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 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.83% |
$6.65K - $8.59K
|
2.52K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
199+ 4.59% |
$28.2K - $36.4K
|
4.54K
$914K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
212+ 0.61% |
$30K - $38.7K
|
35.1K
$7.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
190KNew |
$26.8M - $34.6M
|
190K
$38.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-908- 39.56% |
$129K - $166K
|
1.39K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.61K- 9.48% |
$228K - $294K
|
15.3K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-601- 19.56% |
$85.1K - $110K
|
2.47K
$498K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
21.1K+ 2.07% |
$2.99M - $3.86M
|
1.04M
$210M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.2K+ 6.27% |
$170K - $219K
|
20.4K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 36.56% |
$4.81K - $6.21K
|
59
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.57K- 1.29% |
$505K - $652K
|
272K
$54.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-384- 11.25% |
$54.4K - $70.2K
|
3.03K
$610K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.24K- 1.8% |
$318K - $410K
|
122K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.01K- 3.12% |
$144K - $185K
|
31.5K
$6.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
826+ 17.78% |
$117K - $151K
|
5.47K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
30.6K+ 2318.7% |
$4.34M - $5.6M
|
32K
$6.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
906+ 7.02% |
$128K - $166K
|
13.8K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-11K- 3.78% |
$1.55M - $2M
|
279K
$56.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-94- 2.19% |
$13.3K - $17.2K
|
4.19K
$844K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.88K- 17.27% |
$549K - $708K
|
18.6K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
899+ 12.06% |
$127K - $164K
|
8.35K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$283 - $366
|
2
$403
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
101+ 5.74% |
$14.3K - $18.5K
|
1.86K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-1.06K- 28.33% |
$150K - $194K
|
2.68K
$540K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
20.1KNew |
$2.85M - $3.68M
|
20.1K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.42K- 67.68% |
$626K - $808K
|
2.11K
$425K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 1.08% |
$3.4K - $4.39K
|
2.26K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.82K- 73.83% |
$683K - $881K
|
1.71K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.23K+ 8.46% |
$174K - $224K
|
15.8K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34- 2.61% |
$4.81K - $6.21K
|
1.27K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6- 0.48% |
$850 - $1.1K
|
1.24K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.21KNew |
$171K - $221K
|
1.21K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.65K- 6.56% |
$233K - $301K
|
23.5K
$4.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-75- 5.68% |
$10.6K - $13.7K
|
1.25K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
84+ 3.65% |
$11.9K - $15.4K
|
2.39K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.03KNew |
$853K - $1.1M
|
6.03K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11KNew |
$158K - $203K
|
1.11K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
251+ 39.47% |
$35.5K - $45.9K
|
887
$179K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.12K- 14.23% |
$300K - $387K
|
12.8K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3+ 100.0% |
$425 - $548
|
6
$1.21K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.1K- 8.26% |
$297K - $383K
|
23.3K
$4.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77+ 4.48% |
$10.9K - $14.1K
|
1.79K
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$169K - $218K
|
1.19K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-178- 58.36% |
$25.2K - $32.5K
|
127
$25.6K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
87+ 5.86% |
$12.3K - $15.9K
|
1.57K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-420- 15.68% |
$59.5K - $76.8K
|
2.26K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
799+ 19.04% |
$113K - $146K
|
5K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.26K+ 90.78% |
$321K - $414K
|
4.76K
$958K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 9.0% |
$23.5K - $30.3K
|
1.68K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$425 - $548
|
3
$604
|