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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 47.85% |
$698K - $702K
|
7.63K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$219K
|
|
|
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
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.71K- 32.33% |
$270K - $272K
|
5.68K
$568K
|
|
|
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
$218K
|
|
|
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 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
$5.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 14.45% |
$1.27M - $1.28M
|
101K
$10.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$7.38K - $7.42K
|
74
$7.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.68KNew |
$367K - $369K
|
3.68K
$369K
|
|
|
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
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-529- 33.95% |
$52.7K - $53.1K
|
1.03K
$103K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-202- 1.44% |
$20.1K - $20.3K
|
13.8K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.71K- 38.88% |
$370K - $372K
|
5.84K
$584K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.44KNew |
$243K - $245K
|
2.44K
$244K
|
|
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
137KNew |
$13.6M - $13.7M
|
137K
$13.7M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.42K- 26.51% |
$142K - $142K
|
3.94K
$394K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150+ 42.25% |
$14.9K - $15K
|
505
$50.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
191+ 0.52% |
$19K - $19.1K
|
36.8K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
340New |
$33.9K - $34K
|
340
$34K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.74K- 28.58% |
$174K - $175K
|
4.36K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-12.1K- 64.01% |
$1.2M - $1.21M
|
6.78K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2KNew |
$199K - $200K
|
2K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
562New |
$56K - $56.3K
|
562
$56.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-800- 26.55% |
$79.7K - $80.1K
|
2.21K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.4K - $1.4K
|
2.29K
$229K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$598 - $601
|
6
$600
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.09KNew |
$707K - $710K
|
7.09K
$710K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-248- 5.13% |
$24.7K - $24.8K
|
4.59K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$1.98M - $1.98M
|
19.8K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8New |
$797 - $801
|
8
$800
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 4.4% |
$9.97K - $10K
|
2.17K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$232K - $233K
|
2.33K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
80New |
$7.97K - $8.01K
|
80
$8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$6.98K - $7.01K
|
70
$7K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.21% |
$3.39K - $3.4K
|
2.84K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 28.57% |
$9.97K - $10K
|
250
$25K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-570- 17.24% |
$56.8K - $57.1K
|
2.74K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 3.55% |
$106K - $107K
|
29K
$2.9M
|
|
| Q1 2024 | |||||||
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-54.6KClosed |
$5.45M - $5.51M
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1KClosed |
$99.8K - $101K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.1K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34KNew |
$233K - $236K
|
2.34K
$234K
|
|