Purchases and Sales Made in Q1 2023 in Goldman Sachs Access Treasury (GBIL)

GBIL Quotes by TradingView

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 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8.29K
+ 4.02%
$826K - $830K
215K $21.5M
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
8.27K
+ 10.73%
$824K - $829K
85.4K $8.55M
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
8.25K
New
$822K - $826K
8.25K $826K
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
8.09K
New
$807K - $811K
8.09K $810K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
8K
+ 5.16%
$797K - $801K
163K $16.3M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8K
+ 65.18%
$797K - $801K
20.3K $2.03M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
7.45K
New
$742K - $746K
7.45K $746K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
7.04K
+ 52.74%
$701K - $705K
20.4K $2.04M
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
6.47K
New
$645K - $648K
6.47K $648K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
5.68K
New
$566K - $569K
5.68K $568K
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
5.11K
New
$510K - $512K
5.11K $512K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
5.11K
+ 5.91%
$509K - $511K
91.5K $9.16M
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
4.87K
+ 218.96%
$486K - $488K
7.1K $711K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
4.5K
New
$449K - $451K
4.5K $451K
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
4.25K
New
$424K - $426K
4.25K $426K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
4.25K
New
$424K - $426K
4.25K $426K
May 10, 2023 Q1 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
4.15K
New
$413K - $415K
4.15K $415K
May 03, 2023 Q1 2023
Synergy Financial Group, LTD

BUY
 -
3.98K
+ 156.8%
$396K - $398K
6.52K $652K
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
3.94K
+ 3.79%
$393K - $395K
108K $10.8M
May 04, 2023 Q1 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
3.92K
+ 0.92%
$390K - $392K
428K $42.8M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
3.81K
+ 173.2%
$379K - $381K
6.01K $601K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
3.75K
+ 418.77%
$374K - $375K
4.64K $465K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.66K
New
$365K - $367K
3.66K $367K
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
3.46K
+ 243.66%
$345K - $347K
4.88K $489K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
3.44K
New
$343K - $344K
3.44K $344K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
3.28K
New
$327K - $329K
3.28K $329K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
3.2K
New
$319K - $320K
3.2K $320K
May 10, 2023 Q1 2023
Cabana LLC

Fayetteville, AR
BUY
 -
3.11K
+ 3.39%
$310K - $312K
94.9K $9.5M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.07K
+ 11.06%
$306K - $307K
30.8K $3.09M
Apr 17, 2023 Q1 2023
Kcs Wealth Advisory

BUY
 -
3K
New
$299K - $300K
3K $300K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.98K
+ 120.74%
$296K - $298K
5.44K $545K
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
2.95K
+ 75.51%
$294K - $295K
6.86K $687K
Apr 11, 2023 Q1 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
2.89K
New
$288K - $289K
2.89K $289K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.85K
+ 5.53%
$284K - $285K
54.4K $5.44M
Apr 14, 2023 Q1 2023
John W. Brooker & Co., Cp As

BUY
 -
2.8K
+ 20.61%
$279K - $280K
16.4K $1.64M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.77K
+ 30.56%
$276K - $278K
11.8K $1.19M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
2.5K
+ 33.94%
$249K - $251K
9.88K $989K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.44K
New
$243K - $244K
2.44K $244K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
2.35K
New
$234K - $235K
2.35K $235K
May 08, 2023 Q1 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
2.31K
New
$230K - $231K
2.31K $231K
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
2.24K
+ 1.59%
$223K - $224K
143K $14.3M
Apr 25, 2023 Q1 2023
Upper Left Wealth Management, LLC

BUY
 -
2.19K
+ 77.11%
$218K - $219K
5.02K $503K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
2.14K
New
$213K - $214K
2.14K $214K
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
2.06K
New
$205K - $206K
2.06K $206K
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
2.02K
New
$202K - $203K
2.02K $203K
Apr 18, 2023 Q1 2023
Leuthold Group, LLC

BUY
 -
2.02K
New
$201K - $202K
2.02K $202K
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
2.01K
New
$201K - $202K
2.01K $201K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
2.01K
New
$200K - $201K
2.01K $201K
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
1.92K
+ 1.85%
$191K - $192K
105K $10.5M

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