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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
68KNew |
$6.7M - $8.42M
|
68K
$6.76M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
300+ 13.01% |
$29.6K - $37.2K
|
2.61K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10New |
$986 - $1.24K
|
10
$995
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.1K+ 56.81% |
$3.66M - $4.59M
|
102K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.81K- 2.31% |
$277K - $348K
|
119K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-23K- 27.27% |
$2.27M - $2.85M
|
61.3K
$6.1M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-518- 14.57% |
$51.1K - $64.1K
|
3.04K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
165K+ 86.64% |
$16.2M - $20.4M
|
355K
$35.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.11% |
$493 - $619
|
4.45K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$493 - $619
|
5
$497
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 9.29% |
$11K - $13.9K
|
1.09K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.68K- 32.08% |
$462K - $580K
|
9.91K
$986K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-40.1K- 1.6% |
$3.95M - $4.96M
|
2.46M
$245M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 28.57% |
$197 - $248
|
9
$895
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
76New |
$7.49K - $9.41K
|
76
$7.56K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
84+ 0.04% |
$8.28K - $10.4K
|
216K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.09K- 13.38% |
$108K - $135K
|
7.08K
$704K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-134- 9.74% |
$13.2K - $16.6K
|
1.24K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 500.0% |
$986 - $1.24K
|
12
$1.19K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.39KNew |
$235K - $296K
|
2.39K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
3.85K+ 56.49% |
$379K - $477K
|
10.7K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.87KNew |
$184K - $231K
|
1.87K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-275- 39.29% |
$27.1K - $34.1K
|
425
$42.3K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.01K- 9.13% |
$592K - $744K
|
59.8K
$5.95M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9KNew |
$188K - $236K
|
1.9K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.24K+ 11.59% |
$418K - $525K
|
40.8K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.22K- 30.48% |
$515K - $647K
|
11.9K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.88K- 25.62% |
$185K - $233K
|
5.46K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.96K- 15.28% |
$391K - $491K
|
22K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-774- 5.48% |
$76.3K - $95.9K
|
13.4K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
985+ 42.09% |
$97.1K - $122K
|
3.33K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
6.81KNew |
$671K - $843K
|
6.81K
$677K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.07K- 9.34% |
$105K - $132K
|
10.4K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
178+ 117.11% |
$17.5K - $22K
|
330
$32.8K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
22.4KNew |
$2.21M - $2.77M
|
22.4K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-600- 12.0% |
$59.2K - $74.3K
|
4.4K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.68K- 35.71% |
$165K - $208K
|
3.02K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 22.08% |
$240K - $301K
|
8.58K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 33.84% |
$113K - $143K
|
2.25K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
44+ 1.58% |
$4.34K - $5.45K
|
2.84K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.75KNew |
$271K - $340K
|
2.75K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
9New |
$887 - $1.11K
|
9
$895
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
7+ 0.08% |
$690 - $867
|
8.95K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.96KNew |
$292K - $366K
|
2.96K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
388+ 1251.61% |
$38.3K - $48K
|
419
$41.7K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 2.74% |
$218K - $274K
|
78.4K
$7.8M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-105- 1.35% |
$10.4K - $13K
|
7.66K
$762K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-11.4K- 9.53% |
$1.12M - $1.41M
|
108K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-524- 6.5% |
$51.7K - $64.9K
|
7.54K
$750K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-142- 3.84% |
$14K - $17.6K
|
3.55K
$353K
|