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 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
39.4KNew |
$7.02M - $7.97M
|
39.4K
$7.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
10.7KNew |
$1.9M - $2.16M
|
10.7K
$1.92M
|
|
|
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 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.92K+ 25.25% |
$341K - $388K
|
9.5K
$1.71M
|
|
|
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 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
988+ 46.21% |
$176K - $200K
|
3.13K
$563K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
907+ 19.84% |
$162K - $183K
|
5.48K
$986K
|
|
|
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 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
334New |
$59.5K - $67.6K
|
334
$60.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
300+ 0.03% |
$53.4K - $60.7K
|
1.12M
$202M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
288+ 3.18% |
$51.3K - $58.2K
|
9.35K
$1.68M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
157+ 11.29% |
$28K - $31.8K
|
1.55K
$279K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
151New |
$26.9K - $30.5K
|
151
$27.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 1.27% |
$18.2K - $20.6K
|
8.13K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$17.8K - $20.2K
|
100
$18K
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
57New |
$10.1K - $11.5K
|
57
$10.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
48+ 2.41% |
$8.55K - $9.71K
|
2.04K
$367K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
41+ 2.38% |
$7.3K - $8.29K
|
1.76K
$317K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
36New |
$6.41K - $7.28K
|
36
$6.48K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.12% |
$6.05K - $6.88K
|
28.9K
$5.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$4.63K - $5.26K
|
26
$4.68K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 1.98% |
$3.03K - $3.44K
|
875
$157K
|
|
|
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 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7New |
$1.25K - $1.42K
|
7
$1.26K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 100.0% |
$1.07K - $1.21K
|
12
$2.16K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$712 - $809
|
1.45K
$260K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.19% |
$534 - $607
|
1.55K
$280K
|
|
|
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 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 1.52% |
$178 - $202
|
67
$12.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.92% |
$178 - $202
|
110
$19.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 25.0% |
$178 - $202
|
5
$900
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
|
|