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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.4KNew |
$222K - $267K
|
1.4K
$265K
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.4K+ 17475.0% |
$222K - $266K
|
1.41K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$194K - $233K
|
1.22K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.21KNew |
$191K - $230K
|
1.21K
$228K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$227K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$222K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$222K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$184K - $221K
|
1.16K
$220K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$138K
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
604New |
$95.9K - $115K
|
604
$114K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
469+ 4.51% |
$74.5K - $89.3K
|
10.9K
$2.05M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$59.6K - $71.4K
|
375
$70.9K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
363New |
$57.6K - $69.1K
|
363
$68.7K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
336+ 3.75% |
$53.4K - $64K
|
9.3K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
200New |
$31.8K - $38.1K
|
200
$37.8K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
191New |
$30.3K - $36.4K
|
191
$36.1K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
169New |
$26.8K - $32.2K
|
169
$32K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 12.13% |
$23.8K - $28.6K
|
1.39K
$262K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
132New |
$21K - $25.1K
|
132
$25K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
107New |
$17K - $20.4K
|
107
$20.2K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
100New |
$15.9K - $19K
|
100
$18.9K
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$15.9K - $19K
|
100
$18.9K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
100+ 1.72% |
$15.9K - $19K
|
5.9K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
88+ 5.68% |
$14K - $16.8K
|
1.64K
$309K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
70+ 4.79% |
$11.1K - $13.3K
|
1.53K
$290K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 4.49% |
$7.15K - $8.57K
|
1.05K
$198K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44New |
$6.99K - $8.38K
|
44
$8.32K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35New |
$5.56K - $6.67K
|
35
$6.62K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$5.56K - $6.67K
|
35
$6.62K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29New |
$4.61K - $5.52K
|
29
$5.49K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.29K - $5.14K
|
27
$5.11K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 30.0% |
$2.86K - $3.43K
|
78
$14.8K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.75K - $2.1K
|
11
$2.08K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$794 - $952
|
5
$946
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$635 - $762
|
4
$757
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 5.56% |
$159 - $190
|
19
$3.59K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
153KNew |
$20.5M - $24.8M
|
153K
$28.9M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
133K+ 23.64% |
$17.8M - $21.5M
|
693K
$131M
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
83.7KNew |
$11.2M - $13.6M
|
83.7K
$15.8M
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
20KNew |
$2.68M - $3.24M
|
20K
$3.78M
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
17.6K+ 10.02% |
$2.36M - $2.85M
|
193K
$36.6M
|
|
Nov 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
15KNew |
$2.01M - $2.43M
|
15K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.97KNew |
$801K - $968K
|
5.97K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
5K+ 11.09% |
$671K - $810K
|
50.1K
$9.47M
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.82KNew |
$646K - $780K
|
4.82K
$911K
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$429K - $518K
|
3.2K
$605K
|