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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
907New |
$77.4K - $91.4K
|
907
$141K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
18.2KNew |
$1.55M - $1.83M
|
18.2K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.9KNew |
$1.02M - $1.2M
|
11.9K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.93K+ 351.55% |
$763K - $900K
|
11.5K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50New |
$4.27K - $5.04K
|
50
$7.8K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
22.5KNew |
$1.92M - $2.27M
|
22.5K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.33% |
$341 - $403
|
296
$46.2K
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$4.73M - $5.59M
|
55.5K
$8.65M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-9.71K- 57.77% |
$829K - $979K
|
7.1K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-727- 3.98% |
$62.1K - $73.3K
|
17.5K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.76KNew |
$235K - $278K
|
2.76K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 23.08% |
$256 - $302
|
10
$1.56K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
374KNew |
$31.9M - $37.7M
|
374K
$58.3M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
130New |
$11.1K - $13.1K
|
130
$20.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 2.36% |
$598 - $705
|
303
$47.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
49New |
$4.18K - $4.94K
|
49
$7.64K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$171 - $202
|
2
$312
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.38KNew |
$203K - $240K
|
2.38K
$372K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
834New |
$71.2K - $84.1K
|
834
$130K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
721New |
$61.5K - $72.7K
|
721
$112K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
104New |
$8.88K - $10.5K
|
104
$16.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40New |
$3.41K - $4.03K
|
40
$6.24K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$1.96K - $2.32K
|
23
$3.59K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-900- 22.02% |
$76.8K - $90.7K
|
3.19K
$497K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
5+ 35.71% |
$427 - $504
|
19
$2.96K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-293- 7.37% |
$25K - $29.5K
|
3.68K
$575K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
31.3KNew |
$2.67M - $3.16M
|
31.3K
$4.89M
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-60KClosed |
$4.6M - $6.09M
|
0
$0
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.9K- 69.7% |
$529K - $701K
|
3K
$468K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.1KNew |
$849K - $1.13M
|
11.1K
$1.73M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-30- 46.15% |
$2.3K - $3.05K
|
35
$5.46K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8.56KNew |
$657K - $870K
|
8.56K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.5K- 25.77% |
$192K - $254K
|
7.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.28K- 19.73% |
$98.5K - $130K
|
5.23K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.03K- 7.22% |
$78.8K - $104K
|
13.2K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83New |
$6.37K - $8.43K
|
83
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3K+ 10.87% |
$230K - $305K
|
30.6K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
818New |
$62.7K - $83.1K
|
818
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
433+ 14.82% |
$33.2K - $44K
|
3.36K
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
10KNew |
$767K - $1.02M
|
10K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34+ 100.0% |
$2.61K - $3.45K
|
68
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.44K- 18.01% |
$187K - $248K
|
11.1K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$537 - $711
|
7
$1.09K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
726+ 12.67% |
$55.7K - $73.7K
|
6.46K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
540New |
$41.4K - $54.9K
|
540
$84.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-12.2K- 75.71% |
$933K - $1.24M
|
3.9K
$609K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-772- 6.41% |
$59.2K - $78.4K
|
11.3K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 5.06% |
$307 - $406
|
83
$12.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 51.46% |
$230K - $305K
|
2.83K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 17.55% |
$4.06K - $5.38K
|
249
$38.8K
|
|