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 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 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.7K+ 43.16% |
$769K - $772K
|
25.5K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.53K+ 5.44% |
$552K - $554K
|
107K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.12KNew |
$411K - $413K
|
4.12K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.75K+ 53.19% |
$275K - $276K
|
7.92K
$793K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
827+ 21.46% |
$82.6K - $82.9K
|
4.68K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
740+ 4.94% |
$73.9K - $74.1K
|
15.7K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
426+ 2.08% |
$42.5K - $42.7K
|
20.9K
$2.09M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$899 - $902
|
9
$902
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.38% |
$599 - $601
|
1.59K
$159K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6New |
$599 - $601
|
6
$601
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23M+ 865.35% |
$123M - $123M
|
1.37M
$138M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
914K+ 45.1% |
$91.2M - $91.6M
|
2.94M
$294M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
412KNew |
$41.2M - $41.3M
|
412K
$41.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
314K+ 53.33% |
$31.3M - $31.5M
|
903K
$90.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 24.85% |
$22.8M - $22.9M
|
1.15M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
211K+ 3.9% |
$21.1M - $21.2M
|
5.63M
$564M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197K+ 71.27% |
$19.6M - $19.7M
|
473K
$47.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
140KNew |
$13.9M - $14M
|
140K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135K+ 70.04% |
$13.5M - $13.5M
|
328K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
132KNew |
$13.2M - $13.2M
|
132K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118KNew |
$11.8M - $11.8M
|
118K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
116K+ 5593.13% |
$11.6M - $11.7M
|
118K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 10.12% |
$11.2M - $11.3M
|
1.22M
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
112K+ 16.63% |
$11.2M - $11.2M
|
786K
$78.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
102KNew |
$10.2M - $10.3M
|
102K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
84.3K+ 39.63% |
$8.41M - $8.44M
|
297K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.3K+ 9.52% |
$7.92M - $7.95M
|
913K
$91.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.4K+ 187.42% |
$6.53M - $6.55M
|
100K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
52.4K+ 398.29% |
$5.23M - $5.25M
|
65.5K
$6.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
48.8K+ 472.26% |
$4.87M - $4.89M
|
59.1K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
48.1K+ 47.02% |
$4.8M - $4.82M
|
150K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
47.9KNew |
$4.78M - $4.8M
|
47.9K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 1.04% |
$4.67M - $4.69M
|
4.56M
$456M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
44.6K+ 64.42% |
$4.46M - $4.47M
|
114K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
38.7KNew |
$3.86M - $3.88M
|
38.7K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 11.69% |
$3.7M - $3.72M
|
354K
$35.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
32.9KNew |
$3.29M - $3.3M
|
32.9K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32K+ 1073.85% |
$3.2M - $3.21M
|
35K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
31.4KNew |
$3.14M - $3.15M
|
31.4K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
30.2KNew |
$3.02M - $3.03M
|
30.2K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30KNew |
$2.99M - $3M
|
30K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29.7KNew |
$2.97M - $2.98M
|
29.7K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7K+ 63.15% |
$2.97M - $2.98M
|
76.8K
$7.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29.3K+ 221.26% |
$2.93M - $2.94M
|
42.6K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
27.7K+ 25.05% |
$2.77M - $2.78M
|
138K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.8K+ 94.59% |
$2.68M - $2.69M
|
55.2K
$5.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.8K+ 10.56% |
$2.58M - $2.59M
|
270K
$27.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.5KNew |
$2.54M - $2.55M
|
25.5K
$2.55M
|
|