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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-280- 21.54% |
$21.4K - $25K
|
1.02K
$193K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.03KClosed |
$156K - $182K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.8KClosed |
$291K - $340K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-3.39KClosed |
$260K - $303K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-17.4K- 42.37% |
$1.33M - $1.55M
|
23.6K
$4.46M
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-37.2KClosed |
$2.84M - $3.32M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-50Closed |
$3.83K - $4.47K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4New |
$306 - $358
|
4
$755
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22New |
$1.68K - $1.97K
|
22
$4.15K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-61Closed |
$4.67K - $5.45K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
SELL
|
- |
-7.53K- 40.15% |
$576K - $673K
|
11.2K
$2.12M
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$1.16M - $1.59M
|
13.3K
$2.5M
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-27.1KClosed |
$2.38M - $3.24M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-11.4KClosed |
$1M - $1.37M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.98KClosed |
$174K - $237K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.48KClosed |
$305K - $416K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-116Closed |
$10.2K - $13.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.97KClosed |
$173K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.5KClosed |
$395K - $538K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-54Closed |
$4.74K - $6.45K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10.2KClosed |
$900K - $1.22M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.63KClosed |
$406K - $553K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Loews Corp
New York, NY |
SELL
|
- |
-2KClosed |
$176K - $239K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.97KClosed |
$173K - $236K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.68KClosed |
$587K - $799K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95KClosed |
$171K - $233K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.27KClosed |
$287K - $391K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7.19KClosed |
$631K - $859K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-19Closed |
$1.67K - $2.27K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-243Closed |
$21.3K - $29K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$178K - $242K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-54.7KClosed |
$4.8M - $6.54M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-6KClosed |
$526K - $717K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-76Closed |
$6.67K - $9.08K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-7.85KClosed |
$689K - $938K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
162KNew |
$15.1M - $19.2M
|
162K
$30.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-52Closed |
$4.86K - $6.19K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.52KClosed |
$516K - $657K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-4.05KClosed |
$378K - $481K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-68Closed |
$6.35K - $8.09K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.72KClosed |
$628K - $799K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-16.9KClosed |
$1.58M - $2.01M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-20.4KClosed |
$1.91M - $2.43M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.58KClosed |
$334K - $425K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-486Closed |
$45.4K - $57.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-27KClosed |
$2.53M - $3.22M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-129KClosed |
$12.1M - $15.4M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.56KClosed |
$125K - $149K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.5KClosed |
$281K - $334K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$942K - $1.12M
|
11.7K
$2.22M
|
|