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 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $223K
|
2.21K
$221K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.38K+ 9.59% |
$337K - $341K
|
38.6K
$3.85M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
54+ 1.49% |
$5.39K - $5.45K
|
3.68K
$368K
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.33KNew |
$232K - $235K
|
2.33K
$232K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-958- 29.92% |
$95.6K - $96.7K
|
2.24K
$224K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 6.25% |
$1.4K - $1.41K
|
210
$21K
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14.5K+ 7.94% |
$1.44M - $1.46M
|
197K
$19.7M
|
|
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
$550K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-102- 0.51% |
$10.2K - $10.3K
|
19.9K
$1.99M
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.39K- 9.56% |
$139K - $140K
|
13.2K
$1.32M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
748+ 10.99% |
$74.6K - $75.5K
|
7.55K
$755K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 9.38% |
$532K - $539K
|
51.5K
$5.15M
|
|
Q4 2023 | |||||||
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
$2.7K
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.8K- 49.5% |
$977K - $982K
|
10K
$999K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-103K- 94.2% |
$10.3M - $10.3M
|
6.34K
$634K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.1KNew |
$3.1M - $3.11M
|
31.1K
$3.11M
|
|
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
$240K
|
|
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
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2- 8.7% |
$199 - $200
|
21
$2.1K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3New |
$299 - $301
|
3
$300
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.39KNew |
$438K - $440K
|
4.39K
$439K
|
|
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
|
Legacy Advisors, LLC
|
SELL
|
- |
-132- 5.28% |
$13.2K - $13.2K
|
2.37K
$237K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.14K+ 8865.52% |
$513K - $515K
|
5.2K
$520K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$407K - $409K
|
4.08K
$408K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-69.1K- 93.42% |
$6.89M - $6.92M
|
4.87K
$486K
|
|
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
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-23.2K- 84.51% |
$2.31M - $2.33M
|
4.26K
$425K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-233- 8.18% |
$23.2K - $23.3K
|
2.62K
$261K
|
|
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
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.82K+ 7.76% |
$181K - $182K
|
25.2K
$2.52M
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10New |
$997 - $1K
|
10
$999
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.6K- 24.04% |
$3.44M - $3.46M
|
109K
$10.9M
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 3.13% |
$4.98K - $5.01K
|
1.55K
$154K
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-621K- 98.75% |
$61.9M - $62.2M
|
7.84K
$783K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-205- 3.93% |
$20.4K - $20.5K
|
5.01K
$501K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.39% |
$1.99K - $2K
|
5.12K
$511K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-89- 2.77% |
$8.87K - $8.92K
|
3.12K
$312K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-172- 5.92% |
$17.1K - $17.2K
|
2.73K
$273K
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12.2KNew |
$1.22M - $1.22M
|
12.2K
$1.22M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-32.6K- 91.8% |
$3.25M - $3.27M
|
2.91K
$291K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$1.59K - $1.6K
|
16
$1.6K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33.9K+ 34.26% |
$3.38M - $3.39M
|
133K
$13.3M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 64.0% |
$6.38K - $6.41K
|
164
$16.4K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-51- 2.47% |
$5.08K - $5.11K
|
2.01K
$201K
|