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 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.03KNew |
$1.43M - $1.72M
|
9.03K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$184K - $221K
|
1.16K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44New |
$6.99K - $8.38K
|
44
$8.32K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
169New |
$26.8K - $32.2K
|
169
$32K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$5.56K - $6.67K
|
35
$6.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.19KNew |
$665K - $797K
|
4.19K
$792K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
363New |
$57.6K - $69.1K
|
363
$68.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-445- 2.22% |
$70.7K - $84.8K
|
19.6K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.29K - $5.14K
|
27
$5.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 3.95% |
$4.92K - $5.91K
|
753
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 4.49% |
$7.15K - $8.57K
|
1.05K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.74K- 44.73% |
$276K - $332K
|
2.15K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-487- 36.7% |
$77.3K - $92.8K
|
840
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
8.7K+ 62.39% |
$1.38M - $1.66M
|
22.7K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 30.0% |
$2.86K - $3.43K
|
78
$14.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.61KNew |
$256K - $307K
|
1.61K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-392- 24.33% |
$62.3K - $74.7K
|
1.22K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-97- 2.27% |
$15.4K - $18.5K
|
4.18K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
191New |
$30.3K - $36.4K
|
191
$36.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$635 - $762
|
4
$757
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$1.24M - $1.48M
|
7.78K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
469+ 4.51% |
$74.5K - $89.3K
|
10.9K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4- 0.27% |
$635 - $762
|
1.48K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$318 - $381
|
10
$1.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 12.13% |
$23.8K - $28.6K
|
1.39K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.27K- 98.91% |
$201K - $242K
|
14
$2.65K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.64K+ 0.68% |
$260K - $312K
|
242K
$45.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 22.35% |
$6.35K - $7.62K
|
139
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
29.6KNew |
$4.69M - $5.63M
|
29.6K
$5.59M
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
20KNew |
$2.68M - $3.24M
|
20K
$3.78M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 14.29% |
$402 - $486
|
18
$3.41K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$2.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
138New |
$18.5K - $22.4K
|
138
$26.1K
|
|
|
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
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-24.4K- 38.73% |
$3.27M - $3.95M
|
38.6K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$226K - $273K
|
1.69K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 3.7% |
$13.4K - $16.2K
|
2.8K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
5K+ 11.09% |
$671K - $810K
|
50.1K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$198K - $239K
|
1.48K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
17.6K+ 10.02% |
$2.36M - $2.85M
|
193K
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
153KNew |
$20.5M - $24.8M
|
153K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.34KNew |
$313K - $379K
|
2.34K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.2KNew |
$294K - $356K
|
2.2K
$415K
|
|