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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.62K- 4.84% |
$713K - $865K
|
90.7K
$17.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.01K - $2.44K
|
13
$2.46K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.94KNew |
$299K - $363K
|
1.94K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
439+ 9.65% |
$67.8K - $82.3K
|
4.99K
$943K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.81K- 40.06% |
$588K - $714K
|
5.7K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 84.21% |
$2.47K - $3K
|
35
$6.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$772 - $937
|
5
$946
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
661+ 12.71% |
$102K - $124K
|
5.86K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.83KNew |
$591K - $718K
|
3.83K
$725K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
139+ 6.94% |
$21.5K - $26K
|
2.14K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.36% |
$772 - $937
|
1.39K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.8K- 92.69% |
$2.59M - $3.14M
|
1.32K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
262K+ 1946.8% |
$40.5M - $49.1M
|
275K
$52.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$154 - $187
|
1
$189
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13.1K- 40.41% |
$2.03M - $2.46M
|
19.4K
$3.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-384- 18.54% |
$59.3K - $72K
|
1.69K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8+ 0.35% |
$1.24K - $1.5K
|
2.3K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-113- 1.22% |
$17.5K - $21.2K
|
9.18K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.63% |
$2.47K - $3K
|
2.57K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 1150.0% |
$3.55K - $4.31K
|
25
$4.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.59K+ 57.59% |
$245K - $297K
|
4.34K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$8.8K - $10.7K
|
57
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
SELL
|
- |
-13K- 17.71% |
$2.01M - $2.44M
|
60.4K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-252- 1.29% |
$38.9K - $47.2K
|
19.3K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-682K- 99.38% |
$105M - $128M
|
4.25K
$804K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$201K - $244K
|
1.3K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
504KNew |
$77.9M - $94.5M
|
504K
$95.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.14K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.51K- 25.94% |
$233K - $283K
|
4.31K
$816K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-600- 12.42% |
$92.7K - $112K
|
4.23K
$800K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
334New |
$51.6K - $62.6K
|
334
$63.2K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-2.38K- 11.73% |
$368K - $446K
|
17.9K
$3.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 225.0% |
$11.1K - $13.5K
|
104
$19.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$154 - $187
|
2
$378
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-16- 38.1% |
$2.47K - $3K
|
26
$4.92K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-244- 12.65% |
$37.7K - $45.7K
|
1.69K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.32% |
$772 - $937
|
1.55K
$293K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.86KNew |
$286K - $348K
|
1.86K
$351K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.24KNew |
$191K - $232K
|
1.24K
$234K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 2.44% |
$3.24K - $3.94K
|
881
$167K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 17.77% |
$5.41K - $6.56K
|
232
$43.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5- 20.0% |
$772 - $937
|
20
$3.78K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
9.25KNew |
$1.43M - $1.73M
|
9.25K
$1.75M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.39K- 24.92% |
$380K - $456K
|
7.21K
$1.36M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
336+ 3.75% |
$53.4K - $64K
|
9.3K
$1.76M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.69K+ 2.27% |
$586K - $703K
|
166K
$31.4M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.49K+ 2.52% |
$236K - $283K
|
60.6K
$11.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 9.76% |
$635 - $762
|
37
$7K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.65KNew |
$420K - $504K
|
2.65K
$500K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
132New |
$21K - $25.1K
|
132
$25K
|
|