Latest Institutional Transactions on Houlihan Lokey, Inc. (HLI)
This table provides information on the latest institutional transactions involving Houlihan Lokey, Inc. (HLI) 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 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
33+ 1.06% |
$5.24K - $6.29K
|
3.14K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 2.53% |
$12.5K - $15K
|
3.05K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.3K+ 10.69% |
$206K - $248K
|
13.5K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-206K- 33.69% |
$32.7M - $39.2M
|
406K
$73.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.45K+ 124.49% |
$389K - $467K
|
4.42K
$803K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
363New |
$57.6K - $69.1K
|
363
$66K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.97% |
$3.02K - $3.62K
|
1.98K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 6.12% |
$4.29K - $5.14K
|
468
$85K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-445- 2.22% |
$70.7K - $84.8K
|
19.6K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-464- 3.64% |
$73.7K - $88.4K
|
12.3K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
77+ 5.0% |
$12.2K - $14.7K
|
1.62K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 6.21% |
$15.1K - $18.1K
|
1.63K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.29K - $5.14K
|
27
$4.91K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.62K- 5.23% |
$1.53M - $1.83M
|
174K
$31.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
123KNew |
$19.5M - $23.4M
|
123K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.61K- 53.58% |
$573K - $687K
|
3.12K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 51.85% |
$307K - $368K
|
5.66K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 3.95% |
$4.92K - $5.91K
|
753
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.67KNew |
$265K - $318K
|
1.67K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.47K- 28.64% |
$233K - $279K
|
3.65K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
488+ 2.83% |
$77.5K - $93K
|
17.7K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-14.2K- 18.88% |
$2.26M - $2.7M
|
61K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 12.73% |
$1.11K - $1.33K
|
48
$8.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.56K+ 1.57% |
$406K - $487K
|
166K
$30.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.09% |
$159 - $190
|
1.14K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
2KNew |
$318K - $381K
|
2K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-108- 15.34% |
$17.2K - $20.6K
|
596
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 4.49% |
$7.15K - $8.57K
|
1.05K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
577+ 3.54% |
$91.6K - $110K
|
16.9K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 7.14% |
$794 - $952
|
65
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.74K- 44.73% |
$276K - $332K
|
2.15K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.29KNew |
$364K - $437K
|
2.29K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.36% |
$31.8K - $38.1K
|
14.9K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-487- 36.7% |
$77.3K - $92.8K
|
840
$153K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
14.1K+ 43.22% |
$2.25M - $2.69M
|
46.9K
$8.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.24K- 2.2% |
$990K - $1.19M
|
277K
$50.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 18.14% |
$170K - $204K
|
4.83K
$878K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$2.54K - $3.05K
|
41
$7.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 18.03% |
$1.75K - $2.1K
|
72
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
305New |
$48.4K - $58.1K
|
305
$55.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
8.7K+ 62.39% |
$1.38M - $1.66M
|
22.7K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10- 0.67% |
$1.59K - $1.9K
|
1.48K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 30.0% |
$2.86K - $3.43K
|
78
$14.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.61KNew |
$256K - $307K
|
1.61K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.64K+ 32.21% |
$737K - $884K
|
19.1K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.19KNew |
$984K - $1.18M
|
6.19K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.26K+ 39.49% |
$199K - $239K
|
4.43K
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.41K+ 142.16% |
$700K - $839K
|
7.51K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
628+ 0.97% |
$99.7K - $120K
|
65.2K
$11.8M
|