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 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
10.6KNew |
$1.68M - $2.02M
|
10.6K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 6.91% |
$218K - $261K
|
21.2K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
68.8K+ 17.39% |
$10.9M - $13.1M
|
464K
$82.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-4.49K- 0.37% |
$712K - $855K
|
1.21M
$216M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-512- 7.59% |
$81.3K - $97.5K
|
6.24K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-147- 3.25% |
$23.3K - $28K
|
4.37K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
209K+ 6.8% |
$33.2M - $39.8M
|
3.28M
$585M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
489+ 34.56% |
$77.7K - $93.1K
|
1.9K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$15.9K - $19K
|
100
$17.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.31K- 1.96% |
$367K - $440K
|
116K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.31KNew |
$207K - $249K
|
1.31K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.45K+ 12.19% |
$230K - $276K
|
13.3K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-134- 3.06% |
$21.3K - $25.5K
|
4.25K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
200New |
$31.8K - $38.1K
|
200
$35.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
69New |
$11K - $13.1K
|
69
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$794 - $952
|
5
$891
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-101- 2.16% |
$16K - $19.2K
|
4.57K
$815K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.91K+ 8.18% |
$1.57M - $1.89M
|
131K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Montanaro Asset Management LTD
|
SELL
|
- |
-56K- 37.09% |
$8.89M - $10.7M
|
95K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
657KNew |
$104M - $125M
|
657K
$117M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.07K+ 16.77% |
$170K - $204K
|
7.47K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-196- 2.47% |
$31.1K - $37.3K
|
7.73K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
11.8KNew |
$1.87M - $2.25M
|
11.8K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-507- 24.3% |
$80.5K - $96.6K
|
1.58K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
517+ 374.64% |
$82.1K - $98.5K
|
655
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.49K- 1.28% |
$554K - $665K
|
270K
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
942+ 4.39% |
$150K - $179K
|
22.4K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.79K- 1.9% |
$284K - $341K
|
92.5K
$16.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-1.65K- 22.18% |
$262K - $314K
|
5.78K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-584- 25.81% |
$92.7K - $111K
|
1.68K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-119- 8.29% |
$18.9K - $22.7K
|
1.32K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
70+ 4.79% |
$11.1K - $13.3K
|
1.53K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.7K- 0.38% |
$270K - $324K
|
443K
$79M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 2.56% |
$2.17M - $2.6M
|
519K
$92.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.08% |
$318 - $381
|
2.47K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 8.41% |
$3.02K - $3.62K
|
245
$43.7K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-109- 5.2% |
$17.3K - $20.8K
|
1.99K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
2.76KNew |
$438K - $526K
|
2.76K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
642+ 40.0% |
$102K - $122K
|
2.25K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-15.4K- 34.21% |
$2.45M - $2.93M
|
29.6K
$5.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-205K- 24.4% |
$32.6M - $39.1M
|
635K
$113M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 9.85% |
$161K - $193K
|
11.3K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-351K- 18.96% |
$55.7M - $66.9M
|
1.5M
$267M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-34.2K- 6.03% |
$5.44M - $6.52M
|
533K
$95.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.08K- 0.42% |
$648K - $778K
|
966K
$172M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.14KNew |
$340K - $407K
|
2.14K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.7K+ 56.55% |
$1.38M - $1.66M
|
24.1K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19K- 2.52% |
$3.02M - $3.62M
|
737K
$131M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.93KNew |
$306K - $367K
|
1.93K
$344K
|