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 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.9K+ 17.34% |
$523K - $632K
|
26.4K
$5.02M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.97KNew |
$399K - $482K
|
2.97K
$565K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-42.6K- 1.3% |
$5.71M - $6.9M
|
3.23M
$614M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-240- 1.34% |
$32.2K - $38.9K
|
17.7K
$3.36M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
121+ 22.0% |
$16.2K - $19.6K
|
671
$128K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 1.4% |
$6.17K - $7.45K
|
3.33K
$632K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 144.94% |
$424K - $513K
|
5.35K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.6K+ 973.58% |
$6.92M - $8.36M
|
56.9K
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6.91K- 80.2% |
$927K - $1.12M
|
1.71K
$324K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.1K- 2.49% |
$1.35M - $1.63M
|
395K
$75.1M
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.45KNew |
$194K - $235K
|
1.45K
$276K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
41+ 341.67% |
$5.5K - $6.64K
|
53
$10.1K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 2.53% |
$1.47M - $1.78M
|
445K
$84.5M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.18KNew |
$426K - $515K
|
3.18K
$604K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-317- 0.65% |
$42.5K - $51.4K
|
48.5K
$9.21M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
162+ 0.02% |
$21.7K - $26.2K
|
793K
$151M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14.1K+ 0.27% |
$1.89M - $2.28M
|
5.17M
$982M
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.82KNew |
$513K - $619K
|
3.82K
$726K
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
19.3K+ 7.03% |
$2.59M - $3.13M
|
294K
$55.9M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-197- 0.25% |
$26.4K - $31.9K
|
79.2K
$15.1M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
97+ 0.83% |
$13K - $15.7K
|
11.8K
$2.24M
|
|
Nov 13, 2024
Q3 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-21K- 39.75% |
$2.82M - $3.41M
|
31.9K
$6.06M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-785- 5.8% |
$105K - $127K
|
12.8K
$2.42M
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.42K+ 2.99% |
$459K - $555K
|
118K
$22.4M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
138New |
$18.5K - $22.4K
|
138
$26.2K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18+ 0.07% |
$2.41K - $2.92K
|
24.2K
$4.6M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-929- 2.07% |
$125K - $150K
|
44K
$8.36M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-73.2K- 31.78% |
$9.82M - $11.9M
|
157K
$29.9M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.32KNew |
$177K - $214K
|
1.32K
$251K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.77K+ 7.1% |
$371K - $449K
|
41.8K
$7.94M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
960+ 5.29% |
$129K - $156K
|
19.1K
$3.63M
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-115- 0.41% |
$15.4K - $18.6K
|
27.7K
$5.26M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.6K+ 6.64% |
$214K - $259K
|
25.7K
$4.88M
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
267+ 4.12% |
$35.8K - $43.3K
|
6.75K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.48K+ 41.98% |
$735K - $888K
|
18.5K
$3.52M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
419+ 13.1% |
$56.2K - $67.9K
|
3.62K
$688K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24- 0.74% |
$3.22K - $3.89K
|
3.23K
$615K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
12+ 0.79% |
$1.61K - $1.94K
|
1.53K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-154- 6.24% |
$20.7K - $24.9K
|
2.32K
$440K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.44KNew |
$596K - $719K
|
4.44K
$844K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.5K+ 38.12% |
$1.55M - $1.87M
|
41.8K
$7.94M
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$429K - $518K
|
3.2K
$608K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-618- 21.45% |
$82.9K - $100K
|
2.26K
$430K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-152K- 42.47% |
$20.3M - $24.6M
|
205K
$39M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-986- 14.09% |
$132K - $160K
|
6.01K
$1.14M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-26- 1.62% |
$3.49K - $4.21K
|
1.58K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.96K+ 76.94% |
$397K - $480K
|
6.81K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.18K- 2.26% |
$292K - $352K
|
94.3K
$17.9M
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-14.1K- 17.07% |
$1.89M - $2.28M
|
68.3K
$13M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15.5K- 0.5% |
$2.07M - $2.5M
|
3.07M
$584M
|