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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
44K+ 1140.78% |
$7.84M - $8.91M
|
47.9K
$8.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.72K+ 26.88% |
$662K - $752K
|
17.5K
$3.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.47K+ 91.49% |
$441K - $500K
|
5.18K
$932K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.36K+ 83.71% |
$420K - $477K
|
5.18K
$931K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.41KNew |
$251K - $285K
|
1.41K
$253K
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.25K+ 0.62% |
$223K - $254K
|
204K
$36.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
840+ 26.13% |
$150K - $170K
|
4.06K
$730K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
507+ 9.98% |
$90.3K - $103K
|
5.59K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
433+ 8.24% |
$77.1K - $87.6K
|
5.69K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
419+ 3.87% |
$74.6K - $84.7K
|
11.3K
$2.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
300+ 0.03% |
$53.4K - $60.7K
|
1.12M
$202M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 1.27% |
$18.2K - $20.6K
|
8.13K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
48+ 2.41% |
$8.55K - $9.71K
|
2.04K
$367K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.12% |
$6.05K - $6.88K
|
28.9K
$5.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 37.5% |
$2.67K - $3.03K
|
55
$9.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$1.6K - $1.82K
|
9
$1.62K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9+ 1.65% |
$1.6K - $1.82K
|
556
$100K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8+ 0.35% |
$1.42K - $1.62K
|
2.32K
$418K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$356 - $405
|
2
$360
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.53% |
$356 - $405
|
378
$68K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 25.0% |
$178 - $202
|
5
$900
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
307K+ 75.62% |
$55.8M - $64.3M
|
713K
$128M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
292K+ 28.05% |
$53M - $61.1M
|
1.33M
$240M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
291K+ 766.83% |
$52.9M - $61M
|
329K
$59.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
180K+ 135.35% |
$32.6M - $37.6M
|
312K
$56.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
158K+ 19.73% |
$28.6M - $33M
|
956K
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
137K+ 411.14% |
$24.9M - $28.7M
|
171K
$30.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
123K+ 44.65% |
$22.3M - $25.7M
|
398K
$71.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
120K+ 41.92% |
$21.8M - $25.1M
|
406K
$73.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
119K+ 25.43% |
$21.7M - $25M
|
589K
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
102K+ 77.92% |
$18.6M - $21.4M
|
234K
$42.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
97.6K+ 74.19% |
$17.7M - $20.4M
|
229K
$41.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
84.7KNew |
$15.4M - $17.7M
|
84.7K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
62.7KNew |
$11.4M - $13.1M
|
62.7K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
52.7K+ 597.12% |
$9.57M - $11M
|
61.5K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
51.6KNew |
$9.37M - $10.8M
|
51.6K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
47.4K+ 69.04% |
$8.6M - $9.91M
|
116K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.3K+ 393.14% |
$7.32M - $8.44M
|
50.6K
$9.1M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
38.6K+ 639.88% |
$7M - $8.06M
|
44.6K
$8.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.4KNew |
$6.42M - $7.4M
|
35.4K
$6.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.9K+ 57.04% |
$5.06M - $5.83M
|
76.7K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
27.4KNew |
$4.97M - $5.73M
|
27.4K
$4.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.3K+ 3.96% |
$4.96M - $5.72M
|
718K
$129M
|
|
|
Nov 14, 2025
Q3 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
25K+ 12.79% |
$4.53M - $5.22M
|
220K
$39.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 9.23% |
$4.34M - $5M
|
283K
$50.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
23.4K+ 115.83% |
$4.24M - $4.89M
|
43.5K
$7.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
22.6KNew |
$4.1M - $4.73M
|
22.6K
$4.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
22.4K+ 45.16% |
$4.07M - $4.69M
|
72K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.6K+ 94.23% |
$3.74M - $4.31M
|
42.5K
$7.65M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17.9KNew |
$3.26M - $3.75M
|
17.9K
$3.23M
|
|