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 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
90+ 0.03% |
$8.99K - $9.02K
|
261K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.4K+ 14.27% |
$239K - $240K
|
19.2K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.58K- 17.3% |
$158K - $158K
|
7.56K
$757K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.97K+ 8.25% |
$197K - $198K
|
25.8K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1K- 32.45% |
$99.9K - $100K
|
2.08K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.15K- 15.42% |
$514K - $516K
|
28.2K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55KNew |
$255K - $255K
|
2.55K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17.3K+ 197.93% |
$1.73M - $1.73M
|
26K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-169- 2.03% |
$16.9K - $16.9K
|
8.14K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.71K- 18.58% |
$271K - $272K
|
11.9K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29.3K+ 221.26% |
$2.93M - $2.94M
|
42.6K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
150+ 1.01% |
$15K - $15K
|
15K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.19K+ 42.7% |
$218K - $219K
|
7.3K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-684- 1.15% |
$68.3K - $68.6K
|
59K
$5.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-346- 8.24% |
$34.5K - $34.7K
|
3.85K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9- 0.27% |
$899 - $902
|
3.26K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$999 - $1K
|
10
$1K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-688- 49.25% |
$68.7K - $69K
|
709
$71K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
914K+ 45.1% |
$91.2M - $91.6M
|
2.94M
$294M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-267- 7.69% |
$26.7K - $26.8K
|
3.21K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.66K- 61.29% |
$665K - $667K
|
4.2K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.29K- 12.19% |
$229K - $230K
|
16.5K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
112+ 1.73% |
$11.2K - $11.2K
|
6.58K
$658K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$99.9 - $100
|
63.2K
$6.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-51- 0.84% |
$5.09K - $5.11K
|
6.01K
$601K
|
|
|
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
$546K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-41.4K- 46.41% |
$4.12M - $4.15M
|
47.8K
$4.78M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 35.58% |
$2.01M - $2.02M
|
76.9K
$7.69M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.1K+ 41.39% |
$2.31M - $2.32M
|
79K
$7.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
|
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
$8.93M
|
|
|
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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 97.76% |
$204K - $206K
|
47
$4.71K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 2.27% |
$12.2K - $12.2K
|
5.49K
$550K
|
|
|
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
|
Synergy Financial Group, LTD
|
SELL
|
- |
-583- 5.62% |
$58.1K - $58.5K
|
9.8K
$981K
|
|
|
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
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
786+ 32.36% |
$78.4K - $78.8K
|
3.22K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.6K+ 18.02% |
$2.75M - $2.76M
|
180K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
192K+ 3.68% |
$19.2M - $19.3M
|
5.42M
$542M
|
|
|
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
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-306- 0.24% |
$30.5K - $30.7K
|
128K
$12.8M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
753K+ 188.02% |
$75.1M - $75.6M
|
1.15M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 28.17% |
$1.06M - $1.07M
|
48.6K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 0.67% |
$1.99K - $2.01K
|
2.96K
$296K
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-388- 4.5% |
$38.7K - $38.9K
|
8.23K
$824K
|
|