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 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.7K+ 28.33% |
$170K - $170K
|
7.7K
$769K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.4K+ 11.99% |
$1.64M - $1.65M
|
153K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35New |
$3.49K - $3.51K
|
35
$3.49K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 7.69% |
$1.26M - $1.27M
|
177K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.65K+ 10.37% |
$265K - $265K
|
28.2K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
158+ 4.57% |
$15.8K - $15.8K
|
3.62K
$361K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.44K+ 4.79% |
$143K - $144K
|
31.4K
$3.13M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
33+ 1.01% |
$3.3K - $3.31K
|
3.32K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-644- 3.9% |
$64.3K - $64.5K
|
15.9K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6.3K+ 14.79% |
$629K - $631K
|
48.8K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.14K+ 4.92% |
$413K - $414K
|
88.2K
$8.81M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-590K- 42.92% |
$58.9M - $59.1M
|
784K
$78.3M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-989- 3.98% |
$98.8K - $99.1K
|
23.9K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.28K+ 18.47% |
$128K - $128K
|
8.21K
$819K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.44K+ 21.39% |
$743K - $745K
|
42.2K
$4.21M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.59K- 31.92% |
$558K - $560K
|
11.9K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 1.06% |
$300 - $301
|
285
$28.5K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
183K+ 309.16% |
$18.2M - $18.3M
|
242K
$24.1M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-667- 7.72% |
$66.6K - $66.8K
|
7.97K
$796K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-558- 21.49% |
$55.7K - $55.9K
|
2.04K
$203K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.11K- 66.23% |
$710K - $712K
|
3.63K
$362K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.51K- 2.66% |
$350K - $351K
|
128K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.06% |
$99.9 - $100
|
1.56K
$156K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
73.9K+ 49.17% |
$7.38M - $7.41M
|
224K
$22.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-3- 0.1% |
$300 - $301
|
3K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 83.88% |
$1.74M - $1.75M
|
3.36K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-492- 4.77% |
$49.1K - $49.3K
|
9.82K
$980K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17+ 0.1% |
$1.7K - $1.7K
|
17.8K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.44K+ 21.25% |
$743K - $746K
|
42.5K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-952- 2.08% |
$95.1K - $95.4K
|
44.9K
$4.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-998- 13.6% |
$99.7K - $100K
|
6.34K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.63KNew |
$263K - $264K
|
2.63K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 39.33% |
$237K - $238K
|
3.66K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 13.34% |
$122K - $123K
|
7.94K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.26KNew |
$326K - $327K
|
3.26K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
115+ 5.6% |
$11.5K - $11.5K
|
2.17K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 51.16% |
$220K - $220K
|
6.5K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
9New |
$899 - $902
|
9
$899
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.95KNew |
$294K - $295K
|
2.95K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6K+ 47.16% |
$599K - $601K
|
18.7K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.7K+ 8.26% |
$9.56M - $9.59M
|
1.25M
$125M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.72K- 9.28% |
$670K - $673K
|
65.7K
$6.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.47K- 12.49% |
$646K - $648K
|
45.3K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1New |
$99.9 - $100
|
1
$99.8
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-450- 6.08% |
$44.9K - $45.1K
|
6.95K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-496- 0.98% |
$49.5K - $49.7K
|
50.3K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 18.35% |
$104K - $104K
|
4.64K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.51K+ 23.5% |
$151K - $151K
|
7.94K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
2.4K+ 0.46% |
$239K - $240K
|
520K
$51.9M
|