Purchases and Sales Made in Q1 2025 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q1 2025. The information is specifically focused on institutions that hold shares of HOULIHAN LOKEY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.77KNew |
$428K - $519K
|
2.77K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.64KNew |
$408K - $495K
|
2.64K
$499K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.54K+ 9.67% |
$393K - $477K
|
28.9K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.5K+ 7.85% |
$386K - $469K
|
34.4K
$6.5M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.39K+ 33.19% |
$370K - $449K
|
9.61K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.36K+ 963.27% |
$364K - $442K
|
2.61K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.36K+ 12.68% |
$364K - $442K
|
20.9K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.2KNew |
$340K - $412K
|
2.2K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.17K+ 6.41% |
$334K - $406K
|
36K
$6.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.16K+ 1.07% |
$334K - $406K
|
204K
$38.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.11K+ 15.83% |
$326K - $396K
|
15.4K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.1K+ 47.33% |
$324K - $393K
|
6.53K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.07KNew |
$320K - $388K
|
2.07K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
2.04K+ 9.13% |
$316K - $383K
|
24.4K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.04K+ 129.11% |
$314K - $382K
|
3.61K
$684K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.99KNew |
$307K - $373K
|
1.99K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.96KNew |
$303K - $368K
|
1.96K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.94KNew |
$299K - $363K
|
1.94K
$367K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.86KNew |
$286K - $348K
|
1.86K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$285K - $346K
|
1.85K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.74KNew |
$269K - $326K
|
1.74K
$329K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.72K+ 42.33% |
$266K - $323K
|
5.79K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.72KNew |
$265K - $322K
|
1.72K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 8.25% |
$264K - $321K
|
22.4K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.7KNew |
$262K - $318K
|
1.7K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.66K+ 4.76% |
$256K - $310K
|
36.4K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.65K+ 16.65% |
$255K - $310K
|
11.6K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.65K+ 69.49% |
$255K - $309K
|
4.03K
$762K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.62K+ 0.2% |
$250K - $303K
|
795K
$150M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62K+ 5.89% |
$250K - $303K
|
29.1K
$5.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.59K+ 57.59% |
$245K - $297K
|
4.34K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$245K - $297K
|
1.58K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.51K+ 1.23% |
$233K - $283K
|
124K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.51K+ 19.36% |
$233K - $283K
|
9.3K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$232K - $281K
|
1.5K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.5K+ 2.25% |
$231K - $280K
|
68.1K
$12.9M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.47K+ 0.82% |
$227K - $275K
|
181K
$34.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.43K+ 35.83% |
$221K - $269K
|
5.43K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42KNew |
$220K - $267K
|
1.42K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$214K - $260K
|
1.39K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$209K - $254K
|
1.36K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.35KNew |
$209K - $253K
|
1.35K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3KNew |
$201K - $244K
|
1.3K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$201K - $244K
|
1.3K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.29K+ 7.56% |
$198K - $241K
|
18.3K
$3.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.24KNew |
$191K - $232K
|
1.24K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.22K+ 5.29% |
$188K - $229K
|
24.3K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 59.68% |
$183K - $222K
|
3.18K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.16K+ 1.01% |
$179K - $218K
|
117K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.08K+ 76.25% |
$167K - $202K
|
2.49K
$472K
|