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 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.53K- 62.26% |
$551K - $553K
|
3.35K
$335K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.02K- 7.81% |
$599K - $602K
|
71K
$7.09M
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6.9K- 10.54% |
$687K - $689K
|
58.6K
$5.85M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.98K- 3.12% |
$695K - $697K
|
217K
$21.7M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.42K- 35.16% |
$739K - $741K
|
13.7K
$1.37M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.55K- 12.83% |
$752K - $754K
|
51.3K
$5.12M
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.68K- 51.0% |
$764K - $767K
|
7.38K
$736K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.76K- 61.26% |
$772K - $775K
|
4.91K
$490K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.32K- 23.1% |
$928K - $931K
|
31K
$3.1M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13.1K- 42.44% |
$1.3M - $1.31M
|
17.7K
$1.77M
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-15.4K- 58.4% |
$1.54M - $1.54M
|
11K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.7K- 21.77% |
$1.76M - $1.77M
|
63.5K
$6.34M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 2.36% |
$2.01M - $2.02M
|
833K
$83.2M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-20.8K- 62.94% |
$2.07M - $2.08M
|
12.3K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27K- 10.79% |
$2.69M - $2.7M
|
223K
$22.3M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-29K- 77.96% |
$2.89M - $2.9M
|
8.21K
$819K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-34.7K- 85.27% |
$3.46M - $3.47M
|
6K
$599K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.2K- 65.96% |
$3.71M - $3.72M
|
19.2K
$1.92M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.3K- 71.59% |
$4.11M - $4.12M
|
16.4K
$1.64M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.5K- 83.05% |
$4.23M - $4.25M
|
8.68K
$866K
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-49K- 61.9% |
$4.88M - $4.9M
|
30.2K
$3.01M
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-51.8K- 87.48% |
$5.16M - $5.18M
|
7.42K
$741K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-61.2K- 57.11% |
$6.1M - $6.12M
|
46K
$4.59M
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-61.8K- 61.05% |
$6.16M - $6.18M
|
39.5K
$3.94M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-91.2K- 43.8% |
$9.08M - $9.12M
|
117K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-98.4K- 66.05% |
$9.8M - $9.83M
|
50.6K
$5.05M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-208K- 81.77% |
$20.7M - $20.7M
|
46.3K
$4.62M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-352K- 37.57% |
$35M - $35.1M
|
584K
$58.3M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-667K- 17.01% |
$66.4M - $66.6M
|
3.25M
$325M
|