.06M - $8.1M
|
952K
$95.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74.8K+ 186.66% |
$7.46M - $7.49M
|
115K
$11.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
73.2K+ 48824.0% |
$7.3M - $7.33M
|
73.4K
$7.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
71.4K+ 29.89% |
$7.12M - $7.15M
|
310K
$31M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
67.8KNew |
$6.75M - $6.78M
|
67.8K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.6KNew |
$5.94M - $5.96M
|
59.6K
$5.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
58.3K+ 15.41% |
$5.82M - $5.84M
|
437K
$43.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52.5K+ 118.64% |
$5.24M - $5.26M
|
96.8K
$9.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
51.5K+ 58.42% |
$5.13M - $5.16M
|
140K
$14M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.5K+ 490.01% |
$4.24M - $4.26M
|
51.2K
$5.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
41.3K+ 235.51% |
$4.12M - $4.13M
|
58.8K
$5.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
BUY
|
- |
36.6K+ 29.36% |
$3.64M - $3.66M
|
161K
$16.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
33.8KNew |
$3.37M - $3.39M
|
33.8K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.4K+ 14.27% |
$3.33M - $3.35M
|
268K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32K+ 7.75% |
$3.19M - $3.21M
|
445K
$44.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
31.5K+ 101.51% |
$3.14M - $3.15M
|
62.5K
$6.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
31.2K+ 385.41% |
$3.11M - $3.12M
|
39.3K
$3.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
30K+ 4026.04% |
$2.99M - $3M
|
30.7K
$3.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.81M - $2.82M
|
28.2K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.4K+ 858.24% |
$2.74M - $2.75M
|
30.6K
$3.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 514.29% |
$2.54M - $2.55M
|
30.4K
$3.04M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.3K+ 42.54% |
$2.53M - $2.54M
|
84.9K
$8.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
24.3K+ 24.37% |
$2.43M - $2.44M
|
124K
$12.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19.3K+ 22.57% |
$1.92M - $1.93M
|
105K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.8K+ 4.13% |
$1.68M - $1.68M
|
424K
$42.4M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
16.7K+ 96.47% |
$1.67M - $1.68M
|
34.1K
$3.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.1K+ 4.44% |
$1.61M - $1.62M
|
379K
$37.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6K+ 15.98% |
$1.46M - $1.46M
|
106K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
14.1KNew |
$1.4M - $1.41M
|
14.1K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.7KNew |
$1.37M - $1.38M
|
13.7K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 1.2% |
$1.18M - $1.18M
|
994K
$99.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 7.26% |
$1.1M - $1.11M
|
163K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$1.08M - $1.09M
|
10.9K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$1.04M - $1.04M
|
10.4K
$1.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$1.01M - $1.01M
|
10.1K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.88K+ 15.5% |
$984K - $989K
|
73.6K
$7.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
9.61K+ 13.87% |
$958K - $962K
|
78.9K
$7.89M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.3K+ 112.68% |
$927K - $931K
|
17.5K
$1.75M
|