Purchases and Sales Made in Q3 2022 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 11.85% |
$122K - $122K
|
11.6K
$1.16M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05K+ 54.0% |
$105K - $105K
|
3K
$301K
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
959+ 33.14% |
$95.6K - $95.8K
|
3.85K
$386K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
819+ 9.79% |
$81.7K - $81.8K
|
9.19K
$920K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
737New |
$73.5K - $73.6K
|
737
$73.8K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
702New |
$70K - $70.1K
|
702
$70.3K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
493+ 10.48% |
$49.2K - $49.2K
|
5.2K
$520K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
444+ 9.06% |
$44.3K - $44.4K
|
5.35K
$535K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
435+ 167.31% |
$43.4K - $43.5K
|
695
$69.6K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
318New |
$31.7K - $31.8K
|
318
$31.8K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
299+ 1.13% |
$29.8K - $29.9K
|
26.8K
$2.68M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
253+ 8.97% |
$25.2K - $25.3K
|
3.07K
$308K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
239+ 19.1% |
$23.8K - $23.9K
|
1.49K
$149K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
234New |
$23.3K - $23.4K
|
234
$23.4K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
162New |
$16.2K - $16.2K
|
162
$16.2K
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
149+ 2.34% |
$14.9K - $14.9K
|
6.51K
$652K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
86+ 37.39% |
$8.58K - $8.59K
|
316
$31.6K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
69+ 2.89% |
$6.88K - $6.89K
|
2.46K
$246K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62New |
$6.18K - $6.19K
|
62
$6.21K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53New |
$5.28K - $5.29K
|
53
$5.31K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
41New |
$4.09K - $4.1K
|
41
$4.1K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
33+ 0.17% |
$3.29K - $3.3K
|
19.5K
$1.95M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26+ 0.6% |
$2.59K - $2.6K
|
4.35K
$435K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
21New |
$2.09K - $2.1K
|
21
$2.1K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
16New |
$1.6K - $1.6K
|
16
$1.6K
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
13+ 8.13% |
$1.3K - $1.3K
|
173
$17.3K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6+ 0.03% |
$598 - $599
|
19.1K
$1.91M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.13% |
$199 - $200
|
1.52K
$152K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1Closed |
$99.7 - $99.9
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2- 0.09% |
$199 - $200
|
2.22K
$222K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.69% |
$698 - $699
|
1.01K
$101K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-28- 0.25% |
$2.79K - $2.8K
|
11.2K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-33- 0.66% |
$3.29K - $3.3K
|
4.95K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-55- 0.98% |
$5.48K - $5.49K
|
5.53K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-68- 10.78% |
$6.78K - $6.79K
|
563
$56.4K
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 0.97% |
$9.97K - $9.99K
|
10.2K
$1.02M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-102- 0.44% |
$10.2K - $10.2K
|
23.2K
$2.32M
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-150- 1.57% |
$15K - $15K
|
9.4K
$941K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-155- 17.75% |
$15.5K - $15.5K
|
718
$71.9K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 14.06% |
$17.9K - $18K
|
1.1K
$110K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-202- 3.36% |
$20.1K - $20.2K
|
5.81K
$581K
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-250- 1.03% |
$24.9K - $25K
|
24K
$2.4M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-308- 12.04% |
$30.7K - $30.8K
|
2.25K
$225K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-367- 2.59% |
$36.6K - $36.7K
|
13.8K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-368- 0.98% |
$36.7K - $36.8K
|
37.2K
$3.73M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-373- 11.45% |
$37.2K - $37.3K
|
2.89K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-378- 5.08% |
$37.7K - $37.8K
|
7.07K
$708K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-501- 17.68% |
$50K - $50K
|
2.33K
$233K
|