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 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 14.46% |
$106K - $107K
|
6.29K
$629K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.11K- 15.97% |
$111K - $111K
|
5.84K
$584K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.21K- 3.23% |
$121K - $121K
|
36.2K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.37K- 7.0% |
$136K - $137K
|
18.2K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 36.27% |
$138K - $139K
|
2.43K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.54K- 1.87% |
$153K - $154K
|
80.6K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 34.78% |
$160K - $160K
|
3K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 13.03% |
$172K - $173K
|
11.5K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.81K- 45.48% |
$181K - $182K
|
2.18K
$218K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 97.76% |
$204K - $206K
|
47
$4.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.35K- 23.14% |
$234K - $235K
|
7.8K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.54K- 15.57% |
$253K - $255K
|
13.8K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.55K- 18.02% |
$254K - $256K
|
11.6K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.58K- 3.92% |
$258K - $259K
|
63.2K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.66K- 11.98% |
$266K - $267K
|
19.6K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.7K- 39.85% |
$269K - $271K
|
4.08K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.71K- 32.33% |
$270K - $272K
|
5.68K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.09K- 55.8% |
$308K - $310K
|
2.45K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.13K- 17.95% |
$312K - $313K
|
14.3K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.18K- 1.72% |
$317K - $319K
|
182K
$18.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.19K- 29.82% |
$318K - $319K
|
7.5K
$750K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.71K- 38.88% |
$370K - $372K
|
5.84K
$584K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.97K- 59.91% |
$395K - $398K
|
2.65K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4K- 17.91% |
$399K - $401K
|
18.3K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 54.78% |
$420K - $422K
|
3.47K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.23K- 48.36% |
$422K - $425K
|
4.52K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-4.91K- 1.1% |
$490K - $493K
|
443K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.3K- 13.11% |
$528K - $532K
|
35.1K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-5.6K- 20.82% |
$558K - $562K
|
21.3K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.87K- 3.44% |
$585K - $588K
|
165K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5.98K- 16.2% |
$596K - $600K
|
30.9K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-6.07K- 20.06% |
$606K - $609K
|
24.2K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 47.85% |
$698K - $702K
|
7.63K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-7K- 65.55% |
$698K - $702K
|
3.68K
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.8K- 72.4% |
$778K - $783K
|
2.98K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8K- 20.54% |
$798K - $803K
|
31K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.02K- 13.42% |
$799K - $804K
|
51.7K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.57K- 62.25% |
$854K - $860K
|
5.2K
$520K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.72K- 8.91% |
$869K - $875K
|
89.2K
$8.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-11.6K- 16.21% |
$1.15M - $1.16M
|
59.8K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.9K- 18.23% |
$1.28M - $1.29M
|
57.7K
$5.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-15.4K- 59.92% |
$1.54M - $1.55M
|
10.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.9K- 65.82% |
$1.88M - $1.89M
|
9.8K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 7.27% |
$1.91M - $1.92M
|
245K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-19.2K- 45.27% |
$1.91M - $1.93M
|
23.2K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-21.4K- 25.29% |
$2.13M - $2.14M
|
63.2K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-23K- 49.05% |
$2.29M - $2.31M
|
23.9K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-24.7K- 29.25% |
$2.46M - $2.48M
|
59.7K
$5.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 60.48% |
$2.75M - $2.76M
|
18K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-33.1K- 5.33% |
$3.3M - $3.32M
|
589K
$58.9M
|