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 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.35K- 14.26% |
$135K - $135K
|
8.13K
$814K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
118+ 1.87% |
$11.8K - $11.8K
|
6.43K
$644K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-91.7K- 72.07% |
$9.16M - $9.19M
|
35.5K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
31.4KNew |
$3.14M - $3.15M
|
31.4K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-18.8K- 3.5% |
$1.88M - $1.88M
|
518K
$51.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197K+ 71.27% |
$19.6M - $19.7M
|
473K
$47.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4K+ 112.04% |
$399K - $401K
|
7.57K
$758K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
116K+ 5593.13% |
$11.6M - $11.7M
|
118K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
170New |
$17K - $17K
|
170
$17K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.8K- 2.68% |
$2.07M - $2.08M
|
754K
$75.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 10.12% |
$11.2M - $11.3M
|
1.22M
$122M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 18.89% |
$1.09M - $1.09M
|
68.5K
$6.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.44M - $1.45M
|
14.4K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
30.2KNew |
$3.02M - $3.03M
|
30.2K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 32.82% |
$265K - $266K
|
5.43K
$544K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.45KNew |
$944K - $947K
|
9.45K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
38.7KNew |
$3.86M - $3.88M
|
38.7K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-498K- 86.76% |
$49.8M - $50M
|
76.1K
$7.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-250- 9.56% |
$25K - $25.1K
|
2.37K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
168+ 31.28% |
$16.8K - $16.8K
|
705
$70.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.78K- 1.75% |
$178K - $178K
|
99.9K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.67K- 14.5% |
$866K - $869K
|
51.2K
$5.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16.1K+ 51.98% |
$1.61M - $1.61M
|
47K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
47.9KNew |
$4.78M - $4.8M
|
47.9K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 11.69% |
$3.7M - $3.72M
|
354K
$35.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.2K- 1.92% |
$1.52M - $1.53M
|
780K
$78.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-720- 1.9% |
$71.9K - $72.2K
|
37.1K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.3K+ 56.67% |
$230K - $231K
|
6.36K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30KNew |
$2.99M - $3M
|
30K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 33.33% |
$25K - $25.1K
|
1K
$100K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32K+ 1073.85% |
$3.2M - $3.21M
|
35K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.09K+ 238.54% |
$708K - $710K
|
10.1K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
311New |
$31.1K - $31.2K
|
311
$31.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
11.6KNew |
$1.16M - $1.17M
|
11.6K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-790- 24.38% |
$78.9K - $79.2K
|
2.45K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.2% |
$3.49K - $3.51K
|
2.96K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 11.36% |
$1.02M - $1.02M
|
99.8K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.3K+ 1.72% |
$929K - $932K
|
551K
$55.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10KNew |
$999K - $1M
|
10K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
39New |
$3.89K - $3.91K
|
39
$3.91K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 1.08% |
$300 - $301
|
282
$28.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7KNew |
$270K - $271K
|
2.7K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 28.82% |
$1.4M - $1.4M
|
34.6K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-79- 2.35% |
$7.89K - $7.92K
|
3.28K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.61KNew |
$261K - $261K
|
2.61K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.8KNew |
$1.18M - $1.18M
|
11.8K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
500+ 50000.0% |
$49.9K - $50.1K
|
501
$50.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.65K+ 43.68% |
$763K - $766K
|
25.1K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.02M- 16.61% |
$102M - $103M
|
5.15M
$515M
|