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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-243Closed |
$21.3K - $29K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$178K - $242K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-54.7KClosed |
$4.8M - $6.54M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-6KClosed |
$526K - $717K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-76Closed |
$6.67K - $9.08K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-7.85KClosed |
$689K - $938K
|
0
$0
|
|
Q4 2021 | |||||||
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
162KNew |
$15.1M - $19.2M
|
162K
$25.2M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.52KClosed |
$516K - $657K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-52Closed |
$4.86K - $6.19K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-4.05KClosed |
$378K - $481K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-68Closed |
$6.35K - $8.09K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.72KClosed |
$628K - $799K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-20.4KClosed |
$1.91M - $2.43M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-16.9KClosed |
$1.58M - $2.01M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.58KClosed |
$334K - $425K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-486Closed |
$45.4K - $57.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-27KClosed |
$2.53M - $3.22M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-129KClosed |
$12.1M - $15.4M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.56KClosed |
$125K - $149K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-22.9KClosed |
$1.84M - $2.19M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$942K - $1.12M
|
11.7K
$1.83M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
502New |
$40.3K - $48K
|
502
$78.3K
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.72KClosed |
$138K - $164K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-79Closed |
$6.34K - $7.55K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-96Closed |
$6.27K - $7.85K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15Closed |
$980 - $1.23K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-6.8KClosed |
$444K - $556K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$1.24K - $1.55K
|
19
$2.96K
|
|
Aug 13, 2021
Q2 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-79.4KClosed |
$5.19M - $6.5M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13KClosed |
$850K - $1.06M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-311KClosed |
$20.3M - $25.4M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.79KClosed |
$248K - $310K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-31Closed |
$2.03K - $2.54K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-58Closed |
$3.79K - $4.74K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.1KNew |
$1.31M - $1.64M
|
20.1K
$3.13M
|
|
Jul 06, 2021
Q2 2021
|
Polianta LTD
|
SELL
|
- |
-18.5KClosed |
$1.21M - $1.51M
|
0
$0
|
|
Q1 2021 | |||||||
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-170Closed |
$10.8K - $12.3K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-64Closed |
$4.07K - $4.62K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-1.15KClosed |
$73.1K - $83.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-23KClosed |
$1.46M - $1.66M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-26.8KClosed |
$1.7M - $1.94M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6Closed |
$381 - $433
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.04KClosed |
$193K - $219K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.61KClosed |
$229K - $260K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-50KClosed |
$3.18M - $3.61M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-18.3KClosed |
$1.16M - $1.32M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$280K - $318K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-45Closed |
$2.86K - $3.25K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-12Closed |
$763 - $867
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.74KClosed |
$301K - $342K
|
0
$0
|