Latest Institutional Purchases of Goldman Sachs Access Treasury (GBIL)
This list provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
538K+ 59.62% |
$53.7M - $53.9M
|
1.44M
$144M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
211K+ 20.77% |
$21.1M - $21.2M
|
1.23M
$123M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
183K+ 309.16% |
$18.2M - $18.3M
|
242K
$24.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129K+ 4.38% |
$12.8M - $12.9M
|
3.07M
$307M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
118K+ 352.07% |
$11.8M - $11.9M
|
152K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.7K+ 8.26% |
$9.56M - $9.59M
|
1.25M
$126M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
83.9KNew |
$8.38M - $8.41M
|
83.9K
$8.41M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
73.9K+ 49.17% |
$7.38M - $7.41M
|
224K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.4K+ 24.86% |
$4.24M - $4.25M
|
213K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.3K+ 49.47% |
$3.33M - $3.34M
|
101K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24.2KNew |
$2.41M - $2.42M
|
24.2K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22.6K+ 27.13% |
$2.25M - $2.26M
|
106K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 101.16% |
$1.97M - $1.97M
|
39.2K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
18.3K+ 122.71% |
$1.83M - $1.83M
|
33.2K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
17.9K+ 177.73% |
$1.79M - $1.79M
|
28K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16.8KNew |
$1.68M - $1.69M
|
16.8K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
16.3KNew |
$1.63M - $1.64M
|
16.3K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
11.6K+ 45.74% |
$1.15M - $1.16M
|
36.8K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
10.2KNew |
$1.02M - $1.02M
|
10.2K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9.14K+ 11.57% |
$913K - $916K
|
88.1K
$8.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.97K+ 33.73% |
$796K - $798K
|
31.6K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.94K+ 66.85% |
$793K - $796K
|
19.8K
$1.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.7K+ 43.16% |
$769K - $772K
|
25.5K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.44K+ 21.25% |
$743K - $746K
|
42.5K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.44K+ 21.39% |
$743K - $745K
|
42.2K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6K+ 47.16% |
$599K - $601K
|
18.7K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.53K+ 5.44% |
$552K - $554K
|
107K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 11.08% |
$509K - $511K
|
51.1K
$5.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.87K+ 47.02% |
$486K - $488K
|
15.2K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.83K+ 180.89% |
$482K - $484K
|
7.5K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.56K+ 3.93% |
$455K - $456K
|
120K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$411K - $413K
|
4.12K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.98K+ 11.65% |
$397K - $398K
|
38.1K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.41KNew |
$341K - $342K
|
3.41K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.26KNew |
$326K - $327K
|
3.26K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3.07K+ 16.0% |
$307K - $308K
|
22.3K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$305K - $306K
|
3.05K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.95KNew |
$294K - $295K
|
2.95K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$794K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.63KNew |
$263K - $264K
|
2.63K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.56K+ 35.26% |
$256K - $257K
|
9.84K
$985K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.53K+ 42.65% |
$252K - $253K
|
8.45K
$846K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.52KNew |
$252K - $252K
|
2.52K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$241K - $242K
|
2.42K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
2.4K+ 0.46% |
$239K - $240K
|
520K
$52.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 51.16% |
$220K - $220K
|
6.5K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.02K+ 12.99% |
$202K - $202K
|
17.6K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.81K+ 2.17% |
$181K - $181K
|
85.1K
$8.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 4.66% |
$173K - $173K
|
38.8K
$3.89M
|