Latest Institutional Purchases of Houlihan Lokey, Inc. (HLI)
This list provides information on the latest institutional transactions involving Houlihan Lokey, Inc. (HLI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
238K+ 340.96% |
$37.7M - $45.3M
|
307K
$55.8M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
124KNew |
$19.8M - $23.7M
|
124K
$22.6M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
123KNew |
$19.5M - $23.4M
|
123K
$22.3M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.3K+ 1823.27% |
$14.3M - $17.2M
|
95.3K
$17.3M
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
29.6KNew |
$4.69M - $5.63M
|
29.6K
$5.37M
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21.3K+ 11.81% |
$3.38M - $4.06M
|
202K
$36.6M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
18.6K+ 1447.67% |
$2.96M - $3.55M
|
19.9K
$3.62M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6K+ 1148.69% |
$2.64M - $3.17M
|
18.1K
$3.29M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
14.1K+ 43.22% |
$2.25M - $2.69M
|
46.9K
$8.51M
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
10K+ 15.77% |
$1.59M - $1.9M
|
73.4K
$13.3M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.51KNew |
$1.51M - $1.81M
|
9.51K
$1.73M
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
8.7K+ 62.39% |
$1.38M - $1.66M
|
22.7K
$4.12M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$1.24M - $1.48M
|
7.78K
$1.41M
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.19KNew |
$984K - $1.18M
|
6.19K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.2KNew |
$826K - $990K
|
5.2K
$945K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.64K+ 32.21% |
$737K - $884K
|
19.1K
$3.46M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.41K+ 142.16% |
$700K - $839K
|
7.51K
$1.36M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.56K+ 1.57% |
$406K - $487K
|
166K
$30.2M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$405K - $486K
|
2.55K
$463K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.38KNew |
$378K - $454K
|
2.38K
$433K
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.29KNew |
$364K - $437K
|
2.29K
$417K
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
2KNew |
$318K - $381K
|
2K
$364K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.8K+ 14.67% |
$286K - $343K
|
14.1K
$2.56M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.67KNew |
$265K - $318K
|
1.67K
$304K
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.64K+ 0.68% |
$260K - $312K
|
242K
$44.1M
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.62KNew |
$257K - $308K
|
1.62K
$294K
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.61KNew |
$256K - $307K
|
1.61K
$293K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 20.77% |
$254K - $305K
|
9.3K
$1.69M
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$255K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.26K+ 39.49% |
$199K - $239K
|
4.43K
$806K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$218K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$132K
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
628+ 0.97% |
$99.7K - $120K
|
65.2K
$11.8M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
577+ 3.54% |
$91.6K - $110K
|
16.9K
$3.06M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 2.85% |
$78.1K - $93.7K
|
17.8K
$3.23M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
488+ 2.83% |
$77.5K - $93K
|
17.7K
$3.22M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
482+ 1.84% |
$76.5K - $91.8K
|
26.7K
$4.85M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
469+ 4.51% |
$74.5K - $89.3K
|
10.9K
$1.97M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
418+ 5.8% |
$66.4K - $79.6K
|
7.62K
$1.38M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
307+ 21.57% |
$48.8K - $58.5K
|
1.73K
$314K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
305New |
$48.4K - $58.1K
|
305
$55.4K
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
208+ 2.25% |
$33K - $39.6K
|
9.46K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.36% |
$31.8K - $38.1K
|
14.9K
$2.71M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
191New |
$30.3K - $36.4K
|
191
$34.7K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 12.13% |
$23.8K - $28.6K
|
1.39K
$252K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
116+ 24.79% |
$18.4K - $22.1K
|
584
$106K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 6.21% |
$15.1K - $18.1K
|
1.63K
$295K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
77+ 5.0% |
$12.2K - $14.7K
|
1.62K
$294K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 4.49% |
$7.15K - $8.57K
|
1.05K
$190K
|