Latest Institutional Transactions on Houlihan Lokey, Inc. (HLI)
This table provides information on the latest institutional transactions involving Houlihan Lokey, Inc. (HLI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-13- 34.21% |
$1.74K - $2.11K
|
25
$3.9K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$171K - $192K
|
1.4K
$218K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.1K- 55.17% |
$380K - $425K
|
2.52K
$393K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-8.02K- 7.74% |
$982K - $1.1M
|
95.6K
$14.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$1.4M - $1.56M
|
11.4K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.9KNew |
$355K - $397K
|
2.9K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.54K+ 17.79% |
$311K - $347K
|
16.8K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-71.1K- 48.15% |
$8.7M - $9.72M
|
76.5K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
5.08KNew |
$622K - $695K
|
5.08K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-13.7K- 74.72% |
$1.68M - $1.88M
|
4.64K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.52KNew |
$186K - $208K
|
1.52K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$265K - $297K
|
2.17K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
470New |
$57.5K - $64.3K
|
470
$73.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.3K+ 0.41% |
$2.49M - $2.78M
|
5M
$780M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 20.0% |
$1.84K - $2.05K
|
90
$14K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.65K- 87.61% |
$202K - $225K
|
233
$36.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.2KNew |
$147K - $164K
|
1.2K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-640- 5.23% |
$78.3K - $87.6K
|
11.6K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
277+ 69.08% |
$33.9K - $37.9K
|
678
$106K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.31K- 73.01% |
$650K - $726K
|
1.96K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.51KNew |
$185K - $207K
|
1.51K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.22KNew |
$272K - $304K
|
2.22K
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$183K - $205K
|
1.5K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.61K- 14.48% |
$808K - $904K
|
39K
$6.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$367 - $410
|
3
$468
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-1.2K- 41.8% |
$147K - $164K
|
1.67K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9- 0.53% |
$1.1K - $1.23K
|
1.71K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-539- 7.7% |
$66K - $73.7K
|
6.46K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
281New |
$34.4K - $38.4K
|
281
$43.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-62.5K- 47.04% |
$7.65M - $8.55M
|
70.4K
$11M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-866- 31.07% |
$106K - $118K
|
1.92K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
310+ 18.41% |
$37.9K - $42.4K
|
1.99K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$245 - $274
|
12
$1.87K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$367 - $410
|
26.4K
$4.11M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2- 0.03% |
$245 - $274
|
6.34K
$989K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
62New |
$7.59K - $8.48K
|
62
$9.67K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
164+ 264.52% |
$20.1K - $22.4K
|
226
$35.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$122 - $137
|
1
$156
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
24New |
$2.94K - $3.28K
|
24
$3.74K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50New |
$6.12K - $6.84K
|
50
$7.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
32New |
$3.92K - $4.38K
|
32
$4.99K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
26New |
$3.18K - $3.56K
|
26
$4.06K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
191New |
$23.4K - $26.1K
|
191
$29.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14- 0.35% |
$1.71K - $1.92K
|
4.03K
$628K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$799 - $923
|
7
$1.09K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$114 - $132
|
1
$156
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6+ 31.58% |
$685 - $791
|
25
$3.9K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
18New |
$2.05K - $2.37K
|
18
$2.81K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48New |
$5.48K - $6.33K
|
48
$7.49K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.11K+ 57.97% |
$126K - $146K
|
3.01K
$470K
|
|