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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$1.4K - $1.4K
|
14
$1.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.61% |
$997 - $1K
|
1.66K
$165K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 1.22% |
$797 - $801
|
666
$66.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6New |
$598 - $601
|
6
$599
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 1.45% |
$399 - $400
|
279
$27.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.03% |
$399 - $400
|
12.7K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 11.43% |
$399 - $400
|
39
$3.89K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.06% |
$299 - $300
|
5.22K
$521K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.13% |
$199 - $200
|
179
$17.9K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1New |
$99.7 - $100
|
1
$99.9
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3- 0.04% |
$299 - $300
|
7.19K
$718K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-11- 64.71% |
$1.1K - $1.1K
|
6
$599
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-24- 15.38% |
$2.39K - $2.4K
|
132
$13.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-42- 0.84% |
$4.19K - $4.21K
|
4.96K
$495K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-51- 2.47% |
$5.08K - $5.11K
|
2.01K
$201K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55- 0.56% |
$5.48K - $5.51K
|
9.7K
$969K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-58- 3.51% |
$5.78K - $5.81K
|
1.6K
$159K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-65- 73.86% |
$6.48K - $6.51K
|
23
$2.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68- 31.63% |
$6.78K - $6.81K
|
147
$14.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-88- 0.39% |
$8.77K - $8.81K
|
22.3K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-92- 0.86% |
$9.17K - $9.21K
|
10.6K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-102- 0.52% |
$10.2K - $10.2K
|
19.5K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-123- 1.13% |
$12.3K - $12.3K
|
10.8K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-127- 63.18% |
$12.7K - $12.7K
|
74
$7.39K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-150- 25.47% |
$14.9K - $15K
|
439
$43.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-171- 82.61% |
$17K - $17.1K
|
36
$3.59K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-190- 1.15% |
$18.9K - $19K
|
16.3K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-200- 0.97% |
$19.9K - $20K
|
20.4K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-205- 2.54% |
$20.4K - $20.5K
|
7.86K
$785K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-238- 0.86% |
$23.7K - $23.8K
|
27.5K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-267- 1.1% |
$26.6K - $26.7K
|
24K
$2.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-311- 13.45% |
$31K - $31.1K
|
2K
$200K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-323- 5.41% |
$32.2K - $32.3K
|
5.64K
$563K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-325- 0.5% |
$32.4K - $32.5K
|
64.1K
$6.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-329- 2.72% |
$32.8K - $32.9K
|
11.7K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-374- 15.35% |
$37.3K - $37.4K
|
2.06K
$206K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-378- 60.87% |
$37.7K - $37.8K
|
243
$24.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-396- 0.63% |
$39.5K - $39.6K
|
62.1K
$6.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-408- 7.9% |
$40.7K - $40.8K
|
4.76K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-418- 3.52% |
$41.7K - $41.9K
|
11.5K
$1.15M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-433Closed |
$43.1K - $43.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-496- 24.25% |
$49.4K - $49.7K
|
1.55K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-525- 9.38% |
$52.3K - $52.6K
|
5.07K
$506K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-534- 5.03% |
$53.2K - $53.5K
|
10.1K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-537- 12.62% |
$53.5K - $53.8K
|
3.72K
$371K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-557- 4.94% |
$55.5K - $55.8K
|
10.7K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-566- 34.28% |
$56.4K - $56.7K
|
1.09K
$108K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-577- 16.26% |
$57.5K - $57.8K
|
2.97K
$297K
|