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 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.02KNew |
$102K - $102K
|
1.02K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
141New |
$14.1K - $14.1K
|
141
$14.1K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
59+ 44.7% |
$5.88K - $5.91K
|
191
$19.1K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10New |
$997 - $1K
|
10
$1K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3New |
$299 - $301
|
3
$300
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.65MNew |
$364M - $366M
|
3.65M
$365M
|
|
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
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67.3KNew |
$6.7M - $6.73M
|
67.3K
$6.72M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
28.8K+ 366.58% |
$2.87M - $2.88M
|
36.6K
$3.66M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8KNew |
$1.48M - $1.48M
|
14.8K
$1.48M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.77KNew |
$475K - $477K
|
4.77K
$477K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.17KNew |
$316K - $317K
|
3.17K
$317K
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$255K - $256K
|
2.56K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.54KNew |
$253K - $254K
|
2.54K
$254K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
883New |
$88K - $88.4K
|
883
$88.3K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
625New |
$62.3K - $62.6K
|
625
$62.5K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 64.0% |
$6.38K - $6.41K
|
164
$16.4K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36New |
$3.59K - $3.6K
|
36
$3.6K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$3.29K - $3.3K
|
33
$3.3K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.2K
|
3.14K
$314K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.99K - $2K
|
20
$2K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 1.22% |
$797 - $801
|
666
$66.6K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1New |
$99.7 - $100
|
1
$100
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
145K+ 7223.51% |
$14.5M - $14.5M
|
147K
$14.7M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.81M - $2.82M
|
28.2K
$2.82M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.83KNew |
$481K - $483K
|
4.83K
$482K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.79KNew |
$278K - $280K
|
2.79K
$279K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.46K+ 8.87% |
$145K - $146K
|
17.9K
$1.79M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
524+ 17.49% |
$52.2K - $52.5K
|
3.52K
$352K
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
497+ 10.26% |
$49.5K - $49.8K
|
5.34K
$534K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44New |
$4.39K - $4.4K
|
44
$4.4K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 1.1% |
$2.29K - $2.3K
|
2.11K
$211K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.47% |
$199 - $200
|
138
$13.8K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.8K+ 29.43% |
$5.46M - $5.49M
|
241K
$24.1M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.8KNew |
$1.47M - $1.48M
|
14.8K
$1.48M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1K+ 237.21% |
$1M - $1.01M
|
14.3K
$1.43M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.26K+ 8.84% |
$923K - $928K
|
114K
$11.4M
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.89KNew |
$288K - $289K
|
2.89K
$289K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.85K+ 5.53% |
$284K - $285K
|
54.4K
$5.44M
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.31KNew |
$230K - $231K
|
2.31K
$231K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
143+ 3.44% |
$14.3K - $14.3K
|
4.3K
$430K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
123New |
$12.3K - $12.3K
|
123
$12.3K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53New |
$5.28K - $5.31K
|
53
$5.3K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
45New |
$4.48K - $4.51K
|
45
$4.5K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
3.21KNew |
$320K - $321K
|
3.21K
$321K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.04KNew |
$302K - $304K
|
3.04K
$304K
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$298K - $299K
|
3K
$299K
|