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 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.3K- 40.09% |
$1.38M - $1.67M
|
15.4K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-155- 3.3% |
$20.8K - $25.1K
|
4.54K
$864K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-13.8K- 24.63% |
$1.86M - $2.24M
|
42.3K
$8.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 19.58% |
$4.96K - $5.99K
|
226
$42.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
120K+ 34.45% |
$16.1M - $19.4M
|
467K
$88.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
397+ 20.86% |
$53.2K - $64.3K
|
2.3K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.92K+ 78.62% |
$392K - $474K
|
6.64K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
27.9K+ 37.71% |
$3.74M - $4.52M
|
102K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
535+ 3.67% |
$71.7K - $86.7K
|
15.1K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.1K+ 134.72% |
$148K - $179K
|
1.92K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18New |
$2.41K - $2.92K
|
18
$3.42K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.09% |
$1.48K - $1.78K
|
12.1K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.8K- 20.27% |
$4.13M - $4.99M
|
121K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-529- 0.32% |
$70.9K - $85.7K
|
164K
$31.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.02KNew |
$271K - $327K
|
2.02K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10- 0.05% |
$1.34K - $1.62K
|
19.7K
$3.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 25.12% |
$4.19M - $5.07M
|
93.2K
$17.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
387+ 2.85% |
$51.9K - $62.7K
|
13.9K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$4.56K - $5.51K
|
34
$6.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.53KNew |
$205K - $248K
|
1.53K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
198+ 81.48% |
$26.6K - $32.1K
|
441
$83.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-109- 2.36% |
$14.6K - $17.7K
|
4.52K
$859K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.36K- 11.77% |
$317K - $383K
|
17.7K
$3.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-55.9K- 44.49% |
$7.49M - $9.05M
|
69.7K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-166- 10.31% |
$22.3K - $26.9K
|
1.44K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.13K- 32.75% |
$152K - $184K
|
2.33K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 23.95% |
$1.45M - $1.75M
|
55.8K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$2.85K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 25.14% |
$5.9K - $7.13K
|
219
$41.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
103+ 0.89% |
$13.8K - $16.7K
|
11.7K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6.99K+ 1.6% |
$938K - $1.13M
|
443K
$84.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.61KNew |
$216K - $261K
|
1.61K
$306K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-282K- 28.41% |
$37.9M - $45.7M
|
712K
$135M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-45.6K- 7.29% |
$6.12M - $7.39M
|
580K
$110M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.85% |
$1.74K - $2.11K
|
1.54K
$293K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-10- 0.51% |
$1.34K - $1.62K
|
1.96K
$372K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
645+ 5.77% |
$86.5K - $104K
|
11.8K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-113- 59.16% |
$15.2K - $18.3K
|
78
$14.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115+ 0.53% |
$15.4K - $18.6K
|
21.8K
$4.14M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.09KNew |
$280K - $338K
|
2.09K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.5% |
$2.95K - $3.56K
|
4.38K
$832K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$281K - $340K
|
2.1K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
580New |
$77.8K - $94K
|
580
$110K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 6.7% |
$13.8K - $16.7K
|
1.44K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
50+ 3.36% |
$6.71K - $8.1K
|
1.54K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.86K+ 24.81% |
$384K - $464K
|
14.4K
$2.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-27.2K- 18.19% |
$3.65M - $4.41M
|
122K
$23.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-549- 0.86% |
$73.6K - $88.9K
|
63.4K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4- 12.12% |
$536 - $648
|
29
$5.51K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 11.11% |
$671 - $810
|
40
$7.6K
|