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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.21K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.11K+ 54.74% |
$635K - $770K
|
11.6K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23+ 153.33% |
$3.55K - $4.31K
|
38
$7.65K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 4.48% |
$7.88K - $9.56K
|
1.19K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$4.94K - $6K
|
32
$6.44K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
286KNew |
$44.2M - $53.7M
|
286K
$57.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.06% |
$154 - $187
|
1.63K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107New |
$16.5K - $20.1K
|
107
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-488- 16.61% |
$75.4K - $91.5K
|
2.45K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
400New |
$61.8K - $75K
|
400
$80.5K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-66- 1.2% |
$10.2K - $12.4K
|
5.46K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
788+ 25.23% |
$122K - $148K
|
3.91K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-41- 0.94% |
$6.33K - $7.68K
|
4.33K
$872K
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-3.78K- 0.93% |
$584K - $709K
|
402K
$80.9M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
179New |
$27.6K - $33.5K
|
179
$36K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 1.21% |
$3.09K - $3.75K
|
1.68K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
118+ 103.51% |
$18.2K - $22.1K
|
232
$46.7K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$1.95M - $2.36M
|
12.6K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
726+ 522.3% |
$112K - $136K
|
865
$174K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.93K- 43.78% |
$299K - $362K
|
2.48K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
36New |
$5.56K - $6.75K
|
36
$7.25K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.34% |
$30.9K - $37.5K
|
15.1K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.47% |
$15.4K - $18.7K
|
4.15K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-29- 39.73% |
$4.48K - $5.43K
|
44
$8.86K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.57% |
$30.9K - $37.5K
|
12.9K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 11.11% |
$154 - $187
|
10
$2.01K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 2.86% |
$10.5K - $12.7K
|
2.45K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$309 - $375
|
2
$403
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.43K+ 35.83% |
$221K - $269K
|
5.43K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
134+ 1.23% |
$20.7K - $25.1K
|
11K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-10- 20.83% |
$1.54K - $1.87K
|
38
$7.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$154 - $187
|
13
$2.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 6.85% |
$6.18K - $7.5K
|
624
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-65- 35.71% |
$10K - $12.2K
|
117
$23.6K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$245K - $297K
|
1.58K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.01K - $2.44K
|
13
$2.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$772 - $937
|
5
$1.01K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
661+ 12.71% |
$102K - $124K
|
5.86K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
262K+ 1946.8% |
$40.5M - $49.1M
|
275K
$55.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$154 - $187
|
1
$201
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$8.8K - $10.7K
|
57
$11.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.21K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.51K- 25.94% |
$233K - $283K
|
4.31K
$868K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
334New |
$51.6K - $62.6K
|
334
$67.2K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-2.38K- 11.73% |
$368K - $446K
|
17.9K
$3.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-16- 38.1% |
$2.47K - $3K
|
26
$5.23K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 17.77% |
$5.41K - $6.56K
|
232
$46.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5- 20.0% |
$772 - $937
|
20
$4.03K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
9.25KNew |
$1.43M - $1.73M
|
9.25K
$1.86M
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.74K- 76.33% |
$595K - $713K
|
1.16K
$234K
|
|