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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.41K+ 135.15% |
$440K - $442K
|
7.67K
$768K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.5K+ 26.29% |
$249K - $250K
|
12K
$1.2M
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-21.5K- 54.93% |
$2.15M - $2.15M
|
17.6K
$1.77M
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.48K- 14.3% |
$647K - $649K
|
38.8K
$3.89M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.1K- 55.06% |
$110K - $111K
|
901
$90.2K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.9K+ 11142.86% |
$389K - $391K
|
3.94K
$394K
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.21K+ 16.79% |
$221K - $221K
|
15.4K
$1.54M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.23K+ 38.4% |
$123K - $123K
|
4.43K
$444K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.31K- 83.14% |
$829K - $832K
|
1.69K
$169K
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
184New |
$18.4K - $18.4K
|
184
$18.4K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.28K- 10.99% |
$127K - $128K
|
10.3K
$1.03M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-339- 99.71% |
$33.8K - $34K
|
1
$100
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26K+ 14.47% |
$2.6M - $2.61M
|
206K
$20.6M
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.1K+ 10.63% |
$110K - $110K
|
11.4K
$1.14M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-62- 9.81% |
$6.19K - $6.21K
|
570
$57K
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
2.39KNew |
$238K - $239K
|
2.39K
$239K
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-11.7K- 35.24% |
$1.17M - $1.17M
|
21.5K
$2.15M
|
|
Aug 01, 2025
Q2 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
816K+ 19.53% |
$81.4M - $81.7M
|
4.99M
$500M
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 16.67% |
$99.8 - $100
|
7
$700
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
33.2K+ 7.66% |
$3.32M - $3.33M
|
467K
$46.7M
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
SELL
|
- |
-7.24K- 10.43% |
$722K - $725K
|
62.1K
$6.22M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-893- 2.34% |
$89.1K - $89.5K
|
37.2K
$3.72M
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
170+ 5.75% |
$17K - $17K
|
3.13K
$313K
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
248K+ 193.36% |
$24.7M - $24.8M
|
376K
$37.6M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.1K+ 2.08% |
$209K - $210K
|
103K
$10.3M
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
3.77KNew |
$377K - $378K
|
3.77K
$377K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.12K- 13.62% |
$611K - $613K
|
38.8K
$3.88M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-189K- 15.42% |
$18.9M - $19M
|
1.04M
$104M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-72.2K- 9.21% |
$7.21M - $7.24M
|
712K
$71.2M
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-20.7K- 61.94% |
$2.07M - $2.07M
|
12.7K
$1.27M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.7K+ 6.68% |
$8.36M - $8.39M
|
1.34M
$134M
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3+ 0.95% |
$299 - $301
|
318
$31.8K
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
629+ 1.31% |
$62.8K - $63K
|
48.8K
$4.88M
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-180- 0.48% |
$18K - $18K
|
37.2K
$3.72M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-40- 1.47% |
$3.99K - $4.01K
|
2.68K
$268K
|
|
Jul 30, 2025
Q2 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-24.4K- 4.69% |
$2.43M - $2.44M
|
496K
$49.6M
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-22K- 25.01% |
$2.2M - $2.21M
|
66.1K
$6.61M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
750+ 31.06% |
$74.9K - $75.1K
|
3.17K
$317K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-323- 3.29% |
$32.2K - $32.4K
|
9.49K
$950K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 116.89% |
$392K - $393K
|
7.28K
$729K
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-984- 32.78% |
$98.2K - $98.6K
|
2.02K
$202K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
142+ 3.06% |
$14.2K - $14.2K
|
4.78K
$478K
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.01K- 42.24% |
$500K - $502K
|
6.85K
$686K
|
|
Jul 29, 2025
Q2 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
SELL
|
- |
-949- 34.79% |
$94.7K - $95.1K
|
1.78K
$178K
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
275+ 0.91% |
$27.5K - $27.6K
|
30.4K
$3.04M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1K- 19.23% |
$99.8K - $100K
|
4.2K
$420K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48.9K+ 35.01% |
$4.88M - $4.9M
|
189K
$18.9M
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.09K- 6.23% |
$408K - $410K
|
61.6K
$6.16M
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4K- 62.02% |
$399K - $401K
|
2.45K
$245K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-640- 41.42% |
$63.9K - $64.1K
|
905
$90.6K
|