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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.62K+ 2.17% |
$262K - $262K
|
123K
$12.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.84K- 22.84% |
$583K - $585K
|
19.7K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-100- 2.9% |
$9.98K - $10K
|
3.35K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
76+ 4.79% |
$7.59K - $7.61K
|
1.66K
$166K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.1K- 83.63% |
$1.41M - $1.41M
|
2.76K
$275K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-155- 0.65% |
$15.5K - $15.5K
|
23.7K
$2.37M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.19K+ 32.48% |
$118K - $119K
|
4.83K
$483K
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
265K+ 348.16% |
$26.5M - $26.5M
|
341K
$34.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.06K- 99.06% |
$105K - $106K
|
10
$998
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 0.21% |
$3.3K - $3.31K
|
15.7K
$1.57M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.81K- 50.35% |
$780K - $782K
|
7.7K
$769K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
25K+ 31.2% |
$2.49M - $2.5M
|
105K
$10.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-227- 9.25% |
$22.7K - $22.7K
|
2.23K
$222K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
30.7K+ 6.64% |
$3.06M - $3.07M
|
493K
$49.2M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
84New |
$8.39K - $8.42K
|
84
$8.39K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-13.8K- 28.63% |
$1.38M - $1.39M
|
34.5K
$3.44M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
474New |
$47.3K - $47.5K
|
474
$47.3K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12K+ 13.43% |
$311K - $312K
|
26.3K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.9K+ 0.77% |
$3.48M - $3.49M
|
4.59M
$458M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
827K+ 32.88% |
$82.5M - $82.8M
|
3.34M
$333M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
35.1KNew |
$3.51M - $3.52M
|
35.1K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-769- 13.96% |
$76.8K - $77K
|
4.74K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-241- 8.75% |
$24.1K - $24.1K
|
2.51K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
229+ 5.14% |
$22.9K - $22.9K
|
4.69K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
263+ 0.72% |
$26.3K - $26.3K
|
36.9K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76.5K+ 166.49% |
$7.64M - $7.66M
|
122K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 29.5% |
$3.93M - $3.94M
|
173K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3.37K- 2.42% |
$337K - $338K
|
136K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 1429900.0% |
$1.43M - $1.43M
|
14.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.24K+ 22.09% |
$124K - $124K
|
6.85K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 2.55% |
$2.93M - $2.94M
|
1.18M
$118M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30K+ 15.74% |
$2.99M - $3M
|
221K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.9K+ 0.25% |
$1.39M - $1.39M
|
5.64M
$563M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
48+ 1.07% |
$4.79K - $4.81K
|
4.53K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15.5K+ 2.81% |
$1.55M - $1.55M
|
567K
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.78K- 23.64% |
$477K - $479K
|
15.4K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18New |
$1.8K - $1.8K
|
18
$1.8K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 16.51% |
$131K - $131K
|
6.62K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.39KNew |
$239K - $240K
|
2.39K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.3KNew |
$1.23M - $1.23M
|
12.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
34.3KNew |
$3.43M - $3.44M
|
34.3K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-6.65K- 5.62% |
$664K - $666K
|
112K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.2K+ 18.87% |
$3.11M - $3.12M
|
196K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-319- 12.26% |
$31.9K - $32K
|
2.28K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.4K- 14.0% |
$639K - $641K
|
39.3K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 3.24% |
$2.44M - $2.45M
|
779K
$77.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-61.6K- 80.28% |
$6.15M - $6.17M
|
15.1K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30New |
$3K - $3.01K
|
30
$3K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.76K+ 5.57% |
$176K - $176K
|
33.4K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
238K+ 30.47% |
$23.7M - $23.8M
|
1.02M
$102M
|
|