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 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
83.1K+ 830.75% |
$8.3M - $8.33M
|
93.1K
$9.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.42K- 14.04% |
$142K - $142K
|
8.7K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
781K+ 173.31% |
$78M - $78.3M
|
1.23M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.5K- 10.95% |
$749K - $752K
|
61K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
764+ 22.98% |
$76.3K - $76.5K
|
4.09K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.6K- 26.51% |
$1.35M - $1.36M
|
37.6K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.44K+ 4.58% |
$843K - $846K
|
193K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.22KNew |
$821K - $823K
|
8.22K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.78K+ 11.65% |
$278K - $279K
|
26.7K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-322- 5.72% |
$32.2K - $32.3K
|
5.31K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
129KNew |
$12.9M - $12.9M
|
129K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17.8KNew |
$1.78M - $1.78M
|
17.8K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-7.08K- 62.91% |
$707K - $709K
|
4.17K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.9K- 48.41% |
$1.59M - $1.6M
|
17K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-106- 0.74% |
$10.6K - $10.6K
|
14.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1K- 34.66% |
$1.91M - $1.92M
|
36.1K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 1.36% |
$39.9K - $40.1K
|
29.1K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.31K+ 333.1% |
$531K - $532K
|
6.91K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22+ 0.82% |
$2.2K - $2.2K
|
2.72K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
466+ 22.02% |
$46.5K - $46.7K
|
2.58K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
217K+ 23.74% |
$21.6M - $21.7M
|
1.13M
$113M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.27K- 5.84% |
$326K - $327K
|
52.6K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.63K- 1.84% |
$163K - $163K
|
87K
$8.69M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$200K - $200K
|
2K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.15KNew |
$315K - $316K
|
3.15K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.07K- 62.31% |
$407K - $408K
|
2.46K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.51K+ 5.52% |
$550K - $552K
|
105K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
86+ 4.18% |
$8.59K - $8.62K
|
2.14K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.75KNew |
$274K - $275K
|
2.75K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-207K- 44.56% |
$20.6M - $20.7M
|
257K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
185New |
$18.5K - $18.5K
|
185
$18.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 25.7% |
$476K - $478K
|
13.8K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
4.59K+ 50.8% |
$459K - $460K
|
13.6K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
190K+ 11.72% |
$18.9M - $19M
|
1.81M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.8K+ 19.38% |
$4.77M - $4.79M
|
294K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.01K+ 3.04% |
$900K - $903K
|
306K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.14K- 9.67% |
$114K - $114K
|
10.7K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
213K+ 27.03% |
$21.2M - $21.3M
|
999K
$99.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.9K+ 10.93% |
$1.29M - $1.29M
|
131K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 5.62% |
$20K - $20K
|
3.76K
$375K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116- 4.14% |
$11.6K - $11.6K
|
2.69K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.4K- 13.12% |
$1.44M - $1.45M
|
95.6K
$9.55M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 13.38% |
$430K - $432K
|
36.5K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-248- 1.25% |
$24.8K - $24.8K
|
19.5K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 1.42% |
$19K - $19K
|
13.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-14.2K- 45.22% |
$1.42M - $1.42M
|
17.2K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$1.16M - $1.16M
|
11.6K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.35K+ 3.75% |
$135K - $135K
|
37.3K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.2K+ 54.42% |
$5.32M - $5.33M
|
151K
$15.1M
|