Latest Institutional Transactions on Hamilton Lane Inc (HLNE)
This table provides information on the latest institutional transactions involving Hamilton Lane Inc (HLNE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$401 - $533
|
7
$1.06K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
430New |
$24.7K - $32.7K
|
430
$65.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 45.45% |
$287 - $381
|
6
$909
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
635New |
$36.4K - $48.3K
|
635
$96.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$28.7K - $38.1K
|
500
$75.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-204- 3.46% |
$11.7K - $15.5K
|
5.69K
$861K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 66.67% |
$115 - $152
|
5
$757
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-535- 13.81% |
$30.7K - $40.7K
|
3.34K
$506K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
5.57K+ 4885.09% |
$332K - $440K
|
5.68K
$861K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
31New |
$1.85K - $2.45K
|
31
$4.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
177K+ 58.81% |
$10.5M - $14M
|
477K
$72.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.58% |
$179 - $237
|
524
$79.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
58.3KNew |
$3.48M - $4.61M
|
58.3K
$8.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.51KNew |
$209K - $277K
|
3.51K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$277K - $367K
|
4.64K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.5KNew |
$626K - $830K
|
10.5K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
23New |
$1.37K - $1.82K
|
23
$3.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
5.2KNew |
$310K - $411K
|
5.2K
$787K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
16.1KNew |
$958K - $1.27M
|
16.1K
$2.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
31New |
$1.85K - $2.45K
|
31
$4.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-600- 85.71% |
$35.8K - $47.4K
|
100
$15.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
34New |
$2.03K - $2.69K
|
34
$5.15K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-94- 40.87% |
$5.83K - $7.35K
|
136
$20.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
$558 - $704
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-123Closed |
$7.63K - $9.62K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.11KClosed |
$441K - $556K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-443KClosed |
$27.5M - $34.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
215+ 6.51% |
$13.3K - $16.8K
|
3.52K
$533K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.72KClosed |
$231K - $291K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
100New |
$6.2K - $7.82K
|
100
$15.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-22Closed |
$1.36K - $1.72K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4Closed |
$248 - $313
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11- 1.62% |
$682 - $860
|
666
$101K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-14Closed |
$868 - $1.09K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
400+ 2.56% |
$24.8K - $31.3K
|
16K
$2.42M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
861New |
$53.4K - $67.3K
|
861
$130K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-22Closed |
$1.36K - $1.72K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.64KClosed |
$287K - $363K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
202New |
$12.5K - $15.8K
|
202
$30.6K
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-9.6KClosed |
$595K - $751K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 19.23% |
$3.72K - $4.69K
|
252
$38.2K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24Closed |
$1.75K - $2.51K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.06KClosed |
$77.5K - $111K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-51Closed |
$3.72K - $5.34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-22.4KClosed |
$1.63M - $2.34M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$5.54K - $7.95K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-271Closed |
$19.7K - $28.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-6.9KClosed |
$503K - $722K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-4.5KClosed |
$328K - $471K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-135KClosed |
$9.84M - $14.1M
|
0
$0
|
|