Purchases and Sales Made in Q4 2025 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
44K+ 1140.78% |
$7.84M - $8.91M
|
47.9K
$8.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
39.4KNew |
$7.02M - $7.97M
|
39.4K
$7.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
10.7KNew |
$1.9M - $2.16M
|
10.7K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.72K+ 26.88% |
$662K - $752K
|
17.5K
$3.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.47K+ 91.49% |
$441K - $500K
|
5.18K
$932K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.36K+ 83.71% |
$420K - $477K
|
5.18K
$931K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.92K+ 25.25% |
$341K - $388K
|
9.5K
$1.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.41KNew |
$251K - $285K
|
1.41K
$253K
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.25K+ 0.62% |
$223K - $254K
|
204K
$36.8M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
988+ 46.21% |
$176K - $200K
|
3.13K
$563K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
907+ 19.84% |
$162K - $183K
|
5.48K
$986K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
840+ 26.13% |
$150K - $170K
|
4.06K
$730K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
507+ 9.98% |
$90.3K - $103K
|
5.59K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
433+ 8.24% |
$77.1K - $87.6K
|
5.69K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
419+ 3.87% |
$74.6K - $84.7K
|
11.3K
$2.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
334New |
$59.5K - $67.6K
|
334
$60.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
300+ 0.03% |
$53.4K - $60.7K
|
1.12M
$202M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
288+ 3.18% |
$51.3K - $58.2K
|
9.35K
$1.68M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
157+ 11.29% |
$28K - $31.8K
|
1.55K
$279K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
151New |
$26.9K - $30.5K
|
151
$27.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 1.27% |
$18.2K - $20.6K
|
8.13K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$17.8K - $20.2K
|
100
$18K
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
57New |
$10.1K - $11.5K
|
57
$10.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
48+ 2.41% |
$8.55K - $9.71K
|
2.04K
$367K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
41+ 2.38% |
$7.3K - $8.29K
|
1.76K
$317K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
36New |
$6.41K - $7.28K
|
36
$6.48K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.12% |
$6.05K - $6.88K
|
28.9K
$5.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
26New |
$4.63K - $5.26K
|
26
$4.68K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 1.98% |
$3.03K - $3.44K
|
875
$157K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 37.5% |
$2.67K - $3.03K
|
55
$9.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$1.6K - $1.82K
|
9
$1.62K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9+ 1.65% |
$1.6K - $1.82K
|
556
$100K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8+ 0.35% |
$1.42K - $1.62K
|
2.32K
$418K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7New |
$1.25K - $1.42K
|
7
$1.26K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 100.0% |
$1.07K - $1.21K
|
12
$2.16K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$712 - $809
|
1.45K
$260K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.19% |
$534 - $607
|
1.55K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$356 - $405
|
2
$360
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.53% |
$356 - $405
|
378
$68K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 25.0% |
$178 - $202
|
5
$900
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 1.52% |
$178 - $202
|
67
$12.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.92% |
$178 - $202
|
110
$19.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.69% |
$178 - $202
|
12
$2.16K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 0.74% |
$178 - $202
|
135
$24.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 50.0% |
$356 - $405
|
2
$360
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 28.57% |
$712 - $809
|
10
$1.8K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-30- 63.83% |
$5.34K - $6.07K
|
17
$3.06K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-37- 0.97% |
$6.59K - $7.48K
|
3.79K
$682K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 8.19% |
$9.62K - $10.9K
|
605
$109K
|
|