Latest Institutional Purchases of Houlihan Lokey, Inc. (HLI)
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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 31.71% |
$2.01K - $2.44K
|
54
$10.2K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.01K - $2.44K
|
13
$2.46K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 27.91% |
$1.85K - $2.25K
|
55
$10.4K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11+ 0.17% |
$1.7K - $2.06K
|
6.64K
$1.26M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$1.7K - $2.06K
|
11
$2.08K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8+ 0.35% |
$1.24K - $1.5K
|
2.3K
$435K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 38.89% |
$1.08K - $1.31K
|
25
$4.73K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.14K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.14K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$772 - $937
|
5
$946
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.36% |
$772 - $937
|
1.39K
$264K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.32% |
$772 - $937
|
1.55K
$293K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$618 - $750
|
4
$757
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$463 - $562
|
11.6K
$2.2M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$463 - $562
|
3
$568
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 3.26% |
$463 - $562
|
95
$18K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.06% |
$154 - $187
|
1.63K
$308K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 11.11% |
$154 - $187
|
10
$1.89K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$154 - $187
|
13
$2.46K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$154 - $187
|
1
$189
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$154 - $187
|
2
$378
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
128KNew |
$20.3M - $24.3M
|
128K
$24.2M
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
44.2KNew |
$7.01M - $8.41M
|
44.2K
$8.35M
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
29.6KNew |
$4.69M - $5.63M
|
29.6K
$5.59M
|
|
Feb 14, 2025
Q4 2024
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
CALL |
13KNew |
$2.06M - $2.48M
|
13K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12K+ 100.17% |
$1.9M - $2.28M
|
24K
$4.53M
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
10.6KNew |
$1.68M - $2.02M
|
10.6K
$2.01M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.03KNew |
$1.43M - $1.72M
|
9.03K
$1.71M
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
8.7K+ 62.39% |
$1.38M - $1.66M
|
22.7K
$4.29M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$1.24M - $1.48M
|
7.78K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.46KNew |
$1.18M - $1.42M
|
7.46K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
7.11KNew |
$1.13M - $1.35M
|
7.11K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.71KNew |
$749K - $898K
|
4.71K
$892K
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.19KNew |
$665K - $797K
|
4.19K
$792K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.69K+ 2.27% |
$586K - $703K
|
166K
$31.4M
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.53KNew |
$560K - $671K
|
3.53K
$667K
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
2.76KNew |
$438K - $526K
|
2.76K
$522K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.65KNew |
$420K - $504K
|
2.65K
$500K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.14KNew |
$340K - $407K
|
2.14K
$405K
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.04KNew |
$323K - $388K
|
2.04K
$385K
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.93KNew |
$306K - $367K
|
1.93K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.83KNew |
$291K - $349K
|
1.83K
$347K
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.64K+ 0.68% |
$260K - $312K
|
242K
$45.9M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.61KNew |
$256K - $307K
|
1.61K
$305K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$246K - $296K
|
1.55K
$294K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.49K+ 2.52% |
$236K - $283K
|
60.6K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.41KNew |
$224K - $269K
|
1.41K
$267K
|