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 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-17- 0.34% |
$1.07K - $1.56K
|
4.98K
$496K
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.56KNew |
$98K - $143K
|
1.56K
$155K
|
|
|
May 02, 2024
Q1 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-129K- 99.9% |
$8.1M - $11.8M
|
134
$13.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$62.9 - $91.8
|
1
$99.5
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5New |
$315 - $459
|
5
$497
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$62.9K - $91.8K
|
1K
$99.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.35K- 90.17% |
$211K - $307K
|
365
$36.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
283New |
$17.8K - $26K
|
283
$28.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-191K- 100.0% |
$12M - $17.5M
|
9
$895
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
31New |
$1.95K - $2.85K
|
31
$3.08K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
133+ 4.16% |
$8.37K - $12.2K
|
3.33K
$331K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81New |
$5.1K - $7.43K
|
81
$8.06K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.35K- 3.59% |
$153K - $185K
|
63.2K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.08KNew |
$200K - $242K
|
3.08K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
355+ 10.97% |
$23K - $27.9K
|
3.59K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.5KNew |
$227K - $275K
|
3.5K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2KNew |
$130K - $157K
|
2K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.74K+ 63.67% |
$632K - $766K
|
25K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.48KNew |
$290K - $352K
|
4.48K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-37.1K- 86.83% |
$2.41M - $2.92M
|
5.64K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.74KNew |
$372K - $451K
|
5.74K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-21.9K- 32.53% |
$1.42M - $1.72M
|
45.4K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
189New |
$12.3K - $14.9K
|
189
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
247New |
$16K - $19.4K
|
247
$24.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.36K+ 51.01% |
$283K - $342K
|
12.9K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.1KNew |
$266K - $322K
|
4.1K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
16.5KNew |
$1.07M - $1.3M
|
16.5K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38New |
$2.47K - $2.99K
|
38
$3.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-6.09K- 27.23% |
$395K - $479K
|
16.3K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51KNew |
$98.1K - $119K
|
1.51K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-205- 50.49% |
$13.3K - $16.1K
|
201
$20K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.86KNew |
$185K - $225K
|
2.86K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-249K- 58.76% |
$16.2M - $19.6M
|
175K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.32K+ 42.49% |
$345K - $418K
|
17.8K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
29.1KNew |
$1.89M - $2.29M
|
29.1K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
3.61KNew |
$234K - $284K
|
3.61K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
89+ 1.06% |
$5.77K - $7K
|
8.48K
$843K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.1KNew |
$848K - $1.03M
|
13.1K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
383+ 5.64% |
$24.8K - $30.1K
|
7.18K
$714K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 10.82% |
$75K - $90.9K
|
9.53K
$947K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
13.9KNew |
$900K - $1.09M
|
13.9K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.4KNew |
$415K - $503K
|
6.4K
$637K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
73New |
$4.74K - $5.74K
|
73
$7.26K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.07K+ 7.7% |
$69.3K - $83.9K
|
14.9K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
63New |
$4.09K - $4.95K
|
63
$6.27K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.36K+ 11.01% |
$88.4K - $107K
|
13.7K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$973 - $1.18K
|
15
$1.49K
|
|
| Q3 2023 | |||||||
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
64KNew |
$3.74M - $5.02M
|
64K
$6.36M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
6.64KNew |
$388K - $521K
|
6.64K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-9.92K- 10.07% |
$580K - $778K
|
88.6K
$8.81M
|
|