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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.15KNew |
$214K - $215K
|
2.15K
$214K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.9K+ 60.98% |
$190K - $191K
|
5.02K
$501K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$140K - $141K
|
1.4K
$140K
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
336+ 6.26% |
$33.5K - $33.7K
|
5.7K
$569K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 33.33% |
$25K - $25.1K
|
1K
$99.8K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
170New |
$17K - $17K
|
170
$17K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
102+ 0.71% |
$10.2K - $10.2K
|
14.4K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88New |
$8.79K - $8.82K
|
88
$8.79K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 35.71% |
$4.99K - $5.01K
|
190
$19K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.49K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$4.49K - $4.51K
|
45
$4.49K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.19K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
39New |
$3.89K - $3.91K
|
39
$3.89K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.2% |
$3.49K - $3.51K
|
2.96K
$295K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$3.2K - $3.21K
|
32
$3.19K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$999 - $1K
|
10
$998
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3New |
$300 - $301
|
3
$300
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.44M - $2.46M
|
24.5K
$2.44M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.6K+ 118.95% |
$1.45M - $1.46M
|
26.8K
$2.68M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 14.45% |
$1.27M - $1.28M
|
101K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 22.08% |
$1.04M - $1.05M
|
57.8K
$5.78M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.68KNew |
$367K - $369K
|
3.68K
$368K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.65KNew |
$364K - $366K
|
3.65K
$365K
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.97K+ 2.95% |
$296K - $298K
|
104K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.19KNew |
$218K - $219K
|
2.19K
$218K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53K+ 19.2% |
$153K - $154K
|
9.52K
$950K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
869+ 39.13% |
$86.6K - $87.2K
|
3.09K
$309K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
382+ 2.74% |
$38.1K - $38.3K
|
14.3K
$1.43M
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
236New |
$23.5K - $23.7K
|
236
$23.6K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
207New |
$20.6K - $20.8K
|
207
$20.7K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 0.56% |
$15.5K - $15.5K
|
27.6K
$2.75M
|
|
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
$548K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$7.38K - $7.42K
|
74
$7.39K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$4.19K - $4.21K
|
42
$4.19K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
137KNew |
$13.6M - $13.7M
|
137K
$13.7M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$1.98M - $1.98M
|
19.8K
$1.98M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.09KNew |
$707K - $710K
|
7.09K
$708K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$232K - $233K
|
2.33K
$233K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2KNew |
$199K - $200K
|
2K
$200K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
562New |
$56K - $56.3K
|
562
$56.1K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
340New |
$33.9K - $34K
|
340
$33.9K
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
191+ 0.52% |
$19K - $19.1K
|
36.8K
$3.68M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150+ 42.25% |
$14.9K - $15K
|
505
$50.4K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
80New |
$7.97K - $8.01K
|
80
$7.99K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$6.98K - $7.01K
|
70
$6.99K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.21% |
$3.39K - $3.4K
|
2.84K
$283K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.4K - $1.4K
|
2.29K
$228K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8New |
$797 - $801
|
8
$799
|