Purchases and Sales Made in Q3 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 2024. 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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 0.98% |
$897 - $903
|
925
$92.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$199 - $201
|
2.71K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$99.7 - $100
|
1
$99.9
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.02% |
$99.7 - $100
|
4.14K
$413K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 6.67% |
$99.7 - $100
|
14
$1.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-3- 0.21% |
$299 - $301
|
1.4K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 0.67% |
$1.99K - $2.01K
|
2.96K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-59- 0.12% |
$5.88K - $5.92K
|
51K
$5.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-125- 0.05% |
$12.5K - $12.5K
|
261K
$26.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-142- 18.14% |
$14.2K - $14.2K
|
641
$64K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-149- 2.37% |
$14.9K - $14.9K
|
6.14K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-154- 9.19% |
$15.4K - $15.4K
|
1.52K
$152K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-156- 17.22% |
$15.6K - $15.6K
|
750
$74.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-167- 2.06% |
$16.6K - $16.8K
|
7.93K
$792K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-196- 1.73% |
$19.5K - $19.7K
|
11.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 3.85% |
$19.9K - $20.1K
|
5K
$499K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-202- 1.44% |
$20.1K - $20.3K
|
13.8K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-222- 1.66% |
$22.1K - $22.3K
|
13.1K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-238- 1.0% |
$23.7K - $23.9K
|
23.6K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-292- 51.14% |
$29.1K - $29.3K
|
279
$27.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-306- 0.24% |
$30.5K - $30.7K
|
128K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-315- 15.93% |
$31.4K - $31.6K
|
1.66K
$166K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-317- 1.02% |
$31.6K - $31.8K
|
30.8K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-319- 2.94% |
$31.8K - $32K
|
10.5K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-319- 1.77% |
$31.8K - $32K
|
17.7K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-321- 10.49% |
$32K - $32.2K
|
2.74K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-339- 10.24% |
$33.8K - $34K
|
2.97K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-365- 1.12% |
$36.4K - $36.6K
|
32.3K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-388- 4.5% |
$38.7K - $38.9K
|
8.23K
$822K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-402- 8.74% |
$40.1K - $40.3K
|
4.2K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-450- 2.12% |
$44.9K - $45.1K
|
20.8K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-451- 7.83% |
$45K - $45.2K
|
5.31K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-460- 3.5% |
$45.9K - $46.1K
|
12.7K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-487- 11.53% |
$48.6K - $48.8K
|
3.74K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-500- 15.63% |
$49.9K - $50.2K
|
2.7K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 33.95% |
$52.7K - $53.1K
|
1.03K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-536- 18.99% |
$53.4K - $53.8K
|
2.29K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-555- 3.45% |
$55.3K - $55.7K
|
15.5K
$1.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-583- 5.62% |
$58.1K - $58.5K
|
9.8K
$978K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-756- 50.2% |
$75.4K - $75.8K
|
750
$74.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-762- 0.74% |
$76K - $76.4K
|
102K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-826- 7.27% |
$82.4K - $82.8K
|
10.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-883- 17.17% |
$88K - $88.6K
|
4.26K
$425K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-949- 5.73% |
$94.6K - $95.2K
|
15.6K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-950- 7.25% |
$94.7K - $95.3K
|
12.2K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-987- 24.04% |
$98.4K - $99K
|
3.12K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.02K- 2.16% |
$101K - $102K
|
46.2K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 14.46% |
$106K - $107K
|
6.29K
$628K
|