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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.03K- 43.24% |
$203K - $204K
|
2.67K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 1.02% |
$2.6M - $2.61M
|
2.51M
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.51KNew |
$550K - $552K
|
5.51K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-699- 16.41% |
$69.8K - $70.1K
|
3.56K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7K+ 63.15% |
$2.97M - $2.98M
|
76.8K
$7.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 18.47% |
$2.08M - $2.09M
|
133K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.6K+ 29.43% |
$459K - $461K
|
20.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.06K- 20.99% |
$905K - $908K
|
34.1K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 181.82% |
$1.49M - $1.5M
|
23.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 24.85% |
$22.8M - $22.9M
|
1.15M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7.97KNew |
$796K - $799K
|
7.97K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.31% |
$3K - $3.01K
|
2.26K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.23KNew |
$522K - $524K
|
5.23K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.75K+ 89.27% |
$873K - $877K
|
18.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-16.7K- 49.16% |
$1.66M - $1.67M
|
17.2K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 0.34% |
$4.69K - $4.71K
|
13.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
211K+ 3.9% |
$21.1M - $21.2M
|
5.63M
$562M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.06K- 69.17% |
$805K - $808K
|
3.59K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
112K+ 16.63% |
$11.2M - $11.2M
|
786K
$78.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-203- 6.87% |
$20.3K - $20.3K
|
2.75K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.6KNew |
$159K - $160K
|
1.6K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
8.19K+ 38.43% |
$817K - $821K
|
29.5K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.66K- 36.19% |
$466K - $467K
|
8.22K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
412KNew |
$41.2M - $41.3M
|
412K
$41.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-60.6K- 55.63% |
$6.05M - $6.07M
|
48.3K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.33% |
$799 - $802
|
2.45K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.12KNew |
$211K - $212K
|
2.12K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
192+ 6.13% |
$19.2K - $19.2K
|
3.33K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.09K+ 9.41% |
$109K - $109K
|
12.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.67K+ 17.98% |
$366K - $368K
|
24.1K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.61K+ 44.38% |
$560K - $562K
|
18.2K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2K+ 97.04% |
$219K - $220K
|
4.46K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.3K+ 9.52% |
$7.92M - $7.95M
|
913K
$91.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
310+ 3.5% |
$31K - $31.1K
|
9.17K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
44.6K+ 64.42% |
$4.46M - $4.47M
|
114K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.71K- 33.21% |
$770K - $773K
|
15.5K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 98.29% |
$1.03M - $1.03M
|
179
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5K+ 30.02% |
$1.05M - $1.06M
|
45.7K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
598+ 8.88% |
$59.7K - $59.9K
|
7.34K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60.6K- 55.63% |
$6.05M - $6.07M
|
48.3K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-8.37K- 13.92% |
$836K - $839K
|
51.8K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-8.22K- 10.2% |
$821K - $824K
|
72.4K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.3K- 21.83% |
$3.82M - $3.84M
|
137K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
14.9KNew |
$1.49M - $1.49M
|
14.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.69K+ 1.02% |
$468K - $470K
|
462K
$46.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.7K+ 10.14% |
$2.27M - $2.28M
|
247K
$24.6M
|