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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.44KNew |
$187K - $248K
|
2.44K
$381K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.13K+ 6.39% |
$317K - $419K
|
68.7K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 2.78% |
$76.7 - $102
|
35
$5.46K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.63K- 8.13% |
$279K - $369K
|
41.1K
$6.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.85KNew |
$295K - $391K
|
3.85K
$601K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-609- 13.16% |
$46.7K - $61.9K
|
4.02K
$627K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.52KNew |
$194K - $256K
|
2.52K
$394K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$690 - $914
|
9
$1.4K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.3K+ 20.64% |
$97.8K - $116K
|
7.62K
$1.19M
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
18+ 0.62% |
$1.35K - $1.6K
|
2.9K
$453K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
39New |
$2.93K - $3.47K
|
39
$6.08K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$150 - $178
|
2
$312
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.36K- 32.42% |
$252K - $299K
|
7K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.24K+ 14.37% |
$92.8K - $110K
|
9.85K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.6KClosed |
$420K - $498K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 1.3% |
$139K - $164K
|
144K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
37+ 4.38% |
$2.78K - $3.29K
|
881
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-19.6K- 4.05% |
$1.47M - $1.74M
|
464K
$72.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.5K- 45.69% |
$338K - $400K
|
5.35K
$834K
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-1.3K- 30.95% |
$97.5K - $116K
|
2.9K
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
86New |
$6.45K - $7.64K
|
86
$13.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$900 - $1.07K
|
12
$1.87K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
169New |
$12.7K - $15K
|
169
$26.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.85KNew |
$288K - $342K
|
3.85K
$600K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
104New |
$7.8K - $9.24K
|
104
$16.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
85New |
$6.38K - $7.55K
|
85
$13.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
15New |
$1.13K - $1.33K
|
15
$2.34K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$225 - $267
|
3
$468
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8New |
$600 - $711
|
8
$1.25K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.58K- 99.5% |
$119K - $141K
|
8
$1.25K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.95K- 37.86% |
$371K - $440K
|
8.12K
$1.27M
|
|
| Q2 2022 | |||||||
|
Feb 20, 2025
Q2 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.5KClosed |
$344K - $402K
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$33.9K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-76Closed |
$5.82K - $6.79K
|
0
$0
|
|
|
Sep 12, 2022
Q2 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
15.5KNew |
$1.19M - $1.39M
|
15.5K
$2.42M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.61K - $1.88K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-373Closed |
$28.5K - $33.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23Closed |
$1.76K - $2.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-813- 12.29% |
$62.2K - $72.7K
|
5.8K
$905K
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
37.7K+ 115.28% |
$2.89M - $3.37M
|
70.5K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$156
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.31K- 54.45% |
$100K - $117K
|
1.1K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.23K- 1.72% |
$324K - $378K
|
242K
$37.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-694- 11.9% |
$53.1K - $62K
|
5.14K
$802K
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-27.8KClosed |
$2.13M - $2.49M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$832K - $972K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.79KClosed |
$214K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-11.8KClosed |
$906K - $1.06M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-16.1KClosed |
$1.23M - $1.44M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-57.2KClosed |
$4.37M - $5.11M
|
0
$0
|
|