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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 8.7% |
$199 - $200
|
21
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.79% |
$498 - $501
|
274
$27.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-17- 0.23% |
$1.69K - $1.7K
|
7.53K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-37- 0.73% |
$3.69K - $3.71K
|
5.04K
$503K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39- 16.05% |
$3.89K - $3.91K
|
204
$20.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40- 1.29% |
$3.99K - $4.01K
|
3.06K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 3.13% |
$4.98K - $5.01K
|
1.55K
$154K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-81- 1.63% |
$8.07K - $8.12K
|
4.88K
$488K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-89- 20.27% |
$8.87K - $8.92K
|
350
$35K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-89- 2.77% |
$8.87K - $8.92K
|
3.12K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-90- 2.42% |
$8.97K - $9.02K
|
3.63K
$363K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-105- 0.29% |
$10.5K - $10.5K
|
35.6K
$3.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-107- 5.02% |
$10.7K - $10.7K
|
2.03K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-132- 5.28% |
$13.2K - $13.2K
|
2.37K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-135- 5.53% |
$13.5K - $13.5K
|
2.31K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-157- 1.28% |
$15.7K - $15.7K
|
12.1K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-172- 5.92% |
$17.1K - $17.2K
|
2.73K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-195- 0.52% |
$19.4K - $19.5K
|
37.3K
$3.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-205- 3.93% |
$20.4K - $20.5K
|
5.01K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-233- 8.18% |
$23.2K - $23.3K
|
2.62K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-251- 7.45% |
$25K - $25.2K
|
3.12K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-298- 1.09% |
$29.7K - $29.9K
|
27.1K
$2.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-337- 4.85% |
$33.6K - $33.8K
|
6.62K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-352- 7.09% |
$35.1K - $35.3K
|
4.61K
$461K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-357- 2.6% |
$35.6K - $35.8K
|
13.4K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-364- 1.79% |
$36.3K - $36.5K
|
20K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-435- 21.74% |
$43.4K - $43.6K
|
1.57K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-476- 2.16% |
$47.5K - $47.7K
|
21.6K
$2.16M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-495- 19.13% |
$49.3K - $49.6K
|
2.09K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-575- 1.53% |
$57.3K - $57.6K
|
37K
$3.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-578- 72.07% |
$57.6K - $57.9K
|
224
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-650- 4.41% |
$64.8K - $65.1K
|
14.1K
$1.41M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-708- 66.6% |
$70.6K - $70.9K
|
355
$35.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-745- 7.68% |
$74.3K - $74.6K
|
8.96K
$895K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-939- 2.23% |
$93.6K - $94.1K
|
41.2K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-973- 28.86% |
$97K - $97.5K
|
2.4K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.13K- 1.79% |
$112K - $113K
|
62K
$6.19M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 32.44% |
$113K - $114K
|
2.37K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 1.89% |
$115K - $116K
|
60K
$5.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.43K- 1.71% |
$143K - $144K
|
82.5K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.45K- 38.19% |
$144K - $145K
|
2.34K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.6K- 2.24% |
$159K - $160K
|
69.6K
$6.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.62K- 5.18% |
$161K - $162K
|
29.6K
$2.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 15.75% |
$162K - $163K
|
8.72K
$871K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 13.28% |
$166K - $167K
|
10.9K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.81K- 9.21% |
$180K - $181K
|
17.8K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.87K- 6.22% |
$186K - $187K
|
28.2K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 6.78% |
$192K - $193K
|
26.5K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.03K- 7.29% |
$202K - $204K
|
25.8K
$2.58M
|