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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-315- 15.93% |
$31.4K - $31.6K
|
1.66K
$166K
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-33.1K- 5.33% |
$3.3M - $3.32M
|
589K
$58.8M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-222- 1.66% |
$22.1K - $22.3K
|
13.1K
$1.31M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1K+ 44.19% |
$100K - $101K
|
3.27K
$327K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-226K- 10.05% |
$22.6M - $22.7M
|
2.03M
$203M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.71K- 38.88% |
$370K - $372K
|
5.84K
$583K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
7.98KNew |
$796K - $801K
|
7.98K
$798K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.83K+ 17.7% |
$282K - $283K
|
18.8K
$1.88M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-125- 0.05% |
$12.5K - $12.5K
|
261K
$26.1M
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.85K+ 23.77% |
$284K - $286K
|
14.8K
$1.48M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-156- 17.22% |
$15.6K - $15.6K
|
750
$75K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.87K- 3.44% |
$585K - $588K
|
165K
$16.5M
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 26.51% |
$142K - $142K
|
3.94K
$394K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150+ 42.25% |
$14.9K - $15K
|
505
$50.5K
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
191+ 0.52% |
$19K - $19.1K
|
36.8K
$3.68M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
474New |
$47.2K - $47.5K
|
474
$47.4K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-229K- 81.94% |
$22.8M - $22.9M
|
50.4K
$5.04M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
120+ 3.48% |
$12K - $12K
|
3.57K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$215K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
340New |
$33.9K - $34K
|
340
$34K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.74K- 28.58% |
$174K - $175K
|
4.36K
$435K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 1.45% |
$498 - $501
|
350
$35K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.96K- 77.87% |
$793K - $797K
|
2.26K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.72K- 33.4% |
$470K - $472K
|
9.41K
$941K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 99.01% |
$9.97K - $10K
|
1
$100
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-12.1K- 64.01% |
$1.2M - $1.21M
|
6.78K
$677K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2KNew |
$199K - $200K
|
2K
$200K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
562New |
$56K - $56.3K
|
562
$56.2K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-800- 26.55% |
$79.7K - $80.1K
|
2.21K
$221K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$99.7 - $100
|
1
$100
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.4K - $1.4K
|
2.29K
$228K
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-225- 3.23% |
$22.4K - $22.5K
|
6.74K
$673K
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-27- 1.28% |
$2.69K - $2.7K
|
2.08K
$208K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$598 - $601
|
6
$600
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-510- 13.6% |
$50.8K - $51.1K
|
3.24K
$324K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-144- 2.3% |
$14.4K - $14.4K
|
6.1K
$610K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.09KNew |
$707K - $710K
|
7.09K
$709K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
555New |
$55.3K - $55.6K
|
555
$55.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.07% |
$1.59K - $1.6K
|
24.4K
$2.44M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10.3K- 55.45% |
$1.03M - $1.04M
|
8.31K
$831K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-248- 5.13% |
$24.7K - $24.8K
|
4.59K
$459K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
779New |
$77.6K - $78K
|
779
$77.9K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$1.98M - $1.98M
|
19.8K
$1.98M
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8New |
$797 - $801
|
8
$800
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-313- 69.09% |
$31.2K - $31.3K
|
140
$14K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 4.4% |
$9.97K - $10K
|
2.17K
$217K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$232K - $233K
|
2.33K
$233K
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
95+ 1.09% |
$9.47K - $9.51K
|
8.84K
$883K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
80New |
$7.97K - $8.01K
|
80
$8K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$6.98K - $7.01K
|
70
$7K
|