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, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-75- 1.64% |
$9.18K - $10.3K
|
4.49K
$754K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.09KNew |
$623K - $697K
|
5.09K
$856K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
277+ 69.08% |
$33.9K - $37.9K
|
678
$114K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
106K+ 23.34% |
$13M - $14.5M
|
561K
$94.2M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 20.0% |
$1.84K - $2.05K
|
90
$15.1K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.7K+ 31.79% |
$4.49M - $5.02M
|
152K
$25.5M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.5K- 62.22% |
$2.51M - $2.8M
|
12.4K
$2.09M
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-2.49K- 61.02% |
$305K - $341K
|
1.59K
$268K
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.6K+ 10.16% |
$440K - $492K
|
39K
$6.55M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 12.5% |
$2.57K - $2.87K
|
189
$31.8K
|
|
Aug 12, 2024
Q2 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-304K- 20.27% |
$37.2M - $41.6M
|
1.2M
$201M
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.09% |
$176K - $197K
|
130K
$21.9M
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.5K+ 4.03% |
$4.47M - $5M
|
944K
$159M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 5.96% |
$6.49K - $7.25K
|
837
$141K
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.38K+ 19.31% |
$536K - $600K
|
27.1K
$4.55M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 15.54% |
$305K - $341K
|
13.6K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-59.3K- 17.86% |
$7.25M - $8.11M
|
273K
$45.8M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 600.0% |
$2.2K - $2.46K
|
21
$3.53K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.15K+ 279.6% |
$631K - $705K
|
7K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.28KNew |
$401K - $449K
|
3.28K
$551K
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.1K+ 26.21% |
$1.48M - $1.65M
|
58.1K
$9.76M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.7K- 78.8% |
$2.41M - $2.69M
|
5.3K
$891K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-133- 4.16% |
$16.3K - $18.2K
|
3.07K
$515K
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.47K+ 2.35% |
$180K - $201K
|
64K
$10.8M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.31K- 73.01% |
$650K - $726K
|
1.96K
$330K
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.31K- 0.53% |
$405K - $453K
|
626K
$105M
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-134- 2.92% |
$16.4K - $18.3K
|
4.46K
$750K
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.22KNew |
$272K - $304K
|
2.22K
$373K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-124- 41.89% |
$15.2K - $17K
|
172
$28.9K
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 0.29% |
$36.7K - $41K
|
103K
$17.2M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-386- 20.06% |
$47.2K - $52.8K
|
1.54K
$259K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-373- 0.47% |
$45.6K - $51K
|
79.4K
$13.3M
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-21.8K- 4.58% |
$2.66M - $2.98M
|
454K
$76.2M
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-159- 9.1% |
$19.5K - $21.8K
|
1.59K
$267K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.26K+ 4.62% |
$154K - $172K
|
28.5K
$4.79M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 4.15% |
$2.35M - $2.63M
|
483K
$81.2M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$183K - $205K
|
1.5K
$251K
|
|
Aug 08, 2024
Q2 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.51KNew |
$185K - $207K
|
1.51K
$254K
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.45K+ 14.17% |
$300K - $335K
|
19.7K
$3.31M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 1.85% |
$1.22K - $1.37K
|
550
$92.4K
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-74- 1.55% |
$9.06K - $10.1K
|
4.69K
$788K
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
592+ 3.04% |
$72.4K - $81K
|
20.1K
$3.38M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
349+ 1.76% |
$42.7K - $47.7K
|
20.2K
$3.4M
|
|
Aug 07, 2024
Q2 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-44.9K- 6.37% |
$5.49M - $6.14M
|
659K
$111M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.61K- 14.48% |
$808K - $904K
|
39K
$6.56M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$367 - $410
|
3
$504
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-1.2K- 41.8% |
$147K - $164K
|
1.67K
$281K
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-7.56K- 26.26% |
$925K - $1.03M
|
21.2K
$3.57M
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-816- 3.08% |
$99.9K - $112K
|
25.7K
$4.31M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 5.47% |
$285K - $319K
|
45K
$7.56M
|