Institutional Ownership Goosehead Insurance, Inc. (GSHD)
This table provides information about the institutional ownership of Goosehead Insurance, Inc. (GSHD). We have compiled data on the 245 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
66
shares
|
$6,657
0.0% of portfolio
|
Q3 2024
Added 53.49%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
62
shares
|
$6,253
0.0% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
50
shares
|
$5,043
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
49
shares
|
$4,942
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
48
shares
|
$4,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$4,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
45
shares
|
$4,539
0.0% of portfolio
|
Q2 2024
Added 40.63%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
44
shares
|
$4,438
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
37
shares
|
$3,732
0.0% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
36
shares
|
$3,631
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
36
shares
|
$3,631
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
35
shares
|
$3,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
33
shares
|
$3,328
0.0% of portfolio
|
Q2 2023
Reduced 52.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$3,026
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
26
shares
|
$2,622
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
22
shares
|
$2,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
15
shares
|
$1,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$1,412
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,412
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
12
shares
|
$1,210
0.0% of portfolio
|
Q3 2024
Reduced 47.83%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
12
shares
|
$1,210
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$1,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$1,008
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
10
shares
|
$1,008
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9
shares
|
$907
0.0% of portfolio
|
Q4 2024
New holding
|