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 |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200New |
$12.7K - $14.4K
|
200
$33.6K
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-120Closed |
$7.63K - $8.67K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-210Closed |
$13.3K - $15.2K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5Closed |
$318 - $361
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$29.7K - $35.1K
|
0
$0
|
|
Mar 03, 2021
Q4 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
353New |
$21K - $24.7K
|
353
$59.3K
|
|
Feb 16, 2021
Q4 2020
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-10.6KClosed |
$632K - $745K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.18KClosed |
$308K - $363K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-22KClosed |
$1.3M - $1.54M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.46KClosed |
$324K - $383K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-23.5KClosed |
$1.39M - $1.65M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11Closed |
$654 - $771
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-89.5KClosed |
$5.32M - $6.27M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-145Closed |
$8.62K - $10.2K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-442Closed |
$26.3K - $31K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13Closed |
$772 - $911
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.35KClosed |
$80.3K - $94.7K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-8KClosed |
$475K - $561K
|
0
$0
|
|
Q3 2020 | |||||||
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-17.5K- 98.49% |
$956K - $1.06M
|
269
$45.2K
|
|
Nov 23, 2020
Q3 2020
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-17.3KClosed |
$944K - $1.04M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.65KClosed |
$254K - $280K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-5.56KClosed |
$303K - $336K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1KClosed |
$54.6K - $60.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.1K- 88.75% |
$387K - $428K
|
900
$151K
|
|
Nov 12, 2020
Q3 2020
|
Paradice Investment Management LLC
|
SELL
|
- |
-47.6KClosed |
$2.6M - $2.87M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.79KClosed |
$316K - $349K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.59KClosed |
$86.5K - $95.7K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-752Closed |
$41K - $45.4K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-10.6KClosed |
$579K - $641K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.95KClosed |
$379K - $419K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-10.6KClosed |
$580K - $642K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-150Closed |
$8.18K - $9.05K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$2.73K - $3.02K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.25K+ 6126.42% |
$173K - $209K
|
3.3K
$555K
|
|
Aug 14, 2020
Q2 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-6.03KClosed |
$322K - $388K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-5.8KClosed |
$310K - $373K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.2KClosed |
$545K - $657K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
290New |
$15.5K - $18.7K
|
290
$48.7K
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-19.6KClosed |
$1.05M - $1.26M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-166Closed |
$8.87K - $10.7K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72KClosed |
$3.3M - $4.17M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-13.2KClosed |
$607K - $767K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-16KClosed |
$735K - $928K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-200Closed |
$9.17K - $11.6K
|
0
$0
|
|
Q4 2019 | |||||||
Mar 19, 2020
Q4 2019
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-43.7KClosed |
$1.88M - $2.14M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-141KClosed |
$6.08M - $6.94M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-45KClosed |
$1.94M - $2.21M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-42.8KClosed |
$1.84M - $2.1M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-98KClosed |
$4.22M - $4.81M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
90KNew |
$3.87M - $4.42M
|
90K
$15.1M
|