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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8New |
$600 - $711
|
8
$1.51K
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-2.89K- 21.54% |
$217K - $256K
|
10.5K
$1.98M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.58K- 99.5% |
$119K - $141K
|
8
$1.51K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.95K- 37.86% |
$371K - $440K
|
8.12K
$1.53M
|
|
| Q2 2022 | |||||||
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-76Closed |
$5.82K - $6.79K
|
0
$0
|
|
|
Sep 12, 2022
Q2 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
15.5KNew |
$1.19M - $1.39M
|
15.5K
$2.93M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.61K - $1.88K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-373Closed |
$28.5K - $33.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-694- 11.9% |
$53.1K - $62K
|
5.14K
$970K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-11.8KClosed |
$906K - $1.06M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-16.1KClosed |
$1.23M - $1.44M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.79KClosed |
$214K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$832K - $972K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.23K- 1.72% |
$324K - $378K
|
242K
$45.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-813- 12.29% |
$62.2K - $72.7K
|
5.8K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-27.8KClosed |
$2.13M - $2.49M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-48.3KClosed |
$3.7M - $4.32M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23Closed |
$1.76K - $2.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
441K+ 290.72% |
$33.8M - $39.4M
|
593K
$112M
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.31K- 54.45% |
$100K - $117K
|
1.1K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
37.7K+ 115.28% |
$2.89M - $3.37M
|
70.5K
$13.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-57.2KClosed |
$4.37M - $5.11M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-25Closed |
$1.91K - $2.24K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.43KClosed |
$186K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-5.6KClosed |
$429K - $501K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-4.29KClosed |
$328K - $383K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-2.92K- 45.25% |
$223K - $261K
|
3.53K
$667K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.48KClosed |
$496K - $579K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3- 0.11% |
$230 - $268
|
2.69K
$508K
|
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-400Closed |
$30.6K - $35.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-314Closed |
$24K - $28.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.12KNew |
$163K - $190K
|
2.12K
$401K
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.1KNew |
$544K - $635K
|
7.1K
$1.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12.8KClosed |
$976K - $1.14M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.28KClosed |
$328K - $383K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.61K - $1.88K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$2.64K
|
|
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.3KClosed |
$1.25M - $1.46M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
244+ 1.71% |
$18.7K - $21.8K
|
14.5K
$2.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-383Closed |
$29.3K - $34.2K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
964New |
$73.8K - $86.2K
|
964
$182K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-100KClosed |
$7.65M - $8.94M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.35KClosed |
$179K - $210K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-43- 5.13% |
$3.29K - $3.84K
|
796
$150K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
167New |
$12.8K - $14.9K
|
167
$31.5K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|