Purchases and Sales Made in Q1 2022 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
780K+ 2263.33% |
$77.9M - $78M
|
815K
$81.4M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
726K+ 23.46% |
$72.5M - $72.6M
|
3.82M
$382M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
505K+ 44.33% |
$50.4M - $50.5M
|
1.64M
$164M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
415K+ 23.57% |
$41.5M - $41.6M
|
2.18M
$218M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
414K+ 692.57% |
$41.3M - $41.4M
|
473K
$47.3M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
389KNew |
$38.8M - $38.9M
|
389K
$38.9M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
321K+ 66.16% |
$32M - $32.1M
|
805K
$80.4M
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
240KNew |
$24M - $24M
|
240K
$24M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
110KNew |
$11M - $11M
|
110K
$11M
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
BUY
|
- |
103KNew |
$10.3M - $10.3M
|
103K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
70.3KNew |
$7.02M - $7.03M
|
70.3K
$7.02M
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
66.1KNew |
$6.6M - $6.61M
|
66.1K
$6.6M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
52.6K+ 71.17% |
$5.26M - $5.26M
|
126K
$12.6M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50.5K+ 195.21% |
$5.04M - $5.05M
|
76.3K
$7.62M
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.8KNew |
$4.97M - $4.98M
|
49.8K
$4.97M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.6K+ 109.44% |
$4.66M - $4.66M
|
89.2K
$8.92M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40.7KNew |
$4.07M - $4.08M
|
40.7K
$4.07M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
39.2KNew |
$3.91M - $3.92M
|
39.2K
$3.91M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
37.5K+ 10135.14% |
$3.75M - $3.75M
|
37.9K
$3.78M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
36.8K+ 201.2% |
$3.67M - $3.68M
|
55K
$5.5M
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
31.9K+ 9.59% |
$3.19M - $3.19M
|
365K
$36.4M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
27.9KNew |
$2.79M - $2.79M
|
27.9K
$2.79M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
26.2K+ 85.7% |
$2.62M - $2.62M
|
56.7K
$5.67M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$2.53M - $2.54M
|
25.3K
$2.53M
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
19.8K+ 32.99% |
$1.98M - $1.98M
|
79.8K
$7.97M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.1K+ 50.57% |
$1.91M - $1.92M
|
57K
$5.7M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 12.16% |
$1.71M - $1.71M
|
158K
$15.8M
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
15.6K+ 30.75% |
$1.55M - $1.56M
|
66.1K
$6.61M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
12.5K+ 92.99% |
$1.25M - $1.25M
|
25.9K
$2.59M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9KNew |
$1.19M - $1.19M
|
11.9K
$1.19M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.7K+ 44.8% |
$1.17M - $1.17M
|
37.9K
$3.78M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.6KNew |
$1.16M - $1.16M
|
11.6K
$1.16M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.87KNew |
$986K - $987K
|
9.87K
$986K
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
8.46KNew |
$845K - $846K
|
8.46K
$845K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74K+ 45.97% |
$674K - $674K
|
21.4K
$2.14M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.05K+ 252450.0% |
$504K - $505K
|
5.05K
$505K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.36K+ 70.34% |
$436K - $436K
|
10.6K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.3K+ 23894.44% |
$430K - $430K
|
4.32K
$432K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.75KNew |
$375K - $375K
|
3.75K
$375K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.74K+ 156.84% |
$373K - $374K
|
6.12K
$611K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.23K+ 63.38% |
$322K - $323K
|
8.32K
$831K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.98K+ 11.93% |
$298K - $298K
|
28K
$2.8M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$218K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.12K+ 29.59% |
$211K - $212K
|
9.26K
$926K
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.8K+ 8.83% |
$180K - $180K
|
22.2K
$2.21M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.69K+ 21.39% |
$169K - $169K
|
9.6K
$959K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.43K+ 3.52% |
$143K - $143K
|
41.9K
$4.19M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42KNew |
$142K - $142K
|
1.42K
$142K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.32KNew |
$132K - $132K
|
1.32K
$132K
|