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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55+ 1.88% |
$5.48K - $5.52K
|
2.98K
$299K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
55+ 1.88% |
$5.48K - $5.52K
|
2.98K
$299K
|
|
Nov 04, 2024
Q3 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.22M+ 24.62% |
$122M - $122M
|
6.17M
$618M
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-826- 7.27% |
$82.4K - $82.8K
|
10.5K
$1.06M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.02K- 2.16% |
$101K - $102K
|
46.2K
$4.62M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
64.4K+ 200.61% |
$6.42M - $6.46M
|
96.5K
$9.66M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
298+ 124.69% |
$29.7K - $29.9K
|
537
$53.8K
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
58.4KNew |
$5.82M - $5.86M
|
58.4K
$5.85M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.6K+ 118.95% |
$1.45M - $1.46M
|
26.8K
$2.68M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-317- 1.02% |
$31.6K - $31.8K
|
30.8K
$3.09M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
9.25K+ 9.12% |
$922K - $928K
|
111K
$11.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60.4K+ 41.0% |
$6.02M - $6.05M
|
208K
$20.8M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$99.7 - $100
|
1
$100
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.64K+ 13.99% |
$463K - $465K
|
37.8K
$3.79M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.81K- 45.48% |
$181K - $182K
|
2.18K
$218K
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.97K+ 2.95% |
$296K - $298K
|
104K
$10.4M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
278New |
$27.7K - $27.9K
|
278
$27.8K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-292- 51.14% |
$29.1K - $29.3K
|
279
$27.9K
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.78K+ 77.16% |
$177K - $178K
|
4.08K
$408K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-321- 10.49% |
$32K - $32.2K
|
2.74K
$274K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
445+ 17.98% |
$44.4K - $44.6K
|
2.92K
$292K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.47K+ 38.28% |
$246K - $247K
|
8.91K
$892K
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
11.1K+ 22.62% |
$1.11M - $1.11M
|
60.2K
$6.02M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-987- 24.04% |
$98.4K - $99K
|
3.12K
$312K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 37.4% |
$1.17M - $1.18M
|
43.2K
$4.32M
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
720+ 15.49% |
$71.8K - $72.2K
|
5.37K
$537K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-142- 18.14% |
$14.2K - $14.2K
|
641
$64.2K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-66.1K- 95.95% |
$6.59M - $6.63M
|
2.79K
$279K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5.98K- 16.2% |
$596K - $600K
|
30.9K
$3.1M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 10.01% |
$546K - $550K
|
60.2K
$6.03M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 60.48% |
$2.75M - $2.76M
|
18K
$1.8M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 36.27% |
$138K - $139K
|
2.43K
$243K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.4K+ 51.25% |
$1.93M - $1.94M
|
57.1K
$5.72M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 3.61% |
$8.28K - $8.32K
|
2.39K
$239K
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
7.13K+ 10.34% |
$711K - $715K
|
76.1K
$7.61M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-11.6K- 16.21% |
$1.15M - $1.16M
|
59.8K
$5.99M
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-555- 3.45% |
$55.3K - $55.7K
|
15.5K
$1.55M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-196- 1.73% |
$19.5K - $19.7K
|
11.2K
$1.12M
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$199 - $201
|
2.71K
$272K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.23K- 48.36% |
$422K - $425K
|
4.52K
$453K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
517+ 4.25% |
$51.5K - $51.9K
|
12.7K
$1.27M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.54K- 15.57% |
$253K - $255K
|
13.8K
$1.38M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.8K- 72.4% |
$778K - $783K
|
2.98K
$298K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
382+ 2.74% |
$38.1K - $38.3K
|
14.3K
$1.43M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
865+ 22.54% |
$86.2K - $86.8K
|
4.7K
$471K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 10.03% |
$1.38M - $1.39M
|
152K
$15.2M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
57.3K+ 81.87% |
$5.71M - $5.74M
|
127K
$12.7M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-365- 1.12% |
$36.4K - $36.6K
|
32.3K
$3.23M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-756- 50.2% |
$75.4K - $75.8K
|
750
$75.1K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.65KNew |
$364K - $366K
|
3.65K
$366K
|