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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
14.9KNew |
$1.49M - $1.49M
|
14.9K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.8KNew |
$1.47M - $1.48M
|
14.8K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.44M - $1.45M
|
14.4K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 8.2% |
$1.24M - $1.25M
|
165K
$16.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
12.3K+ 13.83% |
$1.23M - $1.24M
|
102K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.8KNew |
$1.18M - $1.18M
|
11.8K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 6.58% |
$1.18M - $1.18M
|
191K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 57.37% |
$1.17M - $1.18M
|
32.2K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
11.6KNew |
$1.16M - $1.17M
|
11.6K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 18.89% |
$1.09M - $1.09M
|
68.5K
$6.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.6K+ 490.85% |
$1.05M - $1.06M
|
12.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5K+ 30.02% |
$1.05M - $1.06M
|
45.7K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
10.5KNew |
$1.05M - $1.05M
|
10.5K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 11.36% |
$1.02M - $1.02M
|
99.8K
$9.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10.1KNew |
$1.01M - $1.02M
|
10.1K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.1KNew |
$1.01M - $1.01M
|
10.1K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10KNew |
$999K - $1M
|
10K
$1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.91K+ 12.54% |
$989K - $993K
|
88.9K
$8.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.89KNew |
$988K - $991K
|
9.89K
$989K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.45KNew |
$944K - $947K
|
9.45K
$945K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.3K+ 1.72% |
$929K - $932K
|
551K
$55.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
9.27KNew |
$926K - $929K
|
9.27K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.04KNew |
$903K - $906K
|
9.04K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.75K+ 89.27% |
$873K - $877K
|
18.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.22KNew |
$821K - $824K
|
8.22K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
8.19K+ 38.43% |
$817K - $821K
|
29.5K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7.97KNew |
$796K - $799K
|
7.97K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.89K+ 11.1% |
$788K - $791K
|
79K
$7.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.71KNew |
$770K - $773K
|
7.71K
$771K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.65K+ 43.68% |
$763K - $766K
|
25.1K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7.54K+ 25.37% |
$753K - $756K
|
37.3K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.09K+ 238.54% |
$708K - $710K
|
10.1K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.99K+ 9.07% |
$698K - $701K
|
84.1K
$8.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.54KNew |
$653K - $655K
|
6.54K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6KNew |
$599K - $601K
|
6K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.85KNew |
$584K - $586K
|
5.85K
$585K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.68KNew |
$567K - $570K
|
5.68K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.61K+ 44.38% |
$560K - $562K
|
18.2K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.51KNew |
$550K - $552K
|
5.51K
$551K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.46KNew |
$545K - $547K
|
5.46K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 194.44% |
$524K - $526K
|
7.95K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.23KNew |
$522K - $524K
|
5.23K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.89K+ 204.86% |
$488K - $490K
|
7.27K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.87KNew |
$487K - $488K
|
4.87K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.69K+ 1.02% |
$468K - $470K
|
462K
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.6K+ 29.43% |
$459K - $461K
|
20.2K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.43K+ 10.66% |
$442K - $444K
|
46K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.3K+ 22.0% |
$430K - $431K
|
23.9K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4K+ 112.04% |
$399K - $401K
|
7.57K
$757K
|