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 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
13.2K+ 82.06% |
$735K - $1.19M
|
29.2K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.17KNew |
$177K - $287K
|
3.17K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
22.1KNew |
$1.24M - $2M
|
22.1K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$112 - $181
|
2
$199
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$112 - $181
|
10
$995
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 53.49% |
$1.28K - $2.08K
|
66
$6.56K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.87K+ 7593.85% |
$551K - $893K
|
10K
$995K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
321New |
$17.9K - $29K
|
321
$31.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.07KNew |
$171K - $278K
|
3.07K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.2K- 21.16% |
$66.9K - $108K
|
4.47K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
249New |
$13.9K - $22.5K
|
249
$24.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.66K- 32.22% |
$260K - $421K
|
9.8K
$975K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$112 - $181
|
2
$199
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 71.43% |
$266 - $344
|
2
$199
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10+ 250.0% |
$532 - $689
|
14
$1.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-161K- 80.78% |
$8.55M - $11.1M
|
38.3K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-205K- 92.58% |
$10.9M - $14.1M
|
16.4K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.73KNew |
$198K - $257K
|
3.73K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.1KNew |
$538K - $696K
|
10.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-786- 37.27% |
$41.8K - $54.1K
|
1.32K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122K+ 3.43% |
$6.5M - $8.42M
|
3.68M
$366M
|
|
|
Aug 13, 2024
Q2 2024
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
122K+ 50.25% |
$6.51M - $8.43M
|
366K
$36.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.18K- 95.09% |
$169K - $219K
|
164
$16.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
770+ 148.08% |
$40.9K - $53K
|
1.29K
$128K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.61K- 20.93% |
$85.6K - $111K
|
6.08K
$605K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
210+ 49.41% |
$11.2K - $14.5K
|
635
$63.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
5.05KNew |
$268K - $348K
|
5.05K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 100.0% |
$53.2 - $68.9
|
2
$199
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$478 - $620
|
9
$895
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
203+ 534.21% |
$10.8K - $14K
|
241
$24K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 40.63% |
$691 - $895
|
45
$4.48K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
116+ 61.7% |
$6.17K - $7.99K
|
304
$30.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.32K- 91.75% |
$336K - $435K
|
568
$56.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$904 - $1.17K
|
17
$1.69K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 15.5% |
$65.1K - $84.4K
|
9.13K
$908K
|
|
| Q1 2024 | |||||||
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3KClosed |
$189K - $275K
|
0
$0
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1K+ 183.33% |
$69.2K - $101K
|
1.7K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.17K+ 125.13% |
$263K - $383K
|
7.51K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-475- 95.0% |
$29.9K - $43.6K
|
25
$2.49K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$3.15K - $4.59K
|
50
$4.97K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
25.4K+ 4.23% |
$1.6M - $2.33M
|
625K
$62.2M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-102- 8.21% |
$6.42K - $9.36K
|
1.14K
$113K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
35.7KNew |
$2.25M - $3.28M
|
35.7K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
9.1K+ 133.82% |
$573K - $835K
|
15.9K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43- 0.58% |
$2.71K - $3.95K
|
7.42K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-4.33K- 25.13% |
$272K - $397K
|
12.9K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-106- 0.89% |
$6.67K - $9.73K
|
11.8K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.69KNew |
$232K - $338K
|
3.69K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-827- 3.29% |
$52.1K - $75.9K
|
24.3K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 57.14% |
$504 - $734
|
22
$2.19K
|
|