Latest Institutional Sells of Goldman Sachs Access Treasury (GBIL)
This list provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-422- 45.18% |
$42.1K - $42.3K
|
512
$51.1K
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 1.36% |
$39.9K - $40.1K
|
29.1K
$2.9M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-326- 46.24% |
$32.6K - $32.7K
|
379
$37.8K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-322- 5.72% |
$32.2K - $32.3K
|
5.31K
$530K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-319- 12.26% |
$31.9K - $32K
|
2.28K
$228K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-291- 8.8% |
$29.1K - $29.2K
|
3.02K
$301K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-248- 1.25% |
$24.8K - $24.8K
|
19.5K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-241- 8.75% |
$24.1K - $24.1K
|
2.51K
$251K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-230- 2.06% |
$23K - $23K
|
10.9K
$1.09M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-227- 9.25% |
$22.7K - $22.7K
|
2.23K
$222K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-195- 19.08% |
$19.5K - $19.5K
|
827
$82.6K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 1.42% |
$19K - $19K
|
13.2K
$1.31M
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-181- 1.72% |
$18.1K - $18.1K
|
10.3K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-174- 6.95% |
$17.4K - $17.4K
|
2.33K
$232K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-161- 32.14% |
$16.1K - $16.1K
|
340
$33.9K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-145- 1.82% |
$14.5K - $14.5K
|
7.82K
$781K
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-120- 1.94% |
$12K - $12K
|
6.05K
$604K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116- 4.14% |
$11.6K - $11.6K
|
2.69K
$268K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-106- 0.74% |
$10.6K - $10.6K
|
14.2K
$1.42M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-106- 1.77% |
$10.6K - $10.6K
|
5.9K
$589K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-102- 4.84% |
$10.2K - $10.2K
|
2.01K
$200K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-101- 1.07% |
$10.1K - $10.1K
|
9.35K
$934K
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-83- 3.34% |
$8.29K - $8.32K
|
2.4K
$240K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-26- 0.5% |
$2.6K - $2.6K
|
5.2K
$519K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-22- 3.1% |
$2.2K - $2.2K
|
687
$68.6K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 1.4% |
$899 - $902
|
632
$63.1K
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-3- 0.1% |
$300 - $301
|
3K
$300K
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-179K- 98.21% |
$17.8M - $17.9M
|
3.26K
$326K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-60.6K- 55.63% |
$6.05M - $6.07M
|
48.3K
$4.82M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-34.9K- 58.31% |
$3.48M - $3.5M
|
24.9K
$2.49M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28.6K- 10.01% |
$2.85M - $2.86M
|
257K
$25.6M
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-14.7K- 83.03% |
$1.47M - $1.47M
|
3K
$300K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 98.29% |
$1.03M - $1.03M
|
179
$17.9K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-6.68K- 8.79% |
$667K - $670K
|
69.4K
$6.93M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5K- 33.88% |
$499K - $501K
|
9.75K
$973K
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 32.82% |
$265K - $266K
|
5.43K
$542K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.02K- 72.57% |
$202K - $203K
|
765
$76.4K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.35K- 14.26% |
$135K - $135K
|
8.13K
$811K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.24K- 29.96% |
$124K - $124K
|
2.9K
$289K
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1K- 32.45% |
$99.9K - $100K
|
2.08K
$208K
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-790- 24.38% |
$78.9K - $79.2K
|
2.45K
$245K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-582- 5.52% |
$58.1K - $58.3K
|
9.96K
$995K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 4.34% |
$32.5K - $32.6K
|
7.17K
$716K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 10.0% |
$30K - $30.1K
|
2.7K
$270K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-250- 9.56% |
$25K - $25.1K
|
2.37K
$236K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.31% |
$3K - $3.01K
|
2.26K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 94.12% |
$1.6K - $1.6K
|
1
$99.8
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.76% |
$699 - $702
|
918
$91.7K
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-121K- 97.83% |
$12M - $12.1M
|
2.67K
$267K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.57K- 62.25% |
$854K - $860K
|
5.2K
$519K
|