Houlihan Lokey, Inc. HLI
We take great care to ensure that the data presented and summarized in this overview for HOULIHAN LOKEY, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HLI
View all-
Vanguard Group Inc Valley Forge, PA5.1MShares$684 Million0.01% of portfolio
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Black Rock Inc. New York, NY4.98MShares$667 Million0.02% of portfolio
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Earnest Partners LLC Atlanta, GA3.21MShares$431 Million1.94% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA3.05MShares$409 Million0.93% of portfolio
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Wellington Management Group LLP Boston, MA2.01MShares$270 Million0.05% of portfolio
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State Street Corp Boston, MA1.6MShares$214 Million0.01% of portfolio
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Burgundy Asset Management Ltd. Toronto, A61.5MShares$201 Million2.05% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD1.32MShares$178 Million0.1% of portfolio
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Bamco Inc New York, NY1.3MShares$174 Million0.45% of portfolio
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Fiduciary Management Inc Milwaukee, WI1.2MShares$162 Million1.38% of portfolio
Latest Institutional Activity in HLI
Top Purchases
Top Sells
About HLI
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as advise financial sponsors on various transactions. The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. It also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property. It also provides fairness opinions in connection with M&A and other transactions, and solvency opinions in connection with corporate spin-offs and dividend recapitalizations; and other types of financial opinions. In addition, this segment offers dispute resolution services. It serves corporations, institutions, and governments. The company was incorporated in 1972 and is headquartered in Los Angeles, California with offices in the United States, Europe, the Middle East, and the Asia-Pacific region.
Insider Transactions at HLI
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Mar 01
2024
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
1,000
-100.0%
|
$128,000
$128.94 P/Share
|
Mar 01
2024
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
1,000
+50.0%
|
-
|
Dec 27
2023
|
Irwin Gold EXECUTIVE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
10,000
-100.0%
|
$1,220,000
$122.18 P/Share
|
Dec 27
2023
|
Irwin Gold EXECUTIVE CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
10,000
+50.0%
|
-
|
Dec 19
2023
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
1,500
-100.0%
|
$180,000
$120.12 P/Share
|
Dec 19
2023
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
1,500
+50.0%
|
-
|
Dec 01
2023
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
1,000
-100.0%
|
$107,000
$107.17 P/Share
|
Dec 01
2023
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
1,000
+50.0%
|
-
|
Nov 30
2023
|
J Lindsey Alley Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
10,000
-100.0%
|
$1,070,000
$107.48 P/Share
|
Nov 30
2023
|
J Lindsey Alley Chief Financial Officer |
BUY
Conversion of derivative security
|
Direct |
10,000
+50.0%
|
-
|
Nov 14
2023
|
Scott L Beiser CHIEF EXECUTIVE OFFICER |
SELL
Bona fide gift
|
Direct |
15,000
-100.0%
|
-
|
Nov 14
2023
|
Scott L Beiser CHIEF EXECUTIVE OFFICER |
BUY
Conversion of derivative security
|
Direct |
15,000
+50.0%
|
-
|
Nov 03
2023
|
Scott L Beiser CHIEF EXECUTIVE OFFICER |
SELL
Open market or private sale
|
Direct |
9,084
-100.0%
|
$953,820
$105.78 P/Share
|
Nov 03
2023
|
Scott L Beiser CHIEF EXECUTIVE OFFICER |
BUY
Conversion of derivative security
|
Direct |
9,084
+50.0%
|
-
|
Aug 16
2023
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
1,000
-100.0%
|
$100,000
$100.66 P/Share
|
Aug 16
2023
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
1,000
+50.0%
|
-
|
Jun 07
2023
|
Irwin Gold EXECUTIVE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
10,000
-100.0%
|
$910,000
$91.23 P/Share
|
Jun 07
2023
|
Irwin Gold EXECUTIVE CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
10,000
+50.0%
|
-
|
Jun 05
2023
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
1,000
-100.0%
|
$90,000
$90.74 P/Share
|
Jun 05
2023
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
1,000
+50.0%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 6.61K shares |
---|---|
Conversion of derivative security | 65K shares |
Open market or private sale | 50K shares |
---|---|
Bona fide gift | 15K shares |