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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.4K+ 24.86% |
$4.24M - $4.25M
|
213K
$21.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-814- 14.94% |
$81.3K - $81.6K
|
4.63K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.82K- 32.46% |
$781K - $783K
|
16.3K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$200 - $200
|
3.27K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.7K- 16.54% |
$4.46M - $4.48M
|
226K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $802
|
19.5K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.97K+ 33.73% |
$796K - $798K
|
31.6K
$3.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-230- 2.06% |
$23K - $23K
|
10.9K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.92K- 15.1% |
$491K - $493K
|
27.7K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.81K+ 2.17% |
$181K - $181K
|
85.1K
$8.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-741- 12.67% |
$74K - $74.2K
|
5.11K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
538K+ 59.62% |
$53.7M - $53.9M
|
1.44M
$144M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-600- 6.94% |
$59.9K - $60.1K
|
8.04K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-390- 16.25% |
$38.9K - $39.1K
|
2.01K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.94K+ 66.85% |
$793K - $796K
|
19.8K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
229+ 6.23% |
$22.9K - $22.9K
|
3.9K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.56K+ 3.93% |
$455K - $456K
|
120K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.63K- 36.05% |
$163K - $163K
|
2.89K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-21.8K- 47.8% |
$2.18M - $2.19M
|
23.9K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-102- 4.84% |
$10.2K - $10.2K
|
2.01K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
287+ 7.62% |
$28.7K - $28.8K
|
4.05K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-16.2K- 6.21% |
$1.62M - $1.63M
|
245K
$24.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
49+ 0.41% |
$4.89K - $4.91K
|
11.9K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 1.65% |
$2K - $2K
|
1.23K
$123K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129K+ 4.38% |
$12.8M - $12.9M
|
3.07M
$307M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-80- 2.26% |
$7.99K - $8.02K
|
3.45K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-696- 7.04% |
$69.5K - $69.7K
|
9.2K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 9.96% |
$590K - $592K
|
53.4K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
18.3K+ 122.71% |
$1.83M - $1.83M
|
33.2K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$252K - $252K
|
2.52K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.16K- 21.8% |
$615K - $617K
|
22.1K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
11.6K+ 45.74% |
$1.15M - $1.16M
|
36.8K
$3.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 8.8% |
$29.1K - $29.2K
|
3.02K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.41KNew |
$341K - $342K
|
3.41K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 101.16% |
$1.97M - $1.97M
|
39.2K
$3.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.25K- 22.96% |
$125K - $126K
|
4.2K
$421K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.07K+ 16.0% |
$307K - $308K
|
22.3K
$2.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-700- 8.77% |
$69.9K - $70.1K
|
7.28K
$730K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$411K - $413K
|
4.12K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.4K- 6.56% |
$139K - $140K
|
19.9K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
426+ 2.08% |
$42.5K - $42.7K
|
20.9K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
740+ 4.94% |
$73.9K - $74.1K
|
15.7K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$793K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
827+ 21.46% |
$82.6K - $82.9K
|
4.68K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.73K- 56.7% |
$372K - $374K
|
2.85K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-12.5K- 21.23% |
$1.25M - $1.26M
|
46.5K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24.2KNew |
$2.41M - $2.42M
|
24.2K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.7K+ 43.16% |
$769K - $772K
|
25.5K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.38% |
$599 - $601
|
1.59K
$159K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.53K+ 5.44% |
$552K - $554K
|
107K
$10.7M
|