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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.01KNew |
$184K - $211K
|
1.01K
$182K
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
1KNew |
$182K - $210K
|
1K
$181K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
978+ 4.21% |
$178K - $205K
|
24.2K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
975New |
$177K - $204K
|
975
$175K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
921+ 4.36% |
$167K - $193K
|
22.1K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
899+ 5.71% |
$163K - $188K
|
16.6K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
885+ 9.9% |
$161K - $185K
|
9.83K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
844+ 5.86% |
$153K - $177K
|
15.2K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
747+ 5.71% |
$136K - $156K
|
13.8K
$2.49M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
691+ 4.9% |
$125K - $145K
|
14.8K
$2.66M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
684+ 3.79% |
$124K - $143K
|
18.7K
$3.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
640+ 1.43% |
$116K - $134K
|
45.3K
$8.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
624New |
$113K - $131K
|
624
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
613+ 613.0% |
$111K - $128K
|
713
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
591+ 3.94% |
$107K - $124K
|
15.6K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
584+ 0.72% |
$106K - $122K
|
81.2K
$14.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
551+ 2.1% |
$100K - $115K
|
26.8K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
519+ 2.75% |
$94.2K - $109K
|
19.4K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
504+ 62.69% |
$91.5K - $105K
|
1.31K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
498+ 1.49% |
$90.4K - $104K
|
33.9K
$6.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
481New |
$87.3K - $101K
|
481
$86.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
440+ 9.05% |
$79.9K - $92K
|
5.3K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
410+ 6.89% |
$74.4K - $85.8K
|
6.36K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
379+ 21.13% |
$68.8K - $79.3K
|
2.17K
$391K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
356+ 809.09% |
$64.6K - $74.5K
|
400
$72K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
327+ 22.4% |
$59.4K - $68.4K
|
1.79K
$322K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
324+ 32400.0% |
$58.8K - $67.8K
|
325
$58.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
300+ 6.93% |
$54.5K - $62.8K
|
4.63K
$833K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300+ 33.41% |
$54.5K - $62.8K
|
1.2K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
286+ 3.65% |
$51.9K - $59.8K
|
8.11K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
283+ 1.37% |
$51.4K - $59.2K
|
21K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
264+ 3.56% |
$47.9K - $55.2K
|
7.68K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
247+ 10.08% |
$44.8K - $51.7K
|
2.7K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
231+ 20.25% |
$41.9K - $48.3K
|
1.37K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
230+ 174.24% |
$41.8K - $48.1K
|
362
$65.2K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226+ 0.77% |
$41K - $47.3K
|
29.6K
$5.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
221+ 19.45% |
$40.1K - $46.2K
|
1.36K
$244K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
206+ 1.15% |
$37.4K - $43.1K
|
18.1K
$3.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
201+ 6.91% |
$36.5K - $42K
|
3.11K
$560K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
193+ 7.74% |
$35K - $40.4K
|
2.69K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
192+ 24.21% |
$34.9K - $40.2K
|
985
$177K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
191+ 15.64% |
$34.7K - $40K
|
1.41K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
179+ 4.84% |
$32.5K - $37.4K
|
3.88K
$698K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
178+ 136.92% |
$32.3K - $37.2K
|
308
$55.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
174+ 0.46% |
$31.6K - $36.4K
|
37.7K
$6.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
171+ 11.41% |
$31K - $35.8K
|
1.67K
$301K
|
|
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
BUY
|
- |
170+ 12.26% |
$30.9K - $35.6K
|
1.56K
$280K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
163+ 9.71% |
$29.6K - $34.1K
|
1.84K
$332K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
163+ 10.47% |
$29.6K - $34.1K
|
1.72K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
160+ 1.51% |
$29K - $33.5K
|
10.7K
$1.93M
|
|