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 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.38KNew |
$203K - $240K
|
2.38K
$401K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
721New |
$61.5K - $72.7K
|
721
$121K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
104New |
$8.88K - $10.5K
|
104
$17.5K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.79KNew |
$324K - $382K
|
3.79K
$637K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40New |
$3.41K - $4.03K
|
40
$6.72K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$1.96K - $2.32K
|
23
$3.87K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-900- 22.02% |
$76.8K - $90.7K
|
3.19K
$536K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
5+ 35.71% |
$427 - $504
|
19
$3.19K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
53+ 662.5% |
$4.52K - $5.34K
|
61
$10.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-293- 7.37% |
$25K - $29.5K
|
3.68K
$619K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
31.3KNew |
$2.67M - $3.16M
|
31.3K
$5.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-70- 50.0% |
$5.98K - $7.05K
|
70
$11.8K
|
|
| Q4 2022 | |||||||
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.9K- 69.7% |
$529K - $701K
|
3K
$504K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.1KNew |
$849K - $1.13M
|
11.1K
$1.86M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-30- 46.15% |
$2.3K - $3.05K
|
35
$5.88K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8.56KNew |
$657K - $870K
|
8.56K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.03K- 7.22% |
$78.8K - $104K
|
13.2K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.28K- 19.73% |
$98.5K - $130K
|
5.23K
$878K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3K+ 10.87% |
$230K - $305K
|
30.6K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
818New |
$62.7K - $83.1K
|
818
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.5K- 25.77% |
$192K - $254K
|
7.2K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83New |
$6.37K - $8.43K
|
83
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
433+ 14.82% |
$33.2K - $44K
|
3.36K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$537 - $711
|
7
$1.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.44K- 18.01% |
$187K - $248K
|
11.1K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34+ 100.0% |
$2.61K - $3.45K
|
68
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
10KNew |
$767K - $1.02M
|
10K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$307 - $406
|
4
$672
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
540New |
$41.4K - $54.9K
|
540
$90.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-12.2K- 75.71% |
$933K - $1.24M
|
3.9K
$656K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
726+ 12.67% |
$55.7K - $73.7K
|
6.46K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-772- 6.41% |
$59.2K - $78.4K
|
11.3K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 5.06% |
$307 - $406
|
83
$14K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 51.46% |
$230K - $305K
|
2.83K
$476K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 17.55% |
$4.06K - $5.38K
|
249
$41.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.44KNew |
$187K - $248K
|
2.44K
$411K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 2.78% |
$76.7 - $102
|
35
$5.88K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.13K+ 6.39% |
$317K - $419K
|
68.7K
$11.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.63K- 8.13% |
$279K - $369K
|
41.1K
$6.9M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-609- 13.16% |
$46.7K - $61.9K
|
4.02K
$675K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.52KNew |
$194K - $256K
|
2.52K
$424K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.85KNew |
$295K - $391K
|
3.85K
$647K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$690 - $914
|
9
$1.51K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
18+ 0.62% |
$1.35K - $1.6K
|
2.9K
$488K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.3K+ 20.64% |
$97.8K - $116K
|
7.62K
$1.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$150 - $178
|
2
$336
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
39New |
$2.93K - $3.47K
|
39
$6.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-19.6K- 4.05% |
$1.47M - $1.74M
|
464K
$78M
|
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 1.3% |
$139K - $164K
|
144K
$24.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.24K+ 14.37% |
$92.8K - $110K
|
9.85K
$1.65M
|
|