Purchases and Sales Made in Q4 2021 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q4 2021. 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 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
783K+ 33.86% |
$78.3M - $78.4M
|
3.1M
$310M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
157K+ 60.0% |
$15.7M - $15.7M
|
419K
$41.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
96.5KNew |
$9.65M - $9.66M
|
96.5K
$9.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
49.8K+ 33.37% |
$4.98M - $4.98M
|
199K
$19.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
42.5K+ 634.32% |
$4.26M - $4.26M
|
49.3K
$4.93M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 137.62% |
$3.46M - $3.46M
|
59.7K
$5.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
27.9KNew |
$2.8M - $2.8M
|
27.9K
$2.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
25KNew |
$2.5M - $2.5M
|
25K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.9K+ 9.11% |
$2.39M - $2.39M
|
286K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.1K+ 2945.79% |
$2.31M - $2.31M
|
23.9K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
19.5KNew |
$1.95M - $1.95M
|
19.5K
$1.95M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
18.8KNew |
$1.88M - $1.88M
|
18.8K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
14.9K+ 15.17% |
$1.49M - $1.49M
|
113K
$11.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.5KNew |
$1.45M - $1.45M
|
14.5K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
13.8K+ 51.71% |
$1.38M - $1.38M
|
40.5K
$4.05M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.2K+ 63.83% |
$1.32M - $1.32M
|
34K
$3.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
11.1KNew |
$1.11M - $1.11M
|
11.1K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
10.7K+ 67.93% |
$1.07M - $1.07M
|
26.5K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.79K+ 0.87% |
$980K - $980K
|
1.14M
$114M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 4.65% |
$865K - $865K
|
195K
$19.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.77K+ 9.76% |
$777K - $778K
|
87.4K
$8.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.41K+ 46.73% |
$741K - $741K
|
23.3K
$2.33M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
6.61K+ 96.56% |
$661K - $661K
|
13.4K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.09KNew |
$509K - $509K
|
5.09K
$509K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.6K+ 3.38% |
$460K - $461K
|
141K
$14.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
4.49KNew |
$449K - $450K
|
4.49K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 52.4% |
$403K - $403K
|
11.7K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.71K+ 31.48% |
$371K - $371K
|
15.5K
$1.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$303K - $303K
|
3.03K
$303K
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
2.95K+ 5.17% |
$295K - $295K
|
60K
$6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.93K+ 58.82% |
$293K - $293K
|
7.91K
$791K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.81KNew |
$281K - $281K
|
2.81K
$281K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.8KNew |
$280K - $280K
|
2.8K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.67K+ 26.11% |
$267K - $267K
|
12.9K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.38KNew |
$238K - $238K
|
2.38K
$238K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 9.9% |
$236K - $236K
|
26.2K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$228K - $228K
|
2.28K
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.27KNew |
$227K - $227K
|
2.27K
$227K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.66K+ 20.04% |
$166K - $166K
|
9.96K
$996K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.53K+ 16.5% |
$153K - $153K
|
10.8K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 31.9% |
$133K - $133K
|
5.5K
$550K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 1.59% |
$116K - $116K
|
73.9K
$7.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.14KNew |
$114K - $114K
|
1.14K
$114K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 2.15% |
$107K - $107K
|
51K
$5.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
980New |
$98K - $98.1K
|
980
$98K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
597+ 0.18% |
$59.7K - $59.8K
|
333K
$33.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
518+ 22.58% |
$51.8K - $51.8K
|
2.81K
$281K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$50K - $50K
|
500
$50K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$30K - $30K
|
300
$30K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
266+ 30.02% |
$26.6K - $26.6K
|
1.15K
$115K
|