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 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
24+ 1.93% |
$4.36K - $5.02K
|
1.27K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23+ 1.29% |
$4.18K - $4.81K
|
1.81K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18New |
$3.27K - $3.77K
|
18
$3.24K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
16+ 1.42% |
$2.9K - $3.35K
|
1.15K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 0.88% |
$2.72K - $3.14K
|
1.72K
$310K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15+ 1.28% |
$2.72K - $3.14K
|
1.19K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15New |
$2.72K - $3.14K
|
15
$2.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14New |
$2.54K - $2.93K
|
14
$2.52K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
14+ 23.73% |
$2.54K - $2.93K
|
73
$13.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12+ 0.23% |
$2.18K - $2.51K
|
5.21K
$937K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 6.0% |
$2.18K - $2.51K
|
212
$38.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
12New |
$2.18K - $2.51K
|
12
$2.16K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 10.94% |
$1.27K - $1.46K
|
71
$12.8K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
7New |
$1.27K - $1.46K
|
7
$1.26K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5New |
$908 - $1.05K
|
5
$900
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
3New |
$545 - $628
|
3
$540
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 150.0% |
$545 - $628
|
5
$900
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3New |
$545 - $628
|
3
$540
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$545 - $628
|
3
$540
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2+ 0.0% |
$363 - $418
|
49.9K
$8.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 0.14% |
$363 - $418
|
1.41K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 4.76% |
$363 - $418
|
44
$7.92K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$182 - $209
|
1
$180
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$182 - $209
|
4
$720
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.88% |
$182 - $209
|
115
$20.7K
|
|
| Q2 2025 | |||||||
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
183KNew |
$25.9M - $33.4M
|
183K
$32.9M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
126K+ 253.14% |
$17.8M - $22.9M
|
175K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
87KNew |
$12.3M - $15.9M
|
87K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
50.8K+ 282.58% |
$7.2M - $9.29M
|
68.8K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
20.1KNew |
$2.85M - $3.68M
|
20.1K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
18.1K+ 494.94% |
$2.56M - $3.31M
|
21.8K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
10.8K+ 627.94% |
$1.53M - $1.97M
|
12.5K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.21KNew |
$1.16M - $1.5M
|
8.21K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.68KNew |
$1.09M - $1.4M
|
7.68K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
5.97KNew |
$846K - $1.09M
|
5.97K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.92KNew |
$839K - $1.08M
|
5.92K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
5.74KNew |
$813K - $1.05M
|
5.74K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
5.18K+ 28.89% |
$733K - $946K
|
23.1K
$4.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5.1K+ 7.35% |
$722K - $932K
|
74.5K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5K+ 117.06% |
$708K - $914K
|
9.27K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.88KNew |
$692K - $893K
|
4.88K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.82KNew |
$683K - $881K
|
4.82K
$868K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.1KNew |
$581K - $750K
|
4.1K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.79KNew |
$537K - $693K
|
3.79K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
3.43KNew |
$486K - $628K
|
3.43K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.43KNew |
$485K - $626K
|
3.43K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.85KNew |
$404K - $521K
|
2.85K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.32KNew |
$329K - $424K
|
2.32K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.3KNew |
$325K - $420K
|
2.3K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.01K+ 19.25% |
$285K - $368K
|
12.5K
$2.25M
|
|