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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49New |
$1.44K - $2.02K
|
49
$4.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 27.5% |
$647 - $908
|
102
$10.1K
|
|
|
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
$650K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6New |
$177 - $248
|
6
$597
|
|
| 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
$785K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
60New |
$2.14K - $4.24K
|
60
$5.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Highside Global Management LLC
Dallas, TX |
BUY
|
- |
4K+ 5.5% |
$143K - $283K
|
76.8K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.98K- 19.58% |
$320K - $635K
|
36.9K
$3.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 50.0% |
$35.6 - $70.7
|
3
$298
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$107 - $212
|
3
$298
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
79+ 5.31% |
$2.82K - $5.59K
|
1.57K
$156K
|
|
|
Nov 04, 2022
Q3 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-14.2K- 46.61% |
$508K - $1.01M
|
16.3K
$1.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27- 72.97% |
$962 - $1.91K
|
10
$995
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-32.6K- 44.47% |
$1.16M - $2.31M
|
40.7K
$4.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
65New |
$2.32K - $4.6K
|
65
$6.46K
|
|
|
Oct 26, 2022
Q3 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-45K- 23.25% |
$1.61M - $3.19M
|
149K
$14.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.78K- 50.92% |
$349K - $692K
|
9.43K
$937K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-54.3K- 14.82% |
$1.94M - $3.84M
|
312K
$31M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-377- 16.74% |
$14.9K - $30K
|
1.88K
$186K
|
|
|
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
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-10KClosed |
$395K - $795K
|
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
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10Closed |
$395 - $795
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6Closed |
$237 - $477
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-3.04K- 6.16% |
$120K - $242K
|
46.4K
$4.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
121New |
$4.78K - $9.61K
|
121
$12K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-67Closed |
$2.65K - $5.32K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-31KClosed |
$1.22M - $2.46M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.2KNew |
$324K - $652K
|
8.2K
$816K
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-954- 33.38% |
$37.7K - $75.8K
|
1.9K
$189K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$3.83K - $7.71K
|
97
$9.65K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-10Closed |
$395 - $795
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-209K- 98.53% |
$8.26M - $16.6M
|
3.13K
$311K
|
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-19.1K- 5.73% |
$754K - $1.52M
|
314K
$31.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
$945K - $1.9M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-10Closed |
$395 - $795
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-300Closed |
$11.8K - $23.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.61KClosed |
$103K - $209K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-13KClosed |
$835K - $1.69M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13KClosed |
$832K - $1.69M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.9KClosed |
$1.6M - $3.24M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3KClosed |
$193K - $391K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.77KClosed |
$114K - $230K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-653Closed |
$41.9K - $85K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-157KClosed |
$10.1M - $20.4M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-11.4KClosed |
$733K - $1.49M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-163Closed |
$10.5K - $21.2K
|
0
$0
|
|