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 13, 2024
Q2 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
11.4K+ 0.95% |
$1.4M - $1.56M
|
1.22M
$204M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38.2K+ 1.25% |
$4.67M - $5.22M
|
3.09M
$519M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
48.9K+ 0.96% |
$5.98M - $6.69M
|
5.15M
$866M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.59K+ 127.47% |
$317K - $355K
|
4.63K
$778K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
421+ 4.16% |
$51.5K - $57.6K
|
10.6K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
119+ 1.4% |
$14.6K - $16.3K
|
8.62K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.54K+ 2.24% |
$923K - $1.03M
|
344K
$57.7M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.3K+ 0.41% |
$2.49M - $2.78M
|
5M
$840M
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.13K+ 0.72% |
$261K - $292K
|
300K
$50.4M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.9K- 9.51% |
$1.83M - $2.04M
|
142K
$23.9M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
73.4K+ 70.05% |
$8.98M - $10M
|
178K
$29.9M
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-28.9K- 1.43% |
$3.53M - $3.95M
|
1.99M
$334M
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-6.65K- 22.82% |
$814K - $910K
|
22.5K
$3.78M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-97- 4.85% |
$11.9K - $13.3K
|
1.9K
$320K
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-103- 4.63% |
$12.6K - $14.1K
|
2.12K
$357K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.56K- 1.62% |
$558K - $623K
|
277K
$46.6M
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.05KNew |
$1.11M - $1.24M
|
9.05K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-355- 1.94% |
$43.4K - $48.6K
|
17.9K
$3.02M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63.7K+ 22.42% |
$7.79M - $8.71M
|
348K
$58.4M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-72.8K- 7.26% |
$8.91M - $9.96M
|
930K
$156M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
901+ 19.91% |
$110K - $123K
|
5.43K
$912K
|
|
Aug 13, 2024
Q2 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
5.7K+ 2.49% |
$697K - $779K
|
235K
$39.5M
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.1KNew |
$502K - $561K
|
4.1K
$689K
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-544- 26.37% |
$66.6K - $74.4K
|
1.52K
$255K
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-73- 2.87% |
$8.93K - $9.99K
|
2.47K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-980- 3.41% |
$120K - $134K
|
27.8K
$4.67M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 29.55% |
$142K - $159K
|
5.1K
$858K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 16.33% |
$979 - $1.09K
|
41
$6.89K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.39K- 54.02% |
$1.15M - $1.28M
|
7.99K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.34% |
$1.59K - $1.78K
|
3.85K
$647K
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2.4K- 5.04% |
$294K - $328K
|
45.2K
$7.6M
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.2KNew |
$147K - $164K
|
1.2K
$202K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
74+ 6.13% |
$9.06K - $10.1K
|
1.28K
$215K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.54K+ 1.7% |
$923K - $1.03M
|
452K
$76M
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
77+ 0.67% |
$9.42K - $10.5K
|
11.6K
$1.95M
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-7.65K- 8.49% |
$936K - $1.05M
|
82.4K
$13.8M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-557- 0.48% |
$68.2K - $76.2K
|
114K
$19.2M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.65K- 87.61% |
$202K - $225K
|
233
$39.2K
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.94K- 6.83% |
$238K - $266K
|
26.5K
$4.45M
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
362+ 0.08% |
$44.3K - $49.5K
|
436K
$73.3M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.52K+ 28.13% |
$186K - $208K
|
6.92K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-3.56K- 29.42% |
$436K - $487K
|
8.54K
$1.43M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.1K- 4.31% |
$135K - $150K
|
24.4K
$4.11M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33New |
$4.04K - $4.51K
|
33
$5.55K
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-640- 5.23% |
$78.3K - $87.6K
|
11.6K
$1.95M
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
162+ 558.62% |
$19.8K - $22.2K
|
191
$32.1K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.59KNew |
$562K - $628K
|
4.59K
$772K
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-285- 0.16% |
$34.9K - $39K
|
176K
$29.5M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9New |
$1.1K - $1.23K
|
9
$1.51K
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.1K- 1.91% |
$134K - $150K
|
56.2K
$9.44M
|