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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-97- 2.08% |
$8.5K - $12.6K
|
4.57K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.99KNew |
$262K - $388K
|
2.99K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10New |
$876 - $1.3K
|
10
$1.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
256+ 5.73% |
$22.4K - $33.2K
|
4.73K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.52K- 46.88% |
$308K - $457K
|
3.99K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 19.41% |
$8.06K - $11.9K
|
566
$57.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.12K- 99.93% |
$711K - $1.05M
|
6
$605
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
360New |
$31.5K - $46.7K
|
360
$36.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.32KNew |
$203K - $301K
|
2.32K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9New |
$789 - $1.17K
|
9
$908
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6- 0.94% |
$526 - $778
|
632
$63.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$175 - $259
|
3
$303
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-40- 44.44% |
$3.51K - $5.19K
|
50
$5.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
679+ 10.95% |
$59.5K - $88.1K
|
6.88K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
46.4K+ 885.54% |
$4.07M - $6.02M
|
51.7K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-25.7K- 7.79% |
$2.25M - $3.33M
|
304K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.38K- 25.77% |
$121K - $178K
|
3.96K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 26.0% |
$1.14K - $1.69K
|
37
$3.73K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
385+ 12.51% |
$33.7K - $49.9K
|
3.46K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-166- 12.7% |
$14.5K - $21.5K
|
1.14K
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9New |
$789 - $1.17K
|
9
$908
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
109+ 4.46% |
$9.55K - $14.1K
|
2.55K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$1.31K - $1.95K
|
15
$1.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 0.59% |
$351 - $519
|
671
$67.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-32- 0.37% |
$2.8K - $4.15K
|
8.73K
$880K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$87.6 - $130
|
1
$101
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.73KNew |
$239K - $354K
|
2.73K
$276K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
257+ 73.64% |
$22.5K - $33.3K
|
606
$61.1K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 5.41% |
$62.2K - $101K
|
19.5K
$1.97M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
700New |
$39K - $63.3K
|
700
$70.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.77KNew |
$154K - $251K
|
2.77K
$279K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16- 0.11% |
$892 - $1.45K
|
14.2K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-702- 1.17% |
$39.2K - $63.5K
|
59.3K
$5.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7New |
$390 - $633
|
7
$706
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.73K- 0.98% |
$96.5K - $156K
|
175K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-4.2K- 7.56% |
$234K - $380K
|
51.4K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276+ 5.79% |
$15.4K - $25K
|
5.04K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-7.2K- 4.65% |
$402K - $651K
|
148K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.81K- 1.42% |
$157K - $254K
|
195K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
18.2K+ 52.34% |
$1.02M - $1.65M
|
53.1K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Owls Nest Partners Ia, LLC
Chadds Ford, PA |
SELL
|
- |
-59.7K- 8.61% |
$3.33M - $5.4M
|
633K
$63.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.07KNew |
$171K - $278K
|
3.07K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.8K+ 35.85% |
$212K - $344K
|
14.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.76K- 85.3% |
$377K - $612K
|
1.17K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
7.3KNew |
$407K - $660K
|
7.3K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-383- 5.78% |
$21.4K - $34.6K
|
6.24K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.15K- 11.37% |
$510K - $828K
|
71.3K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-970- 3.4% |
$54.1K - $87.7K
|
27.6K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.18K- 7.15% |
$233K - $378K
|
54.4K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46New |
$2.57K - $4.16K
|
46
$4.64K
|
|