Purchases and Sales Made in Q4 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.65M+ 95.59% |
$165M - $166M
|
3.38M
$338M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
981K+ 22.06% |
$97.8M - $98.3M
|
5.43M
$543M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
709K+ 164.51% |
$70.7M - $71M
|
1.14M
$114M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
310K+ 63.29% |
$30.9M - $31.1M
|
800K
$79.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
276KNew |
$27.5M - $27.6M
|
276K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
274K+ 54.3% |
$27.3M - $27.4M
|
778K
$77.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
223K+ 684.72% |
$22.2M - $22.3M
|
255K
$25.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
221K+ 4.15% |
$22M - $22.1M
|
5.54M
$554M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
166KNew |
$16.6M - $16.7M
|
166K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.3K+ 1.56% |
$8.3M - $8.34M
|
5.43M
$543M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
77.6K+ 3.21% |
$7.73M - $7.77M
|
2.5M
$250M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.4K+ 1491.35% |
$7.11M - $7.15M
|
76.1K
$7.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
70.3K+ 140604.0% |
$7.01M - $7.04M
|
70.4K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
69KNew |
$6.87M - $6.91M
|
69K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.9K+ 392.09% |
$6.27M - $6.3M
|
78.9K
$7.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59.4K+ 35.53% |
$5.93M - $5.96M
|
227K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.5K+ 67.62% |
$4.83M - $4.86M
|
120K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.1K+ 207.15% |
$4.69M - $4.72M
|
69.8K
$6.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46.4K+ 68.97% |
$4.62M - $4.65M
|
114K
$11.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
42.6KNew |
$4.24M - $4.27M
|
42.6K
$4.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
42.3K+ 6.62% |
$4.21M - $4.24M
|
680K
$68M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
34.9KNew |
$3.48M - $3.5M
|
34.9K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
34.6K+ 4.01% |
$3.45M - $3.47M
|
899K
$89.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.9KNew |
$3.38M - $3.4M
|
33.9K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.1KNew |
$3.1M - $3.11M
|
31.1K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.6KNew |
$3.05M - $3.07M
|
30.6K
$3.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
30.1K+ 59.16% |
$3M - $3.01M
|
80.9K
$8.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.2K+ 518.32% |
$2.92M - $2.93M
|
34.9K
$3.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
28.6K+ 11.48% |
$2.85M - $2.86M
|
278K
$27.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
28.1KNew |
$2.8M - $2.81M
|
28.1K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.7K+ 228.02% |
$2.66M - $2.67M
|
38.4K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 38.2% |
$2.35M - $2.36M
|
85.3K
$8.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3K+ 17.68% |
$2.12M - $2.13M
|
142K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 17.67% |
$1.81M - $1.82M
|
121K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 6.07% |
$1.77M - $1.78M
|
310K
$31M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
17.4K+ 77.93% |
$1.73M - $1.74M
|
39.6K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$1.68M - $1.68M
|
16.8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16KNew |
$1.59M - $1.6M
|
16K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15KNew |
$1.5M - $1.5M
|
15K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13K+ 26.47% |
$1.29M - $1.3M
|
61.9K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.8K+ 12.13% |
$1.27M - $1.28M
|
118K
$11.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
12.3K+ 36.72% |
$1.23M - $1.24M
|
46K
$4.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12.2KNew |
$1.22M - $1.22M
|
12.2K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
11.7K+ 189.48% |
$1.17M - $1.17M
|
17.9K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 12.27% |
$1.05M - $1.06M
|
96.6K
$9.65M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.78K+ 60.72% |
$975K - $980K
|
25.9K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9K+ 183.22% |
$897K - $902K
|
13.9K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
8.94K+ 5.28% |
$891K - $895K
|
178K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 22.12% |
$887K - $892K
|
49.1K
$4.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.16K+ 39.89% |
$813K - $817K
|
28.6K
$2.86M
|