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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6Closed |
$381 - $433
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5Closed |
$318 - $361
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-23.5KClosed |
$1.39M - $1.65M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-22KClosed |
$1.3M - $1.54M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-10.6KClosed |
$632K - $745K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-8KClosed |
$475K - $561K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.46KClosed |
$324K - $383K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.18KClosed |
$308K - $363K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.35KClosed |
$80.3K - $94.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$29.7K - $35.1K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-442Closed |
$26.3K - $31K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-145Closed |
$8.62K - $10.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13Closed |
$772 - $911
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11Closed |
$654 - $771
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Paradice Investment Management LLC
|
SELL
|
- |
-47.6KClosed |
$2.6M - $2.87M
|
0
$0
|
|
Nov 23, 2020
Q3 2020
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-17.3KClosed |
$944K - $1.04M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-10.6KClosed |
$580K - $642K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-10.6KClosed |
$579K - $641K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.1K- 88.75% |
$387K - $428K
|
900
$165K
|
|
Oct 29, 2020
Q3 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.95KClosed |
$379K - $419K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.79KClosed |
$316K - $349K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-5.56KClosed |
$303K - $336K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.65KClosed |
$254K - $280K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.59KClosed |
$86.5K - $95.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1KClosed |
$54.6K - $60.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-752Closed |
$41K - $45.4K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-150Closed |
$8.18K - $9.05K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$2.73K - $3.02K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-19.6KClosed |
$1.05M - $1.26M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.2KClosed |
$545K - $657K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-6.03KClosed |
$322K - $388K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-5.8KClosed |
$310K - $373K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-166Closed |
$8.87K - $10.7K
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-13.2KClosed |
$607K - $767K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-200Closed |
$9.17K - $11.6K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-141KClosed |
$6.08M - $6.94M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-108KClosed |
$4.65M - $5.3M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-98KClosed |
$4.22M - $4.81M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-45KClosed |
$1.94M - $2.21M
|
0
$0
|
|
Mar 19, 2020
Q4 2019
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-43.7KClosed |
$1.88M - $2.14M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-42.8KClosed |
$1.84M - $2.1M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-52Closed |
$2.24K - $2.55K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-53KClosed |
$2.22M - $2.48M
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-11KClosed |
$461K - $515K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.25KClosed |
$220K - $246K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-2.9KClosed |
$122K - $136K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24KClosed |
$52.2K - $58.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Motco
|
SELL
|
- |
-476Closed |
$20K - $22.3K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-146Closed |
$6.12K - $6.84K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-53Closed |
$2.22K - $2.48K
|
0
$0
|