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 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.18K+ 20.55% |
$217K - $220K
|
12.8K
$1.27M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22+ 0.79% |
$2.19K - $2.22K
|
2.81K
$280K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-875- 12.85% |
$87.3K - $88.3K
|
5.94K
$592K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-244- 4.19% |
$24.3K - $24.6K
|
5.58K
$557K
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-829- 26.6% |
$82.7K - $83.6K
|
2.29K
$228K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.24M+ 10628.27% |
$124M - $125M
|
1.25M
$125M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-943- 22.19% |
$94.1K - $95.1K
|
3.31K
$330K
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.26KNew |
$226K - $228K
|
2.26K
$226K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-102- 0.51% |
$10.2K - $10.3K
|
19.9K
$1.98M
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.39K- 9.56% |
$139K - $140K
|
13.2K
$1.31M
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
39+ 0.58% |
$3.89K - $3.93K
|
6.75K
$673K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3.28K+ 1.26% |
$327K - $331K
|
263K
$26.2M
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 7.19% |
$201K - $204K
|
30.1K
$3M
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-532- 4.73% |
$53.1K - $53.7K
|
10.7K
$1.07M
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.82K+ 0.27% |
$182K - $184K
|
682K
$68.1M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
748+ 10.99% |
$74.6K - $75.5K
|
7.55K
$754K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 9.38% |
$532K - $539K
|
51.5K
$5.14M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
858New |
$85.6K - $86.6K
|
858
$85.6K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.7K- 43.21% |
$269K - $272K
|
3.54K
$354K
|
|
Q4 2023 | |||||||
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-708- 66.6% |
$70.6K - $70.9K
|
355
$35.4K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$110K - $111K
|
1.1K
$110K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$2.69K - $2.71K
|
27
$2.69K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39- 16.05% |
$3.89K - $3.91K
|
204
$20.4K
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.8K- 49.5% |
$977K - $982K
|
10K
$998K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-103K- 94.2% |
$10.3M - $10.3M
|
6.34K
$633K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.1KNew |
$3.1M - $3.11M
|
31.1K
$3.1M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
141New |
$14.1K - $14.1K
|
141
$14.1K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-973- 28.86% |
$97K - $97.5K
|
2.4K
$239K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.03KNew |
$302K - $303K
|
3.03K
$302K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$376K - $378K
|
3.77K
$376K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 8.7% |
$199 - $200
|
21
$2.09K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
69KNew |
$6.87M - $6.91M
|
69K
$6.88M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3New |
$299 - $301
|
3
$299
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.39KNew |
$438K - $440K
|
4.39K
$438K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
274K+ 54.3% |
$27.3M - $27.4M
|
778K
$77.6M
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.69KNew |
$467K - $470K
|
4.69K
$467K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
59+ 44.7% |
$5.88K - $5.91K
|
191
$19.1K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.14K+ 8865.52% |
$513K - $515K
|
5.2K
$519K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-132- 5.28% |
$13.2K - $13.2K
|
2.37K
$236K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$407K - $409K
|
4.08K
$407K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.02KNew |
$102K - $102K
|
1.02K
$102K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-17- 0.23% |
$1.69K - $1.7K
|
7.53K
$751K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-23.2K- 84.51% |
$2.31M - $2.33M
|
4.26K
$424K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-233- 8.18% |
$23.2K - $23.3K
|
2.62K
$261K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-69.1K- 93.42% |
$6.89M - $6.92M
|
4.87K
$485K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
11.7K+ 189.48% |
$1.17M - $1.17M
|
17.9K
$1.79M
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-185K- 96.71% |
$18.5M - $18.6M
|
6.3K
$628K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.93KNew |
$292K - $293K
|
2.93K
$292K
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.75KNew |
$374K - $376K
|
3.75K
$374K
|