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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.6KNew |
$897K - $1.04M
|
10.6K
$1.78M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.95K+ 4.67% |
$251K - $292K
|
66.1K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.66KNew |
$226K - $263K
|
2.66K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.02KNew |
$341K - $397K
|
4.02K
$675K
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.47KNew |
$210K - $244K
|
2.47K
$415K
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
8.62KNew |
$732K - $852K
|
8.62K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.05KNew |
$259K - $301K
|
3.05K
$512K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.15KNew |
$182K - $212K
|
2.15K
$361K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
533New |
$45.3K - $52.7K
|
533
$89.6K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.7KNew |
$739K - $860K
|
8.7K
$1.46M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
344+ 5.82% |
$29.2K - $34K
|
6.26K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-8.6K- 44.9% |
$731K - $850K
|
10.6K
$1.77M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-541- 8.3% |
$46K - $53.5K
|
5.98K
$1M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.72KNew |
$316K - $368K
|
3.72K
$625K
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.08K- 20.07% |
$261K - $304K
|
12.2K
$2.06M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
9K+ 3.5% |
$764K - $890K
|
266K
$44.7M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-12- 25.53% |
$1.02K - $1.19K
|
35
$5.88K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
42+ 127.27% |
$3.57K - $4.15K
|
75
$12.6K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30New |
$2.55K - $2.97K
|
30
$5.04K
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.08K- 21.53% |
$347K - $404K
|
14.9K
$2.5M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.57% |
$85 - $98.9
|
176
$29.6K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.79KNew |
$322K - $374K
|
3.79K
$636K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
67New |
$5.69K - $6.62K
|
67
$11.3K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
7.64KNew |
$649K - $756K
|
7.64K
$1.28M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.12% |
$1.7K - $1.98K
|
16.8K
$2.83M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29New |
$2.46K - $2.87K
|
29
$4.87K
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.93KNew |
$334K - $388K
|
3.93K
$660K
|
|
Q1 2023 | |||||||
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$201K - $238K
|
2.36K
$397K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34Closed |
$2.9K - $3.43K
|
0
$0
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
907New |
$77.4K - $91.4K
|
907
$152K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
18.2KNew |
$1.55M - $1.83M
|
18.2K
$3.06M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.33% |
$341 - $403
|
296
$49.8K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50New |
$4.27K - $5.04K
|
50
$8.4K
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
22.5KNew |
$1.92M - $2.27M
|
22.5K
$3.78M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.9KNew |
$1.02M - $1.2M
|
11.9K
$2M
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-17.6K- 54.18% |
$1.5M - $1.77M
|
14.8K
$2.49M
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.93K+ 351.55% |
$763K - $900K
|
11.5K
$1.93M
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$4.73M - $5.59M
|
55.5K
$9.32M
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-9.71K- 57.77% |
$829K - $979K
|
7.1K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-727- 3.98% |
$62.1K - $73.3K
|
17.5K
$2.95M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.76KNew |
$235K - $278K
|
2.76K
$464K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
170New |
$14.5K - $17.1K
|
170
$28.6K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 23.08% |
$256 - $302
|
10
$1.68K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
374KNew |
$31.9M - $37.7M
|
374K
$62.8M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
130New |
$11.1K - $13.1K
|
130
$21.9K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
49New |
$4.18K - $4.94K
|
49
$8.24K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 2.36% |
$598 - $705
|
303
$50.9K
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.97K- 52.25% |
$680K - $803K
|
7.28K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
834New |
$71.2K - $84.1K
|
834
$140K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$171 - $202
|
2
$336
|