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 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 33.69% |
$1.54M - $1.55M
|
30.5K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-16.8K- 19.4% |
$1.68M - $1.69M
|
70K
$7M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-18.6K- 46.12% |
$1.86M - $1.87M
|
21.8K
$2.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-19.5K- 16.75% |
$1.94M - $1.95M
|
96.8K
$9.7M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-20.5K- 34.74% |
$2.04M - $2.05M
|
38.5K
$3.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-21.3K- 41.56% |
$2.12M - $2.14M
|
30K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.6K- 50.85% |
$2.65M - $2.67M
|
25.7K
$2.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-28.9K- 24.67% |
$2.88M - $2.89M
|
88.2K
$8.83M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.3K- 77.76% |
$3.02M - $3.04M
|
8.68K
$869K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-38.1K- 42.61% |
$3.8M - $3.82M
|
51.4K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-42.9K- 32.26% |
$4.28M - $4.3M
|
90.2K
$9.03M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46.4K- 81.83% |
$4.62M - $4.65M
|
10.3K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.9K- 33.28% |
$7.57M - $7.6M
|
152K
$15.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-77.9K- 93.87% |
$7.76M - $7.8M
|
5.09K
$509K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-79.4K- 57.0% |
$7.91M - $7.95M
|
59.9K
$6M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-82.8K- 97.24% |
$8.25M - $8.29M
|
2.35K
$236K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-90.5K- 52.51% |
$9.01M - $9.06M
|
81.8K
$8.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-114K- 96.7% |
$11.4M - $11.4M
|
3.9K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 54.45% |
$12.1M - $12.2M
|
102K
$10.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-134K- 55.97% |
$13.3M - $13.4M
|
105K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-136K- 16.12% |
$13.6M - $13.6M
|
708K
$70.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-177K- 30.29% |
$17.6M - $17.7M
|
407K
$40.8M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-184K- 81.21% |
$18.3M - $18.4M
|
42.5K
$4.26M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-199K- 78.49% |
$19.9M - $20M
|
54.6K
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-218K- 99.95% |
$21.7M - $21.8M
|
100
$10K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250K- 98.06% |
$24.9M - $25M
|
4.95K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-445K- 32.93% |
$44.3M - $44.5M
|
905K
$90.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
SELL
|
- |
-555K- 93.69% |
$55.3M - $55.6M
|
37.4K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-690K- 88.85% |
$68.8M - $69.1M
|
86.6K
$8.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-799K- 14.1% |
$79.6M - $80M
|
4.87M
$487M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-874K- 32.33% |
$87.1M - $87.5M
|
1.83M
$183M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-874K- 32.33% |
$87.1M - $87.5M
|
1.83M
$183M
|