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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
151+ 0.96% |
$27.4K - $31.6K
|
15.9K
$2.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
151New |
$27.4K - $31.6K
|
151
$27.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
149+ 5.55% |
$27.1K - $31.2K
|
2.83K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
135+ 4.02% |
$24.5K - $28.2K
|
3.49K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
134+ 0.97% |
$24.3K - $28K
|
14K
$2.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
133+ 4.74% |
$24.1K - $27.8K
|
2.94K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
131+ 4.35% |
$23.8K - $27.4K
|
3.14K
$565K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
129+ 1.81% |
$23.4K - $27K
|
7.27K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
129+ 179.17% |
$23.4K - $27K
|
201
$36.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
128+ 5.34% |
$23.2K - $26.8K
|
2.53K
$455K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
121+ 10.87% |
$22K - $25.3K
|
1.23K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
119+ 1.78% |
$21.6K - $24.9K
|
6.79K
$1.22M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
118+ 13.3% |
$21.4K - $24.7K
|
1.01K
$181K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
111+ 8.76% |
$20.2K - $23.2K
|
1.38K
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
109+ 0.91% |
$19.8K - $22.8K
|
12.1K
$2.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
103+ 9.61% |
$18.7K - $21.5K
|
1.18K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
102New |
$18.5K - $21.3K
|
102
$18.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
100New |
$18.2K - $20.9K
|
100
$18K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.1% |
$18.2K - $20.9K
|
104K
$18.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
98New |
$17.8K - $20.5K
|
98
$17.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75+ 197.37% |
$13.6K - $15.7K
|
113
$20.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
73New |
$13.3K - $15.3K
|
73
$13.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70+ 7.9% |
$12.7K - $14.6K
|
956
$172K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
68+ 0.85% |
$12.3K - $14.2K
|
8.03K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66+ 16.46% |
$12K - $13.8K
|
467
$84.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
58+ 64.44% |
$10.5K - $12.1K
|
148
$26.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
50New |
$9.08K - $10.5K
|
50
$9K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
49New |
$8.9K - $10.3K
|
49
$8.82K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48+ 92.31% |
$8.71K - $10K
|
100
$18K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
47+ 2.99% |
$8.53K - $9.83K
|
1.62K
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
46New |
$8.35K - $9.62K
|
46
$8.28K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
45New |
$8.17K - $9.41K
|
45
$8.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
44New |
$7.99K - $9.2K
|
44
$7.92K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
41+ 1025.0% |
$7.44K - $8.58K
|
45
$8.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
41+ 2.57% |
$7.44K - $8.58K
|
1.63K
$294K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
40+ 1.62% |
$7.26K - $8.37K
|
2.51K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$7.26K - $8.37K
|
40
$7.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
38+ 1.22% |
$6.9K - $7.95K
|
3.16K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 3.4% |
$6.54K - $7.53K
|
1.1K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
36+ 3.16% |
$6.54K - $7.53K
|
1.18K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
35+ 2.93% |
$6.35K - $7.32K
|
1.23K
$221K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
34+ 3.15% |
$6.17K - $7.11K
|
1.11K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30+ 1.25% |
$5.45K - $6.28K
|
2.43K
$437K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
26New |
$4.72K - $5.44K
|
26
$4.68K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
25+ 2.07% |
$4.54K - $5.23K
|
1.23K
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
24+ 1.93% |
$4.36K - $5.02K
|
1.27K
$229K
|
|