Advisory Research Inc Goosehead Insurance, Inc. Transaction History

Advisory Research Inc

$512 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$64.87 - $78.6 $282,638 - $342,460	4,357 Added 51.01%	12,898 $977,000
Q3 2023 Nov 13, 2023	BUY	$58.46 - $78.47 $499,306 - $670,212	8,541 New	8,541 $636,000
Q1 2022 May 16, 2022	SELL	$64.2 - $130.22 $1.49 Million - $3.02 Million	-23,179 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$122.51 - $177.3 $712,763 - $1.03 Million	-5,818 Reduced 20.06%	23,179 $3.02 Million
Q3 2021 Nov 12, 2021	SELL	$111.74 - $161.3 $39,667 - $57,261	-355 Reduced 1.21%	28,997 $4.42 Million
Q2 2021 Aug 16, 2021	BUY	$82.02 - $127.93 $20,751 - $32,366	253 Added 0.87%	29,352 $3.74 Million
Q1 2021 May 12, 2021	SELL	$105.85 - $174.55 $186,613 - $307,731	-1,763 Reduced 5.71%	29,099 $3.12 Million
Q4 2020 Feb 12, 2021	SELL	$81.46 - $130.65 $1.09 Million - $1.74 Million	-13,331 Reduced 30.17%	30,862 $3.85 Million
Q3 2020 Nov 12, 2020	SELL	$75.56 - $112.5 $880,198 - $1.31 Million	-11,649 Reduced 20.86%	44,193 $3.83 Million
Q2 2020 Aug 13, 2020	SELL	$38.84 - $75.16 $381,797 - $738,822	-9,830 Reduced 14.97%	55,842 $4.2 Million
Q1 2020 May 12, 2020	SELL	$39.51 - $62.4 $725,364 - $1.15 Million	-18,359 Reduced 21.85%	65,672 $2.93 Million
Q4 2019 Feb 11, 2020	SELL	$39.06 - $51.18 $91,869 - $120,375	-2,352 Reduced 2.72%	84,031 $3.56 Million
Q3 2019 Nov 12, 2019	SELL	$43.33 - $49.91 $1.66 Million - $1.91 Million	-38,322 Reduced 30.73%	86,383 $4.26 Million
Q2 2019 Aug 14, 2019	BUY	$25.93 - $47.8 $428,571 - $790,038	16,528 Added 15.28%	124,705 $5.96 Million
Q1 2019 May 15, 2019	BUY	$24.8 - $33.74 $512,144 - $696,764	20,651 Added 23.59%	108,177 $3.02 Million
Q4 2018 Feb 13, 2019	BUY	$21.96 - $36.17 $970,148 - $1.6 Million	44,178 Added 101.91%	87,526 $2.3 Million
Q3 2018 Nov 13, 2018	BUY	$23.76 - $36.43 $1.03 Million - $1.58 Million	43,348 New	43,348 $1.47 Million

Others Institutions Holding GSHD

# of Institutions

238

Shares Held

26.5M

Call Options Held

105K

Put Options Held

63.6K

Black Rock Inc. New York, NY

3.68M
Shares

$465 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

3.2M
Shares

$405 Million
0.66% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

2.62M
Shares

$331 Million
1.16% of portfolio
Vanguard Group Inc Valley Forge, PA

2.48M
Shares

$313 Million
0.0% of portfolio
Capital World Investors Los Angeles, CA

1.69M
Shares

$213 Million
0.02% of portfolio

View Full List

About Goosehead Insurance, Inc.

Ticker GSHD
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 21,147,300
Market Cap $2.67B
Description
Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that provides personal lines insurance agency services in the United States. The company operates in two segments, Corporate Channel and Franchise Channel. It offers homeowner's, insurance, automotive, dwelling property insurance, flood, wind, earthquake, excess...

More about GSHD

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