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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.09KNew |
$299K - $377K
|
3.09K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.82KNew |
$274K - $345K
|
2.82K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.51KNew |
$243K - $307K
|
2.51K
$474K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.93KNew |
$187K - $236K
|
1.93K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.79KNew |
$174K - $219K
|
1.79K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1.7KNew |
$165K - $208K
|
1.7K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 47.32% |
$128K - $161K
|
4.1K
$774K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
525+ 9.91% |
$50.9K - $64.1K
|
5.82K
$1.1M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$33.9K - $42.8K
|
350
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
183New |
$17.7K - $22.4K
|
183
$34.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
119New |
$11.5K - $14.5K
|
119
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
111New |
$10.8K - $13.6K
|
111
$21K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99New |
$9.6K - $12.1K
|
99
$18.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
81New |
$7.85K - $9.9K
|
81
$15.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62New |
$6.01K - $7.58K
|
62
$11.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
56New |
$5.43K - $6.84K
|
56
$10.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$4.85K - $6.11K
|
50
$9.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
28New |
$2.71K - $3.42K
|
28
$5.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$3.96K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$3.96K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19New |
$1.84K - $2.32K
|
19
$3.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
14New |
$1.36K - $1.71K
|
14
$2.64K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
560KNew |
$53.1M - $61.7M
|
560K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$3.01M - $3.49M
|
31.7K
$5.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
18.4KNew |
$1.75M - $2.03M
|
18.4K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
3.5KNew |
$332K - $385K
|
3.5K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.2KNew |
$303K - $352K
|
3.2K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.81KNew |
$266K - $309K
|
2.81K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.71KNew |
$257K - $298K
|
2.71K
$512K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.38KNew |
$226K - $262K
|
2.38K
$450K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
282New |
$26.7K - $31K
|
282
$53.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
96New |
$9.1K - $10.6K
|
96
$18.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$4.08K - $4.73K
|
43
$8.12K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$3.98K - $4.62K
|
42
$7.93K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29New |
$2.75K - $3.19K
|
29
$5.47K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$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
$2.26K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.6KNew |
$897K - $1.04M
|
10.6K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
9K+ 3.5% |
$764K - $890K
|
266K
$50.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.85KNew |
$752K - $875K
|
8.85K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.7KNew |
$739K - $860K
|
8.7K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
8.62KNew |
$732K - $852K
|
8.62K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
7.64KNew |
$649K - $756K
|
7.64K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
5KNew |
$425K - $494K
|
5K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.02KNew |
$341K - $397K
|
4.02K
$758K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.79KNew |
$322K - $374K
|
3.79K
$714K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.72KNew |
$316K - $368K
|
3.72K
$702K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.05KNew |
$259K - $301K
|
3.05K
$575K
|
|
|
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
|
- |
2.66KNew |
$226K - $263K
|
2.66K
$502K
|
|