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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
208+ 2.25% |
$33K - $39.6K
|
9.46K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.95K- 21.58% |
$1.42M - $1.7M
|
32.5K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$318 - $381
|
10
$1.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.2KNew |
$826K - $990K
|
5.2K
$815K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 12.13% |
$23.8K - $28.6K
|
1.39K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21.3K+ 11.81% |
$3.38M - $4.06M
|
202K
$31.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.3K+ 1823.27% |
$14.3M - $17.2M
|
95.3K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6K+ 1148.69% |
$2.64M - $3.17M
|
18.1K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-877- 7.25% |
$139K - $167K
|
11.2K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 112.5% |
$2.86K - $3.43K
|
34
$5.33K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 5.25% |
$7.15K - $8.57K
|
902
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-18- 0.38% |
$2.86K - $3.43K
|
4.67K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42New |
$6.67K - $8K
|
42
$6.58K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.27K- 98.91% |
$201K - $242K
|
14
$2.19K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-1.26K- 39.51% |
$200K - $240K
|
1.93K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-33- 1.34% |
$5.24K - $6.29K
|
2.42K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
124KNew |
$19.8M - $23.7M
|
124K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 20.77% |
$254K - $305K
|
9.3K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$405K - $486K
|
2.55K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.64K+ 0.68% |
$260K - $312K
|
242K
$38M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-611- 31.67% |
$97K - $116K
|
1.32K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.7K- 7.72% |
$270K - $324K
|
20.3K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-30- 2.11% |
$4.76K - $5.71K
|
1.39K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 22.35% |
$6.35K - $7.62K
|
139
$21.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-256- 6.04% |
$40.7K - $48.8K
|
3.99K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
29.6KNew |
$4.69M - $5.63M
|
29.6K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.12% |
$159 - $190
|
860
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 1.55% |
$476 - $571
|
197
$30.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
482+ 1.84% |
$76.5K - $91.8K
|
26.7K
$4.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
418+ 5.8% |
$66.4K - $79.6K
|
7.62K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-144K- 34.24% |
$22.9M - $27.5M
|
277K
$43.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
307+ 21.57% |
$48.8K - $58.5K
|
1.73K
$271K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-51- 54.26% |
$8.1K - $9.71K
|
43
$6.74K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-688- 0.66% |
$92.3K - $111K
|
104K
$16.3M
|
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
20KNew |
$2.68M - $3.24M
|
20K
$3.14M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 14.29% |
$402 - $486
|
18
$2.82K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$2.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.27K- 63.25% |
$305K - $368K
|
1.32K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 3.2% |
$9.12K - $11K
|
2.06K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
138New |
$18.5K - $22.4K
|
138
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
83.7KNew |
$11.2M - $13.6M
|
83.7K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-24.4K- 38.73% |
$3.27M - $3.95M
|
38.6K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$226K - $273K
|
1.69K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 3.7% |
$13.4K - $16.2K
|
2.8K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
483New |
$64.8K - $78.2K
|
483
$75.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
5K+ 11.09% |
$671K - $810K
|
50.1K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$198K - $239K
|
1.48K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
17.6K+ 10.02% |
$2.36M - $2.85M
|
193K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.2KNew |
$294K - $356K
|
2.2K
$344K
|
|