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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.47KNew |
$210K - $244K
|
2.47K
$466K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$205K - $238K
|
2.41K
$455K
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.2KNew |
$187K - $218K
|
2.2K
$415K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.15KNew |
$182K - $212K
|
2.15K
$405K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
533New |
$45.3K - $52.7K
|
533
$101K
|
|
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
|
- |
67New |
$5.69K - $6.62K
|
67
$12.6K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45New |
$3.82K - $4.45K
|
45
$8.49K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30New |
$2.55K - $2.97K
|
30
$5.66K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29New |
$2.46K - $2.87K
|
29
$5.47K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.57% |
$85 - $98.9
|
176
$33.2K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
374KNew |
$31.9M - $37.7M
|
374K
$70.5M
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$4.73M - $5.59M
|
55.5K
$10.5M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
31.3KNew |
$2.67M - $3.16M
|
31.3K
$5.91M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
22.5KNew |
$1.92M - $2.27M
|
22.5K
$4.25M
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
18.2KNew |
$1.55M - $1.83M
|
18.2K
$3.43M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.9KNew |
$1.02M - $1.2M
|
11.9K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.93K+ 351.55% |
$763K - $900K
|
11.5K
$2.17M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.79KNew |
$324K - $382K
|
3.79K
$716K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.76KNew |
$235K - $278K
|
2.76K
$521K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.38KNew |
$203K - $240K
|
2.38K
$450K
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$201K - $238K
|
2.36K
$445K
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
907New |
$77.4K - $91.4K
|
907
$171K
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
834New |
$71.2K - $84.1K
|
834
$157K
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
721New |
$61.5K - $72.7K
|
721
$136K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
170New |
$14.5K - $17.1K
|
170
$32.1K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
130New |
$11.1K - $13.1K
|
130
$24.5K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
104New |
$8.88K - $10.5K
|
104
$19.6K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
53+ 662.5% |
$4.52K - $5.34K
|
61
$11.5K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50New |
$4.27K - $5.04K
|
50
$9.44K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
49New |
$4.18K - $4.94K
|
49
$9.25K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40New |
$3.41K - $4.03K
|
40
$7.55K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$1.96K - $2.32K
|
23
$4.34K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 2.36% |
$598 - $705
|
303
$57.2K
|
|
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
|
- |
2New |
$171 - $202
|
2
$377
|
|
Q4 2022 | |||||||
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.1KNew |
$849K - $1.13M
|
11.1K
$2.09M
|
|
Feb 13, 2023
Q4 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
10KNew |
$767K - $1.02M
|
10K
$1.89M
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8.56KNew |
$657K - $870K
|
8.56K
$1.62M
|
|
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
|
- |
3.85KNew |
$295K - $391K
|
3.85K
$727K
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3K+ 10.87% |
$230K - $305K
|
30.6K
$5.78M
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.52KNew |
$194K - $256K
|
2.52K
$476K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.44KNew |
$187K - $248K
|
2.44K
$461K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
818New |
$62.7K - $83.1K
|
818
$154K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
726+ 12.67% |
$55.7K - $73.7K
|
6.46K
$1.22M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
540New |
$41.4K - $54.9K
|
540
$102K
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
433+ 14.82% |
$33.2K - $44K
|
3.36K
$633K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83New |
$6.37K - $8.43K
|
83
$15.7K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34+ 100.0% |
$2.61K - $3.45K
|
68
$12.8K
|