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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5.1KNew |
$256K - $321K
|
5.1K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.8K+ 5.83% |
$90.2K - $113K
|
32.7K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
349+ 0.89% |
$17.5K - $21.9K
|
39.4K
$2.72M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
71.3KNew |
$2.28M - $3.85M
|
71.3K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.56KNew |
$209K - $354K
|
6.56K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.65KNew |
$84.7K - $143K
|
2.65K
$183K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
251New |
$8.02K - $13.6K
|
251
$17.3K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
75New |
$2.4K - $4.05K
|
75
$5.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
44New |
$1.41K - $2.38K
|
44
$3.04K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 4.32% |
$192 - $324
|
145
$10K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$63.9 - $108
|
2
$138
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$32 - $54
|
2
$138
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$32 - $54
|
6
$414
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$32 - $54
|
2
$138
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.12M+ 197.18% |
$33M - $46.2M
|
1.69M
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
47.3K+ 21.7% |
$1.39M - $1.95M
|
266K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
34.7K+ 116.23% |
$1.02M - $1.43M
|
64.5K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.78KNew |
$199K - $280K
|
6.78K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.57KNew |
$105K - $147K
|
3.57K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
951New |
$28K - $39.2K
|
951
$65.6K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
143+ 2.17% |
$4.21K - $5.9K
|
6.74K
$465K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49New |
$1.44K - $2.02K
|
49
$3.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22+ 27.5% |
$647 - $908
|
102
$7.04K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6New |
$177 - $248
|
6
$414
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5New |
$147 - $206
|
5
$345
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.78K+ 7073.64% |
$277K - $550K
|
7.89K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Highside Global Management LLC
Dallas, TX |
BUY
|
- |
4K+ 5.5% |
$143K - $283K
|
76.8K
$5.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
79+ 5.31% |
$2.82K - $5.59K
|
1.57K
$108K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
65New |
$2.32K - $4.6K
|
65
$4.49K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
60New |
$2.14K - $4.24K
|
60
$4.14K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$107 - $212
|
3
$207
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 50.0% |
$35.6 - $70.7
|
3
$207
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.2KNew |
$324K - $652K
|
8.2K
$566K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
121New |
$4.78K - $9.61K
|
121
$8.35K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
97New |
$3.83K - $7.71K
|
97
$6.7K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.08KNew |
$69K - $140K
|
1.08K
$74.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
36New |
$2.31K - $4.69K
|
36
$2.49K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
17+ 26.15% |
$1.09K - $2.21K
|
82
$5.66K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
21.9KNew |
$2.68M - $3.87M
|
21.9K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.04KNew |
$495K - $716K
|
4.04K
$279K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12New |
$1.47K - $2.13K
|
12
$828
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11New |
$1.23K - $1.77K
|
11
$759
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10KNew |
$820K - $1.28M
|
10K
$690K
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$302K - $471K
|
3.68K
$254K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$1.72K - $2.69K
|
21
$1.45K
|
|
| Q3 2018 | |||||||
|
Oct 30, 2018
Q3 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2KNew |
$47.5K - $72.9K
|
2K
$138K
|
|