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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-918- 9.38% |
$51.2K - $83K
|
8.87K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-32.1K- 21.9% |
$1.79M - $2.9M
|
115K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-635- 6.76% |
$35.4K - $57.4K
|
8.76K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-547- 7.29% |
$30.5K - $49.5K
|
6.96K
$879K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-773- 7.69% |
$43.1K - $69.9K
|
9.28K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 20.78% |
$59.5K - $96.5K
|
6.2K
$783K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-218- 3.92% |
$12.2K - $19.7K
|
5.34K
$675K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 8.33% |
$112 - $181
|
26
$3.28K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 6.53% |
$22.3K - $36.2K
|
5.73K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
13.6K+ 10.62% |
$758K - $1.23M
|
142K
$17.9M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3K- 28.04% |
$167K - $271K
|
7.69K
$971K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-128- 0.75% |
$7.14K - $11.6K
|
17.1K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-426- 3.11% |
$23.8K - $38.5K
|
13.3K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$112 - $181
|
10
$1.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
675New |
$37.6K - $61.1K
|
675
$85.3K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1K- 6.77% |
$55.9K - $90.7K
|
13.8K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 53.49% |
$1.28K - $2.08K
|
66
$8.34K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 80.0% |
$223 - $362
|
9
$1.14K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 7.87% |
$55.8K - $90.5K
|
11.7K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.87K+ 7593.85% |
$551K - $893K
|
10K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.07KNew |
$171K - $278K
|
3.07K
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.4% |
$335 - $543
|
1.49K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
99+ 2.26% |
$5.52K - $8.96K
|
4.47K
$565K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
321New |
$17.9K - $29K
|
321
$40.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.2K- 21.16% |
$66.9K - $108K
|
4.47K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 100.0% |
$837 - $1.36K
|
30
$3.79K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
609+ 8.83% |
$34K - $55.1K
|
7.51K
$949K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
403+ 567.61% |
$22.5K - $36.5K
|
474
$59.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.38K+ 59.55% |
$244K - $396K
|
11.7K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 6.69% |
$2.23K - $3.62K
|
638
$80.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 66.67% |
$112 - $181
|
5
$632
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
249New |
$13.9K - $22.5K
|
249
$31.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-886- 9.84% |
$49.4K - $80.1K
|
8.12K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-11.3K- 3.31% |
$629K - $1.02M
|
329K
$41.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.66K- 32.22% |
$260K - $421K
|
9.8K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.44KNew |
$136K - $221K
|
2.44K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$112 - $181
|
2
$253
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 93.75% |
$1.67K - $2.71K
|
62
$7.83K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.08KNew |
$172K - $278K
|
3.08K
$389K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-9- 2.97% |
$502 - $814
|
294
$37.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 47.83% |
$613 - $995
|
12
$1.52K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
231+ 195.76% |
$12.9K - $20.9K
|
349
$44.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.4K+ 94.44% |
$190K - $308K
|
7K
$884K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.24KNew |
$292K - $474K
|
5.24K
$662K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 71.43% |
$266 - $344
|
2
$253
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10+ 250.0% |
$532 - $689
|
14
$1.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-161K- 80.78% |
$8.55M - $11.1M
|
38.3K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.39KNew |
$393K - $509K
|
7.39K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.8K- 4.6% |
$95.4K - $124K
|
37.3K
$4.71M
|
|