Purchases and Sales Made in Q1 2023 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q1 2023. The information is specifically focused on institutions that hold shares of Hamilton Lane INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44+ 162.96% |
$2.83K - $3.56K
|
71
$11.4K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
38New |
$2.44K - $3.08K
|
38
$6.09K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33+ 0.47% |
$2.12K - $2.67K
|
7.06K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28+ 2.4% |
$1.8K - $2.27K
|
1.2K
$192K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 5.22% |
$1.8K - $2.27K
|
564
$90.3K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26New |
$1.67K - $2.1K
|
26
$4.16K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 147.06% |
$1.61K - $2.02K
|
42
$6.73K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 20.27% |
$964 - $1.21K
|
89
$14.3K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15New |
$964 - $1.21K
|
15
$2.4K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 200.0% |
$514 - $648
|
12
$1.92K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.05% |
$129 - $162
|
4.03K
$645K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.18% |
$64.3 - $81
|
86
$13.8K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 6.67% |
$64.3 - $81
|
14
$2.24K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 14.29% |
$64.3 - $81
|
6
$961
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 40.0% |
$129 - $162
|
3
$480
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$193 - $243
|
4
$641
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 25.0% |
$257 - $324
|
12
$1.92K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 20.0% |
$257 - $324
|
16
$2.56K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-14- 73.68% |
$900 - $1.13K
|
5
$801
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 6.18% |
$1.41K - $1.78K
|
334
$53.5K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 60.0% |
$1.54K - $1.94K
|
16
$2.56K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-77- 4.04% |
$4.95K - $6.23K
|
1.83K
$293K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-159- 27.27% |
$10.2K - $12.9K
|
424
$67.9K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-195- 5.49% |
$12.5K - $15.8K
|
3.35K
$537K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-203- 0.45% |
$13K - $16.4K
|
45K
$7.2M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-228- 60.96% |
$14.6K - $18.5K
|
146
$23.4K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-262- 2.49% |
$16.8K - $21.2K
|
10.2K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-277- 12.69% |
$17.8K - $22.4K
|
1.91K
$305K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-307- 1.27% |
$19.7K - $24.9K
|
23.9K
$3.83M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-332- 4.69% |
$21.3K - $26.9K
|
6.75K
$1.08M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-362- 5.43% |
$23.3K - $29.3K
|
6.3K
$1.01M
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-366- 4.9% |
$23.5K - $29.6K
|
7.1K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-394- 8.52% |
$25.3K - $31.9K
|
4.23K
$678K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-432- 28.69% |
$27.8K - $35K
|
1.07K
$172K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-561- 14.52% |
$36K - $45.4K
|
3.3K
$529K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-637- 8.49% |
$40.9K - $51.6K
|
6.87K
$1.1M
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-698- 5.3% |
$44.8K - $56.5K
|
12.5K
$2M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-810- 0.3% |
$52K - $65.6K
|
265K
$42.5M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-817- 13.86% |
$52.5K - $66.1K
|
5.08K
$813K
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-849- 13.58% |
$54.5K - $68.7K
|
5.4K
$865K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-849- 13.58% |
$54.5K - $68.7K
|
5.4K
$865K
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-965- 10.84% |
$62K - $78.1K
|
7.94K
$1.27M
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-1.01K- 12.13% |
$64.6K - $81.4K
|
7.29K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 38.31% |
$80.1K - $101K
|
2.01K
$322K
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.68K- 20.82% |
$108K - $136K
|
6.4K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.81K- 31.54% |
$116K - $147K
|
3.93K
$630K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.87K- 0.28% |
$120K - $151K
|
662K
$106M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.96K- 3.49% |
$126K - $159K
|
54.3K
$8.69M
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.35K- 1.73% |
$151K - $190K
|
133K
$21.4M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-2.5K- 28.41% |
$161K - $202K
|
6.3K
$1.01M
|