Purchases and Sales Made in Q3 2025 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 2025. The information is specifically focused on institutions that hold shares of HOULIHAN LOKEY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.29K+ 32.39% |
$1.32M - $1.52M
|
29.8K
$5.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
6.87K+ 6.32% |
$1.25M - $1.44M
|
115K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.74K+ 3122.22% |
$1.22M - $1.41M
|
6.96K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.28K+ 48.15% |
$1.14M - $1.31M
|
19.3K
$3.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.15K+ 112.7% |
$1.12M - $1.29M
|
11.6K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6K+ 88.94% |
$1.09M - $1.25M
|
12.7K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.3K+ 24.63% |
$961K - $1.11M
|
26.8K
$4.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.85K+ 43.07% |
$880K - $1.01M
|
16.1K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 201.78% |
$843K - $972K
|
6.95K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.22KNew |
$767K - $884K
|
4.22K
$760K
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.2K+ 4.35% |
$763K - $879K
|
101K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.11KNew |
$747K - $860K
|
4.11K
$740K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.1KNew |
$745K - $859K
|
4.1K
$739K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.03K+ 190.95% |
$732K - $843K
|
6.14K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.95K+ 8.74% |
$717K - $826K
|
49.2K
$8.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.85K+ 18.93% |
$699K - $806K
|
24.2K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.84K+ 126.15% |
$696K - $802K
|
6.88K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.71K+ 31.41% |
$673K - $775K
|
15.5K
$2.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.52K+ 51.41% |
$640K - $737K
|
10.4K
$1.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.12K+ 1.91% |
$567K - $653K
|
167K
$30.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.87KNew |
$521K - $600K
|
2.87K
$516K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.7KNew |
$490K - $564K
|
2.7K
$486K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.65K+ 5308.0% |
$482K - $555K
|
2.7K
$487K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.49K+ 52.32% |
$451K - $520K
|
7.24K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.29KNew |
$416K - $479K
|
2.29K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.26K+ 77.12% |
$409K - $472K
|
5.18K
$932K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
2.25K+ 2.16% |
$408K - $470K
|
106K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.21KNew |
$402K - $463K
|
2.21K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.15K+ 58.1% |
$390K - $449K
|
5.85K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.14KNew |
$389K - $448K
|
2.14K
$386K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.13K+ 13.86% |
$386K - $445K
|
17.5K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.07KNew |
$376K - $434K
|
2.07K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 2.53% |
$376K - $433K
|
84K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.96K+ 74.92% |
$356K - $410K
|
4.58K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.93K+ 3165.57% |
$351K - $404K
|
1.99K
$359K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.92KNew |
$348K - $401K
|
1.92K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.89KNew |
$344K - $396K
|
1.89K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.89K+ 266.62% |
$344K - $396K
|
2.6K
$469K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 19.76% |
$332K - $382K
|
11.1K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.75K+ 27.17% |
$318K - $367K
|
8.21K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$285K - $329K
|
1.57K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.5K+ 47.05% |
$273K - $314K
|
4.69K
$844K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.49K+ 7.21% |
$271K - $312K
|
22.2K
$3.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.46KNew |
$265K - $305K
|
1.46K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.45KNew |
$264K - $304K
|
1.45K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.44KNew |
$261K - $301K
|
1.44K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 10.41% |
$248K - $286K
|
14.5K
$2.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.31KNew |
$237K - $273K
|
1.31K
$235K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.28KNew |
$233K - $268K
|
1.28K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.27KNew |
$231K - $266K
|
1.27K
$229K
|
|