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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.56KNew |
$455K - $460K
|
4.56K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.12K+ 13.71% |
$511K - $517K
|
42.5K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.72KNew |
$272K - $275K
|
2.72K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2KNew |
$199K - $201K
|
2K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 5.98% |
$391K - $395K
|
69.4K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.9K- 11.3% |
$190K - $192K
|
14.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.1K+ 597.55% |
$6.19M - $6.26M
|
72.4K
$7.25M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.44K+ 56.37% |
$144K - $146K
|
4K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 2.42% |
$274K - $277K
|
116K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
78+ 780.0% |
$7.78K - $7.87K
|
88
$8.81K
|
|
|
May 06, 2024
Q1 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
12.9KNew |
$1.29M - $1.3M
|
12.9K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.92KNew |
$391K - $396K
|
3.92K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 11.76% |
$200 - $202
|
15
$1.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.61KNew |
$260K - $263K
|
2.61K
$261K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
302New |
$30.1K - $30.5K
|
302
$30.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.32KNew |
$232K - $234K
|
2.32K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $223K
|
2.21K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
54+ 1.49% |
$5.39K - $5.45K
|
3.68K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.38K+ 9.59% |
$337K - $341K
|
38.6K
$3.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 6.25% |
$1.4K - $1.41K
|
210
$21K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-958- 29.92% |
$95.6K - $96.7K
|
2.24K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 21.77% |
$153K - $154K
|
5.5K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14.5K+ 7.94% |
$1.44M - $1.46M
|
197K
$19.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 9.38% |
$532K - $539K
|
51.5K
$5.16M
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$110K - $111K
|
1.1K
$110K
|
|
|
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
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 8.7% |
$199 - $200
|
21
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.1KNew |
$3.1M - $3.11M
|
31.1K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3New |
$299 - $301
|
3
$300
|
|
|
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
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$407K - $409K
|
4.08K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.02KNew |
$102K - $102K
|
1.02K
$102K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-23.2K- 84.51% |
$2.31M - $2.33M
|
4.26K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-69.1K- 93.42% |
$6.89M - $6.92M
|
4.87K
$487K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.93KNew |
$292K - $293K
|
2.93K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.6K- 24.04% |
$3.44M - $3.46M
|
109K
$10.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-621K- 98.75% |
$61.9M - $62.2M
|
7.84K
$784K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-205- 3.93% |
$20.4K - $20.5K
|
5.01K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-89- 2.77% |
$8.87K - $8.92K
|
3.12K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12.2KNew |
$1.22M - $1.22M
|
12.2K
$1.22M
|
|
|
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
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 64.0% |
$6.38K - $6.41K
|
164
$16.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-51- 2.47% |
$5.08K - $5.11K
|
2.01K
$201K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-433Closed |
$43.1K - $43.4K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8KNew |
$1.48M - $1.48M
|
14.8K
$1.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-127- 63.18% |
$12.7K - $12.7K
|
74
$7.4K
|
|