Purchases and Sales Made in Q3 2022 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
21K+ 55292.11% |
$2.1M - $2.1M
|
21K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 421.82% |
$1.94M - $1.94M
|
24K
$2.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.2K+ 364.1% |
$1.72M - $1.72M
|
22K
$2.2M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.7K+ 108.23% |
$1.67M - $1.67M
|
32.2K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16K+ 3.22% |
$1.6M - $1.6M
|
515K
$51.5M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16KNew |
$1.6M - $1.6M
|
16K
$1.6M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.3K+ 43.8% |
$1.43M - $1.43M
|
46.9K
$4.69M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
13KNew |
$1.3M - $1.3M
|
13K
$1.3M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 42.87% |
$1.26M - $1.27M
|
42.2K
$4.22M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
12.7KNew |
$1.26M - $1.26M
|
12.7K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 63.09% |
$1.21M - $1.22M
|
31.5K
$3.15M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.3KNew |
$1.12M - $1.13M
|
11.3K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10.4K+ 2.59% |
$1.04M - $1.04M
|
413K
$41.3M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.53K+ 243.66% |
$950K - $952K
|
13.4K
$1.34M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.43K+ 381.59% |
$941K - $942K
|
11.9K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.88KNew |
$886K - $887K
|
8.88K
$888K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.7K+ 126.09% |
$867K - $869K
|
15.6K
$1.56M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.47K+ 6.13% |
$845K - $846K
|
147K
$14.7M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.34K+ 39.9% |
$831K - $833K
|
29.2K
$2.92M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8KNew |
$798K - $799K
|
8K
$800K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.91K+ 5.4% |
$789K - $791K
|
154K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.49K+ 55.05% |
$747K - $748K
|
21.1K
$2.11M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.79K+ 167.87% |
$677K - $678K
|
10.8K
$1.08M
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.86K+ 40.4% |
$584K - $585K
|
20.4K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.66KNew |
$564K - $565K
|
5.66K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.01KNew |
$500K - $501K
|
5.01K
$501K
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.97K+ 42.95% |
$496K - $497K
|
16.6K
$1.66M
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.57K+ 4.73% |
$456K - $457K
|
101K
$10.1M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.48K+ 42.61% |
$447K - $447K
|
15K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.47K+ 12.45% |
$445K - $446K
|
40.3K
$4.03M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29KNew |
$428K - $429K
|
4.29K
$429K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.28K+ 8.02% |
$426K - $427K
|
57.6K
$5.76M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.04KNew |
$403K - $404K
|
4.04K
$404K
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4KNew |
$399K - $400K
|
4K
$400K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.8K+ 166.78% |
$379K - $380K
|
6.08K
$608K
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.27KNew |
$326K - $327K
|
3.27K
$327K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.09KNew |
$308K - $308K
|
3.09K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.87K+ 16.26% |
$286K - $286K
|
20.5K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.86K+ 3.85% |
$285K - $285K
|
77K
$7.7M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.65KNew |
$264K - $265K
|
2.65K
$265K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.65KNew |
$264K - $265K
|
2.65K
$265K
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.59KNew |
$258K - $258K
|
2.59K
$259K
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.37KNew |
$237K - $237K
|
2.37K
$237K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.36K+ 4.27% |
$235K - $236K
|
57.6K
$5.76M
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$223K - $223K
|
2.24K
$224K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.15K+ 145.1% |
$214K - $214K
|
3.63K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 17.27% |
$209K - $210K
|
14.3K
$1.43M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.94K+ 36.1% |
$193K - $193K
|
7.3K
$730K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.4K+ 560.0% |
$140K - $140K
|
1.65K
$165K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.28K+ 25.81% |
$128K - $128K
|
6.25K
$625K
|