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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-22.9KClosed |
$1.84M - $2.19M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
502New |
$40.3K - $48K
|
502
$94.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.72KClosed |
$138K - $164K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-79Closed |
$6.34K - $7.55K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15Closed |
$980 - $1.23K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-96Closed |
$6.27K - $7.85K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$1.24K - $1.55K
|
19
$3.59K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-6.8KClosed |
$444K - $556K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-79.4KClosed |
$5.19M - $6.5M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-7.75KClosed |
$507K - $634K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13KClosed |
$850K - $1.06M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-311KClosed |
$20.3M - $25.4M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-31Closed |
$2.03K - $2.54K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.79KClosed |
$248K - $310K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-58Closed |
$3.79K - $4.74K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.1KNew |
$1.31M - $1.64M
|
20.1K
$3.79M
|
|
|
Jul 06, 2021
Q2 2021
|
Polianta LTD
|
SELL
|
- |
-18.5KClosed |
$1.21M - $1.51M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-64Closed |
$4.07K - $4.62K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-1.15KClosed |
$73.1K - $83.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-23KClosed |
$1.46M - $1.66M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6Closed |
$381 - $433
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.61KClosed |
$229K - $260K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.04KClosed |
$193K - $219K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-26.8KClosed |
$1.7M - $1.94M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-50KClosed |
$3.18M - $3.61M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-45Closed |
$2.86K - $3.25K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-18.3KClosed |
$1.16M - $1.32M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$280K - $318K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-12Closed |
$763 - $867
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.74KClosed |
$301K - $342K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-150KClosed |
$9.55M - $10.9M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200New |
$12.7K - $14.4K
|
200
$37.7K
|
|
|
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
$66.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.18KClosed |
$308K - $363K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-10.6KClosed |
$632K - $745K
|
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 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 | |||||||
|
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
|
|