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 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-622- 1.14% |
$62K - $62.3K
|
54.2K
$5.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-652- 1.9% |
$65K - $65.3K
|
33.6K
$3.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-669- 6.28% |
$66.7K - $67K
|
9.98K
$996K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-685- 4.14% |
$68.3K - $68.6K
|
15.9K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-693- 9.48% |
$69.1K - $69.4K
|
6.62K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-723- 4.46% |
$72K - $72.4K
|
15.5K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-750- 10.81% |
$74.7K - $75.1K
|
6.19K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-792- 1.27% |
$78.9K - $79.3K
|
61.7K
$6.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-841- 4.04% |
$83.8K - $84.2K
|
20K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-940- 11.29% |
$93.7K - $94.1K
|
7.39K
$738K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-982- 0.95% |
$97.9K - $98.3K
|
102K
$10.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.07K- 0.84% |
$106K - $107K
|
126K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 22.81% |
$112K - $112K
|
3.8K
$379K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.3K- 26.67% |
$130K - $131K
|
3.59K
$358K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.32K- 6.3% |
$132K - $132K
|
19.6K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.45K- 12.83% |
$144K - $145K
|
9.84K
$982K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.58K- 4.04% |
$157K - $158K
|
37.5K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.6K- 28.35% |
$159K - $160K
|
4.03K
$402K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.66K- 6.07% |
$166K - $166K
|
25.8K
$2.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.79K- 59.61% |
$178K - $179K
|
1.21K
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 4.71% |
$181K - $182K
|
36.8K
$3.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.98K- 48.95% |
$198K - $199K
|
2.07K
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.11K- 7.03% |
$210K - $211K
|
27.8K
$2.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.25K- 43.69% |
$225K - $226K
|
2.9K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.36K- 6.06% |
$235K - $236K
|
36.5K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.55K- 7.81% |
$254K - $255K
|
30.1K
$3M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.63K- 11.38% |
$262K - $263K
|
20.5K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.63K- 13.5% |
$262K - $264K
|
16.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.91K- 19.93% |
$290K - $291K
|
11.7K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.95K- 43.79% |
$294K - $296K
|
3.79K
$378K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.96K- 21.55% |
$295K - $297K
|
10.8K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.1K- 3.98% |
$309K - $310K
|
74.8K
$7.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.15K- 9.31% |
$314K - $315K
|
30.7K
$3.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.23K- 5.49% |
$322K - $323K
|
55.6K
$5.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.31K- 59.15% |
$330K - $331K
|
2.29K
$228K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.56K- 8.21% |
$355K - $356K
|
39.8K
$3.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.74K- 15.42% |
$372K - $374K
|
20.5K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 3.56% |
$380K - $382K
|
103K
$10.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.9K- 4.34% |
$389K - $391K
|
86K
$8.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.08K- 25.3% |
$407K - $408K
|
12K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.27K- 39.28% |
$425K - $427K
|
6.6K
$659K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.39K- 24.1% |
$438K - $440K
|
13.8K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.48K- 21.98% |
$446K - $448K
|
15.9K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.5K- 56.24% |
$448K - $450K
|
3.5K
$349K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.97K- 58.08% |
$495K - $497K
|
3.59K
$358K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5K- 49.52% |
$498K - $501K
|
5.1K
$509K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.17K- 7.02% |
$515K - $517K
|
68.4K
$6.83M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.23K- 60.81% |
$521K - $523K
|
3.37K
$336K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.77K- 9.34% |
$575K - $578K
|
56K
$5.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-6.3K- 20.74% |
$628K - $631K
|
24.1K
$2.4M
|