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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116New |
$17.9K - $21.7K
|
116
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
3.07KNew |
$474K - $575K
|
3.07K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
8.72KNew |
$1.35M - $1.63M
|
8.72K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 0.77% |
$1.54K - $1.87K
|
1.29K
$245K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.44KNew |
$531K - $644K
|
3.44K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
500New |
$77.2K - $93.7K
|
500
$94.6K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
50.3K+ 28.23% |
$7.77M - $9.43M
|
228K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17K+ 57.03% |
$2.62M - $3.18M
|
46.7K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
12.3K+ 38.91% |
$1.89M - $2.3M
|
43.8K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
103+ 0.86% |
$15.9K - $19.3K
|
12K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$463 - $562
|
11.6K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-92- 14.05% |
$14.2K - $17.2K
|
563
$107K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.39KNew |
$678K - $823K
|
4.39K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
7.54K+ 43.62% |
$1.16M - $1.41M
|
24.8K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.17K+ 6.41% |
$334K - $406K
|
36K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-96.4K- 7.42% |
$14.9M - $18.1M
|
1.2M
$227M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
14.8K+ 452.34% |
$2.28M - $2.77M
|
18K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 0.91% |
$1.85K - $2.25K
|
1.3K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.1K- 37.39% |
$324K - $393K
|
3.51K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-454K- 37.57% |
$70.2M - $85.1M
|
755K
$143M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
63.8KNew |
$9.84M - $11.9M
|
63.8K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-178K- 22.97% |
$27.4M - $33.3M
|
595K
$113M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
833+ 3.93% |
$129K - $156K
|
22K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.92K- 21.71% |
$605K - $735K
|
14.1K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.34K- 10.96% |
$207K - $251K
|
10.9K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-246- 22.1% |
$38K - $46.1K
|
867
$164K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.1K- 39.74% |
$479K - $581K
|
4.7K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-473- 10.71% |
$73K - $88.6K
|
3.95K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$209K - $254K
|
1.36K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
696+ 26.87% |
$107K - $130K
|
3.29K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 1.29% |
$2.16K - $2.62K
|
1.1K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.64KNew |
$408K - $495K
|
2.64K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
18.5K+ 71.5% |
$2.86M - $3.47M
|
44.4K
$8.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 24.64% |
$2.63K - $3.19K
|
52
$9.84K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-203- 0.67% |
$31.3K - $38K
|
30.2K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 327.92% |
$3.1M - $3.76M
|
26.2K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-114K- 41.26% |
$17.7M - $21.4M
|
163K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.07K+ 44.4% |
$165K - $201K
|
3.48K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.3K+ 21.7% |
$355K - $431K
|
12.9K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
114K+ 307.3% |
$17.6M - $21.3M
|
151K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.5K+ 7.85% |
$386K - $469K
|
34.4K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-354K- 10.8% |
$54.7M - $66.4M
|
2.93M
$554M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
11.1KNew |
$1.71M - $2.08M
|
11.1K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-165- 4.11% |
$25.5K - $30.9K
|
3.85K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-319K- 10.74% |
$49.2M - $59.7M
|
2.65M
$501M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
49KNew |
$7.56M - $9.18M
|
49K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
185KNew |
$28.6M - $34.7M
|
185K
$35M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34.6K+ 7.45% |
$5.34M - $6.48M
|
499K
$94.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.24K- 10.58% |
$347K - $421K
|
19K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.2K+ 164.0% |
$1.27M - $1.54M
|
13.2K
$2.5M
|