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 |
---|---|---|---|---|---|---|---|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31+ 6.89% |
$4.16K - $5.02K
|
481
$90.8K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
43+ 16.41% |
$5.77K - $6.97K
|
305
$57.6K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-460- 2.57% |
$61.7K - $74.5K
|
17.4K
$3.29M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
25+ 0.68% |
$3.35K - $4.05K
|
3.68K
$694K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.87K+ 10.4% |
$251K - $303K
|
19.8K
$3.75M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.03K- 2.48% |
$138K - $167K
|
40.5K
$7.64M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.48K+ 21.37% |
$869K - $1.05M
|
36.8K
$6.95M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$2.83K
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.8K+ 5.39% |
$242K - $292K
|
35.3K
$6.66M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.73K+ 147.84% |
$634K - $765K
|
7.92K
$1.5M
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
21.5KNew |
$2.88M - $3.48M
|
21.5K
$4.05M
|
|
Nov 15, 2024
Q3 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
350+ 0.52% |
$46.9K - $56.7K
|
67.1K
$12.7M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 15.95% |
$185K - $224K
|
10K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 761.05% |
$176K - $212K
|
1.48K
$280K
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
520+ 2.32% |
$69.7K - $84.2K
|
22.9K
$4.32M
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
5K+ 11.09% |
$671K - $810K
|
50.1K
$9.45M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
655+ 3.94% |
$87.8K - $106K
|
17.3K
$3.26M
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
87K+ 17089.19% |
$11.7M - $14.1M
|
87.5K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-87K- 31.92% |
$11.7M - $14.1M
|
186K
$35M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2K+ 14.32% |
$6.6M - $7.97M
|
393K
$74.1M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
79+ 3.42% |
$10.6K - $12.8K
|
2.39K
$451K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 6.89% |
$2.56M - $3.09M
|
258K
$48.7M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 5.42% |
$171K - $207K
|
24.8K
$4.69M
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-174- 0.38% |
$23.3K - $28.2K
|
45K
$8.5M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.93K- 0.42% |
$527K - $636K
|
927K
$175M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-175K- 19.98% |
$23.4M - $28.3M
|
699K
$132M
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
17.6K+ 10.02% |
$2.36M - $2.85M
|
193K
$36.5M
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12K+ 136.08% |
$1.61M - $1.94M
|
20.8K
$3.92M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$198K - $239K
|
1.48K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.71K- 36.92% |
$229K - $277K
|
2.92K
$551K
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-149K- 11.49% |
$19.9M - $24.1M
|
1.14M
$216M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
425+ 28.64% |
$57K - $68.8K
|
1.91K
$360K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-2.46K- 0.2% |
$330K - $399K
|
1.21M
$229M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
483New |
$64.8K - $78.2K
|
483
$91.2K
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.13K+ 2.93% |
$420K - $507K
|
110K
$20.8M
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-18.5K- 71.37% |
$2.48M - $3M
|
7.43K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
875+ 4.77% |
$117K - $142K
|
19.2K
$3.63M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
138New |
$18.5K - $22.4K
|
138
$26K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.91K- 7.94% |
$658K - $795K
|
56.9K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-113- 2.52% |
$15.2K - $18.3K
|
4.37K
$824K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.27K+ 127.09% |
$573K - $692K
|
7.64K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-12.4K- 6.94% |
$1.66M - $2M
|
166K
$31.3M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.98K- 24.81% |
$266K - $321K
|
6.01K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
4.13KNew |
$553K - $669K
|
4.13K
$779K
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
83.7KNew |
$11.2M - $13.6M
|
83.7K
$15.8M
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-46K- 81.66% |
$6.17M - $7.46M
|
10.3K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 3.7% |
$13.4K - $16.2K
|
2.8K
$528K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
21.1K+ 1.32% |
$2.83M - $3.42M
|
1.62M
$305M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-627- 0.48% |
$84.1K - $102K
|
130K
$24.5M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$226K - $273K
|
1.69K
$319K
|