Latest Institutional Transactions on Goldman Sachs Access Treasury (GBIL)
This table provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-51- 0.84% |
$5.09K - $5.11K
|
6.01K
$600K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$99.9 - $100
|
63.2K
$6.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
12.3K+ 13.83% |
$1.23M - $1.24M
|
102K
$10.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.46KNew |
$545K - $547K
|
5.46K
$545K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-41.4K- 46.41% |
$4.12M - $4.15M
|
47.8K
$4.77M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 35.58% |
$2.01M - $2.02M
|
76.9K
$7.68M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.1K+ 41.39% |
$2.31M - $2.32M
|
79K
$7.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.64K+ 26.81% |
$263K - $264K
|
12.5K
$1.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
73.1K+ 251.12% |
$7.29M - $7.33M
|
102K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.72K- 8.91% |
$869K - $875K
|
89.2K
$8.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 97.76% |
$204K - $206K
|
47
$4.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 2.27% |
$12.2K - $12.2K
|
5.49K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
109KNew |
$10.9M - $10.9M
|
109K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-949- 5.73% |
$94.6K - $95.2K
|
15.6K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-583- 5.62% |
$58.1K - $58.5K
|
9.8K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72.3K+ 179.3% |
$7.21M - $7.25M
|
113K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.44M - $2.46M
|
24.5K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
192K+ 3.68% |
$19.2M - $19.3M
|
5.42M
$541M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
753K+ 188.02% |
$75.1M - $75.6M
|
1.15M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.6K+ 18.02% |
$2.75M - $2.76M
|
180K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
786+ 32.36% |
$78.4K - $78.8K
|
3.22K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 6.82% |
$1.14M - $1.15M
|
179K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 28.17% |
$1.06M - $1.07M
|
48.6K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 0.67% |
$1.99K - $2.01K
|
2.96K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.92K+ 14.53% |
$191K - $192K
|
15.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-149K- 87.94% |
$14.9M - $15M
|
20.5K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-388- 4.5% |
$38.7K - $38.9K
|
8.23K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-883- 17.17% |
$88K - $88.6K
|
4.26K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-149K- 18.08% |
$14.8M - $14.9M
|
674K
$67.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.3K- 13.11% |
$528K - $532K
|
35.1K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.4K+ 3.49% |
$1.54M - $1.55M
|
457K
$45.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.4K+ 26.12% |
$1.43M - $1.44M
|
69.3K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.3K- 10.75% |
$3.32M - $3.34M
|
276K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 34.78% |
$160K - $160K
|
3K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.02K- 13.42% |
$799K - $804K
|
51.7K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94K+ 72.35% |
$9.37M - $9.43M
|
224K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 1.7% |
$6.28K - $6.32K
|
3.78K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.6K+ 318.63% |
$2.65M - $2.66M
|
34.9K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.18K+ 50.56% |
$218K - $219K
|
6.5K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-451- 7.83% |
$45K - $45.2K
|
5.31K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
236New |
$23.5K - $23.7K
|
236
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.49K+ 8.55% |
$249K - $250K
|
31.7K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.48K+ 5.52% |
$148K - $149K
|
28.4K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
109KNew |
$10.9M - $10.9M
|
109K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-306- 0.24% |
$30.5K - $30.7K
|
128K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47KNew |
$4.69M - $4.72M
|
47K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.9K+ 4.29% |
$3.78M - $3.8M
|
920K
$91.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-333K- 11.59% |
$33.2M - $33.4M
|
2.54M
$254M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.6K+ 1.36% |
$6.04M - $6.07M
|
4.51M
$451M
|
|