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 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
266+ 30.02% |
$26.6K - $26.6K
|
1.15K
$115K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
265+ 11.53% |
$26.5K - $26.5K
|
2.56K
$256K
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
239+ 36.71% |
$23.9K - $23.9K
|
890
$89K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
208+ 0.12% |
$20.8K - $20.8K
|
173K
$17.3M
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
149New |
$14.9K - $14.9K
|
149
$14.9K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
143+ 2.32% |
$14.3K - $14.3K
|
6.3K
$630K
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
130+ 2.02% |
$13K - $13K
|
6.58K
$658K
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
BUY
|
- |
100New |
$10K - $10K
|
100
$10K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
51+ 1.07% |
$5.1K - $5.1K
|
4.83K
$483K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18New |
$1.8K - $1.8K
|
18
$1.8K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
14New |
$1.4K - $1.4K
|
14
$1.4K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$800 - $801
|
8
$800
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2New |
$200 - $200
|
2
$200
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$200 - $200
|
9.98K
$998K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 2.55% |
$700 - $701
|
267
$26.7K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8Closed |
$800 - $801
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$2K - $2K
|
4.28K
$428K
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-46- 0.34% |
$4.6K - $4.6K
|
13.5K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-51- 0.82% |
$5.1K - $5.1K
|
6.2K
$620K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 2.31% |
$8.1K - $8.11K
|
3.42K
$342K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-138Closed |
$13.8K - $13.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-215- 1.52% |
$21.5K - $21.5K
|
13.9K
$1.39M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-269- 11.86% |
$26.9K - $26.9K
|
2K
$200K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-344- 9.17% |
$34.4K - $34.4K
|
3.41K
$341K
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-348- 3.29% |
$34.8K - $34.8K
|
10.2K
$1.02M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-351- 9.84% |
$35.1K - $35.1K
|
3.22K
$322K
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-400- 4.85% |
$40K - $40K
|
7.84K
$784K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-420- 16.17% |
$42K - $42K
|
2.18K
$218K
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-477- 2.04% |
$47.7K - $47.7K
|
23K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-478- 2.55% |
$47.8K - $47.8K
|
18.3K
$1.83M
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 6.37% |
$50K - $50K
|
7.35K
$735K
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-512- 1.87% |
$51.2K - $51.2K
|
26.9K
$2.69M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-531- 6.21% |
$53.1K - $53.1K
|
8.02K
$802K
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-582Closed |
$58.2K - $58.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-619- 2.95% |
$61.9K - $62K
|
20.4K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-646- 8.48% |
$64.6K - $64.7K
|
6.97K
$697K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-700- 4.51% |
$70K - $70.1K
|
14.8K
$1.48M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-867- 14.55% |
$86.7K - $86.8K
|
5.09K
$509K
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-956- 24.94% |
$95.6K - $95.7K
|
2.88K
$288K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 26.29% |
$101K - $101K
|
2.83K
$283K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.09K- 19.43% |
$109K - $109K
|
4.5K
$450K
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.1K- 9.09% |
$110K - $110K
|
11K
$1.1M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.15K- 4.24% |
$115K - $115K
|
25.8K
$2.58M
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.25K- 3.6% |
$125K - $125K
|
33.4K
$3.34M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.26K- 4.59% |
$126K - $126K
|
26.1K
$2.61M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.52K- 23.28% |
$152K - $152K
|
5.01K
$501K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 18.5% |
$153K - $153K
|
6.74K
$674K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.82K- 21.71% |
$182K - $182K
|
6.57K
$657K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.07KClosed |
$207K - $207K
|
0
$0
|