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, PA5.17MShares$966 Million0.01% of portfolio
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Black Rock Inc. New York, NY5MShares$934 Million0.02% of portfolio
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Earnest Partners LLC Atlanta, GA3.23MShares$604 Million2.31% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA3.07MShares$574 Million1.11% of portfolio
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Wellington Management Group LLP Boston, MA1.85MShares$346 Million0.05% of portfolio
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State Street Corp Boston, MA1.62MShares$302 Million0.01% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD1.42MShares$265 Million0.14% of portfolio
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Burgundy Asset Management Ltd. Toronto, A61.23MShares$230 Million2.01% of portfolio
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Fiduciary Management Inc Milwaukee, WI1.21MShares$227 Million1.81% of portfolio
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Bank Of America Corp Charlotte, NC1.21MShares$226 Million0.02% 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 |
---|---|---|---|---|---|
Nov 13
2024
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-3.03%
|
$37,400
$187.46 P/Share
|
Nov 08
2024
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
2,500
-100.0%
|
$462,500
$185.94 P/Share
|
Nov 08
2024
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
2,500
+50.0%
|
-
|
Nov 07
2024
|
J Lindsey Alley Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
12,500
-100.0%
|
$2,312,500
$185.49 P/Share
|
Nov 07
2024
|
J Lindsey Alley Chief Financial Officer |
BUY
Conversion of derivative security
|
Direct |
12,500
+50.0%
|
-
|
Nov 06
2024
|
Scott L Beiser CO-CHAIRMAN |
SELL
Bona fide gift
|
Direct |
15,000
-100.0%
|
-
|
Nov 06
2024
|
Scott L Beiser CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
15,000
+50.0%
|
-
|
Oct 14
2024
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-2.94%
|
$33,600
$168.08 P/Share
|
Sep 13
2024
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-2.86%
|
$30,400
$152.28 P/Share
|
Sep 04
2024
|
Christopher M Crain GENERAL COUNSEL |
SELL
Bona fide gift
|
Direct |
40
-100.0%
|
-
|
Sep 04
2024
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
40
+50.0%
|
-
|
Sep 03
2024
|
Christopher M Crain GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
1,000
-100.0%
|
$155,000
$155.29 P/Share
|
Sep 03
2024
|
Christopher M Crain GENERAL COUNSEL |
BUY
Conversion of derivative security
|
Direct |
1,000
+50.0%
|
-
|
Aug 20
2024
|
Gillian Beth Zucker Director |
SELL
Open market or private sale
|
Direct |
200
-2.78%
|
$30,400
$152.49 P/Share
|
Aug 19
2024
|
Paul Eric Siegert CO-CHAIRMAN |
SELL
Bona fide gift
|
Direct |
675
-100.0%
|
-
|
Aug 19
2024
|
Paul Eric Siegert CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
675
+50.0%
|
-
|
Aug 16
2024
|
Scott L Beiser CO-CHAIRMAN |
SELL
Open market or private sale
|
Direct |
8,317
-100.0%
|
$1,255,867
$151.89 P/Share
|
Aug 16
2024
|
Scott L Beiser CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
8,317
+50.0%
|
-
|
Jun 28
2024
|
Irwin Gold CO-CHAIRMAN |
SELL
Open market or private sale
|
Direct |
9,902
-100.0%
|
$1,336,770
$135.25 P/Share
|
Jun 28
2024
|
Irwin Gold CO-CHAIRMAN |
BUY
Conversion of derivative security
|
Direct |
9,902
+50.0%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 5.25K shares |
---|---|
Conversion of derivative security | 116K shares |
Bona fide gift | 37.7K shares |
---|---|
Open market or private sale | 79.5K shares |