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 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-544- 3.0% |
$54.2K - $54.3K
|
17.6K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-574- 1.01% |
$57.2K - $57.3K
|
56.4K
$5.65M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-739- 22.42% |
$73.7K - $73.8K
|
2.56K
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-900- 15.67% |
$89.7K - $89.9K
|
4.84K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-953- 25.78% |
$95K - $95.2K
|
2.74K
$275K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 35.62% |
$103K - $103K
|
1.86K
$186K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 28.62% |
$110K - $110K
|
2.75K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.38K- 9.52% |
$137K - $138K
|
13.1K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 11.83% |
$178K - $178K
|
13.3K
$1.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.93K- 12.16% |
$192K - $193K
|
13.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.31K- 33.34% |
$230K - $231K
|
4.62K
$462K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.65K- 20.68% |
$265K - $265K
|
10.2K
$1.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.18K- 3.85% |
$317K - $317K
|
79.2K
$7.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.52K- 5.1% |
$350K - $351K
|
65.5K
$6.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 9.61% |
$351K - $351K
|
33.1K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.23K- 42.36% |
$421K - $422K
|
5.75K
$576K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.3K- 64.35% |
$428K - $429K
|
2.38K
$238K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.32K- 35.26% |
$430K - $431K
|
7.92K
$793K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.92K- 32.76% |
$590K - $591K
|
12.1K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.92K- 14.01% |
$590K - $591K
|
36.4K
$3.64M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.13K- 24.99% |
$611K - $612K
|
18.4K
$1.84M
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-9.69K- 14.54% |
$966K - $968K
|
57K
$5.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-17.5K- 53.77% |
$1.75M - $1.75M
|
15.1K
$1.51M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-18.7K- 30.73% |
$1.87M - $1.87M
|
42.2K
$4.22M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.1K- 21.36% |
$2.31M - $2.31M
|
85.2K
$8.53M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34.7K- 85.27% |
$3.46M - $3.47M
|
6K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-47.2K- 89.93% |
$4.71M - $4.72M
|
5.29K
$530K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-61.5K- 43.11% |
$6.13M - $6.14M
|
81.2K
$8.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-81.9K- 43.33% |
$8.17M - $8.19M
|
107K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-168K- 67.25% |
$16.7M - $16.7M
|
81.6K
$8.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-560K- 68.69% |
$55.8M - $55.9M
|
255K
$25.6M
|