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 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.81K+ 10.5% |
$779K - $783K
|
82.2K
$8.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
7.64K+ 7.93% |
$761K - $765K
|
104K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.08K+ 11.41% |
$706K - $710K
|
69.1K
$6.91M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.01KNew |
$699K - $702K
|
7.01K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.81KNew |
$678K - $682K
|
6.81K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.69K+ 23.42% |
$568K - $571K
|
30K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.42K+ 151.0% |
$540K - $543K
|
9K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.15K+ 1.07% |
$513K - $516K
|
486K
$48.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.14K+ 8865.52% |
$513K - $515K
|
5.2K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.1KNew |
$508K - $511K
|
5.1K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.92K+ 40.8% |
$490K - $492K
|
17K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.69KNew |
$467K - $470K
|
4.69K
$468K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
4.4K+ 27.75% |
$439K - $441K
|
20.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.39KNew |
$438K - $440K
|
4.39K
$439K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.28K+ 33.67% |
$427K - $429K
|
17K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.26KNew |
$424K - $426K
|
4.26K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$407K - $409K
|
4.08K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.06K+ 16.93% |
$405K - $407K
|
28.1K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.92K+ 37.13% |
$391K - $393K
|
14.5K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$382K - $384K
|
3.83K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$376K - $378K
|
3.77K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.75KNew |
$374K - $376K
|
3.75K
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.32KNew |
$331K - $333K
|
3.32K
$332K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.2KNew |
$319K - $321K
|
3.2K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.09KNew |
$308K - $310K
|
3.09K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$302K - $303K
|
3.03K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.98KNew |
$297K - $299K
|
2.98K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.94K+ 0.7% |
$293K - $295K
|
424K
$42.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.93KNew |
$292K - $293K
|
2.93K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 7.87% |
$289K - $290K
|
39.7K
$3.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.89K+ 37.5% |
$288K - $290K
|
10.6K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.85K+ 71.48% |
$284K - $286K
|
6.84K
$683K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.84KNew |
$284K - $285K
|
2.84K
$284K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.75K+ 13.78% |
$275K - $276K
|
22.7K
$2.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.71KNew |
$270K - $271K
|
2.71K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.56KNew |
$255K - $257K
|
2.56K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.4KNew |
$240K - $241K
|
2.4K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.24K+ 62.43% |
$223K - $224K
|
5.82K
$582K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.2K+ 4.09% |
$219K - $220K
|
55.9K
$5.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.16KNew |
$215K - $216K
|
2.16K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.11KNew |
$210K - $211K
|
2.11K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.08KNew |
$208K - $209K
|
2.08K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.07K+ 48.78% |
$206K - $207K
|
6.3K
$630K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2K+ 28.7% |
$200K - $201K
|
8.98K
$898K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.98K+ 12.91% |
$198K - $199K
|
17.3K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.93K+ 9.36% |
$193K - $194K
|
22.6K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.91K+ 11.68% |
$190K - $191K
|
18.2K
$1.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.89K+ 2.34% |
$189K - $189K
|
82.8K
$8.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.82K+ 7.76% |
$181K - $182K
|
25.2K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.8K+ 54.9% |
$179K - $180K
|
5.07K
$507K
|