Institutional Ownership Goosehead Insurance, Inc. (GSHD)
This table provides information about the institutional ownership of Goosehead Insurance, Inc. (GSHD). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
81
shares
|
$10,504
0.0% of portfolio
|
Q3 2024
Added 1250.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
66
shares
|
$8,559
0.0% of portfolio
|
Q3 2024
Added 53.49%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
62
shares
|
$8,040
0.0% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
50
shares
|
$6,484
0.0% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
49
shares
|
$6,354
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
48
shares
|
$6,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$5,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
45
shares
|
$5,836
0.0% of portfolio
|
Q2 2024
Added 40.63%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
44
shares
|
$5,706
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
36
shares
|
$4,668
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
36
shares
|
$4,668
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
35
shares
|
$4,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
33
shares
|
$4,279
0.0% of portfolio
|
Q2 2023
Reduced 52.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$3,890
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
26
shares
|
$3,371
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
22
shares
|
$2,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,815
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$1,815
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
12
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
Reduced 47.83%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
12
shares
|
$1,556
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
10
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
9
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$907
0.0% of portfolio
|
Q3 2023
New holding
|