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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.84K+ 2.98% |
$402K - $518K
|
97.9K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-54.1K- 8.53% |
$7.65M - $9.88M
|
580K
$117M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.25K+ 19.0% |
$319K - $411K
|
14.1K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.35K+ 0.83% |
$191K - $246K
|
164K
$33M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
39.5K+ 80.6% |
$5.59M - $7.21M
|
88.5K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-708- 3.05% |
$100K - $129K
|
22.5K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-186- 1.07% |
$26.3K - $34K
|
17.2K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-148- 6.96% |
$21K - $27K
|
1.98K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
361K+ 194.91% |
$51.1M - $66M
|
546K
$110M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.03K- 0.54% |
$429K - $554K
|
555K
$112M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.75KNew |
$673K - $868K
|
4.75K
$956K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
14K+ 20.55% |
$1.98M - $2.55M
|
82K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-31.6K- 39.31% |
$4.48M - $5.78M
|
48.8K
$9.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 20.45% |
$61.2K - $78.9K
|
2.54K
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
881+ 0.8% |
$125K - $161K
|
111K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 7.58% |
$708 - $914
|
61
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.41K- 6.36% |
$199K - $257K
|
20.7K
$4.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-36.8K- 25.28% |
$5.2M - $6.72M
|
109K
$21.9M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-284- 8.97% |
$40.2K - $51.9K
|
2.88K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.03K- 52.95% |
$287K - $371K
|
1.8K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-110- 4.22% |
$15.6K - $20.1K
|
2.5K
$502K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$7.5K - $9.69K
|
53
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.92KNew |
$839K - $1.08M
|
5.92K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-782- 10.81% |
$111K - $143K
|
6.45K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
98.2K+ 636.15% |
$13.9M - $18M
|
114K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
892+ 17.45% |
$126K - $163K
|
6K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$142 - $183
|
1
$201
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 9.65% |
$709K - $915K
|
56.9K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.15K- 48.94% |
$304K - $393K
|
2.24K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 33.33% |
$5.1K - $6.58K
|
72
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 46.79% |
$298K - $385K
|
2.4K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.47% |
$142 - $183
|
216
$43.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.14KNew |
$162K - $209K
|
1.14K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.64K- 1.93% |
$657K - $848K
|
235K
$47.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-28.5K- 6.87% |
$4.04M - $5.21M
|
387K
$77.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
241+ 42.81% |
$34.1K - $44K
|
804
$162K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-642- 0.5% |
$90.9K - $117K
|
128K
$25.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.94K+ 92.68% |
$416K - $537K
|
6.11K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-25.3K- 13.09% |
$3.58M - $4.62M
|
168K
$33.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
64+ 6.11% |
$9.06K - $11.7K
|
1.11K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-2.55K- 3.31% |
$361K - $466K
|
74.5K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-213- 10.7% |
$30.2K - $38.9K
|
1.78K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
146+ 14.75% |
$20.7K - $26.7K
|
1.14K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.59KNew |
$225K - $290K
|
1.59K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
958+ 8.82% |
$136K - $175K
|
11.8K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
118New |
$16.7K - $21.6K
|
118
$23.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-116- 5.2% |
$16.4K - $21.2K
|
2.12K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.73K+ 25.53% |
$669K - $864K
|
23.2K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-15.2K- 0.29% |
$2.15M - $2.77M
|
5.29M
$1.07B
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
1.23K+ 5.02% |
$174K - $224K
|
25.7K
$5.17M
|