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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$598 - $601
|
6
$599
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.1K+ 597.55% |
$6.19M - $6.26M
|
72.4K
$7.23M
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14.5K+ 7.94% |
$1.44M - $1.46M
|
197K
$19.7M
|
|
May 06, 2024
Q1 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
12.9KNew |
$1.29M - $1.3M
|
12.9K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.12K+ 13.71% |
$511K - $517K
|
42.5K
$4.24M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.56KNew |
$455K - $460K
|
4.56K
$456K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.25KNew |
$424K - $429K
|
4.25K
$424K
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.92KNew |
$391K - $396K
|
3.92K
$392K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 5.98% |
$391K - $395K
|
69.4K
$6.93M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.38K+ 9.59% |
$337K - $341K
|
38.6K
$3.85M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.75K+ 2.42% |
$274K - $277K
|
116K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.72KNew |
$272K - $275K
|
2.72K
$272K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.61KNew |
$260K - $263K
|
2.61K
$260K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34KNew |
$233K - $236K
|
2.34K
$233K
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.32KNew |
$232K - $234K
|
2.32K
$232K
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $223K
|
2.21K
$221K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2KNew |
$200K - $202K
|
2K
$200K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2KNew |
$199K - $201K
|
2K
$199K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.44K+ 56.37% |
$144K - $146K
|
4K
$400K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
302New |
$30.1K - $30.5K
|
302
$30.2K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
114New |
$11.4K - $11.5K
|
114
$11.4K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
78+ 780.0% |
$7.78K - $7.87K
|
88
$8.79K
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
54+ 1.49% |
$5.39K - $5.45K
|
3.68K
$368K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$1.1K - $1.11K
|
11
$1.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.1KNew |
$3.1M - $3.11M
|
31.1K
$3.1M
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
12.2KNew |
$1.22M - $1.22M
|
12.2K
$1.22M
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$407K - $409K
|
4.08K
$408K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.93KNew |
$292K - $293K
|
2.93K
$292K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1KNew |
$110K - $111K
|
1.1K
$110K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.02KNew |
$102K - $102K
|
1.02K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
141New |
$14.1K - $14.1K
|
141
$14.1K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
59+ 44.7% |
$5.88K - $5.91K
|
191
$19.1K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11New |
$1.1K - $1.1K
|
11
$1.1K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3New |
$299 - $301
|
3
$300
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.65MNew |
$364M - $366M
|
3.65M
$365M
|
|
Oct 31, 2023
Q3 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
134KNew |
$13.3M - $13.4M
|
134K
$13.3M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
120KNew |
$11.9M - $12M
|
120K
$12M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67.3KNew |
$6.7M - $6.73M
|
67.3K
$6.71M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
28.8K+ 366.58% |
$2.87M - $2.88M
|
36.6K
$3.65M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8KNew |
$1.48M - $1.48M
|
14.8K
$1.48M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.77KNew |
$475K - $477K
|
4.77K
$476K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.17KNew |
$316K - $317K
|
3.17K
$316K
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$255K - $256K
|
2.56K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.54KNew |
$253K - $254K
|
2.54K
$254K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
883New |
$88K - $88.4K
|
883
$88.2K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
625New |
$62.3K - $62.6K
|
625
$62.4K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 64.0% |
$6.38K - $6.41K
|
164
$16.4K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36New |
$3.59K - $3.6K
|
36
$3.59K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33New |
$3.29K - $3.3K
|
33
$3.29K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.2K
|
3.14K
$313K
|