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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218- 21.76% |
$29.2K - $35.3K
|
784
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-155- 20.78% |
$20.8K - $25.1K
|
591
$99.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-673- 11.66% |
$90.3K - $109K
|
5.1K
$857K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 16.35% |
$2.28K - $2.75K
|
87
$14.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
861New |
$115K - $139K
|
861
$145K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-68- 3.41% |
$9.12K - $11K
|
1.93K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
16.3KNew |
$2.18M - $2.64M
|
16.3K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$172K - $208K
|
1.29K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.48KNew |
$199K - $240K
|
1.48K
$249K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 1.38% |
$6.71K - $8.1K
|
3.56K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$134 - $162
|
153
$25.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.42KNew |
$190K - $230K
|
1.42K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.71KNew |
$363K - $439K
|
2.71K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.37K+ 77.64% |
$720K - $870K
|
12.3K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
320+ 17.29% |
$42.9K - $51.8K
|
2.17K
$365K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-813- 3.56% |
$109K - $132K
|
22K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 0.59% |
$402 - $486
|
507
$85.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.08KNew |
$279K - $337K
|
2.08K
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-111- 2.55% |
$14.9K - $18K
|
4.24K
$713K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.4K- 10.63% |
$188K - $227K
|
11.8K
$1.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.21K - $1.46K
|
9
$1.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.16K+ 1.79% |
$424K - $513K
|
180K
$30.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
722New |
$96.8K - $117K
|
722
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
96+ 12.61% |
$12.9K - $15.6K
|
857
$144K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
97+ 100.0% |
$13K - $15.7K
|
194
$32.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 22.77% |
$18.5K - $22.4K
|
468
$78.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
489+ 7.28% |
$65.6K - $79.2K
|
7.2K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-13- 34.21% |
$1.74K - $2.11K
|
25
$4.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
381+ 36.56% |
$51.1K - $61.7K
|
1.42K
$239K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 24.6% |
$322K - $389K
|
12.2K
$2.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.2K- 89.41% |
$1.64M - $1.98M
|
1.45K
$243K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-835- 9.79% |
$112K - $135K
|
7.7K
$1.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 700.0% |
$1.88K - $2.27K
|
16
$2.69K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-179K- 24.16% |
$21.9M - $24.5M
|
563K
$94.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-464- 3.43% |
$56.8K - $63.5K
|
13.1K
$2.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.93K- 12.48% |
$236K - $264K
|
13.5K
$2.28M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-565- 2.34% |
$69.1K - $77.3K
|
23.6K
$3.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.4KNew |
$416K - $465K
|
3.4K
$572K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$1.4M - $1.56M
|
11.4K
$1.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.82K- 6.02% |
$223K - $249K
|
28.4K
$4.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-8.02K- 7.74% |
$982K - $1.1M
|
95.6K
$16.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
63+ 0.54% |
$7.71K - $8.62K
|
11.7K
$1.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.1K- 55.17% |
$380K - $425K
|
2.52K
$424K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 6.8% |
$6.85K - $7.66K
|
879
$148K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.82K+ 19.38% |
$468K - $523K
|
23.6K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.91K- 25.79% |
$968K - $1.08M
|
22.8K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.4K- 3.57% |
$3.96M - $4.43M
|
874K
$147M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
185+ 4.31% |
$22.6K - $25.3K
|
4.48K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.32K+ 4.94% |
$162K - $181K
|
28K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 2.79% |
$414K - $463K
|
125K
$20.9M
|
|