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 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.68KNew |
$1.09M - $1.4M
|
7.68K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
762New |
$108K - $139K
|
762
$153K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 7.44% |
$1.27K - $1.64K
|
130
$26.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-853- 20.38% |
$121K - $156K
|
3.33K
$671K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-80- 86.96% |
$11.3K - $14.6K
|
12
$2.42K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
995+ 49.75% |
$141K - $182K
|
3K
$603K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-385- 11.69% |
$54.5K - $70.4K
|
2.91K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
212+ 1.01% |
$30K - $38.7K
|
21.1K
$4.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.97KNew |
$279K - $360K
|
1.97K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
58+ 181.25% |
$8.21K - $10.6K
|
90
$18.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Montanaro Asset Management LTD
|
BUY
|
- |
1.5K+ 1.89% |
$212K - $274K
|
81K
$16.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.93K+ 9.68% |
$273K - $353K
|
21.9K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20- 1.35% |
$2.83K - $3.66K
|
1.46K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-161- 11.91% |
$22.8K - $29.4K
|
1.19K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-244- 18.71% |
$34.5K - $44.6K
|
1.06K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-884- 13.68% |
$125K - $162K
|
5.58K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-77- 4.14% |
$10.9K - $14.1K
|
1.78K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-2- 8.0% |
$283 - $366
|
23
$4.63K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
898New |
$127K - $164K
|
898
$181K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 3.64% |
$2.83K - $3.66K
|
530
$107K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
393New |
$55.6K - $71.8K
|
393
$79.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.3% |
$142 - $183
|
78
$15.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.83K- 11.31% |
$825K - $1.07M
|
45.7K
$9.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-14- 0.02% |
$1.98K - $2.56K
|
65.7K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-9.13K- 15.45% |
$1.29M - $1.67M
|
50K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
14+ 0.13% |
$1.98K - $2.56K
|
10.7K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-194- 5.02% |
$27.5K - $35.5K
|
3.67K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 13.5% |
$333K - $430K
|
19.8K
$3.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-130- 0.49% |
$18.4K - $23.8K
|
26.3K
$5.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 80.0% |
$2.83K - $3.66K
|
5
$1.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-822- 0.68% |
$116K - $150K
|
119K
$24M
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-32.7K- 54.07% |
$4.64M - $5.98M
|
27.8K
$5.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.13% |
$283 - $366
|
1.5K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-284- 1.39% |
$40.2K - $51.9K
|
20.2K
$4.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.13KNew |
$160K - $207K
|
1.13K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
125K+ 36.29% |
$17.7M - $22.9M
|
470K
$94.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$142 - $183
|
1
$201
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-621- 33.73% |
$87.9K - $113K
|
1.22K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.56K - $2.01K
|
3.62K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-235- 16.73% |
$33.3K - $42.9K
|
1.17K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 4.21% |
$566 - $731
|
91
$18.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.17K- 53.89% |
$307K - $397K
|
1.86K
$374K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.2K+ 8.69% |
$170K - $219K
|
15K
$3.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-85- 81.73% |
$12K - $15.5K
|
19
$3.83K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
963+ 55.38% |
$136K - $176K
|
2.7K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.99K+ 53.78% |
$706K - $912K
|
14.3K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 13.98% |
$202K - $260K
|
8.77K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-404- 9.85% |
$57.2K - $73.8K
|
3.7K
$744K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.51K- 15.03% |
$781K - $1.01M
|
31.2K
$6.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-30- 1.85% |
$4.25K - $5.48K
|
1.59K
$321K
|