Latest Institutional Transactions on Goosehead Insurance, Inc. (GSHD)
This table provides information on the latest institutional transactions involving Goosehead Insurance, Inc. (GSHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$112 - $181
|
2
$237
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 8.33% |
$112 - $181
|
26
$3.08K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 6.53% |
$22.3K - $36.2K
|
5.73K
$678K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$112 - $181
|
10
$1.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 53.49% |
$1.28K - $2.08K
|
66
$7.81K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.87K+ 7593.85% |
$551K - $893K
|
10K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
321New |
$17.9K - $29K
|
321
$38K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.07KNew |
$171K - $278K
|
3.07K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.2K- 21.16% |
$66.9K - $108K
|
4.47K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 100.0% |
$837 - $1.36K
|
30
$3.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
249New |
$13.9K - $22.5K
|
249
$29.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.66K- 32.22% |
$260K - $421K
|
9.8K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$112 - $181
|
2
$237
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 93.75% |
$1.67K - $2.71K
|
62
$7.34K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 47.83% |
$613 - $995
|
12
$1.42K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 71.43% |
$266 - $344
|
2
$237
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-786- 37.27% |
$41.8K - $54.1K
|
1.32K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-161K- 80.78% |
$8.55M - $11.1M
|
38.3K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.39KNew |
$393K - $509K
|
7.39K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-205K- 92.58% |
$10.9M - $14.1M
|
16.4K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-288K- 71.62% |
$15.3M - $19.8M
|
114K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.73KNew |
$198K - $257K
|
3.73K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.5K+ 186.23% |
$2.31M - $3M
|
66.9K
$7.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.1KNew |
$538K - $696K
|
10.1K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10+ 250.0% |
$532 - $689
|
14
$1.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
122K+ 50.25% |
$6.51M - $8.43M
|
366K
$43.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122K+ 3.43% |
$6.5M - $8.42M
|
3.68M
$436M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.18K- 95.09% |
$169K - $219K
|
164
$19.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
770+ 148.08% |
$40.9K - $53K
|
1.29K
$153K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.61K- 20.93% |
$85.6K - $111K
|
6.08K
$720K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.1K- 14.49% |
$165K - $213K
|
18.3K
$2.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
210+ 49.41% |
$11.2K - $14.5K
|
635
$75.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 83.33% |
$266 - $344
|
1
$118
|
|
|
Jul 30, 2024
Q2 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.05KNew |
$268K - $348K
|
5.05K
$598K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 100.0% |
$53.2 - $68.9
|
2
$237
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
203+ 534.21% |
$10.8K - $14K
|
241
$28.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$478 - $620
|
9
$1.07K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-221- 28.59% |
$11.7K - $15.2K
|
552
$65.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
116+ 61.7% |
$6.17K - $7.99K
|
304
$36K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 24.58% |
$6.22K - $8.06K
|
593
$70.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 40.63% |
$691 - $895
|
45
$5.33K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 15.5% |
$65.1K - $84.4K
|
9.13K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.32K- 91.75% |
$336K - $435K
|
568
$67.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$904 - $1.17K
|
17
$2.01K
|
|
| Q1 2024 | |||||||
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3KClosed |
$189K - $275K
|
0
$0
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1K+ 183.33% |
$69.2K - $101K
|
1.7K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-11K- 39.09% |
$693K - $1.01M
|
17.1K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$31.5K - $45.9K
|
500
$59.2K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.17K+ 125.13% |
$263K - $383K
|
7.51K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-475- 95.0% |
$29.9K - $43.6K
|
25
$2.96K
|
|