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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.79KClosed |
$214K - $250K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-16.1KClosed |
$1.23M - $1.44M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-11.8KClosed |
$906K - $1.06M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-813- 12.29% |
$62.2K - $72.7K
|
5.8K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-694- 11.9% |
$53.1K - $62K
|
5.14K
$972K
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-27.8KClosed |
$2.13M - $2.49M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23Closed |
$1.76K - $2.06K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.23K- 1.72% |
$324K - $378K
|
242K
$45.7M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-25Closed |
$1.91K - $2.24K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-57.2KClosed |
$4.37M - $5.11M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-4.29KClosed |
$328K - $383K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-5.6KClosed |
$429K - $501K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-2.92K- 45.25% |
$223K - $261K
|
3.53K
$668K
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.43KClosed |
$186K - $217K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3- 0.11% |
$230 - $268
|
2.69K
$509K
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.48KClosed |
$496K - $579K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-400Closed |
$30.6K - $35.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.12KNew |
$163K - $190K
|
2.12K
$402K
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.1KNew |
$544K - $635K
|
7.1K
$1.34M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.61K - $1.88K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.28KClosed |
$328K - $383K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12.8KClosed |
$976K - $1.14M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$2.65K
|
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.3KClosed |
$1.25M - $1.46M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-383Closed |
$29.3K - $34.2K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41.1K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
244+ 1.71% |
$18.7K - $21.8K
|
14.5K
$2.74M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
964New |
$73.8K - $86.2K
|
964
$182K
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.35KClosed |
$179K - $210K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-100KClosed |
$7.65M - $8.94M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-43- 5.13% |
$3.29K - $3.84K
|
796
$151K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
167New |
$12.8K - $14.9K
|
167
$31.6K
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.03KClosed |
$156K - $182K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-280- 21.54% |
$21.4K - $25K
|
1.02K
$193K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.8KClosed |
$291K - $340K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-17.4K- 42.37% |
$1.33M - $1.55M
|
23.6K
$4.47M
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-3.39KClosed |
$260K - $303K
|
0
$0
|
|
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
$757
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22New |
$1.68K - $1.97K
|
22
$4.16K
|
|
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
$2.51M
|
|
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
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-116Closed |
$10.2K - $13.9K
|
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
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-54Closed |
$4.74K - $6.45K
|
0
$0
|