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 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-104Closed |
$9.86K - $11.4K
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29New |
$2.75K - $3.19K
|
29
$5.17K
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.81KNew |
$266K - $309K
|
2.81K
$501K
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
3.5KNew |
$332K - $385K
|
3.5K
$624K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-57- 96.61% |
$5.41K - $6.27K
|
2
$357
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-95.4K- 76.21% |
$9.05M - $10.5M
|
29.8K
$5.31M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-96- 4.14% |
$9.1K - $10.6K
|
2.22K
$396K
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.2KNew |
$303K - $352K
|
3.2K
$570K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$3.98K - $4.62K
|
42
$7.49K
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
18.4KNew |
$1.75M - $2.03M
|
18.4K
$3.28M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.71KNew |
$257K - $298K
|
2.71K
$483K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 300.0% |
$854 - $991
|
12
$2.14K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-934- 4.94% |
$88.6K - $103K
|
18K
$3.2M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.38KNew |
$226K - $262K
|
2.38K
$425K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$948 - $1.1K
|
10
$1.78K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$4.08K - $4.73K
|
43
$7.67K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
96New |
$9.1K - $10.6K
|
96
$17.1K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
282New |
$26.7K - $31K
|
282
$50.3K
|
|
Q2 2023 | |||||||
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$205K - $238K
|
2.41K
$430K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45New |
$3.82K - $4.45K
|
45
$8.02K
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.66KNew |
$226K - $263K
|
2.66K
$474K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.6KNew |
$897K - $1.04M
|
10.6K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.95K+ 4.67% |
$251K - $292K
|
66.1K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-21- 0.05% |
$1.78K - $2.08K
|
42.7K
$7.62M
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
8.62KNew |
$732K - $852K
|
8.62K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.47KNew |
$210K - $244K
|
2.47K
$441K
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.02KNew |
$341K - $397K
|
4.02K
$716K
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.2KNew |
$187K - $218K
|
2.2K
$392K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
344+ 5.82% |
$29.2K - $34K
|
6.26K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.7KNew |
$739K - $860K
|
8.7K
$1.55M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.15KNew |
$182K - $212K
|
2.15K
$383K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.05KNew |
$259K - $301K
|
3.05K
$543K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-541- 8.3% |
$46K - $53.5K
|
5.98K
$1.07M
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.08K- 20.07% |
$261K - $304K
|
12.2K
$2.18M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.72KNew |
$316K - $368K
|
3.72K
$663K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
9K+ 3.5% |
$764K - $890K
|
266K
$47.4M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-12- 25.53% |
$1.02K - $1.19K
|
35
$6.24K
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.08K- 21.53% |
$347K - $404K
|
14.9K
$2.65M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.57% |
$85 - $98.9
|
176
$31.4K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.79KNew |
$322K - $374K
|
3.79K
$675K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
67New |
$5.69K - $6.62K
|
67
$11.9K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
7.64KNew |
$649K - $756K
|
7.64K
$1.36M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.12% |
$1.7K - $1.98K
|
16.8K
$3M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29New |
$2.46K - $2.87K
|
29
$5.17K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.84KNew |
$242K - $286K
|
2.84K
$506K
|
|
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
$162K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
18.2KNew |
$1.55M - $1.83M
|
18.2K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.9KNew |
$1.02M - $1.2M
|
11.9K
$2.12M
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.93K+ 351.55% |
$763K - $900K
|
11.5K
$2.05M
|