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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.8KNew |
$376K - $454K
|
2.8K
$564K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.71KNew |
$363K - $439K
|
2.71K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.08KNew |
$279K - $337K
|
2.08K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
722New |
$96.8K - $117K
|
722
$145K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.4KNew |
$171K - $192K
|
1.4K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-13.7K- 74.72% |
$1.68M - $1.88M
|
4.64K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
5.08KNew |
$622K - $695K
|
5.08K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
470New |
$57.5K - $64.3K
|
470
$94.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.9KNew |
$355K - $397K
|
2.9K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.54K+ 17.79% |
$311K - $347K
|
16.8K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-71.1K- 48.15% |
$8.7M - $9.72M
|
76.5K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$265K - $297K
|
2.17K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.3K+ 0.41% |
$2.49M - $2.78M
|
5M
$1.01B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.65K- 87.61% |
$202K - $225K
|
233
$46.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.2KNew |
$147K - $164K
|
1.2K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
277+ 69.08% |
$33.9K - $37.9K
|
678
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.22KNew |
$272K - $304K
|
2.22K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.51KNew |
$185K - $207K
|
1.51K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$183K - $205K
|
1.5K
$301K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$367 - $410
|
3
$604
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-62.5K- 47.04% |
$7.65M - $8.55M
|
70.4K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9- 0.53% |
$1.1K - $1.23K
|
1.71K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
281New |
$34.4K - $38.4K
|
281
$56.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
310+ 18.41% |
$37.9K - $42.4K
|
1.99K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2- 0.03% |
$245 - $274
|
6.34K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
62New |
$7.59K - $8.48K
|
62
$12.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
164+ 264.52% |
$20.1K - $22.4K
|
226
$45.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$122 - $137
|
1
$201
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50New |
$6.12K - $6.84K
|
50
$10.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
26New |
$3.18K - $3.56K
|
26
$5.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
191New |
$23.4K - $26.1K
|
191
$38.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14- 0.35% |
$1.71K - $1.92K
|
4.03K
$811K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$799 - $923
|
7
$1.41K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$114 - $132
|
1
$201
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6+ 31.58% |
$685 - $791
|
25
$5.03K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
18New |
$2.05K - $2.37K
|
18
$3.62K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48New |
$5.48K - $6.33K
|
48
$9.66K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 39.41% |
$133K - $153K
|
1.79K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.04KNew |
$233K - $269K
|
2.04K
$411K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
37New |
$4.22K - $4.88K
|
37
$7.45K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.32KNew |
$493K - $569K
|
4.32K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-934- 8.44% |
$107K - $123K
|
10.1K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.11K+ 57.97% |
$126K - $146K
|
3.01K
$606K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-734- 1.05% |
$83.8K - $96.8K
|
69K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16+ 1.88% |
$1.83K - $2.11K
|
867
$175K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.31K- 99.85% |
$149K - $172K
|
2
$403
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51New |
$5.82K - $6.72K
|
51
$10.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.61K+ 4.0% |
$297K - $344K
|
67.8K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-76K- 66.32% |
$8.68M - $10M
|
38.6K
$7.77M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$3.08K - $3.56K
|
27
$5.44K
|
|