Latest Institutional Sells of Goldman Sachs Access Treasury (GBIL)
This list provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-570- 17.24% |
$56.8K - $57.1K
|
2.74K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-248- 5.13% |
$24.7K - $24.8K
|
4.59K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 99.01% |
$9.97K - $10K
|
1
$100
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 4.4% |
$9.97K - $10K
|
2.17K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 28.57% |
$9.97K - $10K
|
250
$25K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13- 12.5% |
$1.3K - $1.3K
|
91
$9.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.17K- 28.95% |
$815K - $824K
|
20K
$2M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 9.38% |
$532K - $539K
|
51.5K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.9K- 11.3% |
$190K - $192K
|
14.9K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 21.77% |
$153K - $154K
|
5.5K
$550K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1KClosed |
$99.8K - $101K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-958- 29.92% |
$95.6K - $96.7K
|
2.24K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 6.25% |
$1.4K - $1.41K
|
210
$21K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 11.76% |
$200 - $202
|
15
$1.5K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-621K- 98.75% |
$61.9M - $62.2M
|
7.84K
$783K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-69.1K- 93.42% |
$6.89M - $6.92M
|
4.87K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.6K- 24.04% |
$3.44M - $3.46M
|
109K
$10.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-32.6K- 91.8% |
$3.25M - $3.27M
|
2.91K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-23.2K- 84.51% |
$2.31M - $2.33M
|
4.26K
$425K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.8K- 49.5% |
$977K - $982K
|
10K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-973- 28.86% |
$97K - $97.5K
|
2.4K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-205- 3.93% |
$20.4K - $20.5K
|
5.01K
$501K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-89- 2.77% |
$8.87K - $8.92K
|
3.12K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 3.13% |
$4.98K - $5.01K
|
1.55K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 8.7% |
$199 - $200
|
21
$2.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-98.7K- 94.31% |
$9.83M - $9.88M
|
5.95K
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-8.31K- 51.88% |
$828K - $832K
|
7.71K
$771K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.27K- 39.28% |
$425K - $427K
|
6.6K
$660K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.31K- 59.15% |
$330K - $331K
|
2.29K
$228K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.36K- 6.06% |
$235K - $236K
|
36.5K
$3.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.98K- 48.95% |
$198K - $199K
|
2.07K
$207K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.79K- 59.61% |
$178K - $179K
|
1.21K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 22.81% |
$112K - $112K
|
3.8K
$380K
|
|
|
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
$297K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-433Closed |
$43.1K - $43.4K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-418- 3.52% |
$41.7K - $41.9K
|
11.5K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-408- 7.9% |
$40.7K - $40.8K
|
4.76K
$476K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-374- 15.35% |
$37.3K - $37.4K
|
2.06K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-329- 2.72% |
$32.8K - $32.9K
|
11.7K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-205- 2.54% |
$20.4K - $20.5K
|
7.86K
$786K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-171- 82.61% |
$17K - $17.1K
|
36
$3.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-127- 63.18% |
$12.7K - $12.7K
|
74
$7.4K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68- 31.63% |
$6.78K - $6.81K
|
147
$14.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-51- 2.47% |
$5.08K - $5.11K
|
2.01K
$201K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3- 0.04% |
$299 - $300
|
7.19K
$719K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.81M- 99.71% |
$180M - $181M
|
5.24K
$523K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-39.5KClosed |
$3.94M - $3.96M
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.65K- 49.05% |
$364K - $366K
|
3.79K
$379K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2K- 47.08% |
$199K - $200K
|
2.25K
$225K
|
|