Purchases and Sales Made in Q2 2022 in Goldman Sachs Access Treasury (GBIL)
This table provides information about the institutional ownership of Goldman Sachs Access Treasury (GBIL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.9KNew |
$489K - $490K
|
4.9K
$491K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.7KNew |
$469K - $470K
|
4.7K
$471K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.52K+ 29.93% |
$451K - $452K
|
19.6K
$1.97M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.4K+ 11.62% |
$439K - $440K
|
42.3K
$4.23M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.05KNew |
$404K - $405K
|
4.05K
$405K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.3KNew |
$329K - $330K
|
3.3K
$330K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.27K+ 31.67% |
$326K - $327K
|
13.6K
$1.36M
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.89KNew |
$289K - $289K
|
2.89K
$290K
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
2.6K+ 3.26% |
$259K - $260K
|
82.4K
$8.25M
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
2.39K+ 17.74% |
$238K - $239K
|
15.9K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.3K+ 16.63% |
$230K - $230K
|
16.2K
$1.62M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$222K - $222K
|
2.22K
$222K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 42.93% |
$161K - $161K
|
5.36K
$537K
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.58K+ 33.14% |
$158K - $158K
|
6.36K
$637K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 118.43% |
$156K - $157K
|
2.89K
$290K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.48KNew |
$148K - $148K
|
1.48K
$148K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 39.47% |
$110K - $111K
|
3.91K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.07K+ 0.62% |
$107K - $107K
|
173K
$17.4M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
873New |
$87.1K - $87.3K
|
873
$87.4K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
832+ 22.07% |
$83K - $83.2K
|
4.6K
$461K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
711+ 0.09% |
$70.9K - $71.1K
|
815K
$81.6M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
655+ 2.74% |
$65.3K - $65.5K
|
24.5K
$2.46M
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
583+ 3.16% |
$58.1K - $58.3K
|
19.1K
$1.91M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
518+ 9.44% |
$51.7K - $51.8K
|
6.01K
$602K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
483+ 14.39% |
$48.2K - $48.3K
|
3.84K
$384K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
293+ 17.68% |
$29.2K - $29.3K
|
1.95K
$195K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$24.9K - $25K
|
250
$25K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
167+ 19.62% |
$16.7K - $16.7K
|
1.02K
$102K
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
155+ 1.65% |
$15.5K - $15.5K
|
9.55K
$956K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
149+ 13.52% |
$14.9K - $14.9K
|
1.25K
$125K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
99New |
$9.87K - $9.9K
|
99
$9.91K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
82+ 105.13% |
$8.18K - $8.2K
|
160
$16K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34New |
$3.39K - $3.4K
|
34
$3.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16+ 1.48% |
$1.6K - $1.6K
|
1.1K
$110K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$199 - $200
|
2.82K
$282K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$99.7 - $100
|
10.2K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-11- 0.09% |
$1.1K - $1.1K
|
11.6K
$1.16M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12Closed |
$1.2K - $1.2K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-39- 1.18% |
$3.89K - $3.9K
|
3.26K
$326K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-84- 0.43% |
$8.38K - $8.4K
|
19.4K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91Closed |
$9.08K - $9.1K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-98Closed |
$9.77K - $9.8K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-99Closed |
$9.87K - $9.9K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-100- 11.11% |
$9.97K - $10K
|
800
$80.1K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-120Closed |
$12K - $12K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-125Closed |
$12.5K - $12.5K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-139- 1.23% |
$13.9K - $13.9K
|
11.2K
$1.12M
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-171- 6.27% |
$17.1K - $17.1K
|
2.56K
$256K
|