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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 1.38% |
$6.71K - $8.1K
|
3.56K
$677K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$134 - $162
|
153
$29.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.42KNew |
$190K - $230K
|
1.42K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.71KNew |
$363K - $439K
|
2.71K
$515K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.37K+ 77.64% |
$720K - $870K
|
12.3K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
320+ 17.29% |
$42.9K - $51.8K
|
2.17K
$413K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-813- 3.56% |
$109K - $132K
|
22K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 0.59% |
$402 - $486
|
507
$96.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.08KNew |
$279K - $337K
|
2.08K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-111- 2.55% |
$14.9K - $18K
|
4.24K
$806K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.4K- 10.63% |
$188K - $227K
|
11.8K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.21K - $1.46K
|
9
$1.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.16K+ 1.79% |
$424K - $513K
|
180K
$34.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
722New |
$96.8K - $117K
|
722
$137K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
96+ 12.61% |
$12.9K - $15.6K
|
857
$163K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
489+ 7.28% |
$65.6K - $79.2K
|
7.2K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 22.77% |
$18.5K - $22.4K
|
468
$88.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
97+ 100.0% |
$13K - $15.7K
|
194
$36.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
381+ 36.56% |
$51.1K - $61.7K
|
1.42K
$270K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-13- 34.21% |
$1.74K - $2.11K
|
25
$4.75K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 24.6% |
$322K - $389K
|
12.2K
$2.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-835- 9.79% |
$112K - $135K
|
7.7K
$1.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.2K- 89.41% |
$1.64M - $1.98M
|
1.45K
$275K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 700.0% |
$1.88K - $2.27K
|
16
$3.04K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-8.02K- 7.74% |
$982K - $1.1M
|
95.6K
$18.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$1.4M - $1.56M
|
11.4K
$2.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.1K- 55.17% |
$380K - $425K
|
2.52K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
470New |
$57.5K - $64.3K
|
470
$89.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-13.7K- 74.72% |
$1.68M - $1.88M
|
4.64K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
5.08KNew |
$622K - $695K
|
5.08K
$965K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.9KNew |
$355K - $397K
|
2.9K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.54K+ 17.79% |
$311K - $347K
|
16.8K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.91K- 25.79% |
$968K - $1.08M
|
22.8K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-222- 4.98% |
$27.2K - $30.4K
|
4.24K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.2KNew |
$514K - $575K
|
4.2K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-71.1K- 48.15% |
$8.7M - $9.72M
|
76.5K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.52KNew |
$186K - $208K
|
1.52K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$265K - $297K
|
2.17K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.7KNew |
$208K - $232K
|
1.7K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 1.81% |
$5.63K - $6.29K
|
2.5K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.48KNew |
$548K - $613K
|
4.48K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.1KNew |
$502K - $561K
|
4.1K
$779K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
602+ 31.0% |
$73.7K - $82.4K
|
2.54K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.3K+ 0.41% |
$2.49M - $2.78M
|
5M
$950M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.65K- 87.61% |
$202K - $225K
|
233
$44.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 16.33% |
$979 - $1.09K
|
41
$7.79K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.2KNew |
$147K - $164K
|
1.2K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-640- 5.23% |
$78.3K - $87.6K
|
11.6K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 20.0% |
$1.84K - $2.05K
|
90
$17.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
277+ 69.08% |
$33.9K - $37.9K
|
678
$129K
|
|