Purchases and Sales Made in Q4 2020 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
198+ 0.37% |
$19.8K - $19.8K
|
53.9K
$5.39M
|
|
Jan 04, 2021
Q4 2020
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
191+ 2.27% |
$19.1K - $19.1K
|
8.59K
$859K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$10K - $10K
|
100
$10K
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
91+ 0.33% |
$9.11K - $9.11K
|
27.3K
$2.73M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
80+ 3.82% |
$8.01K - $8.01K
|
2.18K
$218K
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
69+ 19.01% |
$6.91K - $6.91K
|
432
$43.2K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
50New |
$5.01K - $5.01K
|
50
$5K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
49New |
$4.91K - $4.91K
|
49
$4.9K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
47New |
$4.71K - $4.71K
|
47
$4.7K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 1.42% |
$4.71K - $4.71K
|
3.36K
$336K
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
16+ 0.31% |
$1.6K - $1.6K
|
5.19K
$519K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.2% |
$901 - $901
|
4.47K
$447K
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$501 - $501
|
12.7K
$1.27M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-60- 0.3% |
$6.01K - $6.01K
|
20K
$2M
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-87Closed |
$8.71K - $8.71K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Gofen & Glossberg LLC
|
SELL
|
- |
-150- 5.15% |
$15K - $15K
|
2.76K
$276K
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-222- 3.29% |
$22.2K - $22.2K
|
6.52K
$652K
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-273- 16.13% |
$27.3K - $27.3K
|
1.42K
$142K
|
|
Feb 12, 2021
Q4 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-278- 32.33% |
$27.8K - $27.8K
|
582
$58.2K
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-343- 2.1% |
$34.3K - $34.3K
|
16K
$1.6M
|
|
Jan 29, 2021
Q4 2020
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-366- 10.74% |
$36.6K - $36.7K
|
3.04K
$304K
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-374Closed |
$37.4K - $37.5K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-385- 12.71% |
$38.5K - $38.6K
|
2.64K
$264K
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-474- 19.16% |
$47.5K - $47.5K
|
2K
$200K
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-493- 18.75% |
$49.4K - $49.4K
|
2.14K
$214K
|
|
Feb 08, 2021
Q4 2020
|
Asio Capital, LLC
|
SELL
|
- |
-550- 8.09% |
$55.1K - $55.1K
|
6.25K
$625K
|
|
Feb 08, 2021
Q4 2020
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-600- 3.18% |
$60.1K - $60.1K
|
18.3K
$1.83M
|
|
Feb 08, 2021
Q4 2020
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-600- 4.6% |
$60.1K - $60.1K
|
12.4K
$1.24M
|
|
Feb 02, 2021
Q4 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-727- 6.37% |
$72.8K - $72.8K
|
10.7K
$1.07M
|
|
Jan 12, 2021
Q4 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-892- 7.12% |
$89.3K - $89.3K
|
11.6K
$1.16M
|
|
Feb 03, 2021
Q4 2020
|
Sage Rhino Capital LLC
|
SELL
|
- |
-900- 23.26% |
$90.1K - $90.1K
|
2.97K
$297K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-999- 1.68% |
$100K - $100K
|
58.4K
$5.84M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.12K- 2.63% |
$113K - $113K
|
41.6K
$4.16M
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.14K- 20.16% |
$114K - $114K
|
4.52K
$452K
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.15K- 66.38% |
$115K - $115K
|
580
$58K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.15K- 20.84% |
$115K - $115K
|
4.35K
$435K
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 2.54% |
$117K - $117K
|
45K
$4.5M
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.28K- 12.0% |
$128K - $128K
|
9.35K
$935K
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.35K- 5.4% |
$135K - $135K
|
23.7K
$2.37M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 8.49% |
$175K - $175K
|
18.8K
$1.88M
|
|
Feb 11, 2021
Q4 2020
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.8K- 16.09% |
$180K - $180K
|
9.38K
$938K
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-1.97K- 14.27% |
$197K - $197K
|
11.8K
$1.18M
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.99KClosed |
$199K - $199K
|
0
$0
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-2K- 1.37% |
$200K - $200K
|
143K
$14.3M
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.01K- 61.79% |
$201K - $201K
|
1.24K
$124K
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$210K - $210K
|
0
$0
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$220K - $220K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.22KClosed |
$222K - $222K
|
0
$0
|