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 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53New |
$5.28K - $5.31K
|
53
$5.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-114K- 96.7% |
$11.4M - $11.4M
|
3.9K
$390K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-87- 11.49% |
$8.67K - $8.71K
|
670
$67K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.89KNew |
$288K - $289K
|
2.89K
$289K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-82.8K- 97.24% |
$8.25M - $8.29M
|
2.35K
$235K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.88K+ 5.05% |
$286K - $287K
|
59.8K
$5.98M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
306New |
$30.5K - $30.6K
|
306
$30.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36New |
$3.58K - $3.6K
|
36
$3.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-29K- 77.96% |
$2.89M - $2.9M
|
8.21K
$820K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.31K- 50.0% |
$230K - $231K
|
2.31K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 20.97% |
$1.29K - $1.3K
|
75
$7.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
161K+ 39.0% |
$16.1M - $16.1M
|
575K
$57.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-51.8K- 87.48% |
$5.16M - $5.18M
|
7.42K
$742K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-261- 11.19% |
$26K - $26.1K
|
2.07K
$207K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$29.9K - $30K
|
300
$30K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.7K- 21.77% |
$1.76M - $1.77M
|
63.5K
$6.35M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
175New |
$17.4K - $17.5K
|
175
$17.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$298K - $299K
|
3K
$299K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1K+ 25.0% |
$99.6K - $99.9K
|
5K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.04KNew |
$302K - $304K
|
3.04K
$304K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
3.21KNew |
$320K - $321K
|
3.21K
$321K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
88New |
$8.76K - $8.79K
|
88
$8.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.1K+ 35.75% |
$110K - $110K
|
4.19K
$419K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
825New |
$82.2K - $82.5K
|
825
$82.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6+ 0.03% |
$598 - $599
|
19.1K
$1.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
318New |
$31.7K - $31.8K
|
318
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
118K+ 114.17% |
$11.8M - $11.8M
|
221K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
366KNew |
$36.5M - $36.6M
|
366K
$36.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-544- 3.0% |
$54.2K - $54.3K
|
17.6K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.86K+ 40.4% |
$584K - $585K
|
20.4K
$2.04M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.94K+ 36.1% |
$193K - $193K
|
7.3K
$729K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.8K+ 166.78% |
$379K - $380K
|
6.08K
$608K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
69+ 2.89% |
$6.88K - $6.89K
|
2.46K
$246K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53New |
$5.28K - $5.29K
|
53
$5.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
702New |
$70K - $70.1K
|
702
$70.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.65KNew |
$264K - $265K
|
2.65K
$265K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
21New |
$2.09K - $2.1K
|
21
$2.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
13KNew |
$1.3M - $1.3M
|
13K
$1.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.48K+ 42.61% |
$447K - $447K
|
15K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-33- 0.66% |
$3.29K - $3.3K
|
4.95K
$495K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-110KClosed |
$10.9M - $11M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256Closed |
$25.5K - $25.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-125Closed |
$12.5K - $12.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.04K- 8.23% |
$104K - $104K
|
11.6K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34New |
$3.39K - $3.4K
|
34
$3.4K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.12KClosed |
$610K - $612K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-39.2KClosed |
$3.91M - $3.92M
|
0
$0
|
|