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 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
$170K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.79KClosed |
$316K - $349K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Paradice Investment Management LLC
|
SELL
|
- |
-47.6KClosed |
$2.6M - $2.87M
|
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
$623K
|
|
|
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
$54.7K
|
|
|
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 | |||||||
|
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
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-45KClosed |
$1.94M - $2.21M
|
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
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-42.8KClosed |
$1.84M - $2.1M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
90KNew |
$3.87M - $4.42M
|
90K
$17M
|
|
|
Feb 14, 2020
Q4 2019
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-98KClosed |
$4.22M - $4.81M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-108KClosed |
$4.65M - $5.3M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-52Closed |
$2.24K - $2.55K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$58.8K - $65.6K
|
1.4K
$265K
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
9.84KNew |
$413K - $461K
|
9.84K
$1.86M
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.25KClosed |
$220K - $246K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-53KClosed |
$2.22M - $2.48M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Motco
|
SELL
|
- |
-476Closed |
$20K - $22.3K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-2.9KClosed |
$122K - $136K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-11KClosed |
$461K - $515K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24KClosed |
$52.2K - $58.2K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-146Closed |
$6.12K - $6.84K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-53Closed |
$2.22K - $2.48K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-46KClosed |
$2.01M - $2.28M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-121Closed |
$5.29K - $5.99K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-40KClosed |
$1.75M - $1.98M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.37KClosed |
$191K - $216K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.4KClosed |
$324K - $366K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Hikari Power LTD
|
SELL
|
- |
-5.74KClosed |
$251K - $284K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.45KClosed |
$195K - $220K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-116Closed |
$5.07K - $5.74K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-266Closed |
$11.6K - $13.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-39.2KClosed |
$1.43M - $1.83M
|
0
$0
|
|