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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-934- 8.44% |
$107K - $123K
|
10.1K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.9K+ 400.67% |
$1.36M - $1.58M
|
14.9K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16+ 1.88% |
$1.83K - $2.11K
|
867
$155K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-734- 1.05% |
$83.8K - $96.8K
|
69K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.31K- 99.85% |
$149K - $172K
|
2
$357
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51New |
$5.82K - $6.72K
|
51
$9.09K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.61K+ 4.0% |
$297K - $344K
|
67.8K
$12.1M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-76K- 66.32% |
$8.68M - $10M
|
38.6K
$6.88M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.61KNew |
$298K - $344K
|
2.61K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$3.08K - $3.56K
|
27
$4.81K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.38KNew |
$614K - $710K
|
5.38K
$960K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-376- 17.64% |
$42.9K - $49.6K
|
1.76K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.2KNew |
$2.53M - $2.93M
|
22.2K
$3.95M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
10.6KNew |
$1.21M - $1.4M
|
10.6K
$1.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6- 50.0% |
$685 - $791
|
6
$1.07K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-948- 34.17% |
$108K - $125K
|
1.83K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$228 - $264
|
2
$357
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
60New |
$6.85K - $7.91K
|
60
$10.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 65.0% |
$2.97K - $3.43K
|
14
$2.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15New |
$1.71K - $1.98K
|
15
$2.67K
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.65K- 30.06% |
$160K - $201K
|
3.83K
$683K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$33.9K - $42.8K
|
350
$62.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
81New |
$7.85K - $9.9K
|
81
$14.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.93KNew |
$187K - $236K
|
1.93K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-82.6K- 92.52% |
$8.01M - $10.1M
|
6.68K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 5.0% |
$485 - $611
|
95
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
14New |
$1.36K - $1.71K
|
14
$2.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
111New |
$10.8K - $13.6K
|
111
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 47.32% |
$128K - $161K
|
4.1K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
27K+ 90.0% |
$2.62M - $3.3M
|
57K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.82KNew |
$274K - $345K
|
2.82K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
183New |
$17.7K - $22.4K
|
183
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.79KNew |
$174K - $219K
|
1.79K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1.7KNew |
$165K - $208K
|
1.7K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
29.5KNew |
$2.86M - $3.6M
|
29.5K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.98KNew |
$386K - $487K
|
3.98K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
29.1KNew |
$2.82M - $3.55M
|
29.1K
$5.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.62K+ 31.69% |
$448K - $565K
|
19.2K
$3.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$3.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12- 33.33% |
$1.16K - $1.47K
|
24
$4.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.51KNew |
$243K - $307K
|
2.51K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
28New |
$2.71K - $3.42K
|
28
$4.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-57- 1.52% |
$5.53K - $6.96K
|
3.7K
$660K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$4.85K - $6.11K
|
50
$8.91K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
56New |
$5.43K - $6.84K
|
56
$9.98K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19New |
$1.84K - $2.32K
|
19
$3.39K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
525+ 9.91% |
$50.9K - $64.1K
|
5.82K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99New |
$9.6K - $12.1K
|
99
$17.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62New |
$6.01K - $7.58K
|
62
$11.1K
|
|