Latest Institutional Purchases of Houlihan Lokey, Inc. (HLI)

HLI Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Rafferty Asset Management, LLC

New York, NY
BUY
 -
1.22K
New
$194K - $233K
1.22K $220K
Jan 22, 2025 Q4 2024
Steel Peak Wealth Management LLC

BUY
 -
1.19K
New
$189K - $227K
1.19K $214K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
675
+ 1298.08%
$107K - $129K
727 $131K
Feb 14, 2025 Q4 2024
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
604
New
$95.9K - $115K
604 $109K
Feb 03, 2025 Q4 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
363
New
$57.6K - $69.1K
363 $65.3K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
191
New
$30.3K - $36.4K
191 $34.4K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
107
New
$17K - $20.4K
107 $19.3K
Feb 12, 2025 Q4 2024
Clear Street Markets LLC

BUY
 -
100
New
$15.9K - $19K
100 $18K
Feb 11, 2025 Q4 2024
Td Asset Management Inc

BUY
 -
100
+ 1.72%
$15.9K - $19K
5.9K $1.06M
Feb 12, 2025 Q4 2024
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
70
+ 4.79%
$11.1K - $13.3K
1.53K $276K
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
35
New
$5.56K - $6.67K
35 $6.3K
Feb 10, 2025 Q4 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
29
New
$4.61K - $5.52K
29 $5.22K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
27
New
$4.29K - $5.14K
27 $4.86K
Jul 14, 2025 Q4 2024
Painted Porch Advisors LLC

Santa Barbara, CA
BUY
 -
6
+ 4.8%
$953 - $1.14K
131 $23.6K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
5
New
$794 - $952
5 $900
Jan 23, 2025 Q4 2024
Old Second National Bank Of Aurora

BUY
 -
4
New
$635 - $762
4 $720
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
2
New
$318 - $381
2 $360
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
2
New
$318 - $381
2 $360
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1
+ 5.56%
$159 - $190
19 $3.42K
Q3 2024
Nov 14, 2024 Q3 2024
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
153K
New
$20.5M - $24.8M
153K $27.5M
Nov 12, 2024 Q3 2024
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
133K
+ 23.64%
$17.8M - $21.5M
693K $125M
Nov 12, 2024 Q3 2024
Monashee Investment Management LLC

Boston, MA
BUY
 -
15K
New
$2.01M - $2.43M
15K $2.7M
Nov 12, 2024 Q3 2024
Seven Eight Capital, LP

BUY
 -
5.97K
New
$801K - $968K
5.97K $1.08M
Nov 13, 2024 Q3 2024
Polymer Capital Management (Hk) LTD

Hong Kong, K3
BUY
 -
3.2K
New
$429K - $518K
3.2K $576K
Oct 16, 2024 Q3 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
2.8K
New
$376K - $454K
2.8K $504K
Oct 10, 2024 Q3 2024
Koshinski Asset Management, Inc.

BUY
 -
2.71K
New
$363K - $439K
2.71K $487K
Nov 14, 2024 Q3 2024
Isam Funds (Uk) LTD

London, X0
BUY
 -
2.2K
New
$294K - $356K
2.2K $395K
Oct 08, 2024 Q3 2024
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
2.08K
New
$279K - $337K
2.08K $375K
Nov 08, 2024 Q3 2024
Inceptionr LLC

Lafayette, CA
BUY
 -
2.02K
New
$271K - $327K
2.02K $363K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.75K
+ 1.12%
$234K - $283K
158K $28.4M
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.69K
New
$226K - $273K
1.69K $304K
Nov 14, 2024 Q3 2024
Boothbay Fund Management, LLC

New York, NY
BUY
 -
1.48K
New
$198K - $239K
1.48K $265K
Nov 13, 2024 Q3 2024
Diametric Capital, LP

Boston, MA
BUY
 -
1.45K
New
$194K - $235K
1.45K $261K
Nov 12, 2024 Q3 2024
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
1.38K
New
$185K - $224K
1.38K $249K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
722
New
$96.8K - $117K
722 $130K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
481
New
$64.5K - $77.9K
481 $86.6K
Nov 12, 2024 Q3 2024
Efg Asset Management (North America) Corp.

BUY
 -
421
+ 7.75%
$56.5K - $68.2K
5.85K $1.05M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
304
+ 4.26%
$40.8K - $49.2K
7.44K $1.34M
Nov 14, 2024 Q3 2024
Fwl Investment Management, LLC

BUY
 -
138
New
$18.5K - $22.4K
138 $24.8K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
76
New
$10.2K - $12.3K
76 $13.7K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15
New
$2.01K - $2.43K
15 $2.7K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
15
New
$2.01K - $2.43K
15 $2.7K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
4
New
$536 - $648
4 $720
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
4
New
$536 - $648
4 $720
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
2
New
$268 - $324
2 $360
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
20.3K
+ 0.41%
$2.49M - $2.78M
5M $899M
Aug 14, 2024 Q2 2024
Isthmus Partners, LLC

Madison, WI
BUY
 -
5.08K
New
$622K - $695K
5.08K $914K
Aug 14, 2024 Q2 2024
Walleye Capital LLC

Plymouth, MN
BUY
 PUT
2.9K
New
$355K - $397K
2.9K $522K
Aug 14, 2024 Q2 2024
Kennedy Capital Management, Inc.

St Louis, MO
BUY
 -
2.54K
+ 17.79%
$311K - $347K
16.8K $3.02M

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