Purchases and Sales Made in Q1 2023 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.3K+ 349.59% |
$3.02M - $3.04M
|
39K
$3.91M
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
30.3KNew |
$3.02M - $3.03M
|
30.3K
$3.03M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.3K+ 321.18% |
$3.02M - $3.03M
|
39.7K
$3.97M
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
27KNew |
$2.69M - $2.71M
|
27K
$2.71M
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
25.4KNew |
$2.53M - $2.54M
|
25.4K
$2.54M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
25KNew |
$2.49M - $2.5M
|
25K
$2.5M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.5K+ 0.75% |
$2.44M - $2.45M
|
3.28M
$328M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
21.8KNew |
$2.17M - $2.18M
|
21.8K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.9K+ 44.97% |
$2.08M - $2.09M
|
67.3K
$6.74M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.8KNew |
$1.97M - $1.98M
|
19.8K
$1.98M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19.2K+ 39.99% |
$1.91M - $1.92M
|
67.2K
$6.73M
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$1.84M - $1.85M
|
18.4K
$1.85M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
18.2KNew |
$1.81M - $1.82M
|
18.2K
$1.82M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.5K+ 56.57% |
$1.75M - $1.76M
|
48.5K
$4.86M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
17.5KNew |
$1.75M - $1.76M
|
17.5K
$1.76M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
17.1K+ 32.71% |
$1.7M - $1.71M
|
69.3K
$6.94M
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
16.8K+ 55.35% |
$1.68M - $1.69M
|
47.2K
$4.73M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.7K+ 34.62% |
$1.66M - $1.67M
|
64.9K
$6.5M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16.4KNew |
$1.64M - $1.64M
|
16.4K
$1.64M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
15.7KNew |
$1.57M - $1.58M
|
15.7K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 332.15% |
$1.56M - $1.57M
|
20.4K
$2.04M
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
15.6K+ 59.51% |
$1.56M - $1.56M
|
41.8K
$4.19M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$1.53M - $1.54M
|
15.4K
$1.54M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.3K+ 45.96% |
$1.52M - $1.53M
|
48.5K
$4.85M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.2K+ 38.22% |
$1.51M - $1.52M
|
54.8K
$5.49M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15KNew |
$1.49M - $1.5M
|
15K
$1.5M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.8KNew |
$1.47M - $1.48M
|
14.8K
$1.48M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
14.6KNew |
$1.46M - $1.46M
|
14.6K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3KNew |
$1.42M - $1.43M
|
14.3K
$1.43M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.9KNew |
$1.38M - $1.39M
|
13.9K
$1.39M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.1KNew |
$1.31M - $1.31M
|
13.1K
$1.31M
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.8K+ 27.44% |
$1.28M - $1.28M
|
59.6K
$5.96M
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
12.5KNew |
$1.25M - $1.26M
|
12.5K
$1.26M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
12.5K+ 260.17% |
$1.25M - $1.26M
|
17.3K
$1.74M
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
12.3KNew |
$1.23M - $1.23M
|
12.3K
$1.23M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12K+ 83.7% |
$1.19M - $1.2M
|
26.2K
$2.63M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$1.18M - $1.18M
|
11.8K
$1.18M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.1K+ 62.71% |
$1.11M - $1.11M
|
28.9K
$2.89M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 20.41% |
$1.08M - $1.09M
|
64.2K
$6.43M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 18.34% |
$1.04M - $1.04M
|
67.2K
$6.73M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$1.04M - $1.04M
|
10.4K
$1.04M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1K+ 237.21% |
$1M - $1.01M
|
14.3K
$1.43M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.26K+ 8.84% |
$923K - $928K
|
114K
$11.4M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.26K+ 8.84% |
$923K - $928K
|
114K
$11.4M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.26K+ 125.65% |
$923K - $927K
|
16.6K
$1.66M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
9.11K+ 19.4% |
$908K - $912K
|
56K
$5.61M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.06KNew |
$903K - $907K
|
9.06K
$907K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9K+ 6.41% |
$897K - $902K
|
149K
$15M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.6K+ 35.55% |
$857K - $861K
|
32.8K
$3.28M
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$855K - $859K
|
8.58K
$859K
|