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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
32.9KNew |
$3.29M - $3.3M
|
32.9K
$3.29M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.05K- 7.82% |
$704K - $707K
|
83.1K
$8.31M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
19.2KNew |
$1.91M - $1.92M
|
19.2K
$1.92M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.91K+ 12.54% |
$989K - $993K
|
88.9K
$8.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.05K- 8.46% |
$204K - $205K
|
22.2K
$2.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
102KNew |
$10.2M - $10.3M
|
102K
$10.2M
|
|
|
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
|
Triumph Capital Management
|
SELL
|
- |
-4.66K- 36.19% |
$466K - $467K
|
8.22K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 181.82% |
$1.49M - $1.5M
|
23.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.6KNew |
$159K - $160K
|
1.6K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-203- 6.87% |
$20.3K - $20.3K
|
2.75K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
112K+ 16.63% |
$11.2M - $11.2M
|
786K
$78.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.06K- 69.17% |
$805K - $808K
|
3.59K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
211K+ 3.9% |
$21.1M - $21.2M
|
5.63M
$563M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 0.34% |
$4.69K - $4.71K
|
13.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.23KNew |
$522K - $524K
|
5.23K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.31% |
$3K - $3.01K
|
2.26K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7.97KNew |
$796K - $799K
|
7.97K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.06K- 20.99% |
$905K - $908K
|
34.1K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.6K+ 29.43% |
$459K - $461K
|
20.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 18.47% |
$2.08M - $2.09M
|
133K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7K+ 63.15% |
$2.97M - $2.98M
|
76.8K
$7.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-699- 16.41% |
$69.8K - $70.1K
|
3.56K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.51KNew |
$550K - $552K
|
5.51K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 1.02% |
$2.6M - $2.61M
|
2.51M
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-16.7K- 49.16% |
$1.66M - $1.67M
|
17.2K
$1.72M
|
|
|
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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88New |
$8.79K - $8.82K
|
88
$8.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.3K+ 22.0% |
$430K - $431K
|
23.9K
$2.39M
|
|
|
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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.42K+ 21.88% |
$142K - $143K
|
7.93K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.8K+ 94.59% |
$2.68M - $2.69M
|
55.2K
$5.52M
|
|
|
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
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.22KNew |
$821K - $824K
|
8.22K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-34- 0.11% |
$3.39K - $3.41K
|
31.6K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.03K- 43.24% |
$203K - $204K
|
2.67K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
48.1K+ 47.02% |
$4.8M - $4.82M
|
150K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 1.04% |
$4.67M - $4.69M
|
4.56M
$455M
|
|
|
Feb 14, 2025
Q4 2024
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
2.53KNew |
$252K - $253K
|
2.53K
$253K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-703K- 60.95% |
$70.2M - $70.5M
|
451K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.1KNew |
$1.01M - $1.01M
|
10.1K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
322+ 6.07% |
$32.2K - $32.3K
|
5.63K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
52.4K+ 398.29% |
$5.23M - $5.25M
|
65.5K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
23.8K+ 186.8% |
$2.38M - $2.39M
|
36.6K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-92- 0.64% |
$9.19K - $9.22K
|
14.3K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-252- 4.01% |
$25.2K - $25.3K
|
6.04K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.17KNew |
$217K - $218K
|
2.17K
$217K
|