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 |
---|---|---|---|---|---|---|---|
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
$236K
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.25KClosed |
$220K - $246K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
9.84KNew |
$413K - $461K
|
9.84K
$1.65M
|
|
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
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-121Closed |
$5.29K - $5.99K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.37KClosed |
$191K - $216K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-46KClosed |
$2.01M - $2.28M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-40KClosed |
$1.75M - $1.98M
|
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
|
|
May 14, 2019
Q1 2019
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-110KClosed |
$4.03M - $5.14M
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-25.2KClosed |
$925K - $1.18M
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-126Closed |
$4.62K - $5.89K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-15.9KClosed |
$553K - $718K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-156Closed |
$5.42K - $7.04K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$377K - $490K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.82KClosed |
$202K - $263K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222Closed |
$7.72K - $10K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.8KClosed |
$271K - $352K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Gradient Investments LLC
|
SELL
|
- |
-296Closed |
$10.3K - $13.4K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-35.2KClosed |
$1.22M - $1.59M
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.9KClosed |
$275K - $357K
|
0
$0
|
|
Q3 2018 | |||||||
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
8.08K+ 294.82% |
$363K - $427K
|
10.8K
$1.82M
|
|
Nov 14, 2018
Q3 2018
|
Patten Group, Inc.
|
SELL
|
- |
-166Closed |
$7.46K - $8.78K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-22.8KClosed |
$1.02M - $1.2M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.09KNew |
$319K - $375K
|
7.09K
$1.19M
|
|
Nov 13, 2018
Q3 2018
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.57KClosed |
$206K - $242K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-142KClosed |
$6.36M - $7.49M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-10.4KClosed |
$467K - $549K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-77.9KClosed |
$3.5M - $4.12M
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-77Closed |
$3.46K - $4.07K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Hartford Investment Management CO
|
SELL
|
- |
-4.23KClosed |
$190K - $223K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-6.98KClosed |
$314K - $369K
|
0
$0
|
|
Oct 11, 2018
Q3 2018
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-33.6KClosed |
$1.51M - $1.78M
|
0
$0
|
|
Q2 2018 | |||||||
Aug 22, 2018
Q2 2018
|
Mc Adam, LLC
|
SELL
|
- |
-31Closed |
$1.35K - $1.63K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
84.4K+ 37.52% |
$3.68M - $4.43M
|
309K
$52M
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-14KClosed |
$609K - $734K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-35.6KClosed |
$1.55M - $1.87M
|
0
$0
|