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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46+ 3.32% |
$6.51K - $8.41K
|
1.43K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.3K- 10.96% |
$7.69M - $9.92M
|
441K
$88.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.14% |
$283 - $366
|
1.46K
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.7K+ 2.5% |
$241K - $311K
|
69.8K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.18K+ 3.23% |
$166K - $215K
|
37.6K
$7.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
61+ 3.29% |
$8.64K - $11.1K
|
1.92K
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.1K+ 88.75% |
$155K - $200K
|
2.33K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-229- 5.62% |
$32.4K - $41.8K
|
3.85K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-35- 0.89% |
$4.96K - $6.4K
|
3.91K
$787K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
276+ 5.53% |
$39.1K - $50.4K
|
5.27K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.14KNew |
$162K - $209K
|
1.14K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$283 - $366
|
2
$403
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 69.05% |
$423K - $546K
|
7.32K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-16- 94.12% |
$2.27K - $2.92K
|
1
$201
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.76K+ 0.87% |
$250K - $322K
|
206K
$41.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
44+ 26.04% |
$6.23K - $8.04K
|
213
$42.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-88.2K- 54.23% |
$12.5M - $16.1M
|
74.5K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
BUY
|
- |
87+ 4.06% |
$12.3K - $15.9K
|
2.23K
$449K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.86K- 3.08% |
$263K - $339K
|
58.4K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
4.03K+ 29.13% |
$571K - $737K
|
17.9K
$3.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-436- 12.51% |
$61.7K - $79.7K
|
3.05K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 52.63% |
$11.3K - $14.6K
|
72
$14.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34+ 1.23% |
$4.81K - $6.21K
|
2.8K
$565K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-204- 5.16% |
$28.9K - $37.3K
|
3.75K
$755K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-927- 15.16% |
$131K - $169K
|
5.19K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-16- 1.15% |
$2.27K - $2.92K
|
1.38K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.14KNew |
$161K - $207K
|
1.14K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Rheos Capital Works Inc.
|
SELL
|
- |
-25K- 41.39% |
$3.54M - $4.57M
|
35.4K
$7.13M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
5.18K+ 28.89% |
$733K - $946K
|
23.1K
$4.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
366+ 8.88% |
$51.8K - $66.9K
|
4.49K
$903K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$167K - $215K
|
1.18K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.41K+ 18.69% |
$199K - $257K
|
8.94K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-941- 1.66% |
$133K - $172K
|
55.6K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-52- 0.56% |
$7.36K - $9.5K
|
9.24K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 3.62% |
$10.1K - $13K
|
1.89K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$142 - $183
|
1
$201
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-418- 2.17% |
$59.2K - $76.4K
|
18.9K
$3.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-747- 8.15% |
$106K - $137K
|
8.41K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.19K+ 212.53% |
$451K - $583K
|
4.69K
$944K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.24% |
$566 - $731
|
1.68K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-850- 4.89% |
$120K - $155K
|
16.5K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
290+ 8.3% |
$41.1K - $53K
|
3.78K
$762K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.56% |
$142 - $183
|
40
$8.05K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.88KNew |
$692K - $893K
|
4.88K
$983K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
191New |
$27K - $34.9K
|
191
$38.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 18.52% |
$1.42K - $1.83K
|
64
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.19% |
$425 - $548
|
1.55K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1K- 8.2% |
$142K - $183K
|
11.2K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11New |
$1.56K - $2.01K
|
11
$2.21K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.16K- 5.1% |
$164K - $211K
|
21.5K
$4.33M
|