Purchases and Sales Made in Q1 2024 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 7.19% |
$201K - $204K
|
30.1K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2KNew |
$199K - $201K
|
2K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.95K+ 31.36% |
$194K - $196K
|
8.15K
$816K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.88K+ 12.65% |
$188K - $190K
|
16.7K
$1.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.82K+ 0.27% |
$182K - $184K
|
682K
$68.3M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.8K+ 27.89% |
$179K - $181K
|
8.24K
$826K
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.64K+ 78.49% |
$164K - $166K
|
3.73K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.59K+ 67.05% |
$159K - $160K
|
3.96K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.46K+ 3.96% |
$146K - $148K
|
38.5K
$3.85M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.44K+ 56.37% |
$144K - $146K
|
4K
$401K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.25K+ 18.24% |
$124K - $126K
|
8.08K
$810K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 9.39% |
$106K - $107K
|
12.4K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
955+ 15.79% |
$95.3K - $96.3K
|
7.01K
$702K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
938+ 10.44% |
$93.6K - $94.6K
|
9.92K
$994K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
882+ 19.69% |
$88K - $89K
|
5.36K
$537K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
858New |
$85.6K - $86.6K
|
858
$85.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
800+ 2.85% |
$79.8K - $80.7K
|
28.8K
$2.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
748+ 10.99% |
$74.6K - $75.5K
|
7.55K
$757K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
711+ 3.13% |
$70.9K - $71.7K
|
23.4K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
525+ 7.63% |
$52.4K - $53K
|
7.41K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
353+ 9.8% |
$35.2K - $35.6K
|
3.95K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
350New |
$34.9K - $35.3K
|
350
$35.1K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
345+ 0.42% |
$34.4K - $34.8K
|
82.6K
$8.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
345New |
$34.4K - $34.8K
|
345
$34.6K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
339+ 3.11% |
$33.8K - $34.2K
|
11.2K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
330New |
$32.9K - $33.3K
|
330
$33.1K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
325+ 10.51% |
$32.4K - $32.8K
|
3.42K
$342K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
302New |
$30.1K - $30.5K
|
302
$30.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
269+ 12.47% |
$26.8K - $27.1K
|
2.43K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
212+ 3.6% |
$21.1K - $21.4K
|
6.1K
$611K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
200+ 1.86% |
$20K - $20.2K
|
10.9K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
122+ 0.82% |
$12.2K - $12.3K
|
15K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.4K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
113+ 5.58% |
$11.3K - $11.4K
|
2.14K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 10000.0% |
$9.98K - $10.1K
|
101
$10.1K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
78+ 780.0% |
$7.78K - $7.87K
|
88
$8.81K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
78+ 0.43% |
$7.78K - $7.87K
|
18.3K
$1.83M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
57+ 121.28% |
$5.69K - $5.75K
|
104
$10.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
54+ 1.49% |
$5.39K - $5.45K
|
3.68K
$369K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
39+ 0.58% |
$3.89K - $3.93K
|
6.75K
$676K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
24+ 1.15% |
$2.39K - $2.42K
|
2.11K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22+ 0.79% |
$2.19K - $2.22K
|
2.81K
$281K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10+ 0.01% |
$998 - $1.01K
|
67.9K
$6.8M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
8+ 0.3% |
$798 - $807
|
2.66K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$200 - $202
|
2.71K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$200 - $202
|
2
$200
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 7.14% |
$99.8 - $101
|
15
$1.5K
|