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 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-978- 5.69% |
$97.5K - $97.9K
|
16.2K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1K- 8.13% |
$99.7K - $100K
|
11.3K
$1.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.04K- 15.98% |
$104K - $104K
|
5.47K
$547K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.08K- 2.87% |
$108K - $108K
|
36.6K
$3.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.11K- 24.12% |
$111K - $112K
|
3.5K
$350K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.21K- 9.88% |
$121K - $121K
|
11.1K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 22.3% |
$121K - $121K
|
4.23K
$422K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.25K- 2.58% |
$125K - $126K
|
47.3K
$4.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.27K- 5.96% |
$127K - $127K
|
20.1K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.43K- 23.19% |
$142K - $143K
|
4.73K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.76K- 2.2% |
$175K - $176K
|
77.9K
$7.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.9K- 7.6% |
$189K - $190K
|
23.1K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.95K- 45.86% |
$195K - $195K
|
2.3K
$230K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2K- 47.08% |
$199K - $200K
|
2.25K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2K- 47.08% |
$199K - $200K
|
2.25K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.07K- 3.65% |
$207K - $208K
|
54.8K
$5.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.12K- 1.49% |
$212K - $213K
|
141K
$14M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2.13K- 2.03% |
$212K - $213K
|
103K
$10.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.17K- 9.96% |
$216K - $217K
|
19.6K
$1.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-2.26K- 35.36% |
$225K - $226K
|
4.14K
$413K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.48K- 20.24% |
$247K - $248K
|
9.76K
$975K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.49K- 5.1% |
$248K - $249K
|
46.4K
$4.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.65K- 49.05% |
$364K - $366K
|
3.79K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 3.93% |
$413K - $415K
|
101K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.42K- 58.12% |
$441K - $442K
|
3.19K
$318K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.5K- 0.64% |
$449K - $450K
|
704K
$70.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.66K- 8.44% |
$465K - $467K
|
50.6K
$5.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.71K- 47.69% |
$470K - $472K
|
5.17K
$516K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-4.86K- 11.63% |
$485K - $487K
|
37K
$3.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.08K- 71.52% |
$506K - $508K
|
2.02K
$202K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.1K- 28.46% |
$509K - $511K
|
12.8K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.11K- 10.54% |
$509K - $511K
|
43.4K
$4.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.49K- 11.1% |
$547K - $550K
|
44K
$4.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.75K- 19.17% |
$573K - $575K
|
24.2K
$2.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.15K- 67.25% |
$613K - $616K
|
3K
$299K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.16K- 49.69% |
$614K - $617K
|
6.24K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.44K- 0.54% |
$642K - $645K
|
1.19M
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-6.7K- 30.97% |
$668K - $671K
|
14.9K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7.03K- 63.43% |
$700K - $703K
|
4.05K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 12.21% |
$729K - $732K
|
52.6K
$5.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-7.5K- 1.75% |
$748K - $751K
|
420K
$42M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-8.08K- 21.01% |
$805K - $809K
|
30.4K
$3.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-8.41K- 23.4% |
$839K - $842K
|
27.5K
$2.75M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.51K- 31.8% |
$947K - $952K
|
20.4K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.1K- 38.53% |
$1.01M - $1.01M
|
16.1K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 10.72% |
$1.06M - $1.07M
|
88.8K
$8.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 7.62% |
$1.07M - $1.08M
|
131K
$13M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11K- 16.35% |
$1.1M - $1.1M
|
56.3K
$5.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.7K- 49.47% |
$1.27M - $1.27M
|
13K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.1K- 2.58% |
$1.5M - $1.51M
|
568K
$56.8M
|