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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.46K+ 8.87% |
$145K - $146K
|
17.9K
$1.79M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.45K+ 14.72% |
$144K - $145K
|
11.3K
$1.13M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 0.87% |
$141K - $142K
|
164K
$16.4M
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.38K+ 9.93% |
$137K - $138K
|
15.2K
$1.52M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 32.35% |
$136K - $137K
|
5.59K
$559K
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.26K+ 6.81% |
$125K - $126K
|
19.7K
$1.97M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.2K+ 31.52% |
$120K - $120K
|
5.02K
$501K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.17K+ 2.04% |
$117K - $117K
|
58.6K
$5.85M
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1K+ 14.6% |
$99.8K - $100K
|
7.86K
$785K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
843+ 16.46% |
$84K - $84.4K
|
5.97K
$596K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
769+ 32.74% |
$76.7K - $77K
|
3.12K
$312K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
685+ 38.27% |
$68.3K - $68.6K
|
2.48K
$247K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
658New |
$65.6K - $65.9K
|
658
$65.8K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
652+ 1.02% |
$65K - $65.3K
|
64.8K
$6.48M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
524+ 17.49% |
$52.2K - $52.5K
|
3.52K
$352K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
522+ 21.16% |
$52K - $52.3K
|
2.99K
$299K
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
515+ 4.96% |
$51.3K - $51.6K
|
10.9K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
502New |
$50K - $50.3K
|
502
$50.2K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
501+ 19.75% |
$49.9K - $50.2K
|
3.04K
$304K
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
497+ 10.26% |
$49.5K - $49.8K
|
5.34K
$534K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
459+ 2.99% |
$45.8K - $46K
|
15.8K
$1.58M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
438+ 2.15% |
$43.7K - $43.8K
|
20.8K
$2.08M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
436+ 21.22% |
$43.5K - $43.6K
|
2.49K
$249K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
433New |
$43.2K - $43.3K
|
433
$43.3K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
402+ 8.66% |
$40.1K - $40.2K
|
5.05K
$504K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
385+ 30.41% |
$38.4K - $38.5K
|
1.65K
$165K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
349+ 3.39% |
$34.8K - $34.9K
|
10.6K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
345+ 2.42% |
$34.4K - $34.5K
|
14.6K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
343+ 123.38% |
$34.2K - $34.3K
|
621
$62.1K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
320+ 9.14% |
$31.9K - $32K
|
3.82K
$382K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
315+ 1.56% |
$31.4K - $31.5K
|
20.6K
$2.05M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
300+ 1.91% |
$29.9K - $30K
|
16K
$1.6M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
270+ 4.17% |
$26.9K - $27K
|
6.74K
$674K
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
267+ 2.26% |
$26.6K - $26.7K
|
12.1K
$1.21M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
252+ 0.65% |
$25.1K - $25.2K
|
38.9K
$3.89M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
215New |
$21.4K - $21.5K
|
215
$21.5K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
201New |
$20K - $20.1K
|
201
$20.1K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
200+ 0.5% |
$19.9K - $20K
|
39.9K
$3.99M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
170+ 11.51% |
$16.9K - $17K
|
1.65K
$165K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
163New |
$16.2K - $16.3K
|
163
$16.3K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
153+ 2.81% |
$15.3K - $15.3K
|
5.6K
$559K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
132+ 7.12% |
$13.2K - $13.2K
|
1.99K
$198K
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
125+ 0.76% |
$12.5K - $12.5K
|
16.5K
$1.65M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 20.0% |
$9.97K - $10K
|
600
$60K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
99+ 2.4% |
$9.87K - $9.91K
|
4.22K
$421K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
88New |
$8.77K - $8.81K
|
88
$8.79K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
75+ 1.25% |
$7.48K - $7.51K
|
6.08K
$608K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
73+ 0.94% |
$7.28K - $7.31K
|
7.84K
$784K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$4.49K - $4.5K
|
45
$4.5K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44New |
$4.39K - $4.4K
|
44
$4.4K
|