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 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-51.8K- 87.48% |
$5.16M - $5.18M
|
7.42K
$741K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 20.97% |
$1.29K - $1.3K
|
75
$7.49K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.7K- 21.77% |
$1.76M - $1.77M
|
63.5K
$6.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300New |
$29.9K - $30K
|
300
$30K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-261- 11.19% |
$26K - $26.1K
|
2.07K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$298K - $299K
|
3K
$299K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
175New |
$17.4K - $17.5K
|
175
$17.5K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1K+ 25.0% |
$99.6K - $99.9K
|
5K
$499K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.04KNew |
$302K - $304K
|
3.04K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
88New |
$8.76K - $8.79K
|
88
$8.79K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.1K+ 35.75% |
$110K - $110K
|
4.19K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
825New |
$82.2K - $82.5K
|
825
$82.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6+ 0.03% |
$598 - $599
|
19.1K
$1.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
318New |
$31.7K - $31.8K
|
318
$31.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
118K+ 114.17% |
$11.8M - $11.8M
|
221K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
366KNew |
$36.5M - $36.6M
|
366K
$36.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-544- 3.0% |
$54.2K - $54.3K
|
17.6K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.86K+ 40.4% |
$584K - $585K
|
20.4K
$2.03M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.94K+ 36.1% |
$193K - $193K
|
7.3K
$728K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.8K+ 166.78% |
$379K - $380K
|
6.08K
$607K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
69+ 2.89% |
$6.88K - $6.89K
|
2.46K
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53New |
$5.28K - $5.29K
|
53
$5.29K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
702New |
$70K - $70.1K
|
702
$70.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.65KNew |
$264K - $265K
|
2.65K
$265K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
21New |
$2.09K - $2.1K
|
21
$2.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
13KNew |
$1.3M - $1.3M
|
13K
$1.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.48K+ 42.61% |
$447K - $447K
|
15K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-33- 0.66% |
$3.29K - $3.3K
|
4.95K
$495K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-110KClosed |
$10.9M - $11M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256Closed |
$25.5K - $25.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-125Closed |
$12.5K - $12.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.04K- 8.23% |
$104K - $104K
|
11.6K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-39.2KClosed |
$3.91M - $3.92M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34New |
$3.39K - $3.4K
|
34
$3.39K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.12KClosed |
$610K - $612K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.91K- 1.01% |
$390K - $391K
|
385K
$38.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.01KNew |
$600K - $601K
|
6.01K
$600K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
8.5KNew |
$847K - $850K
|
8.5K
$848K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.6KClosed |
$957K - $960K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-100- 11.11% |
$9.97K - $10K
|
800
$79.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-99Closed |
$9.87K - $9.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$1.14M - $1.14M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-648- 3.78% |
$64.6K - $64.8K
|
16.5K
$1.65M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.86KClosed |
$784K - $786K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-120Closed |
$12K - $12K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.52K+ 29.93% |
$451K - $452K
|
19.6K
$1.96M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
99New |
$9.87K - $9.9K
|
99
$9.88K
|
|