Purchases and Sales Made in Q1 2025 in Goosehead Insurance, Inc. (GSHD)
This table provides information about the institutional ownership of Goosehead Insurance, Inc. (GSHD) during Q1 2025. The information is specifically focused on institutions that hold shares of Goosehead Insurance, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
189+ 20.72% |
$18.6K - $23.4K
|
1.1K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
182+ 8.36% |
$17.9K - $22.5K
|
2.36K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
178+ 117.11% |
$17.5K - $22K
|
330
$33.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
168New |
$16.6K - $20.8K
|
168
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
165+ 1100.0% |
$16.3K - $20.4K
|
180
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
111+ 2.13% |
$10.9K - $13.7K
|
5.33K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
84+ 0.04% |
$8.28K - $10.4K
|
216K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
76New |
$7.49K - $9.41K
|
76
$7.65K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73+ 8.07% |
$7.2K - $9.04K
|
978
$98.4K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
50New |
$4.93K - $6.19K
|
50
$5.03K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
44+ 1.58% |
$4.34K - $5.45K
|
2.84K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
42+ 0.46% |
$4.14K - $5.2K
|
9.11K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 6.33% |
$3.94K - $4.95K
|
672
$67.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 6.3% |
$3.85K - $4.83K
|
658
$66.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$3.45K - $4.33K
|
35
$3.52K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32+ 5.4% |
$3.15K - $3.96K
|
625
$62.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
31New |
$3.06K - $3.84K
|
31
$3.12K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 311.11% |
$2.76K - $3.47K
|
37
$3.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 40.32% |
$2.46K - $3.1K
|
87
$8.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 96.15% |
$2.46K - $3.1K
|
51
$5.13K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17+ 34.0% |
$1.68K - $2.11K
|
67
$6.74K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 50.0% |
$1.48K - $1.86K
|
45
$4.53K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 13.33% |
$1.18K - $1.49K
|
102
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$1.08K - $1.36K
|
11
$1.11K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 500.0% |
$986 - $1.24K
|
12
$1.21K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 3.83% |
$986 - $1.24K
|
271
$27.3K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10New |
$986 - $1.24K
|
10
$1.01K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
9New |
$887 - $1.11K
|
9
$905
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 19.15% |
$887 - $1.11K
|
56
$5.63K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7+ 41.18% |
$690 - $867
|
24
$2.41K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
7+ 0.08% |
$690 - $867
|
8.95K
$900K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
$592 - $743
|
6
$604
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.11% |
$493 - $619
|
4.45K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$493 - $619
|
5
$503
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$493 - $619
|
5
$503
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 2.59% |
$296 - $372
|
119
$12K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$197 - $248
|
3
$302
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 28.57% |
$197 - $248
|
9
$905
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 10.0% |
$98.6 - $124
|
11
$1.11K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$98.6 - $124
|
1
$101
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 8.33% |
$98.6 - $124
|
11
$1.11K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 2.33% |
$296 - $372
|
126
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6Closed |
$592 - $743
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 50.0% |
$887 - $1.11K
|
9
$905
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14- 0.01% |
$1.38K - $1.73K
|
266K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16- 0.06% |
$1.58K - $1.98K
|
27.7K
$2.79M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19- 1.94% |
$1.87K - $2.35K
|
959
$96.5K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-22- 0.33% |
$2.17K - $2.72K
|
6.63K
$667K
|