Latest Institutional Purchases of Houlihan Lokey, Inc. (HLI)

HLI Quotes by TradingView

This list provides information on the latest institutional transactions involving Houlihan Lokey, Inc. (HLI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
43
New
$4.08K - $4.73K
43 $8.13K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
42
New
$3.98K - $4.62K
42 $7.95K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
29
New
$2.75K - $3.19K
29 $5.49K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
10
New
$948 - $1.1K
10 $1.89K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
9
+ 300.0%
$854 - $991
12 $2.27K
Q2 2023
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
10.6K
New
$897K - $1.04M
10.6K $2M
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
9K
+ 3.5%
$764K - $890K
266K $50.3M
Aug 14, 2023 Q2 2023
Laurion Capital Management LP

New York, NY
BUY
 -
8.62K
New
$732K - $852K
8.62K $1.63M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
7.64K
New
$649K - $756K
7.64K $1.45M
Aug 14, 2023 Q2 2023
Lmr Partners LLP

London, X0
BUY
 -
4.02K
New
$341K - $397K
4.02K $760K
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
3.72K
New
$316K - $368K
3.72K $703K
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
2.95K
+ 4.67%
$251K - $292K
66.1K $12.5M
Aug 14, 2023 Q2 2023
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
2.66K
New
$226K - $263K
2.66K $503K
Aug 14, 2023 Q2 2023
Holocene Advisors, LP

New York, NY
BUY
 -
2.47K
New
$210K - $244K
2.47K $467K
Aug 06, 2024 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.41K
New
$205K - $238K
2.41K $456K
May 07, 2025 Q2 2023
Symmetry Investments LP

BUY
 -
2.2K
New
$187K - $218K
2.2K $416K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.15K
New
$182K - $212K
2.15K $406K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
344
+ 5.82%
$29.2K - $34K
6.26K $1.18M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
67
New
$5.69K - $6.62K
67 $12.7K
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
45
New
$3.82K - $4.45K
45 $8.51K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
29
New
$2.46K - $2.87K
29 $5.49K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1
+ 0.57%
$85 - $98.9
176 $33.3K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
374K
New
$31.9M - $37.7M
374K $70.7M
May 15, 2023 Q1 2023
Castleark Management LLC

Chicago, IL
BUY
 -
55.5K
New
$4.73M - $5.59M
55.5K $10.5M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
31.3K
New
$2.67M - $3.16M
31.3K $5.93M
May 15, 2023 Q1 2023
Hbk Investments L P

Dallas, TX
BUY
 -
22.5K
New
$1.92M - $2.27M
22.5K $4.26M
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
18.2K
New
$1.55M - $1.83M
18.2K $3.44M
May 15, 2023 Q1 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
11.9K
New
$1.02M - $1.2M
11.9K $2.25M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
2.84K
New
$242K - $286K
2.84K $537K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.76K
New
$235K - $278K
2.76K $522K
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
2.38K
New
$203K - $240K
2.38K $451K
Dec 18, 2023 Q1 2023
Gladius Capital Management LP

Chicago, IL
BUY
 -
907
New
$77.4K - $91.4K
907 $172K
May 03, 2023 Q1 2023
Robeco Institutional Asset Management B.V.

BUY
 -
834
New
$71.2K - $84.1K
834 $158K
May 03, 2023 Q1 2023
Goldstream Capital Management LTD

BUY
 -
721
New
$61.5K - $72.7K
721 $136K
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
130
New
$11.1K - $13.1K
130 $24.6K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
104
New
$8.88K - $10.5K
104 $19.7K
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
BUY
 -
50
New
$4.27K - $5.04K
50 $9.46K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
40
New
$3.41K - $4.03K
40 $7.57K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
23
New
$1.96K - $2.32K
23 $4.35K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
7
+ 2.36%
$598 - $705
303 $57.3K
Apr 21, 2023 Q1 2023
Denali Advisors LLC

BUY
 -
5
+ 35.71%
$427 - $504
19 $3.59K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2
New
$171 - $202
2 $378
Q4 2022
Apr 20, 2023 Q4 2022
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
11.1K
New
$849K - $1.13M
11.1K $2.1M
Feb 13, 2023 Q4 2022
Carmignac Gestion

Paris, I0
BUY
 -
10K
New
$767K - $1.02M
10K $1.89M
Jan 31, 2023 Q4 2022
Summit Global Investments

Bountiful, UT
BUY
 -
4.13K
+ 6.39%
$317K - $419K
68.7K $13M
Jan 26, 2023 Q4 2022
Yorktown Management & Research CO Inc

BUY
 -
3.85K
New
$295K - $391K
3.85K $728K
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
2.52K
New
$194K - $256K
2.52K $477K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
2.44K
New
$187K - $248K
2.44K $462K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
818
New
$62.7K - $83.1K
818 $155K

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