Purchases and Sales Made in Q4 2022 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q4 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.67MNew |
$564M - $566M
|
5.67M
$568M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.63M+ 151.61% |
$162M - $163M
|
2.7M
$271M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.63M+ 151.61% |
$162M - $163M
|
2.7M
$271M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22M+ 34.47% |
$122M - $122M
|
4.77M
$478M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
675K+ 15.65% |
$67.3M - $67.5M
|
4.99M
$500M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
627K+ 56.09% |
$62.5M - $62.7M
|
1.75M
$175M
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
592KNew |
$59M - $59.2M
|
592K
$59.4M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
524KNew |
$52.2M - $52.4M
|
524K
$52.5M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
341K+ 35.77% |
$34M - $34.1M
|
1.29M
$130M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 40.81% |
$28.3M - $28.4M
|
980K
$98.1M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
263K+ 239.95% |
$26.2M - $26.3M
|
373K
$37.3M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
262K+ 50.84% |
$26.1M - $26.2M
|
777K
$77.8M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
255KNew |
$25.4M - $25.4M
|
255K
$25.5M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 63.64% |
$19.1M - $19.1M
|
493K
$49.4M
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
161K+ 39.0% |
$16.1M - $16.1M
|
575K
$57.6M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
150KNew |
$14.9M - $15M
|
150K
$15M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
147K+ 101.1% |
$14.7M - $14.7M
|
293K
$29.4M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
139KNew |
$13.9M - $13.9M
|
139K
$14M
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
116KNew |
$11.6M - $11.6M
|
116K
$11.7M
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
105KNew |
$10.4M - $10.5M
|
105K
$10.5M
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
105KNew |
$10.4M - $10.5M
|
105K
$10.5M
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
104KNew |
$10.4M - $10.4M
|
104K
$10.4M
|
|
Feb 14, 2023
Q4 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
91.8KNew |
$9.14M - $9.17M
|
91.8K
$9.2M
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
87.9K+ 167.31% |
$8.75M - $8.79M
|
140K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.9K+ 365.96% |
$8.75M - $8.78M
|
112K
$11.2M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
87KNew |
$8.66M - $8.69M
|
87K
$8.71M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
86.8KNew |
$8.64M - $8.67M
|
86.8K
$8.7M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
86.4KNew |
$8.6M - $8.63M
|
86.4K
$8.65M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
81.3KNew |
$8.1M - $8.13M
|
81.3K
$8.15M
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
78K+ 37.62% |
$7.76M - $7.79M
|
285K
$28.6M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
77.1KNew |
$7.68M - $7.71M
|
77.1K
$7.73M
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
74.7K+ 51.56% |
$7.44M - $7.46M
|
220K
$22M
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
68.1K+ 43.05% |
$6.78M - $6.8M
|
226K
$22.7M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.8KNew |
$6.45M - $6.47M
|
64.8K
$6.49M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.6K+ 222.35% |
$5.93M - $5.95M
|
86.4K
$8.65M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.8K+ 2943.88% |
$5.46M - $5.48M
|
56.7K
$5.68M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.8K+ 2943.88% |
$5.46M - $5.48M
|
56.7K
$5.68M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
52.2KNew |
$5.2M - $5.22M
|
52.2K
$5.23M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.9K+ 33.62% |
$5.17M - $5.19M
|
206K
$20.7M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
51.7K+ 935.38% |
$5.15M - $5.17M
|
57.3K
$5.74M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
51.5KNew |
$5.13M - $5.15M
|
51.5K
$5.16M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.7K+ 41.67% |
$5.05M - $5.06M
|
172K
$17.3M
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.5K+ 54.36% |
$4.93M - $4.94M
|
140K
$14.1M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
48KNew |
$4.78M - $4.8M
|
48K
$4.81M
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
46.9KNew |
$4.67M - $4.69M
|
46.9K
$4.7M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46.6K+ 1073.39% |
$4.64M - $4.66M
|
51K
$5.11M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44.4K+ 554.46% |
$4.42M - $4.43M
|
52.4K
$5.25M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
44.1K+ 4357.96% |
$4.39M - $4.4M
|
45.1K
$4.52M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.1K+ 980.67% |
$4.19M - $4.21M
|
46.4K
$4.65M
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
36.4K+ 44.6% |
$3.62M - $3.64M
|
118K
$11.8M
|