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 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.12K- 8.22% |
$211K - $212K
|
23.6K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.16K- 2.32% |
$216K - $217K
|
91.2K
$9.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-2.21K- 38.04% |
$220K - $222K
|
3.6K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.22K- 62.61% |
$221K - $222K
|
1.32K
$132K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.25K- 3.52% |
$225K - $226K
|
61.8K
$6.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.29K- 0.87% |
$228K - $229K
|
259K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.52K- 6.31% |
$251K - $252K
|
37.4K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.69K- 3.81% |
$268K - $269K
|
67.9K
$6.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.9K- 56.53% |
$289K - $291K
|
2.23K
$223K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.95K- 12.84% |
$294K - $296K
|
20K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.95K- 30.02% |
$294K - $296K
|
6.88K
$688K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 2.97% |
$306K - $308K
|
100K
$10M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-3.18K- 19.02% |
$317K - $319K
|
13.6K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.28K- 5.9% |
$327K - $329K
|
52.3K
$5.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.36K- 2.93% |
$335K - $337K
|
112K
$11.2M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.39K- 43.11% |
$338K - $340K
|
4.48K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.02K- 34.38% |
$401K - $403K
|
7.67K
$767K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.22K- 20.59% |
$421K - $423K
|
16.3K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.65K- 23.82% |
$463K - $466K
|
14.9K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.85K- 13.11% |
$484K - $486K
|
32.2K
$3.22M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.52K- 13.88% |
$551K - $553K
|
34.3K
$3.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-5.57K- 10.29% |
$555K - $558K
|
48.6K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.12K- 53.13% |
$610K - $613K
|
5.4K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.48K- 38.43% |
$646K - $650K
|
10.4K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.05K- 4.24% |
$702K - $706K
|
159K
$15.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.07K- 9.19% |
$704K - $708K
|
69.8K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.31K- 12.06% |
$729K - $733K
|
53.3K
$5.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7.55K- 11.03% |
$753K - $757K
|
60.9K
$6.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.88K- 6.24% |
$786K - $790K
|
118K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8.47KClosed |
$844K - $848K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.87K- 64.14% |
$885K - $889K
|
4.96K
$496K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.18K- 5.91% |
$915K - $920K
|
146K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.19K- 57.81% |
$917K - $921K
|
6.71K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.34K- 12.48% |
$931K - $936K
|
65.5K
$6.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.8K- 49.5% |
$977K - $982K
|
10K
$999K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-10.2K- 26.72% |
$1.02M - $1.02M
|
28K
$2.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.1K- 63.33% |
$1.21M - $1.22M
|
7.03K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13K- 16.36% |
$1.3M - $1.3M
|
66.6K
$6.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-13.5K- 65.98% |
$1.35M - $1.35M
|
6.96K
$696K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13.6K- 33.58% |
$1.36M - $1.36M
|
26.9K
$2.69M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13.6K- 33.58% |
$1.36M - $1.36M
|
26.9K
$2.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13.6K- 44.48% |
$1.36M - $1.37M
|
17K
$1.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-14.8K- 73.93% |
$1.47M - $1.48M
|
5.21K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.1K- 2.03% |
$1.61M - $1.62M
|
778K
$77.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16.2K- 15.18% |
$1.61M - $1.62M
|
90.4K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.4K- 1.64% |
$1.64M - $1.65M
|
988K
$98.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-17.4K- 35.72% |
$1.74M - $1.75M
|
31.4K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.1K- 71.39% |
$1.9M - $1.91M
|
7.66K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-20.8K- 37.15% |
$2.07M - $2.08M
|
35.2K
$3.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.1K- 51.08% |
$2.1M - $2.11M
|
20.2K
$2.02M
|