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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 54.57% |
$11.6M - $11.7M
|
329K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
72.4KNew |
$7.22M - $7.25M
|
72.4K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
52.2K+ 39.84% |
$5.21M - $5.23M
|
183K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47.5K+ 96.6% |
$4.74M - $4.75M
|
96.6K
$9.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
25.9KNew |
$2.59M - $2.6M
|
25.9K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 35.06% |
$1.09M - $1.09M
|
41.9K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
10.2K+ 43.38% |
$1.02M - $1.02M
|
33.7K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
8.71K+ 433.28% |
$869K - $873K
|
10.7K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.78K+ 11.31% |
$577K - $579K
|
56.9K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.91K+ 58.14% |
$490K - $492K
|
13.4K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.05KNew |
$404K - $406K
|
4.05K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.69K+ 54.72% |
$268K - $269K
|
7.6K
$758K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.62K+ 2.17% |
$262K - $262K
|
123K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.27KNew |
$227K - $228K
|
2.27K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.19K+ 9.89% |
$218K - $219K
|
24.3K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 4.08% |
$218K - $219K
|
55.6K
$5.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.17K+ 6.88% |
$217K - $218K
|
33.8K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.15K+ 24.61% |
$214K - $215K
|
10.9K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.01K+ 10.16% |
$201K - $202K
|
21.8K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.71K+ 39.03% |
$171K - $171K
|
6.08K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 32.94% |
$154K - $154K
|
6.22K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.53K+ 52.29% |
$153K - $153K
|
4.46K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.35K+ 34.59% |
$135K - $135K
|
5.25K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
843+ 18.2% |
$84.2K - $84.5K
|
5.48K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
350+ 1.14% |
$34.9K - $35.1K
|
31.2K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
295+ 0.35% |
$29.4K - $29.6K
|
85.4K
$8.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
287+ 0.67% |
$28.7K - $28.8K
|
43.3K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
76+ 4.79% |
$7.59K - $7.61K
|
1.66K
$166K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4+ 0.02% |
$399 - $401
|
24.2K
$2.41M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
827K+ 32.88% |
$82.5M - $82.8M
|
3.34M
$333M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
781K+ 173.31% |
$78M - $78.3M
|
1.23M
$123M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
538K+ 59.62% |
$53.7M - $53.9M
|
1.44M
$144M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
265K+ 348.16% |
$26.5M - $26.5M
|
341K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
238K+ 30.47% |
$23.7M - $23.8M
|
1.02M
$102M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
217K+ 23.74% |
$21.6M - $21.7M
|
1.13M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
213K+ 27.03% |
$21.2M - $21.3M
|
999K
$99.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
211K+ 20.77% |
$21.1M - $21.2M
|
1.23M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
210KNew |
$21M - $21M
|
210K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
191K+ 167.81% |
$19.1M - $19.2M
|
305K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
190K+ 11.72% |
$18.9M - $19M
|
1.81M
$180M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
183K+ 309.16% |
$18.2M - $18.3M
|
242K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
129KNew |
$12.9M - $12.9M
|
129K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129K+ 4.38% |
$12.8M - $12.9M
|
3.07M
$306M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.7K+ 8.26% |
$9.56M - $9.59M
|
1.25M
$125M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
83.1K+ 830.75% |
$8.3M - $8.33M
|
93.1K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
76.5K+ 166.49% |
$7.64M - $7.66M
|
122K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
73.9K+ 49.17% |
$7.38M - $7.41M
|
224K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.2K+ 54.42% |
$5.32M - $5.33M
|
151K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
50.6K+ 342.09% |
$5.05M - $5.07M
|
65.4K
$6.53M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.8K+ 19.38% |
$4.77M - $4.79M
|
294K
$29.4M
|
|