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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
127+ 13.8% |
$12.7K - $12.7K
|
1.05K
$105K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-202- 1.44% |
$20.1K - $20.3K
|
13.8K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 33.95% |
$52.7K - $53.1K
|
1.03K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.71K- 38.88% |
$370K - $372K
|
5.84K
$585K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 26.51% |
$142K - $142K
|
3.94K
$395K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150+ 42.25% |
$14.9K - $15K
|
505
$50.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
191+ 0.52% |
$19K - $19.1K
|
36.8K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.74K- 28.58% |
$174K - $175K
|
4.36K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
340New |
$33.9K - $34K
|
340
$34.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-229K- 81.94% |
$22.8M - $22.9M
|
50.4K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-12.1K- 64.01% |
$1.2M - $1.21M
|
6.78K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 99.01% |
$9.97K - $10K
|
1
$100
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2KNew |
$199K - $200K
|
2K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-800- 26.55% |
$79.7K - $80.1K
|
2.21K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
562New |
$56K - $56.3K
|
562
$56.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.4K - $1.4K
|
2.29K
$229K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$598 - $601
|
6
$601
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.09KNew |
$707K - $710K
|
7.09K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
555New |
$55.3K - $55.6K
|
555
$55.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-248- 5.13% |
$24.7K - $24.8K
|
4.59K
$460K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
779New |
$77.6K - $78K
|
779
$78K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$1.98M - $1.98M
|
19.8K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8New |
$797 - $801
|
8
$801
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 4.4% |
$9.97K - $10K
|
2.17K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$232K - $233K
|
2.33K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$6.98K - $7.01K
|
70
$7.01K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
80New |
$7.97K - $8.01K
|
80
$8.01K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13- 12.5% |
$1.3K - $1.3K
|
91
$9.12K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.21% |
$3.39K - $3.4K
|
2.84K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 28.57% |
$9.97K - $10K
|
250
$25K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-570- 17.24% |
$56.8K - $57.1K
|
2.74K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 3.55% |
$106K - $107K
|
29K
$2.91M
|
|
| Q1 2024 | |||||||
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-54.6KClosed |
$5.45M - $5.51M
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1KClosed |
$99.8K - $101K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.1K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34KNew |
$233K - $236K
|
2.34K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.72KNew |
$272K - $275K
|
2.72K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.12K+ 13.71% |
$511K - $517K
|
42.5K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.56KNew |
$455K - $460K
|
4.56K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.1K+ 597.55% |
$6.19M - $6.26M
|
72.4K
$7.26M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.17K- 28.95% |
$815K - $824K
|
20K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.9K- 11.3% |
$190K - $192K
|
14.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 5.98% |
$391K - $395K
|
69.4K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2KNew |
$199K - $201K
|
2K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$424K - $429K
|
4.25K
$426K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 2.42% |
$274K - $277K
|
116K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.3KNew |
$429K - $434K
|
4.3K
$431K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.44K+ 56.37% |
$144K - $146K
|
4K
$401K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
78+ 780.0% |
$7.78K - $7.87K
|
88
$8.81K
|
|