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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 20.5% |
$179K - $218K
|
4.5K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.1K+ 47.33% |
$324K - $393K
|
6.53K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 6.01% |
$18.4K - $22.3K
|
1.86K
$352K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-16- 0.71% |
$2.47K - $3K
|
2.23K
$422K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 59.68% |
$183K - $222K
|
3.18K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10.9K- 2.55% |
$1.68M - $2.03M
|
415K
$78.6M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-94- 5.95% |
$14.5K - $17.6K
|
1.49K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
673+ 66.97% |
$104K - $126K
|
1.68K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
726+ 522.3% |
$112K - $136K
|
865
$164K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.93K- 43.78% |
$299K - $362K
|
2.48K
$470K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
36New |
$5.56K - $6.75K
|
36
$6.81K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25+ 0.82% |
$3.86K - $4.69K
|
3.07K
$581K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.5K+ 2.25% |
$231K - $280K
|
68.1K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.66K+ 4.76% |
$256K - $310K
|
36.4K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
44+ 89.8% |
$6.79K - $8.25K
|
93
$17.6K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 2.75% |
$297K - $360K
|
68K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.62K- 4.21% |
$405K - $491K
|
59.6K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
34+ 1.04% |
$5.25K - $6.37K
|
3.29K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
37.3K+ 12.14% |
$5.76M - $6.99M
|
345K
$65.2M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-30.1K- 17.25% |
$4.64M - $5.64M
|
144K
$27.3M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.02K- 3.24% |
$312K - $379K
|
60.2K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-64- 0.41% |
$9.88K - $12K
|
15.4K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.34% |
$30.9K - $37.5K
|
15.1K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.34K- 12.56% |
$206K - $250K
|
9.29K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$463 - $562
|
3
$568
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.47% |
$15.4K - $18.7K
|
4.15K
$785K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.74KNew |
$269K - $326K
|
1.74K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 111.11% |
$12.4K - $15K
|
152
$28.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
297+ 85.59% |
$45.9K - $55.7K
|
644
$122K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.2K- 47.32% |
$2.49M - $3.03M
|
18K
$3.4M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-29- 39.73% |
$4.48K - $5.43K
|
44
$8.32K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-70- 1.86% |
$10.8K - $13.1K
|
3.7K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
741+ 7.84% |
$114K - $139K
|
10.2K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-148- 3.61% |
$22.9K - $27.7K
|
3.95K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-72- 4.87% |
$11.1K - $13.5K
|
1.41K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-96- 3.35% |
$14.8K - $18K
|
2.77K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 66.15% |
$6.64K - $8.06K
|
108
$20.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-844- 17.0% |
$130K - $158K
|
4.12K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
40+ 6.71% |
$6.18K - $7.5K
|
636
$120K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.18K+ 6.82% |
$1.26M - $1.53M
|
128K
$24.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-533- 16.0% |
$82.3K - $99.9K
|
2.8K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.57% |
$30.9K - $37.5K
|
12.9K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
420+ 1.7% |
$64.9K - $78.7K
|
25.1K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
132+ 2.03% |
$20.4K - $24.7K
|
6.65K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-490- 5.02% |
$75.7K - $91.8K
|
9.27K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42KNew |
$220K - $267K
|
1.42K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
92New |
$14.2K - $17.2K
|
92
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
90+ 2.26% |
$13.9K - $16.9K
|
4.08K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.13K- 25.49% |
$484K - $587K
|
9.16K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 11.11% |
$154 - $187
|
10
$1.89K
|