Purchases and Sales Made in Q2 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$513K - $515K
|
5.14K
$515K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.73K+ 11.1% |
$471K - $473K
|
47.3K
$4.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.99KNew |
$398K - $399K
|
3.99K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.76K+ 2.27% |
$375K - $377K
|
170K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$370K - $372K
|
3.71K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.24KNew |
$322K - $324K
|
3.24K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.19K+ 24.96% |
$318K - $319K
|
16K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.97KNew |
$296K - $298K
|
2.97K
$298K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.8K+ 41.52% |
$279K - $281K
|
9.55K
$957K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.62K+ 3.85% |
$261K - $262K
|
70.5K
$7.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.47K+ 30.02% |
$246K - $247K
|
10.7K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$232K - $233K
|
2.33K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.33K+ 6.74% |
$232K - $233K
|
36.9K
$3.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.32KNew |
$231K - $232K
|
2.32K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.3KNew |
$230K - $231K
|
2.3K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 8.61% |
$227K - $228K
|
28.7K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.13K+ 25.89% |
$213K - $214K
|
10.4K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 61.94% |
$211K - $212K
|
5.53K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2KNew |
$199K - $200K
|
2K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.99K+ 4.44% |
$199K - $200K
|
46.9K
$4.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.93K+ 4.27% |
$193K - $193K
|
47.2K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.92K+ 10.87% |
$191K - $192K
|
19.5K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.68KNew |
$167K - $168K
|
1.68K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 1.0% |
$151K - $152K
|
153K
$15.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.51KNew |
$150K - $151K
|
1.51K
$151K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 3.71% |
$140K - $140K
|
39.2K
$3.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.27K+ 7.61% |
$127K - $127K
|
18K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.04K+ 3.43% |
$104K - $104K
|
31.4K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.03K+ 9.23% |
$102K - $103K
|
12.2K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1K+ 40.87% |
$99.8K - $100K
|
3.45K
$346K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
973+ 7.85% |
$97K - $97.4K
|
13.4K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
936+ 1.07% |
$93.3K - $93.7K
|
88.1K
$8.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
852+ 3.99% |
$84.9K - $85.3K
|
22.2K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
779New |
$77.6K - $78K
|
779
$78K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
712+ 12.76% |
$71K - $71.3K
|
6.29K
$630K
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
694+ 17.55% |
$69.2K - $69.5K
|
4.65K
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
562New |
$56K - $56.3K
|
562
$56.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
555New |
$55.3K - $55.6K
|
555
$55.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
508+ 0.1% |
$50.6K - $50.9K
|
521K
$52.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
505+ 2.22% |
$50.3K - $50.6K
|
23.3K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
474New |
$47.2K - $47.5K
|
474
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
447+ 8.42% |
$44.5K - $44.8K
|
5.76K
$577K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
426+ 3.9% |
$42.5K - $42.7K
|
11.4K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
344+ 5.64% |
$34.3K - $34.4K
|
6.45K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
340New |
$33.9K - $34K
|
340
$34.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
191+ 0.52% |
$19K - $19.1K
|
36.8K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
180+ 2.67% |
$17.9K - $18K
|
6.93K
$694K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
158+ 1.49% |
$15.7K - $15.8K
|
10.8K
$1.08M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150+ 42.25% |
$14.9K - $15K
|
505
$50.6K
|