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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 11.36% |
$1.02M - $1.02M
|
99.8K
$9.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-790- 24.38% |
$78.9K - $79.2K
|
2.45K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.2% |
$3.49K - $3.51K
|
2.96K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7KNew |
$270K - $271K
|
2.7K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-141K- 85.65% |
$14.1M - $14.1M
|
23.6K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.3K+ 1.72% |
$929K - $932K
|
551K
$55.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10KNew |
$999K - $1M
|
10K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
27+ 1.74% |
$2.7K - $2.71K
|
1.58K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 28.82% |
$1.4M - $1.4M
|
34.6K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-294K- 67.37% |
$29.3M - $29.4M
|
142K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-79- 2.35% |
$7.89K - $7.92K
|
3.28K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.61KNew |
$261K - $261K
|
2.61K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.8KNew |
$1.18M - $1.18M
|
11.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
39New |
$3.89K - $3.91K
|
39
$3.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
500+ 50000.0% |
$49.9K - $50.1K
|
501
$50.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.65K+ 43.68% |
$763K - $766K
|
25.1K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-695- 11.32% |
$69.4K - $69.7K
|
5.45K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
10.5KNew |
$1.05M - $1.05M
|
10.5K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
9.27KNew |
$926K - $929K
|
9.27K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
27.7K+ 25.05% |
$2.77M - $2.78M
|
138K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 57.37% |
$1.17M - $1.18M
|
32.2K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.02M- 16.61% |
$102M - $103M
|
5.15M
$514M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
707+ 17.33% |
$70.6K - $70.9K
|
4.79K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.71KNew |
$770K - $773K
|
7.71K
$770K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118KNew |
$11.8M - $11.8M
|
118K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67.7K- 32.6% |
$6.76M - $6.78M
|
140K
$14M
|
|
|
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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 28.38% |
$225K - $225K
|
5.68K
$567K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28.6K- 10.01% |
$2.85M - $2.86M
|
257K
$25.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.82K- 8.1% |
$781K - $783K
|
88.6K
$8.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-619- 19.25% |
$61.8K - $62K
|
2.6K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.54KNew |
$653K - $655K
|
6.54K
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.21K- 17.83% |
$321K - $322K
|
14.8K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
605+ 4.0% |
$60.4K - $60.6K
|
15.7K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-237- 8.65% |
$23.7K - $23.8K
|
2.5K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$1.03M - $1.04M
|
10.3K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
966New |
$96.5K - $96.8K
|
966
$96.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.52% |
$1.8K - $1.8K
|
3.46K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-496- 16.63% |
$49.5K - $49.7K
|
2.49K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6KNew |
$599K - $601K
|
6K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.22K- 4.56% |
$321K - $322K
|
67.4K
$6.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-103- 6.19% |
$10.3K - $10.3K
|
1.56K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-972- 13.61% |
$97.1K - $97.4K
|
6.17K
$617K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-407K- 28.59% |
$40.7M - $40.8M
|
1.02M
$102M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-7.76K- 64.12% |
$775K - $778K
|
4.35K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.9K- 17.99% |
$189K - $190K
|
8.64K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.46K+ 14.91% |
$146K - $146K
|
11.3K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25.4K- 47.49% |
$2.54M - $2.55M
|
28.1K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-65- 1.77% |
$6.49K - $6.51K
|
3.62K
$361K
|