Purchases and Sales Made in Q3 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.65MNew |
$364M - $366M
|
3.65M
$365M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.14M+ 106.05% |
$114M - $114M
|
2.22M
$222M
|
|
|
Nov 07, 2023
Q3 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.13M+ 186.37% |
$112M - $113M
|
1.73M
$173M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
671K+ 38.42% |
$66.9M - $67.2M
|
2.42M
$242M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
519K+ 30.6% |
$51.8M - $52M
|
2.22M
$222M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
481KNew |
$47.9M - $48.1M
|
481K
$48.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
343K+ 110.47% |
$34.2M - $34.3M
|
653K
$65.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
250KNew |
$24.9M - $25M
|
250K
$25M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
226K+ 39.82% |
$22.5M - $22.6M
|
794K
$79.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
198K+ 3.87% |
$19.8M - $19.9M
|
5.32M
$533M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
183K+ 73.55% |
$18.3M - $18.3M
|
432K
$43.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
169KNew |
$16.9M - $16.9M
|
169K
$16.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
157K+ 1507.47% |
$15.6M - $15.7M
|
167K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
154K+ 43.81% |
$15.3M - $15.4M
|
504K
$50.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
148K+ 130.84% |
$14.8M - $14.9M
|
262K
$26.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
134KNew |
$13.3M - $13.4M
|
134K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
127K+ 675.95% |
$12.7M - $12.7M
|
146K
$14.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
120KNew |
$11.9M - $12M
|
120K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
109KNew |
$10.9M - $10.9M
|
109K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
96.1K+ 923.29% |
$9.58M - $9.62M
|
107K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
95.9K+ 32.62% |
$9.55M - $9.6M
|
390K
$39M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
93.9K+ 17.54% |
$9.35M - $9.4M
|
629K
$62.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74KNew |
$7.37M - $7.41M
|
74K
$7.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.6KNew |
$7.03M - $7.07M
|
70.6K
$7.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67.3KNew |
$6.7M - $6.73M
|
67.3K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61.1KNew |
$6.09M - $6.12M
|
61.1K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.2K+ 14.21% |
$6M - $6.03M
|
484K
$48.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
52.9K+ 12.1% |
$5.27M - $5.29M
|
490K
$49M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
36.5K+ 118.79% |
$3.64M - $3.66M
|
67.3K
$6.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34.4K+ 112.66% |
$3.43M - $3.45M
|
65K
$6.5M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33.9K+ 34.26% |
$3.38M - $3.39M
|
133K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
31.8K+ 19.88% |
$3.17M - $3.18M
|
192K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.4K+ 7.06% |
$3.13M - $3.15M
|
477K
$47.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
29.4K+ 13.39% |
$2.93M - $2.94M
|
249K
$24.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.8K+ 25.12% |
$2.87M - $2.89M
|
144K
$14.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
28.8K+ 366.58% |
$2.87M - $2.88M
|
36.6K
$3.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28.4K+ 221.8% |
$2.83M - $2.85M
|
41.3K
$4.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.1K+ 30.85% |
$2.6M - $2.62M
|
111K
$11.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 9.17% |
$2.45M - $2.46M
|
292K
$29.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
22.7KNew |
$2.26M - $2.27M
|
22.7K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.4K+ 48.73% |
$2.14M - $2.15M
|
65.4K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21K+ 23.67% |
$2.1M - $2.11M
|
110K
$11M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20.6KNew |
$2.06M - $2.07M
|
20.6K
$2.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
17.4K+ 22.07% |
$1.74M - $1.74M
|
96.3K
$9.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 289.78% |
$1.68M - $1.69M
|
22.7K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.8K+ 27.02% |
$1.58M - $1.58M
|
74.4K
$7.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 33.37% |
$1.57M - $1.58M
|
63.1K
$6.31M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8KNew |
$1.48M - $1.48M
|
14.8K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
14.5KNew |
$1.45M - $1.45M
|
14.5K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.6K+ 268.23% |
$1.36M - $1.37M
|
18.7K
$1.87M
|