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 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.61KNew |
$298K - $344K
|
2.61K
$526K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.38KNew |
$614K - $710K
|
5.38K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-376- 17.64% |
$42.9K - $49.6K
|
1.76K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.2KNew |
$2.53M - $2.93M
|
22.2K
$4.47M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
10.6KNew |
$1.21M - $1.4M
|
10.6K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-948- 34.17% |
$108K - $125K
|
1.83K
$368K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6- 50.0% |
$685 - $791
|
6
$1.21K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$228 - $264
|
2
$403
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
60New |
$6.85K - $7.91K
|
60
$12.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 65.0% |
$2.97K - $3.43K
|
14
$2.82K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15New |
$1.71K - $1.98K
|
15
$3.02K
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
24New |
$2.33K - $2.93K
|
24
$4.83K
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-60.7KClosed |
$5.88M - $7.42M
|
0
$0
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.65K- 30.06% |
$160K - $201K
|
3.83K
$771K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$33.9K - $42.8K
|
350
$70.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
81New |
$7.85K - $9.9K
|
81
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
14New |
$1.36K - $1.71K
|
14
$2.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 5.0% |
$485 - $611
|
95
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
111New |
$10.8K - $13.6K
|
111
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$4.23K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
27K+ 90.0% |
$2.62M - $3.3M
|
57K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
183New |
$17.7K - $22.4K
|
183
$36.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.79KNew |
$174K - $219K
|
1.79K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1.7KNew |
$165K - $208K
|
1.7K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
29.5KNew |
$2.86M - $3.6M
|
29.5K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
29.1KNew |
$2.82M - $3.55M
|
29.1K
$5.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$4.23K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12- 33.33% |
$1.16K - $1.47K
|
24
$4.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.51KNew |
$243K - $307K
|
2.51K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
28New |
$2.71K - $3.42K
|
28
$5.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-57- 1.52% |
$5.53K - $6.96K
|
3.7K
$745K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$4.85K - $6.11K
|
50
$10.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
56New |
$5.43K - $6.84K
|
56
$11.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62New |
$6.01K - $7.58K
|
62
$12.5K
|
|
| Q3 2023 | |||||||
|
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
$5.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.81KNew |
$266K - $309K
|
2.81K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
3.5KNew |
$332K - $385K
|
3.5K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-96- 4.14% |
$9.1K - $10.6K
|
2.22K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-95.4K- 76.21% |
$9.05M - $10.5M
|
29.8K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.2KNew |
$303K - $352K
|
3.2K
$644K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.71KNew |
$257K - $298K
|
2.71K
$546K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$3.98K - $4.62K
|
42
$8.46K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 300.0% |
$854 - $991
|
12
$2.42K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-934- 4.94% |
$88.6K - $103K
|
18K
$3.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.38KNew |
$226K - $262K
|
2.38K
$480K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$4.08K - $4.73K
|
43
$8.66K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
96New |
$9.1K - $10.6K
|
96
$19.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
282New |
$26.7K - $31K
|
282
$56.8K
|
|
| Q2 2023 | |||||||
|
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.2KNew |
$187K - $218K
|
2.2K
$443K
|
|