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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-30Closed |
$3K - $3K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.5KClosed |
$250K - $250K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.77KClosed |
$277K - $277K
|
0
$0
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-2K- 1.37% |
$200K - $200K
|
143K
$14.3M
|
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-87Closed |
$8.71K - $8.71K
|
0
$0
|
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$220K - $220K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.87KClosed |
$688K - $688K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-54.2KClosed |
$5.43M - $5.43M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.99KClosed |
$199K - $199K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$210K - $210K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Copperwynd Financial, LLC
|
SELL
|
- |
-10.3KClosed |
$1.03M - $1.03M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8.08KClosed |
$809K - $809K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.38KClosed |
$238K - $238K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-114KClosed |
$11.4M - $11.4M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-374Closed |
$37.4K - $37.5K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.3KClosed |
$1.93M - $1.93M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20KNew |
$2M - $2M
|
20K
$2M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-340- 66.15% |
$34.1K - $34.2K
|
174
$17.4K
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-46.1KClosed |
$4.63M - $4.63M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
25.4KNew |
$2.55M - $2.55M
|
25.4K
$2.53M
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1KClosed |
$100K - $100K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
47.3KNew |
$4.74M - $4.75M
|
47.3K
$4.72M
|
|
|
Oct 21, 2020
Q3 2020
|
Ledyard National Bank
|
SELL
|
- |
-13KClosed |
$1.3M - $1.3M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-60Closed |
$6.03K - $6.03K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30New |
$3.01K - $3.02K
|
30
$3K
|
|
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1New |
$100 - $101
|
1
$99.8
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.25K+ 574.94% |
$226K - $226K
|
2.64K
$263K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.14KClosed |
$315K - $316K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-55Closed |
$5.53K - $5.54K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-338Closed |
$34K - $34K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.17KClosed |
$218K - $218K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-65Closed |
$6.53K - $6.54K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.79KClosed |
$482K - $483K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-254KClosed |
$25.5M - $25.5M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-325Closed |
$32.7K - $32.7K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
BUY
|
- |
11.4KNew |
$1.14M - $1.15M
|
11.4K
$1.14M
|
|
|
Jul 13, 2020
Q2 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.45KClosed |
$246K - $247K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
American National Bank
|
SELL
|
- |
-1KClosed |
$100K - $101K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.02KClosed |
$202K - $204K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-20KClosed |
$2M - $2.01M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-790Closed |
$79.1K - $79.6K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-700Closed |
$70.1K - $70.6K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.59KClosed |
$259K - $261K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.92KClosed |
$693K - $698K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.02KClosed |
$503K - $506K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-2.69KClosed |
$269K - $271K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$100K - $100K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-114Closed |
$11.4K - $11.5K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-940Closed |
$94.1K - $94.4K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.38KClosed |
$338K - $340K
|
0
$0
|
|