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 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.77K+ 23.43% |
$177K - $178K
|
9.34K
$933K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.75K+ 2.69% |
$174K - $175K
|
66.7K
$6.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 18.65% |
$171K - $171K
|
10.9K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.6K+ 12.99% |
$160K - $161K
|
13.9K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.5K+ 11.25% |
$150K - $150K
|
14.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.42K+ 1.29% |
$141K - $142K
|
111K
$11.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41K+ 13.18% |
$141K - $142K
|
12.1K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 12.28% |
$123K - $124K
|
11.3K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 12.29% |
$122K - $123K
|
11.2K
$1.12M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$110K - $111K
|
1.1K
$110K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.1K+ 46.13% |
$110K - $111K
|
3.49K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.02KNew |
$102K - $102K
|
1.02K
$102K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$99.7K - $100K
|
1K
$99.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
970+ 4.03% |
$96.7K - $97.2K
|
25K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
904+ 14.65% |
$90.1K - $90.6K
|
7.07K
$707K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
903+ 8.37% |
$90K - $90.5K
|
11.7K
$1.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
873+ 17.4% |
$87K - $87.5K
|
5.89K
$589K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
800+ 20.94% |
$79.8K - $80.2K
|
4.62K
$462K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
573+ 1.02% |
$57.1K - $57.4K
|
56.9K
$5.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
503+ 32.47% |
$50.1K - $50.4K
|
2.05K
$205K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
474+ 4.39% |
$47.3K - $47.5K
|
11.3K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
461+ 11.04% |
$46K - $46.2K
|
4.64K
$463K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
275+ 1.47% |
$27.4K - $27.6K
|
19K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
256+ 4.28% |
$25.5K - $25.7K
|
6.24K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
230+ 1.01% |
$22.9K - $23K
|
22.9K
$2.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
205+ 3.51% |
$20.4K - $20.5K
|
6.05K
$605K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
192+ 2.9% |
$19.1K - $19.2K
|
6.81K
$681K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
161+ 1.08% |
$16.1K - $16.1K
|
15.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
141New |
$14.1K - $14.1K
|
141
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
113+ 0.73% |
$11.3K - $11.3K
|
15.6K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
93+ 1.46% |
$9.27K - $9.32K
|
6.45K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
75+ 1.02% |
$7.48K - $7.52K
|
7.46K
$746K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 4.04% |
$6.68K - $6.71K
|
1.72K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
59+ 44.7% |
$5.88K - $5.91K
|
191
$19.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
58+ 0.4% |
$5.78K - $5.81K
|
14.6K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 1.72% |
$4.69K - $4.71K
|
2.78K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
46+ 0.03% |
$4.59K - $4.61K
|
182K
$18.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
43+ 1.65% |
$4.29K - $4.31K
|
2.66K
$265K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33+ 0.78% |
$3.29K - $3.31K
|
4.25K
$425K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$2.69K - $2.71K
|
27
$2.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.39% |
$1.99K - $2K
|
5.12K
$511K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
15+ 0.24% |
$1.5K - $1.5K
|
6.21K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 183.33% |
$1.1K - $1.1K
|
17
$1.7K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 183.33% |
$1.1K - $1.1K
|
17
$1.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10New |
$997 - $1K
|
10
$999
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
10New |
$997 - $1K
|
10
$999
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 20.51% |
$798 - $802
|
47
$4.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3New |
$299 - $301
|
3
$300
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.09% |
$99.7 - $100
|
1.09K
$109K
|