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 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.1K- 2.58% |
$1.5M - $1.51M
|
568K
$56.8M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-16.6K- 24.67% |
$1.65M - $1.66M
|
50.6K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-16.8K- 35.21% |
$1.68M - $1.68M
|
31K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-18.5K- 63.95% |
$1.84M - $1.85M
|
10.4K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-20.9K- 25.26% |
$2.08M - $2.09M
|
61.8K
$6.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-24.7K- 43.61% |
$2.46M - $2.47M
|
31.9K
$3.19M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-26K- 61.05% |
$2.59M - $2.6M
|
16.6K
$1.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-32.2K- 13.54% |
$3.21M - $3.23M
|
206K
$20.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-34.7K- 74.63% |
$3.46M - $3.47M
|
11.8K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.7K- 29.08% |
$3.46M - $3.48M
|
84.7K
$8.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-37.3K- 66.48% |
$3.71M - $3.73M
|
18.8K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.7K- 17.57% |
$3.76M - $3.77M
|
177K
$17.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-38.8K- 17.82% |
$3.87M - $3.89M
|
179K
$17.9M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-39.5KClosed |
$3.94M - $3.96M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.7K- 38.83% |
$3.96M - $3.97M
|
62.5K
$6.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-42K- 53.46% |
$4.19M - $4.21M
|
36.6K
$3.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-47.6K- 68.02% |
$4.74M - $4.76M
|
22.4K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-48.2K- 32.24% |
$4.8M - $4.82M
|
101K
$10.1M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-48.2K- 32.24% |
$4.8M - $4.82M
|
101K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.5K- 3.96% |
$5.04M - $5.06M
|
1.23M
$123M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-65K- 24.8% |
$6.48M - $6.51M
|
197K
$19.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-66.3K- 68.44% |
$6.61M - $6.63M
|
30.6K
$3.05M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-88.4K- 91.14% |
$8.81M - $8.85M
|
8.59K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 3.39% |
$11.1M - $11.1M
|
3.17M
$316M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-131K- 7.18% |
$13.1M - $13.2M
|
1.7M
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-131K- 7.18% |
$13.1M - $13.2M
|
1.7M
$170M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-134K- 2.55% |
$13.4M - $13.5M
|
5.12M
$512M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-155K- 61.03% |
$15.4M - $15.5M
|
98.9K
$9.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
SELL
|
- |
-244K- 44.01% |
$24.3M - $24.4M
|
310K
$31M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-363K- 98.62% |
$36.2M - $36.3M
|
5.08K
$508K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-745K- 82.35% |
$74.3M - $74.6M
|
160K
$16M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.81M- 99.71% |
$180M - $181M
|
5.24K
$523K
|