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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.65KNew |
$84.7K - $143K
|
2.65K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.56KNew |
$209K - $354K
|
6.56K
$776K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-142- 53.99% |
$4.54K - $7.67K
|
121
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.7KNew |
$1.33M - $2.25M
|
41.7K
$4.94M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$63.9 - $108
|
2
$237
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
251New |
$8.02K - $13.6K
|
251
$29.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$32 - $54
|
2
$237
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
71.3KNew |
$2.28M - $3.85M
|
71.3K
$8.45M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 4.32% |
$192 - $324
|
145
$17.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$32 - $54
|
6
$710
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$32 - $54
|
2
$237
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
44New |
$1.41K - $2.38K
|
44
$5.21K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
75New |
$2.4K - $4.05K
|
75
$8.88K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$147 - $206
|
5
$592
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.08K- 9.75% |
$31.8K - $44.6K
|
10K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.78KNew |
$199K - $280K
|
6.78K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
951New |
$28K - $39.2K
|
951
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.12M+ 197.18% |
$33M - $46.2M
|
1.69M
$200M
|
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
47.3K+ 21.7% |
$1.39M - $1.95M
|
266K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.57KNew |
$105K - $147K
|
3.57K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
34.7K+ 116.23% |
$1.02M - $1.43M
|
64.5K
$7.63M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
143+ 2.17% |
$4.21K - $5.9K
|
6.74K
$797K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49New |
$1.44K - $2.02K
|
49
$5.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 27.5% |
$647 - $908
|
102
$12.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13Closed |
$382 - $536
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-983- 13.07% |
$28.9K - $40.6K
|
6.54K
$774K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6New |
$177 - $248
|
6
$710
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-97Closed |
$3.46K - $6.86K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.78K+ 7073.64% |
$277K - $550K
|
7.89K
$934K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
60New |
$2.14K - $4.24K
|
60
$7.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Highside Global Management LLC
Dallas, TX |
BUY
|
- |
4K+ 5.5% |
$143K - $283K
|
76.8K
$9.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.98K- 19.58% |
$320K - $635K
|
36.9K
$4.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 50.0% |
$35.6 - $70.7
|
3
$355
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$107 - $212
|
3
$355
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
79+ 5.31% |
$2.82K - $5.59K
|
1.57K
$185K
|
|
|
Nov 04, 2022
Q3 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-14.2K- 46.61% |
$508K - $1.01M
|
16.3K
$1.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27- 72.97% |
$962 - $1.91K
|
10
$1.18K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-32.6K- 44.47% |
$1.16M - $2.31M
|
40.7K
$4.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
65New |
$2.32K - $4.6K
|
65
$7.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-45K- 23.25% |
$1.61M - $3.19M
|
149K
$17.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.78K- 50.92% |
$349K - $692K
|
9.43K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-54.3K- 14.82% |
$1.94M - $3.84M
|
312K
$37M
|
|
| Q2 2022 | |||||||
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1K+ 4.49% |
$39.5K - $79.5K
|
23.3K
$2.75M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-377- 16.74% |
$14.9K - $30K
|
1.88K
$222K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.74KClosed |
$148K - $297K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-306KClosed |
$12.1M - $24.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.66KClosed |
$105K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-10KClosed |
$395K - $795K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10Closed |
$395 - $795
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-3.04K- 6.16% |
$120K - $242K
|
46.4K
$5.49M
|
|