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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-374- 5.46% |
$37.3K - $37.5K
|
6.48K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.47K- 6.59% |
$246K - $247K
|
35K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 8.74% |
$325K - $326K
|
34K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-150- 1.85% |
$15K - $15K
|
7.95K
$795K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-2.47K- 13.44% |
$246K - $247K
|
15.9K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-13- 9.56% |
$1.3K - $1.3K
|
123
$12.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Creek Group, LP
|
BUY
|
- |
53.9K+ 18.68% |
$5.38M - $5.4M
|
342K
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
3.36K+ 6.0% |
$335K - $337K
|
59.4K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.11K+ 3.65% |
$211K - $211K
|
59.9K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
158New |
$15.8K - $15.8K
|
158
$15.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 6.53% |
$1.23M - $1.24M
|
202K
$20.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-985- 24.64% |
$98.3K - $98.7K
|
3.01K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.82KNew |
$282K - $283K
|
2.82K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.24KNew |
$323K - $325K
|
3.24K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 183.52% |
$130K - $131K
|
2.01K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 18.78% |
$331K - $332K
|
14.3K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12.1K+ 17.82% |
$1.2M - $1.21M
|
79.8K
$7.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.95K+ 1.52% |
$294K - $296K
|
197K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-48K- 25.74% |
$4.79M - $4.81M
|
138K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 14.15% |
$19.8M - $19.9M
|
1.6M
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39K+ 13.4% |
$3.89M - $3.91M
|
330K
$33M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
97+ 0.88% |
$9.68K - $9.72K
|
11.2K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-3.99K- 6.24% |
$398K - $400K
|
59.9K
$6M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-780- 8.9% |
$77.9K - $78.2K
|
7.98K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.74K+ 8.23% |
$173K - $174K
|
22.8K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 25.41% |
$2M - $2.01M
|
98.9K
$9.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-24K- 40.15% |
$2.39M - $2.4M
|
35.7K
$3.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21KNew |
$2.09M - $2.1M
|
21K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-342- 9.34% |
$34.1K - $34.3K
|
3.32K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
495New |
$49.4K - $49.6K
|
495
$49.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
27New |
$2.7K - $2.71K
|
27
$2.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 360.78% |
$1.08M - $1.09M
|
13.8K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-13.2K- 3.84% |
$1.32M - $1.33M
|
331K
$33.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.8K- 36.82% |
$1.48M - $1.49M
|
25.4K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-70- 3.15% |
$6.99K - $7.02K
|
2.15K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.76K- 24.01% |
$375K - $376K
|
11.9K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.07K+ 3.44% |
$307K - $308K
|
92.5K
$9.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13.3K- 18.35% |
$1.33M - $1.33M
|
59.1K
$5.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.3K- 44.58% |
$6.72M - $6.75M
|
83.7K
$8.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$2K - $2K
|
20
$2K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.48K+ 48.08% |
$946K - $950K
|
29.2K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-500- 20.0% |
$49.9K - $50.1K
|
2K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 5.99% |
$233K - $234K
|
41.4K
$4.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-503- 6.62% |
$50.2K - $50.4K
|
7.09K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
112+ 1.78% |
$11.2K - $11.2K
|
6.42K
$642K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-188- 7.83% |
$18.8K - $18.8K
|
2.21K
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.61K- 4.23% |
$260K - $261K
|
59K
$5.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
SELL
|
- |
-66- 3.71% |
$6.59K - $6.62K
|
1.71K
$171K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 15.25% |
$111K - $111K
|
6.17K
$617K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.62K- 23.6% |
$161K - $162K
|
5.24K
$524K
|
|