Purchases and Sales Made in Q4 2023 in Goosehead Insurance, Inc. (GSHD)
This table provides information about the institutional ownership of Goosehead Insurance, Inc. (GSHD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
274+ 0.33% |
$17.8K - $21.5K
|
83.9K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
263+ 4.98% |
$17.1K - $20.7K
|
5.55K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
247New |
$16K - $19.4K
|
247
$24.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
242+ 4.58% |
$15.7K - $19K
|
5.53K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
236+ 2.03% |
$15.3K - $18.5K
|
11.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
189New |
$12.3K - $14.9K
|
189
$18.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
181+ 3.22% |
$11.7K - $14.2K
|
5.81K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 13.43% |
$10.7K - $13K
|
1.39K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
161+ 1.08% |
$10.4K - $12.7K
|
15K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
157+ 3.84% |
$10.2K - $12.3K
|
4.24K
$418K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
136+ 0.22% |
$8.82K - $10.7K
|
63.2K
$6.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
120+ 2400.0% |
$7.78K - $9.43K
|
125
$12.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
105+ 2.76% |
$6.81K - $8.25K
|
3.9K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
102New |
$6.62K - $8.02K
|
102
$10.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.41% |
$6.49K - $7.86K
|
7.18K
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
100+ 1.14% |
$6.49K - $7.86K
|
8.9K
$878K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
95+ 2.1% |
$6.16K - $7.47K
|
4.62K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
89+ 1.06% |
$5.77K - $7K
|
8.48K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
73New |
$4.74K - $5.74K
|
73
$7.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
70New |
$4.54K - $5.5K
|
70
$6.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
63New |
$4.09K - $4.95K
|
63
$6.21K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 1.23% |
$2.92K - $3.54K
|
3.72K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
38New |
$2.47K - $2.99K
|
38
$3.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38New |
$2.47K - $2.99K
|
38
$3.75K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
26+ 0.66% |
$1.69K - $2.04K
|
3.95K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 2.06% |
$1.49K - $1.81K
|
1.14K
$112K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$973 - $1.18K
|
15
$1.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14New |
$908 - $1.1K
|
14
$1.38K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 2.33% |
$908 - $1.1K
|
616
$60.7K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13New |
$843 - $1.02K
|
13
$1.28K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 86.67% |
$843 - $1.02K
|
28
$2.76K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 160.0% |
$519 - $629
|
13
$1.28K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$195 - $236
|
3
$296
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2New |
$130 - $157
|
2
$197
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 40.0% |
$130 - $157
|
7
$690
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 50.0% |
$64.9 - $78.6
|
1
$98.6
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 14.29% |
$64.9 - $78.6
|
6
$592
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 10.56% |
$973 - $1.18K
|
127
$12.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.5% |
$1.1K - $1.34K
|
3.37K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21- 0.5% |
$1.36K - $1.65K
|
4.2K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-37- 0.37% |
$2.4K - $2.91K
|
10.1K
$995K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 23.67% |
$3.18K - $3.85K
|
158
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-65- 0.86% |
$4.22K - $5.11K
|
7.46K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-78- 0.65% |
$5.06K - $6.13K
|
11.9K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-109- 1.78% |
$7.07K - $8.57K
|
6.01K
$593K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-131- 1.29% |
$8.5K - $10.3K
|
10K
$987K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-160- 45.98% |
$10.4K - $12.6K
|
188
$18.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-163- 0.99% |
$10.6K - $12.8K
|
16.4K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-177- 0.65% |
$11.5K - $13.9K
|
26.9K
$2.65M
|