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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.28KNew |
$426K - $428K
|
4.28K
$427K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.24KNew |
$423K - $424K
|
4.24K
$424K
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.91KNew |
$389K - $390K
|
3.91K
$390K
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.77K+ 33.8% |
$376K - $377K
|
14.9K
$1.49M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.33KNew |
$332K - $333K
|
3.33K
$333K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.33K+ 62.29% |
$332K - $333K
|
8.68K
$866K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
3.21KNew |
$320K - $321K
|
3.21K
$321K
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.2K+ 40.33% |
$318K - $319K
|
11.1K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.06KNew |
$304K - $305K
|
3.06K
$305K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.04KNew |
$302K - $304K
|
3.04K
$303K
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$298K - $299K
|
3K
$299K
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.88K+ 5.05% |
$286K - $287K
|
59.8K
$5.97M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.87KNew |
$285K - $287K
|
2.87K
$286K
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$282K - $283K
|
2.84K
$283K
|
|
Jan 18, 2023
Q4 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
2.55K+ 7.69% |
$254K - $255K
|
35.7K
$3.57M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.54KNew |
$253K - $254K
|
2.54K
$253K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.53KNew |
$252K - $253K
|
2.53K
$253K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$222K - $222K
|
2.23K
$222K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.2K+ 1358.64% |
$219K - $220K
|
2.36K
$236K
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.15K+ 65.75% |
$214K - $215K
|
5.42K
$541K
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.09KNew |
$208K - $209K
|
2.09K
$209K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.08K+ 39.28% |
$207K - $208K
|
7.37K
$736K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 6.83% |
$199K - $199K
|
31.2K
$3.12M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.99K+ 354.0% |
$198K - $199K
|
2.56K
$255K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.96K+ 71.1% |
$195K - $196K
|
4.71K
$470K
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.83K+ 11.04% |
$182K - $183K
|
18.4K
$1.84M
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.57K+ 60.74% |
$156K - $157K
|
4.16K
$415K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.54K+ 3.28% |
$154K - $154K
|
48.5K
$4.84M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.54K+ 40.11% |
$153K - $154K
|
5.38K
$537K
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.33K+ 53.32% |
$133K - $133K
|
3.84K
$383K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$117K - $117K
|
1.17K
$117K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.1K+ 35.75% |
$110K - $110K
|
4.19K
$418K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.06KNew |
$106K - $106K
|
1.06K
$106K
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1K+ 25.0% |
$99.6K - $99.9K
|
5K
$499K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
895New |
$89.1K - $89.4K
|
895
$89.4K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
825New |
$82.2K - $82.5K
|
825
$82.4K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
790+ 35.59% |
$78.7K - $79K
|
3.01K
$301K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
719+ 6.22% |
$71.6K - $71.9K
|
12.3K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
633+ 11.19% |
$63K - $63.3K
|
6.29K
$628K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
498New |
$49.6K - $49.8K
|
498
$49.7K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
306New |
$30.5K - $30.6K
|
306
$30.6K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$29.9K - $30K
|
300
$30K
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
287+ 12.76% |
$28.6K - $28.7K
|
2.54K
$253K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
226+ 5.87% |
$22.5K - $22.6K
|
4.08K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200+ 3.99% |
$19.9K - $20K
|
5.21K
$521K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
188New |
$18.7K - $18.8K
|
188
$18.8K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
181+ 0.88% |
$18K - $18.1K
|
20.7K
$2.07M
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
175New |
$17.4K - $17.5K
|
175
$17.5K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
172+ 11.54% |
$17.1K - $17.2K
|
1.66K
$166K
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
163+ 6.87% |
$16.2K - $16.3K
|
2.54K
$253K
|