Latest Institutional Purchases of Goosehead Insurance, Inc. (GSHD)
This list provides information on the latest institutional transactions involving Goosehead Insurance, Inc. (GSHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$904 - $1.17K
|
17
$1.69K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 40.63% |
$691 - $895
|
45
$4.48K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10+ 250.0% |
$532 - $689
|
14
$1.39K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$478 - $620
|
9
$895
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 100.0% |
$53.2 - $68.9
|
2
$199
|
|
Q1 2024 | |||||||
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
|
Loomis Sayles & CO L P
|
BUY
|
- |
25.4K+ 4.23% |
$1.6M - $2.33M
|
625K
$62.2M
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
9.1K+ 133.82% |
$573K - $835K
|
15.9K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.17K+ 125.13% |
$263K - $383K
|
7.51K
$746K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.69KNew |
$232K - $338K
|
3.69K
$367K
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.56KNew |
$98K - $143K
|
1.56K
$155K
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1K+ 183.33% |
$69.2K - $101K
|
1.7K
$169K
|
|
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
|
Arcadia Investment Management Corp
|
BUY
|
- |
283New |
$17.8K - $26K
|
283
$28.1K
|
|
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
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$3.15K - $4.59K
|
50
$4.97K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
31New |
$1.95K - $2.85K
|
31
$3.08K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 57.14% |
$504 - $734
|
22
$2.19K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5New |
$315 - $459
|
5
$497
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$62.9 - $91.8
|
1
$99.5
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
29.1KNew |
$1.89M - $2.29M
|
29.1K
$2.89M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
16.5KNew |
$1.07M - $1.3M
|
16.5K
$1.64M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
13.9KNew |
$900K - $1.09M
|
13.9K
$1.38M
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.1KNew |
$848K - $1.03M
|
13.1K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.74K+ 63.67% |
$632K - $766K
|
25K
$2.49M
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.4KNew |
$415K - $503K
|
6.4K
$637K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.74KNew |
$372K - $451K
|
5.74K
$571K
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.32K+ 42.49% |
$345K - $418K
|
17.8K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.48KNew |
$290K - $352K
|
4.48K
$445K
|
|
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 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
3.61KNew |
$234K - $284K
|
3.61K
$359K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.5KNew |
$227K - $275K
|
3.5K
$348K
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.08KNew |
$200K - $242K
|
3.08K
$306K
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.86KNew |
$185K - $225K
|
2.86K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2KNew |
$130K - $157K
|
2K
$199K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51KNew |
$98.1K - $119K
|
1.51K
$150K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.36K+ 11.01% |
$88.4K - $107K
|
13.7K
$1.37M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.07K+ 7.7% |
$69.3K - $83.9K
|
14.9K
$1.49M
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
383+ 5.64% |
$24.8K - $30.1K
|
7.18K
$714K
|
|
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
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
247New |
$16K - $19.4K
|
247
$24.6K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
189New |
$12.3K - $14.9K
|
189
$18.8K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
89+ 1.06% |
$5.77K - $7K
|
8.48K
$843K
|
|
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
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
63New |
$4.09K - $4.95K
|
63
$6.27K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38New |
$2.47K - $2.99K
|
38
$3.78K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$973 - $1.18K
|
15
$1.49K
|