Purchases and Sales Made in Q3 2020 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
109K+ 288.1% |
$10.9M - $10.9M
|
147K
$14.7M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.8K+ 33.57% |
$7.91M - $7.91M
|
313K
$31.3M
|
|
Oct 29, 2020
Q3 2020
|
Altfest L J & CO Inc
|
BUY
|
- |
73.4K+ 2113.65% |
$7.37M - $7.38M
|
76.9K
$7.69M
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
59K+ 22.95% |
$5.92M - $5.93M
|
316K
$31.6M
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.4K+ 20.67% |
$5.46M - $5.46M
|
317K
$31.7M
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
53.7KNew |
$5.39M - $5.4M
|
53.7K
$5.37M
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
50K+ 529.74% |
$5.02M - $5.02M
|
59.4K
$5.94M
|
|
Nov 13, 2020
Q3 2020
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
35.3K+ 12.48% |
$3.54M - $3.55M
|
318K
$31.8M
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
31.5K+ 10.56% |
$3.16M - $3.16M
|
330K
$33M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
30KNew |
$3.01M - $3.01M
|
30K
$3M
|
|
Nov 10, 2020
Q3 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
29.6K+ 33.02% |
$2.97M - $2.97M
|
119K
$11.9M
|
|
May 26, 2023
Q3 2020
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
29K+ 7.39% |
$2.92M - $2.92M
|
422K
$42.2M
|
|
Oct 22, 2020
Q3 2020
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26K+ 22.26% |
$2.61M - $2.61M
|
143K
$14.3M
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
25.4KNew |
$2.55M - $2.55M
|
25.4K
$2.54M
|
|
Oct 08, 2020
Q3 2020
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20KNew |
$2.01M - $2.01M
|
20K
$2M
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.9K+ 76.26% |
$2M - $2M
|
46.1K
$4.61M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.2K+ 11.75% |
$1.93M - $1.93M
|
183K
$18.3M
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.4K+ 43.37% |
$1.75M - $1.75M
|
57.5K
$5.75M
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.1KNew |
$1.52M - $1.52M
|
15.1K
$1.51M
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 30.11% |
$1.44M - $1.44M
|
61.8K
$6.18M
|
|
Oct 28, 2020
Q3 2020
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11.1KNew |
$1.12M - $1.12M
|
11.1K
$1.11M
|
|
Dec 01, 2020
Q3 2020
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.5K+ 3.46% |
$1.06M - $1.06M
|
315K
$31.5M
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.8K+ 26.92% |
$984K - $985K
|
46.2K
$4.62M
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
BUY
|
- |
8.94KNew |
$898K - $898K
|
8.94K
$894K
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.6K+ 46.65% |
$864K - $864K
|
27K
$2.7M
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.38K+ 14.85% |
$842K - $842K
|
64.9K
$6.49M
|
|
Nov 10, 2020
Q3 2020
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7.84K+ 7.36% |
$787K - $787K
|
114K
$11.4M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.08K+ 2.19% |
$711K - $712K
|
331K
$33.1M
|
|
Nov 16, 2020
Q3 2020
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.93KNew |
$695K - $696K
|
6.93K
$693K
|
|
Nov 12, 2020
Q3 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.06K+ 299.46% |
$608K - $609K
|
8.08K
$808K
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.73KNew |
$575K - $576K
|
5.73K
$573K
|
|
Nov 10, 2020
Q3 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
4.86K+ 6.13% |
$488K - $488K
|
84.1K
$8.41M
|
|
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.59K+ 28.48% |
$461K - $461K
|
20.7K
$2.07M
|
|
Nov 17, 2020
Q3 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.46KNew |
$448K - $448K
|
4.46K
$446K
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.29K+ 6.11% |
$430K - $431K
|
74.4K
$7.44M
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 41.39% |
$424K - $425K
|
14.4K
$1.44M
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.15K+ 35.28% |
$417K - $417K
|
15.9K
$1.59M
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$351K - $352K
|
3.5K
$350K
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
3.33KNew |
$334K - $334K
|
3.33K
$333K
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.25KNew |
$326K - $326K
|
3.25K
$325K
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.99K+ 1275.64% |
$300K - $300K
|
3.22K
$322K
|
|
Dec 01, 2020
Q3 2020
|
Townsquare Capital LLC
|
BUY
|
- |
2.9K+ 5.64% |
$291K - $291K
|
54.2K
$5.42M
|
|
Oct 20, 2020
Q3 2020
|
Rhs Financial, LLC
|
BUY
|
- |
2.63KNew |
$264K - $264K
|
2.63K
$263K
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.61K+ 371.69% |
$262K - $263K
|
3.32K
$332K
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.51K+ 36.04% |
$252K - $252K
|
9.48K
$948K
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.22KNew |
$223K - $223K
|
2.22K
$222K
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$210K - $211K
|
2.1K
$210K
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 9.61% |
$180K - $180K
|
20.4K
$2.04M
|
|
Nov 13, 2020
Q3 2020
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.6K+ 9.26% |
$161K - $161K
|
18.9K
$1.89M
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 28.65% |
$151K - $151K
|
6.74K
$674K
|