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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.29K - $5.14K
|
27
$5.44K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.74K- 44.73% |
$276K - $332K
|
2.15K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-487- 36.7% |
$77.3K - $92.8K
|
840
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 30.0% |
$2.86K - $3.43K
|
78
$15.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.61KNew |
$256K - $307K
|
1.61K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-392- 24.33% |
$62.3K - $74.7K
|
1.22K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-97- 2.27% |
$15.4K - $18.5K
|
4.18K
$841K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
191New |
$30.3K - $36.4K
|
191
$38.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$635 - $762
|
4
$805
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.27K- 98.91% |
$201K - $242K
|
14
$2.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 22.35% |
$6.35K - $7.62K
|
139
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
29.6KNew |
$4.69M - $5.63M
|
29.6K
$5.95M
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 14.29% |
$402 - $486
|
18
$3.62K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$3.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
138New |
$18.5K - $22.4K
|
138
$27.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-24.4K- 38.73% |
$3.27M - $3.95M
|
38.6K
$7.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$226K - $273K
|
1.69K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$198K - $239K
|
1.48K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
153KNew |
$20.5M - $24.8M
|
153K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.2KNew |
$294K - $356K
|
2.2K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.45KNew |
$194K - $235K
|
1.45K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$429K - $518K
|
3.2K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
133K+ 23.64% |
$17.8M - $21.5M
|
693K
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
421+ 7.75% |
$56.5K - $68.2K
|
5.85K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.97KNew |
$801K - $968K
|
5.97K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.82KNew |
$646K - $780K
|
4.82K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.38KNew |
$185K - $224K
|
1.38K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
15KNew |
$2.01M - $2.43M
|
15K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.02KNew |
$271K - $327K
|
2.02K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$4.56K - $5.51K
|
34
$6.85K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.13K- 32.75% |
$152K - $184K
|
2.33K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$3.02K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-113- 59.16% |
$15.2K - $18.3K
|
78
$15.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4- 12.12% |
$536 - $648
|
29
$5.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
76New |
$10.2K - $12.3K
|
76
$15.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$536 - $648
|
4
$805
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-16.7K- 68.48% |
$2.24M - $2.71M
|
7.7K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$268 - $324
|
2
$403
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$536 - $648
|
4
$805
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
481New |
$64.5K - $77.9K
|
481
$96.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-6.09K- 56.54% |
$817K - $987K
|
4.68K
$943K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-87.2K- 99.61% |
$11.7M - $14.1M
|
345
$69.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-29- 50.0% |
$3.89K - $4.7K
|
29
$5.84K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.75K+ 1.12% |
$234K - $283K
|
158K
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
304+ 4.26% |
$40.8K - $49.2K
|
7.44K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.63K- 39.73% |
$353K - $427K
|
3.99K
$804K
|
|