Latest Institutional Purchases of Goldman Sachs Access Treasury (GBIL)
This list provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
538K+ 59.62% |
$53.7M - $53.9M
|
1.44M
$144M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129K+ 4.38% |
$12.8M - $12.9M
|
3.07M
$307M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.4K+ 24.86% |
$4.24M - $4.25M
|
213K
$21.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24.2KNew |
$2.41M - $2.42M
|
24.2K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22.6K+ 27.13% |
$2.25M - $2.26M
|
106K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 101.16% |
$1.97M - $1.97M
|
39.2K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
18.3K+ 122.71% |
$1.83M - $1.83M
|
33.2K
$3.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
16.3KNew |
$1.63M - $1.64M
|
16.3K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
11.6K+ 45.74% |
$1.15M - $1.16M
|
36.8K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.97K+ 33.73% |
$796K - $798K
|
31.6K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.94K+ 66.85% |
$793K - $796K
|
19.8K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.7K+ 43.16% |
$769K - $772K
|
25.5K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.53K+ 5.44% |
$552K - $554K
|
107K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.56K+ 3.93% |
$455K - $456K
|
120K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$411K - $413K
|
4.12K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.41KNew |
$341K - $342K
|
3.41K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.07K+ 16.0% |
$307K - $308K
|
22.3K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$793K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$252K - $252K
|
2.52K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.81K+ 2.17% |
$181K - $181K
|
85.1K
$8.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
827+ 21.46% |
$82.6K - $82.9K
|
4.68K
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
740+ 4.94% |
$73.9K - $74.1K
|
15.7K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
426+ 2.08% |
$42.5K - $42.7K
|
20.9K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
388+ 1.31% |
$38.7K - $38.9K
|
30.1K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
287+ 7.62% |
$28.7K - $28.8K
|
4.05K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
229+ 6.23% |
$22.9K - $22.9K
|
3.9K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
49+ 0.41% |
$4.89K - $4.91K
|
11.9K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 1.65% |
$2K - $2K
|
1.23K
$123K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$899 - $902
|
9
$901
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $802
|
19.5K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.38% |
$599 - $601
|
1.59K
$159K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6New |
$599 - $601
|
6
$600
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$200 - $200
|
3.27K
$327K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23M+ 865.35% |
$123M - $123M
|
1.37M
$137M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
412KNew |
$41.2M - $41.3M
|
412K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 24.85% |
$22.8M - $22.9M
|
1.15M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
211K+ 3.9% |
$21.1M - $21.2M
|
5.63M
$563M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197K+ 71.27% |
$19.6M - $19.7M
|
473K
$47.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
140KNew |
$13.9M - $14M
|
140K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135K+ 70.04% |
$13.5M - $13.5M
|
328K
$32.8M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
132KNew |
$13.2M - $13.2M
|
132K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118KNew |
$11.8M - $11.8M
|
118K
$11.8M
|
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 10.12% |
$11.2M - $11.3M
|
1.22M
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
112K+ 16.63% |
$11.2M - $11.2M
|
786K
$78.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
102KNew |
$10.2M - $10.3M
|
102K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
84.3K+ 39.63% |
$8.41M - $8.44M
|
297K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.3K+ 9.52% |
$7.92M - $7.95M
|
913K
$91.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.4K+ 187.42% |
$6.53M - $6.55M
|
100K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
52.4K+ 398.29% |
$5.23M - $5.25M
|
65.5K
$6.56M
|
|