Latest Institutional Sells of Houlihan Lokey, Inc. (HLI)
This list provides information on the latest institutional transactions involving Houlihan Lokey, Inc. (HLI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-101- 2.04% |
$14.3K - $18.5K
|
4.86K
$979K
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-97- 1.43% |
$13.7K - $17.7K
|
6.68K
$1.34M
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-96- 2.92% |
$13.6K - $17.5K
|
3.19K
$642K
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 1.86% |
$13.5K - $17.4K
|
5.02K
$1.01M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-94- 2.19% |
$13.3K - $17.2K
|
4.19K
$844K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-85- 81.73% |
$12K - $15.5K
|
19
$3.83K
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-82- 2.96% |
$11.6K - $15K
|
2.69K
$541K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-82- 6.29% |
$11.6K - $15K
|
1.22K
$246K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-80- 86.96% |
$11.3K - $14.6K
|
12
$2.42K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 52.63% |
$11.3K - $14.6K
|
72
$14.5K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-77- 4.14% |
$10.9K - $14.1K
|
1.78K
$359K
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-75- 5.68% |
$10.6K - $13.7K
|
1.25K
$251K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 3.62% |
$10.1K - $13K
|
1.89K
$381K
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-70- 1.81% |
$9.91K - $12.8K
|
3.8K
$765K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 10.87% |
$9.91K - $12.8K
|
574
$116K
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-69- 5.09% |
$9.77K - $12.6K
|
1.29K
$259K
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-68- 0.61% |
$9.63K - $12.4K
|
11.1K
$2.24M
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60- 0.47% |
$8.5K - $11K
|
12.8K
$2.58M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-52- 0.56% |
$7.36K - $9.5K
|
9.24K
$1.86M
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-52- 1.67% |
$7.36K - $9.5K
|
3.05K
$615K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.83% |
$6.65K - $8.59K
|
2.52K
$507K
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-46- 0.16% |
$6.51K - $8.41K
|
29.4K
$5.92M
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-42- 0.84% |
$5.95K - $7.68K
|
4.95K
$997K
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42- 0.19% |
$5.95K - $7.68K
|
22K
$4.43M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 33.33% |
$5.1K - $6.58K
|
72
$14.5K
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-35- 0.89% |
$4.96K - $6.4K
|
3.91K
$787K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 36.56% |
$4.81K - $6.21K
|
59
$11.9K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34- 2.61% |
$4.81K - $6.21K
|
1.27K
$256K
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-30- 0.07% |
$4.25K - $5.48K
|
43.6K
$8.77M
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-30- 1.85% |
$4.25K - $5.48K
|
1.59K
$321K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 3.17% |
$3.68K - $4.75K
|
793
$160K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-25- 2.28% |
$3.54K - $4.57K
|
1.07K
$216K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21- 0.25% |
$2.97K - $3.84K
|
8.51K
$1.71M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-21- 38.18% |
$2.97K - $3.84K
|
34
$6.85K
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20- 1.35% |
$2.83K - $3.66K
|
1.46K
$294K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 3.64% |
$2.83K - $3.66K
|
530
$107K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 80.0% |
$2.83K - $3.66K
|
5
$1.01K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-16- 94.12% |
$2.27K - $2.92K
|
1
$201
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-16- 1.15% |
$2.27K - $2.92K
|
1.38K
$277K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 2.0% |
$2.12K - $2.74K
|
734
$148K
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-14- 0.02% |
$1.98K - $2.56K
|
65.7K
$13.2M
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-7- 0.17% |
$991 - $1.28K
|
4.03K
$811K
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6- 0.48% |
$850 - $1.1K
|
1.24K
$249K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 7.58% |
$708 - $914
|
61
$12.3K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 4.21% |
$566 - $731
|
91
$18.3K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 40.0% |
$566 - $731
|
6
$1.21K
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.02% |
$283 - $366
|
12K
$2.42M
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-2- 8.0% |
$283 - $366
|
23
$4.63K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.13% |
$283 - $366
|
1.5K
$302K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$142 - $183
|
1
$201
|