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 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.41KNew |
$341K - $342K
|
3.41K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$252K - $252K
|
2.52K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 1.65% |
$2K - $2K
|
1.23K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.25K- 22.96% |
$125K - $126K
|
4.2K
$421K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.73K- 56.7% |
$372K - $374K
|
2.85K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$792K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6New |
$599 - $601
|
6
$600
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$899 - $902
|
9
$901
|
|
| Q4 2024 | |||||||
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-14.7K- 83.03% |
$1.47M - $1.47M
|
3K
$300K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
336+ 6.26% |
$33.5K - $33.7K
|
5.7K
$571K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.22KNew |
$821K - $824K
|
8.22K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.31% |
$3K - $3.01K
|
2.26K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.24K- 29.96% |
$124K - $124K
|
2.9K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 98.29% |
$1.03M - $1.03M
|
179
$17.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.35K- 14.26% |
$135K - $135K
|
8.13K
$813K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 94.12% |
$1.6K - $1.6K
|
1
$100
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 32.82% |
$265K - $266K
|
5.43K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
38.7KNew |
$3.86M - $3.88M
|
38.7K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
170New |
$17K - $17K
|
170
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 33.33% |
$25K - $25.1K
|
1K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
39New |
$3.89K - $3.91K
|
39
$3.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.61KNew |
$261K - $261K
|
2.61K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7KNew |
$270K - $271K
|
2.7K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.71KNew |
$770K - $773K
|
7.71K
$771K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28.6K- 10.01% |
$2.85M - $2.86M
|
257K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.3K+ 32.37% |
$329K - $330K
|
13.5K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
102+ 0.71% |
$10.2K - $10.2K
|
14.4K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34.9K- 58.31% |
$3.48M - $3.5M
|
24.9K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5K- 33.88% |
$499K - $501K
|
9.75K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$3.2K - $3.21K
|
32
$3.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.87KNew |
$487K - $488K
|
4.87K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$300 - $301
|
3
$300
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-179K- 98.21% |
$17.8M - $17.9M
|
3.26K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.76% |
$699 - $702
|
918
$91.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.81KNew |
$280K - $281K
|
2.81K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1K- 32.45% |
$99.9K - $100K
|
2.08K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.19K+ 42.7% |
$218K - $219K
|
7.3K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$999 - $1K
|
10
$1K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
122+ 2.27% |
$12.2K - $12.2K
|
5.49K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 2.27% |
$12.2K - $12.2K
|
5.49K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 97.76% |
$204K - $206K
|
47
$4.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 3.85% |
$19.9K - $20.1K
|
5K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
236New |
$23.5K - $23.7K
|
236
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.57K- 62.25% |
$854K - $860K
|
5.2K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.7K- 39.85% |
$269K - $271K
|
4.08K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$219K
|
|