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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
914K+ 45.1% |
$91.2M - $91.6M
|
2.94M
$295M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
314K+ 53.33% |
$31.3M - $31.5M
|
903K
$90.4M
|
|
|
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
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29.7KNew |
$2.97M - $2.98M
|
29.7K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29.3K+ 221.26% |
$2.93M - $2.94M
|
42.6K
$4.26M
|
|
|
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
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
23.1K+ 1074.42% |
$2.31M - $2.32M
|
25.3K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.8KNew |
$1.78M - $1.79M
|
17.8K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17.3K+ 197.93% |
$1.73M - $1.73M
|
26K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
15.3KNew |
$1.53M - $1.53M
|
15.3K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15K+ 48.69% |
$1.5M - $1.51M
|
45.9K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.8KNew |
$1.47M - $1.48M
|
14.8K
$1.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
12.3K+ 13.83% |
$1.23M - $1.24M
|
102K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.89KNew |
$988K - $991K
|
9.89K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.89K+ 11.1% |
$788K - $791K
|
79K
$7.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7.54K+ 25.37% |
$753K - $756K
|
37.3K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.99K+ 9.07% |
$698K - $701K
|
84.1K
$8.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.85KNew |
$584K - $586K
|
5.85K
$586K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
5.46KNew |
$545K - $547K
|
5.46K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 194.44% |
$524K - $526K
|
7.95K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.89K+ 204.86% |
$488K - $490K
|
7.27K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.87KNew |
$487K - $488K
|
4.87K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.43K+ 10.66% |
$442K - $444K
|
46K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.3K+ 32.37% |
$329K - $330K
|
13.5K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.09K+ 2.74% |
$309K - $310K
|
116K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.09K+ 24.76% |
$308K - $309K
|
15.6K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.81KNew |
$280K - $281K
|
2.81K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.6KNew |
$260K - $261K
|
2.6K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55KNew |
$255K - $255K
|
2.55K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.45K+ 70.61% |
$245K - $246K
|
5.92K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.4KNew |
$240K - $241K
|
2.4K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2.4K+ 14.27% |
$239K - $240K
|
19.2K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.19K+ 42.7% |
$218K - $219K
|
7.3K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.97K+ 8.25% |
$197K - $198K
|
25.8K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.9K+ 60.98% |
$190K - $191K
|
5.02K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.82K+ 20.43% |
$182K - $183K
|
10.7K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 11.17% |
$104K - $104K
|
10.4K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
961+ 35.42% |
$96K - $96.3K
|
3.67K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
281+ 0.87% |
$28.1K - $28.2K
|
32.6K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184+ 24.53% |
$18.4K - $18.4K
|
934
$93.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
150+ 1.01% |
$15K - $15K
|
15K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
112+ 1.73% |
$11.2K - $11.2K
|
6.58K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
90+ 0.03% |
$8.99K - $9.02K
|
261K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
75+ 0.37% |
$7.49K - $7.52K
|
20.4K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 35.71% |
$4.99K - $5.01K
|
190
$19K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.21K
|