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 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 1.22% |
$797 - $801
|
666
$66.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$255K - $256K
|
2.56K
$256K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.17KNew |
$316K - $317K
|
3.17K
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.99K - $2K
|
20
$2K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-171- 82.61% |
$17K - $17.1K
|
36
$3.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.27K- 39.28% |
$425K - $427K
|
6.6K
$661K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
883New |
$88K - $88.4K
|
883
$88.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
134KNew |
$13.3M - $13.4M
|
134K
$13.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
120KNew |
$11.9M - $12M
|
120K
$12M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
625New |
$62.3K - $62.6K
|
625
$62.6K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68- 31.63% |
$6.78K - $6.81K
|
147
$14.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$3.29K - $3.3K
|
33
$3.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
28.8K+ 366.58% |
$2.87M - $2.88M
|
36.6K
$3.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-205- 2.54% |
$20.4K - $20.5K
|
7.86K
$787K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-408- 7.9% |
$40.7K - $40.8K
|
4.76K
$476K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-982- 0.95% |
$97.9K - $98.3K
|
102K
$10.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-577- 16.26% |
$57.5K - $57.8K
|
2.97K
$298K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.79K- 59.61% |
$178K - $179K
|
1.21K
$121K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.65MNew |
$364M - $366M
|
3.65M
$366M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.31K- 59.15% |
$330K - $331K
|
2.29K
$229K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.2K
|
3.14K
$314K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.77KNew |
$475K - $477K
|
4.77K
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.36K- 6.06% |
$235K - $236K
|
36.5K
$3.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.98K- 48.95% |
$198K - $199K
|
2.07K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-329- 2.72% |
$32.8K - $32.9K
|
11.7K
$1.18M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3- 0.04% |
$299 - $300
|
7.19K
$720K
|
|
| Q2 2023 | |||||||
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-39.5KClosed |
$3.94M - $3.96M
|
0
$0
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2K- 47.08% |
$199K - $200K
|
2.25K
$225K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.81M- 99.71% |
$180M - $181M
|
5.24K
$524K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34Closed |
$3.39K - $3.4K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.81M - $2.82M
|
28.2K
$2.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
145K+ 7223.51% |
$14.5M - $14.5M
|
147K
$14.8M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2- 66.67% |
$199 - $200
|
1
$100
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$4.49K - $4.5K
|
45
$4.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-145- 83.82% |
$14.5K - $14.5K
|
28
$2.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44New |
$4.39K - $4.4K
|
44
$4.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-897- 26.09% |
$89.4K - $89.8K
|
2.54K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
163New |
$16.2K - $16.3K
|
163
$16.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
497+ 10.26% |
$49.5K - $49.8K
|
5.34K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.83KNew |
$481K - $483K
|
4.83K
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.47% |
$199 - $200
|
138
$13.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.79KNew |
$278K - $280K
|
2.79K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.65K- 49.05% |
$364K - $366K
|
3.79K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 1.1% |
$2.29K - $2.3K
|
2.11K
$211K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-500- 20.0% |
$49.8K - $50.1K
|
2K
$200K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.46K+ 8.87% |
$145K - $146K
|
17.9K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.07KNew |
$505K - $508K
|
5.07K
$508K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.08K- 2.87% |
$108K - $108K
|
36.6K
$3.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
524+ 17.49% |
$52.2K - $52.5K
|
3.52K
$352K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 4.61% |
$24.9K - $25K
|
5.17K
$518K
|
|