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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.84K+ 12.31% |
$184K - $185K
|
16.8K
$1.68M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.78K+ 77.16% |
$177K - $178K
|
4.08K
$408K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
1.76K+ 9.39% |
$176K - $177K
|
20.5K
$2.05M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.72K+ 6.37% |
$171K - $172K
|
28.6K
$2.86M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.66K+ 12.99% |
$166K - $166K
|
14.4K
$1.44M
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53K+ 19.2% |
$153K - $154K
|
9.52K
$951K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.53K+ 6.59% |
$153K - $154K
|
24.8K
$2.48M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.48K+ 5.52% |
$148K - $149K
|
28.4K
$2.83M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.34% |
$119K - $120K
|
90.2K
$9.01M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.16K+ 49.89% |
$115K - $116K
|
3.47K
$347K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 16.37% |
$113K - $114K
|
8.08K
$807K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1K+ 44.19% |
$100K - $101K
|
3.27K
$327K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
869+ 39.13% |
$86.6K - $87.2K
|
3.09K
$309K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
865+ 22.54% |
$86.2K - $86.8K
|
4.7K
$470K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
810+ 20.68% |
$80.8K - $81.2K
|
4.73K
$472K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
797+ 7.92% |
$79.5K - $79.9K
|
10.9K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
786+ 32.36% |
$78.4K - $78.8K
|
3.22K
$321K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
741+ 5.75% |
$73.9K - $74.3K
|
13.6K
$1.36M
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
720+ 15.49% |
$71.8K - $72.2K
|
5.37K
$536K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
690+ 25.83% |
$68.8K - $69.2K
|
3.36K
$336K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
625+ 4.73% |
$62.3K - $62.7K
|
13.8K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
590+ 0.53% |
$58.8K - $59.2K
|
113K
$11.3M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
517+ 4.25% |
$51.5K - $51.9K
|
12.7K
$1.27M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
445+ 17.98% |
$44.4K - $44.6K
|
2.92K
$292K
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
417+ 15.35% |
$41.6K - $41.8K
|
3.13K
$313K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
382+ 2.74% |
$38.1K - $38.3K
|
14.3K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
298+ 124.69% |
$29.7K - $29.9K
|
537
$53.7K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
278New |
$27.7K - $27.9K
|
278
$27.8K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
236New |
$23.5K - $23.7K
|
236
$23.6K
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
213+ 3.07% |
$21.2K - $21.4K
|
7.14K
$714K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
211+ 1.75% |
$21K - $21.2K
|
12.3K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
207New |
$20.6K - $20.8K
|
207
$20.7K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
191New |
$19K - $19.2K
|
191
$19.1K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
169+ 7.33% |
$16.8K - $17K
|
2.47K
$247K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 0.56% |
$15.5K - $15.5K
|
27.6K
$2.76M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
127+ 13.8% |
$12.7K - $12.7K
|
1.05K
$105K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 2.27% |
$12.2K - $12.2K
|
5.49K
$549K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94+ 1.07% |
$9.37K - $9.43K
|
8.86K
$885K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 3.61% |
$8.28K - $8.32K
|
2.39K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
78+ 2.09% |
$7.78K - $7.82K
|
3.8K
$380K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
77+ 0.42% |
$7.68K - $7.72K
|
18.5K
$1.84M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$7.38K - $7.42K
|
74
$7.39K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
68+ 4.58% |
$6.78K - $6.82K
|
1.55K
$155K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 1.7% |
$6.28K - $6.32K
|
3.78K
$377K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59+ 0.98% |
$5.88K - $5.92K
|
6.06K
$605K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55+ 1.88% |
$5.48K - $5.52K
|
2.98K
$298K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
55+ 1.88% |
$5.48K - $5.52K
|
2.98K
$298K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.2K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 0.98% |
$897 - $903
|
925
$92.4K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$199 - $201
|
2.71K
$271K
|