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 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-735- 12.93% |
$73.4K - $73.6K
|
4.95K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-422- 45.18% |
$42.1K - $42.3K
|
512
$51.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.02K+ 12.99% |
$202K - $202K
|
17.6K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
428New |
$42.7K - $42.9K
|
428
$42.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 18.87% |
$150K - $150K
|
6.45K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
779New |
$77.8K - $78K
|
779
$77.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-531- 50.0% |
$53K - $53.2K
|
531
$53K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-529- 1.48% |
$52.8K - $53K
|
35.3K
$3.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$305K - $306K
|
3.05K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-83- 3.34% |
$8.29K - $8.32K
|
2.4K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
4+ 1.29% |
$399 - $401
|
315
$31.4K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$241K - $242K
|
2.42K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22+ 24.18% |
$2.2K - $2.2K
|
113
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.83K+ 180.89% |
$482K - $484K
|
7.5K
$749K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.68K- 14.4% |
$168K - $168K
|
9.99K
$998K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 1.4% |
$899 - $902
|
632
$63.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-470- 10.82% |
$46.9K - $47.1K
|
3.88K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.57% |
$913K - $916K
|
88.1K
$8.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
200+ 7.91% |
$20K - $20K
|
2.73K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.32% |
$7.29K - $7.31K
|
23K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.98K+ 11.65% |
$397K - $398K
|
38.1K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-145- 1.82% |
$14.5K - $14.5K
|
7.82K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.56K+ 35.26% |
$256K - $257K
|
9.84K
$982K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.3K+ 49.47% |
$3.33M - $3.34M
|
101K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
211K+ 20.77% |
$21.1M - $21.2M
|
1.23M
$123M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9+ 0.05% |
$899 - $902
|
19.2K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17New |
$1.7K - $1.7K
|
17
$1.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 4.66% |
$173K - $173K
|
38.8K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-22- 3.1% |
$2.2K - $2.2K
|
687
$68.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.87K+ 47.02% |
$486K - $488K
|
15.2K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-106- 1.77% |
$10.6K - $10.6K
|
5.9K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
16.3KNew |
$1.63M - $1.64M
|
16.3K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
388+ 1.31% |
$38.7K - $38.9K
|
30.1K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-7.82K- 32.46% |
$781K - $783K
|
16.3K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$200 - $200
|
3.27K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.04% |
$799 - $802
|
19.5K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-230- 2.06% |
$23K - $23K
|
10.9K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44.7K- 16.54% |
$4.46M - $4.48M
|
226K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-741- 12.67% |
$74K - $74.2K
|
5.11K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
538K+ 59.62% |
$53.7M - $53.9M
|
1.44M
$144M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-102- 4.84% |
$10.2K - $10.2K
|
2.01K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.63K- 36.05% |
$163K - $163K
|
2.89K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-696- 7.04% |
$69.5K - $69.7K
|
9.2K
$918K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 1.65% |
$2K - $2K
|
1.23K
$123K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
49+ 0.41% |
$4.89K - $4.91K
|
11.9K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
18.3K+ 122.71% |
$1.83M - $1.83M
|
33.2K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$252K - $252K
|
2.52K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
11.6K+ 45.74% |
$1.15M - $1.16M
|
36.8K
$3.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 8.8% |
$29.1K - $29.2K
|
3.02K
$301K
|