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 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.99K- 26.67% |
$298K - $301K
|
8.22K
$820K
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-120- 3.61% |
$12K - $12.1K
|
3.2K
$319K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.74K+ 228.42% |
$772K - $781K
|
11.1K
$1.11M
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.88K+ 12.65% |
$188K - $190K
|
16.7K
$1.67M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.64K+ 5.63% |
$463K - $469K
|
87.1K
$8.69M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 37.86% |
$1.06M - $1.07M
|
38.7K
$3.86M
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.43K+ 13.63% |
$940K - $951K
|
78.6K
$7.84M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.32KNew |
$232K - $234K
|
2.32K
$232K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
25.5K+ 27.93% |
$2.54M - $2.57M
|
117K
$11.6M
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-5.91K- 9.64% |
$589K - $596K
|
55.4K
$5.53M
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.87K+ 101.1% |
$386K - $391K
|
7.7K
$768K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
212+ 3.6% |
$21.1K - $21.4K
|
6.1K
$609K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-212K- 18.6% |
$21.1M - $21.4M
|
928K
$92.6M
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $223K
|
2.21K
$221K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
938+ 10.44% |
$93.6K - $94.6K
|
9.92K
$990K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.69K+ 6.32% |
$269K - $272K
|
45.3K
$4.52M
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.86K+ 112.17% |
$784K - $793K
|
14.9K
$1.48M
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-6.99K- 27.07% |
$697K - $705K
|
18.8K
$1.88M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10+ 0.01% |
$998 - $1.01K
|
67.9K
$6.77M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-177K- 7.07% |
$17.6M - $17.8M
|
2.32M
$231M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.74K- 39.65% |
$672K - $680K
|
10.3K
$1.02M
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.79K+ 20.01% |
$278K - $281K
|
16.7K
$1.67M
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
10.8K+ 37.83% |
$1.08M - $1.09M
|
39.4K
$3.93M
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
78+ 0.43% |
$7.78K - $7.87K
|
18.3K
$1.83M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
54+ 1.49% |
$5.39K - $5.45K
|
3.68K
$367K
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
60.2KNew |
$6M - $6.07M
|
60.2K
$6M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.33KNew |
$232K - $235K
|
2.33K
$232K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-318- 0.89% |
$31.7K - $32.1K
|
35.2K
$3.51M
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.01K- 3.39% |
$400K - $405K
|
114K
$11.4M
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
800+ 2.85% |
$79.8K - $80.7K
|
28.8K
$2.88M
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
122+ 0.82% |
$12.2K - $12.3K
|
15K
$1.49M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.38K+ 9.59% |
$337K - $341K
|
38.6K
$3.85M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 6.25% |
$1.4K - $1.41K
|
210
$20.9K
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
7.99K+ 17.38% |
$797K - $806K
|
53.9K
$5.38M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-87.7K- 85.84% |
$8.74M - $8.84M
|
14.5K
$1.44M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-76.4K- 76.18% |
$7.62M - $7.71M
|
23.9K
$2.38M
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-918- 19.81% |
$91.6K - $92.6K
|
3.72K
$371K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-958- 29.92% |
$95.6K - $96.7K
|
2.24K
$224K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-114K- 41.12% |
$11.4M - $11.5M
|
163K
$16.3M
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-10.5K- 20.1% |
$1.05M - $1.06M
|
41.8K
$4.17M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.3K+ 58.04% |
$2.22M - $2.25M
|
60.7K
$6.05M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$200 - $202
|
2.71K
$270K
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-250- 1.77% |
$24.9K - $25.2K
|
13.9K
$1.38M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-457- 2.41% |
$45.6K - $46.1K
|
18.5K
$1.85M
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14.5K+ 7.94% |
$1.44M - $1.46M
|
197K
$19.6M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.4K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.53K- 21.77% |
$153K - $154K
|
5.5K
$549K
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
17.4K+ 85.93% |
$1.74M - $1.76M
|
37.7K
$3.76M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.68K- 16.47% |
$267K - $270K
|
13.6K
$1.36M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.06% |
$99.8 - $101
|
1.72K
$172K
|