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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6Closed |
$237 - $477
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
121New |
$4.78K - $9.61K
|
121
$14.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-67Closed |
$2.65K - $5.32K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.2KNew |
$324K - $652K
|
8.2K
$971K
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-31KClosed |
$1.22M - $2.46M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-954- 33.38% |
$37.7K - $75.8K
|
1.9K
$225K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$3.83K - $7.71K
|
97
$11.5K
|
|
|
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
$370K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.45KClosed |
$136K - $274K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
$945K - $1.9M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-19.1K- 5.73% |
$754K - $1.52M
|
314K
$37.2M
|
|
|
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
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-24.9KClosed |
$1.6M - $3.24M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.61KClosed |
$103K - $209K
|
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
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-13KClosed |
$835K - $1.69M
|
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
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3KClosed |
$193K - $391K
|
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
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-105Closed |
$6.74K - $13.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.59KClosed |
$102K - $207K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.08KNew |
$69K - $140K
|
1.08K
$127K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
17+ 26.15% |
$1.09K - $2.21K
|
82
$9.71K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
36New |
$2.31K - $4.69K
|
36
$4.26K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-9.06KClosed |
$582K - $1.18M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20Closed |
$2.45K - $3.55K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
21.9KNew |
$2.68M - $3.87M
|
21.9K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-8.22KClosed |
$1.01M - $1.46M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.04KNew |
$495K - $716K
|
4.04K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-11.6KClosed |
$1.42M - $2.05M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.38KClosed |
$168K - $244K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-33Closed |
$4.04K - $5.85K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.37KClosed |
$167K - $242K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12New |
$1.47K - $2.13K
|
12
$1.42K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.08KClosed |
$254K - $368K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-88Closed |
$10.8K - $15.6K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.5KClosed |
$184K - $266K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-1.42KClosed |
$173K - $251K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.1KClosed |
$123K - $177K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-336KClosed |
$37.6M - $54.3M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11New |
$1.23K - $1.77K
|
11
$1.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.88KClosed |
$992K - $1.43M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.64KClosed |
$295K - $426K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.19KClosed |
$244K - $352K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-9.5KClosed |
$1.06M - $1.53M
|
0
$0
|
|