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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.2K- 4.66% |
$3.73M - $4.53M
|
495K
$93.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-975- 3.7% |
$151K - $183K
|
25.4K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 27.91% |
$1.85K - $2.25K
|
55
$10.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-24- 0.51% |
$3.71K - $4.5K
|
4.65K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.41K- 2.29% |
$680K - $825K
|
188K
$35.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-281- 7.46% |
$43.4K - $52.7K
|
3.49K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.87KNew |
$597K - $725K
|
3.87K
$732K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-145- 0.74% |
$22.4K - $27.2K
|
19.5K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-48- 2.87% |
$7.41K - $9K
|
1.62K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 2.86% |
$10.5K - $12.7K
|
2.45K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 17.52% |
$12.7K - $15.4K
|
550
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.43K+ 35.83% |
$221K - $269K
|
5.43K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-37.1K- 64.44% |
$5.72M - $6.95M
|
20.5K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
134+ 1.23% |
$20.7K - $25.1K
|
11K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.51K+ 1.23% |
$233K - $283K
|
124K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.16K+ 1.07% |
$334K - $406K
|
204K
$38.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3KNew |
$201K - $244K
|
1.3K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-17.6K- 88.47% |
$2.72M - $3.3M
|
2.3K
$434K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 1.13% |
$30.9K - $37.5K
|
17.9K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-759- 2.79% |
$117K - $142K
|
26.4K
$4.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
513+ 3.04% |
$79.2K - $96.1K
|
17.4K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-10- 20.83% |
$1.54K - $1.87K
|
38
$7.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 3.26% |
$463 - $562
|
95
$18K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$154 - $187
|
13
$2.46K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
35+ 0.52% |
$5.41K - $6.56K
|
6.77K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.34K- 3.97% |
$361K - $438K
|
56.6K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 6.85% |
$6.18K - $7.5K
|
624
$118K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.33KNew |
$669K - $811K
|
4.33K
$819K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
242+ 47.73% |
$37.4K - $45.4K
|
749
$142K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-308- 50.24% |
$47.6K - $57.7K
|
305
$57.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.58K- 2.89% |
$553K - $671K
|
120K
$22.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-140- 7.08% |
$21.6K - $26.2K
|
1.84K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-81- 6.15% |
$12.5K - $15.2K
|
1.24K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.34K+ 70.03% |
$670K - $813K
|
10.5K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
17+ 70.83% |
$2.63K - $3.19K
|
41
$7.76K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-12- 13.48% |
$1.85K - $2.25K
|
77
$14.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-128- 7.86% |
$19.8K - $24K
|
1.5K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 38.89% |
$1.08K - $1.31K
|
25
$4.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-65- 35.71% |
$10K - $12.2K
|
117
$22.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.04K+ 129.11% |
$314K - $382K
|
3.61K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$245K - $297K
|
1.58K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.2K+ 28.78% |
$1.27M - $1.54M
|
36.7K
$6.94M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
220+ 3.6% |
$34K - $41.2K
|
6.33K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.36K- 20.49% |
$365K - $442K
|
9.16K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 4.3% |
$24.2K - $29.4K
|
3.49K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.69K- 23.96% |
$415K - $504K
|
8.53K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
601+ 0.92% |
$92.8K - $113K
|
65.8K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-1.01K- 41.05% |
$157K - $190K
|
1.46K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$214K - $260K
|
1.39K
$262K
|