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 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.4MNew |
$215M - $261M
|
1.4M
$264M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.07KNew |
$320K - $388K
|
2.07K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.6K- 4.18% |
$5.34M - $6.48M
|
792K
$150M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-2.67K- 57.18% |
$412K - $501K
|
2K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.84K+ 12.69% |
$902K - $1.09M
|
51.9K
$9.82M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 1.16% |
$426K - $517K
|
236K
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-62K- 4.95% |
$9.58M - $11.6M
|
1.19M
$225M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-80.2K- 12.93% |
$12.4M - $15M
|
540K
$102M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
205New |
$31.7K - $38.4K
|
205
$38.8K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
270+ 3.72% |
$41.7K - $50.6K
|
7.53K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.06K- 6.43% |
$936K - $1.14M
|
88.1K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 0.76% |
$124K - $150K
|
104K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.11K+ 15.83% |
$326K - $396K
|
15.4K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-18.1K- 46.37% |
$2.79M - $3.39M
|
20.9K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.4K+ 45.94% |
$2.07M - $2.51M
|
42.5K
$8.04M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.99KNew |
$307K - $373K
|
1.99K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-118K- 91.34% |
$18.2M - $22.1M
|
11.2K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
433+ 25.79% |
$66.9K - $81.1K
|
2.11K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.7K+ 53.93% |
$10.9M - $13.2M
|
202K
$38.2M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.1K+ 2025.1% |
$7.59M - $9.21M
|
51.6K
$9.75M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
369+ 59.42% |
$57K - $69.2K
|
990
$187K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.62K+ 0.2% |
$250K - $303K
|
795K
$150M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
504KNew |
$77.8M - $94.5M
|
504K
$95.4M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-100- 2.33% |
$15.4K - $18.7K
|
4.2K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 0.59% |
$15.9K - $19.3K
|
17.4K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.64K+ 525.53% |
$1.18M - $1.43M
|
9.09K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
|
May 12, 2025
Q1 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.4K+ 13.77% |
$1.3M - $1.57M
|
69.4K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
660+ 22.13% |
$102K - $124K
|
3.64K
$689K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.14K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.7K- 10.29% |
$572K - $694K
|
32.3K
$6.11M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-125K- 12.02% |
$19.3M - $23.5M
|
916K
$173M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.11K+ 54.74% |
$635K - $770K
|
11.6K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
145KNew |
$22.5M - $27.2M
|
145K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.73K- 1.94% |
$731K - $887K
|
240K
$45.4M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
87+ 6.16% |
$13.4K - $16.3K
|
1.5K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-90- 3.88% |
$13.9K - $16.9K
|
2.23K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23+ 153.33% |
$3.55K - $4.31K
|
38
$7.19K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.06K+ 31.44% |
$626K - $760K
|
17K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
224+ 13.85% |
$34.6K - $42K
|
1.84K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
4.6KNew |
$710K - $862K
|
4.6K
$870K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46- 2.61% |
$7.1K - $8.62K
|
1.72K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 4.48% |
$7.88K - $9.56K
|
1.19K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.06% |
$154 - $187
|
1.71K
$324K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-348- 14.88% |
$53.7K - $65.2K
|
1.99K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$4.94K - $6K
|
32
$6.05K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
286KNew |
$44.2M - $53.7M
|
286K
$54.2M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
158+ 0.83% |
$24.4K - $29.6K
|
19.2K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-930- 7.89% |
$144K - $174K
|
10.9K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.06% |
$154 - $187
|
1.63K
$308K
|