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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34.9K- 58.31% |
$3.48M - $3.5M
|
24.9K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.9K+ 60.98% |
$190K - $191K
|
5.02K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-6.68K- 8.79% |
$667K - $670K
|
69.4K
$6.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5K- 33.88% |
$499K - $501K
|
9.75K
$973K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.87KNew |
$487K - $488K
|
4.87K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$3.2K - $3.21K
|
32
$3.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-179K- 98.21% |
$17.8M - $17.9M
|
3.26K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$300 - $301
|
3
$300
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 10.0% |
$30K - $30.1K
|
2.7K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.76% |
$699 - $702
|
918
$91.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.81KNew |
$280K - $281K
|
2.81K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1K- 32.45% |
$99.9K - $100K
|
2.08K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.19K+ 42.7% |
$218K - $219K
|
7.3K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$999 - $1K
|
10
$998
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 2.27% |
$12.2K - $12.2K
|
5.49K
$548K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 97.76% |
$204K - $206K
|
47
$4.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.44M - $2.46M
|
24.5K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 3.85% |
$19.9K - $20.1K
|
5K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
236New |
$23.5K - $23.7K
|
236
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.57K- 62.25% |
$854K - $860K
|
5.2K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.7K- 39.85% |
$269K - $271K
|
4.08K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 0.56% |
$15.5K - $15.5K
|
27.6K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 47.85% |
$698K - $702K
|
7.63K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
207New |
$20.6K - $20.8K
|
207
$20.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-450- 2.12% |
$44.9K - $45.1K
|
20.8K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53K+ 19.2% |
$153K - $154K
|
9.52K
$950K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.71K- 32.33% |
$270K - $272K
|
5.68K
$567K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-121K- 97.83% |
$12M - $12.1M
|
2.67K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 6.67% |
$99.7 - $100
|
14
$1.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.6K+ 118.95% |
$1.45M - $1.46M
|
26.8K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.97K+ 2.95% |
$296K - $298K
|
104K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.81K- 45.48% |
$181K - $182K
|
2.18K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 36.27% |
$138K - $139K
|
2.43K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-555- 3.45% |
$55.3K - $55.7K
|
15.5K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
382+ 2.74% |
$38.1K - $38.3K
|
14.3K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.65KNew |
$364K - $366K
|
3.65K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 14.45% |
$1.27M - $1.28M
|
101K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
869+ 39.13% |
$86.6K - $87.2K
|
3.09K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 22.08% |
$1.04M - $1.05M
|
57.8K
$5.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$7.38K - $7.42K
|
74
$7.39K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.68KNew |
$367K - $369K
|
3.68K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
127+ 13.8% |
$12.7K - $12.7K
|
1.05K
$105K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-202- 1.44% |
$20.1K - $20.3K
|
13.8K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 33.95% |
$52.7K - $53.1K
|
1.03K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.71K- 38.88% |
$370K - $372K
|
5.84K
$583K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
137KNew |
$13.6M - $13.7M
|
137K
$13.7M
|
|