Purchases and Sales Made in Q1 2021 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
536K+ 4149.25% |
$53.7M - $53.7M
|
549K
$54.9M
|
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
96.3KNew |
$9.64M - $9.65M
|
96.3K
$9.63M
|
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
90.1K+ 493.34% |
$9.02M - $9.03M
|
108K
$10.8M
|
|
|
Feb 27, 2023
Q1 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
82.8K+ 163.74% |
$8.29M - $8.29M
|
133K
$13.3M
|
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
55.6K+ 84.32% |
$5.56M - $5.57M
|
121K
$12.1M
|
|
|
Aug 25, 2023
Q1 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
52.9K+ 173.23% |
$5.3M - $5.3M
|
83.5K
$8.35M
|
|
|
May 10, 2021
Q1 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
34.4K+ 28.51% |
$3.45M - $3.45M
|
155K
$15.5M
|
|
|
May 19, 2021
Q1 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
28.4KNew |
$2.84M - $2.84M
|
28.4K
$2.84M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5K+ 35.85% |
$2.26M - $2.26M
|
85.4K
$8.54M
|
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
BUY
|
- |
20.7K+ 118.79% |
$2.08M - $2.08M
|
38.2K
$3.82M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.4K+ 25.08% |
$1.54M - $1.54M
|
76.9K
$7.69M
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 27.32% |
$1.23M - $1.23M
|
57.4K
$5.74M
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
11.1KNew |
$1.11M - $1.11M
|
11.1K
$1.11M
|
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5KNew |
$1.05M - $1.05M
|
10.5K
$1.05M
|
|
|
May 04, 2021
Q1 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10K+ 61.07% |
$1M - $1M
|
26.4K
$2.64M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.44K+ 85.35% |
$945K - $945K
|
20.5K
$2.05M
|
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
9.02K+ 105.29% |
$903K - $903K
|
17.6K
$1.76M
|
|
|
Apr 23, 2021
Q1 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.71K+ 2.87% |
$872K - $872K
|
312K
$31.2M
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.67KNew |
$868K - $869K
|
8.67K
$867K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.31K+ 276.48% |
$732K - $732K
|
9.95K
$995K
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.29K+ 15.13% |
$630K - $630K
|
47.9K
$4.79M
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.84K+ 112.6% |
$585K - $585K
|
11K
$1.1M
|
|
|
May 10, 2021
Q1 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5.05K+ 25.61% |
$506K - $506K
|
24.8K
$2.48M
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.99KNew |
$500K - $500K
|
4.99K
$499K
|
|
|
Apr 21, 2021
Q1 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.14K+ 6.36% |
$414K - $415K
|
69.2K
$6.92M
|
|
|
May 03, 2021
Q1 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$346K - $346K
|
3.45K
$345K
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$340K - $340K
|
3.4K
$340K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.21K+ 1371.79% |
$321K - $321K
|
3.44K
$344K
|
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.15KNew |
$315K - $315K
|
3.15K
$315K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.96K+ 3.77% |
$297K - $297K
|
81.5K
$8.15M
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.61KNew |
$261K - $261K
|
2.61K
$261K
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.06K+ 26.23% |
$206K - $206K
|
9.91K
$991K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2K+ 2000.0% |
$200K - $200K
|
2.1K
$210K
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.95K+ 7.13% |
$195K - $195K
|
29.3K
$2.93M
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 9.95% |
$188K - $188K
|
20.8K
$2.08M
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.84K+ 3.15% |
$184K - $184K
|
60.2K
$6.02M
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.71K+ 15500.0% |
$171K - $171K
|
1.72K
$172K
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
1.64K+ 6.09% |
$164K - $164K
|
28.5K
$2.85M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.23KNew |
$123K - $123K
|
1.23K
$123K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
886+ 1808.16% |
$88.7K - $88.7K
|
935
$93.5K
|
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
779+ 2.59% |
$78K - $78K
|
30.8K
$3.08M
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
773+ 3.25% |
$77.4K - $77.4K
|
24.5K
$2.45M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
746+ 18.81% |
$74.7K - $74.7K
|
4.71K
$471K
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
623+ 0.89% |
$62.4K - $62.4K
|
70.8K
$7.08M
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
77New |
$7.71K - $7.71K
|
77
$7.7K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
38New |
$3.8K - $3.81K
|
38
$3.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
18New |
$1.8K - $1.8K
|
18
$1.8K
|
|
|
Apr 01, 2021
Q1 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5+ 0.06% |
$501 - $501
|
8.6K
$860K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 2.13% |
$100 - $100
|
46
$4.6K
|