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 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
122+ 0.23% |
$12.1K - $12.2K
|
53.3K
$5.32M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
88New |
$8.76K - $8.79K
|
88
$8.79K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
84New |
$8.36K - $8.39K
|
84
$8.39K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
55New |
$5.48K - $5.5K
|
55
$5.49K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
50New |
$4.98K - $5K
|
50
$4.99K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36New |
$3.58K - $3.6K
|
36
$3.6K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36New |
$3.58K - $3.6K
|
36
$3.6K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 20.97% |
$1.29K - $1.3K
|
75
$7.49K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.16% |
$199 - $200
|
174
$17.4K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$99.6 - $99.9
|
1
$99.9
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-5- 31.25% |
$498 - $500
|
11
$1.1K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-83- 11.56% |
$8.27K - $8.3K
|
635
$63.4K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-96- 30.38% |
$9.56K - $9.59K
|
220
$22K
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-98- 0.48% |
$9.76K - $9.79K
|
20.2K
$2.02M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-106- 15.25% |
$10.6K - $10.6K
|
589
$58.8K
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-110- 3.81% |
$11K - $11K
|
2.78K
$277K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-125- 1.05% |
$12.4K - $12.5K
|
11.8K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-142- 2.18% |
$14.1K - $14.2K
|
6.37K
$636K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-243- 7.91% |
$24.2K - $24.3K
|
2.83K
$283K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-261- 11.19% |
$26K - $26.1K
|
2.07K
$207K
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-270- 2.87% |
$26.9K - $27K
|
9.13K
$912K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-280- 10.2% |
$27.9K - $28K
|
2.46K
$246K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-343- 31.18% |
$34.2K - $34.3K
|
757
$75.6K
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-374- 7.06% |
$37.2K - $37.4K
|
4.92K
$492K
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-488- 19.08% |
$48.6K - $48.8K
|
2.07K
$207K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-525- 9.04% |
$52.3K - $52.5K
|
5.28K
$527K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-535- 3.84% |
$53.3K - $53.5K
|
13.4K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-625- 4.38% |
$62.2K - $62.5K
|
13.6K
$1.36M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-637- 86.43% |
$63.4K - $63.7K
|
100
$9.99K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-804- 26.77% |
$80.1K - $80.4K
|
2.2K
$220K
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.11K- 4.6% |
$110K - $110K
|
22.9K
$2.29M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.43K- 94.13% |
$142K - $143K
|
89
$8.89K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.43K- 39.37% |
$142K - $143K
|
2.2K
$220K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.45K- 0.57% |
$144K - $145K
|
254K
$25.3M
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.5K- 37.5% |
$149K - $150K
|
2.5K
$250K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.55K- 6.69% |
$155K - $155K
|
21.6K
$2.16M
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-1.62K- 1.77% |
$161K - $161K
|
89.5K
$8.94M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.31K- 50.0% |
$230K - $231K
|
2.31K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.38K- 12.24% |
$237K - $238K
|
17.1K
$1.71M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.53K- 20.87% |
$252K - $253K
|
9.61K
$960K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.37K- 0.42% |
$336K - $337K
|
791K
$79M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.44K- 26.25% |
$342K - $343K
|
9.65K
$964K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.37K- 47.57% |
$435K - $437K
|
4.82K
$481K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.37K- 23.76% |
$435K - $437K
|
14K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 35.15% |
$465K - $467K
|
8.62K
$861K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.98K- 36.06% |
$495K - $497K
|
8.82K
$881K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.08K- 14.31% |
$505K - $507K
|
30.4K
$3.04M
|