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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.2KNew |
$3.31M - $3.32M
|
33.2K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
30.4KNew |
$3.03M - $3.04M
|
30.4K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.7K+ 40.25% |
$2.96M - $2.97M
|
103K
$10.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
29.6K+ 2.24% |
$2.94M - $2.96M
|
1.35M
$135M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.1K+ 14.04% |
$2.8M - $2.81M
|
228K
$22.8M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.8KNew |
$2.76M - $2.77M
|
27.8K
$2.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 87.38% |
$2.74M - $2.75M
|
59K
$5.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
26.2KNew |
$2.61M - $2.62M
|
26.2K
$2.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
24.6KNew |
$2.45M - $2.46M
|
24.6K
$2.46M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
24K+ 60.32% |
$2.39M - $2.4M
|
63.7K
$6.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
21.8K+ 2.65% |
$2.17M - $2.18M
|
844K
$84.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
21.7KNew |
$2.16M - $2.17M
|
21.7K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
21.2KNew |
$2.11M - $2.12M
|
21.2K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21.1K+ 12.8% |
$2.1M - $2.11M
|
186K
$18.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Retireful, LLC
|
BUY
|
- |
19.2K+ 6.08% |
$1.91M - $1.92M
|
335K
$33.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
17.4K+ 7.86% |
$1.73M - $1.74M
|
239K
$23.9M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
17.1KNew |
$1.7M - $1.71M
|
17.1K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
16.7K+ 39.54% |
$1.66M - $1.67M
|
58.9K
$5.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
14.7K+ 94.26% |
$1.46M - $1.47M
|
30.3K
$3.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.8KNew |
$1.38M - $1.38M
|
13.8K
$1.38M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13.6KNew |
$1.35M - $1.36M
|
13.6K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.3KNew |
$1.33M - $1.33M
|
13.3K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13.3K+ 49.1% |
$1.33M - $1.33M
|
40.4K
$4.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.4K+ 27.94% |
$1.24M - $1.24M
|
56.8K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.9K+ 9.79% |
$1.18M - $1.19M
|
133K
$13.3M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 32.55% |
$1.18M - $1.18M
|
48.2K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
11K+ 2.67% |
$1.1M - $1.1M
|
424K
$42.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.42KNew |
$938K - $942K
|
9.42K
$941K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
8.99K+ 9.52% |
$895K - $898K
|
103K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.44K+ 77.86% |
$840K - $843K
|
19.3K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.3K+ 5.65% |
$826K - $829K
|
155K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.28KNew |
$825K - $828K
|
8.28K
$827K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
7.83K+ 10.42% |
$780K - $783K
|
83K
$8.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.66KNew |
$762K - $765K
|
7.66K
$765K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.58KNew |
$754K - $757K
|
7.58K
$757K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.49K+ 23.3% |
$746K - $749K
|
39.6K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$724K - $727K
|
7.27K
$726K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.21K+ 102.04% |
$718K - $721K
|
14.3K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.2K+ 302.82% |
$717K - $720K
|
9.58K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
6.89K+ 8198.81% |
$686K - $688K
|
6.97K
$696K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.84K+ 31.13% |
$681K - $684K
|
28.8K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.42K+ 242.3% |
$639K - $642K
|
9.07K
$906K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.03K+ 6.66% |
$600K - $602K
|
96.6K
$9.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.64K+ 116.52% |
$562K - $564K
|
10.5K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.61K+ 9.73% |
$558K - $560K
|
63.2K
$6.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.53K+ 34.54% |
$551K - $553K
|
21.6K
$2.15M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.36KNew |
$533K - $535K
|
5.36K
$535K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.5K+ 272.73% |
$448K - $450K
|
6.15K
$614K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.48KNew |
$446K - $448K
|
4.48K
$447K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
4.3K+ 20.4% |
$428K - $429K
|
25.3K
$2.53M
|