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 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
205New |
$31.7K - $38.4K
|
205
$38.8K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
203+ 4.24% |
$31.3K - $38K
|
4.99K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.34% |
$30.9K - $37.5K
|
15.1K
$2.86M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 1.13% |
$30.9K - $37.5K
|
17.9K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.57% |
$30.9K - $37.5K
|
12.9K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
179New |
$27.6K - $33.5K
|
179
$33.9K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
174New |
$26.9K - $32.6K
|
174
$32.9K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
158+ 0.83% |
$24.4K - $29.6K
|
19.2K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
139+ 6.94% |
$21.5K - $26K
|
2.14K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
134+ 1.23% |
$20.7K - $25.1K
|
11K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
132+ 2.03% |
$20.4K - $24.7K
|
6.65K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
118+ 103.51% |
$18.2K - $22.1K
|
232
$43.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116New |
$17.9K - $21.7K
|
116
$21.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107New |
$16.5K - $20.1K
|
107
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
103+ 0.86% |
$15.9K - $19.3K
|
12K
$2.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 14.23% |
$15.8K - $19.1K
|
819
$155K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.47% |
$15.4K - $18.7K
|
4.15K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
98+ 2.23% |
$15.1K - $18.4K
|
4.49K
$850K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
93+ 0.88% |
$14.4K - $17.4K
|
10.7K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
92New |
$14.2K - $17.2K
|
92
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
90+ 2.26% |
$13.9K - $16.9K
|
4.08K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
87+ 6.16% |
$13.4K - $16.3K
|
1.5K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 17.52% |
$12.7K - $15.4K
|
550
$104K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
80+ 0.46% |
$12.4K - $15K
|
17.5K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 111.11% |
$12.4K - $15K
|
152
$28.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 217.65% |
$11.4K - $13.9K
|
108
$20.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 225.0% |
$11.1K - $13.5K
|
104
$19.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 2.86% |
$10.5K - $12.7K
|
2.45K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 1.17% |
$9.11K - $11.1K
|
5.12K
$968K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$8.8K - $10.7K
|
57
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54+ 1.1% |
$8.34K - $10.1K
|
4.96K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 4.48% |
$7.88K - $9.56K
|
1.19K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
44+ 89.8% |
$6.79K - $8.25K
|
93
$17.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 66.15% |
$6.64K - $8.06K
|
108
$20.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
40+ 6.71% |
$6.18K - $7.5K
|
636
$120K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 6.85% |
$6.18K - $7.5K
|
624
$118K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
36New |
$5.56K - $6.75K
|
36
$6.81K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
35+ 0.52% |
$5.41K - $6.56K
|
6.77K
$1.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 17.77% |
$5.41K - $6.56K
|
232
$43.9K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
35+ 2.03% |
$5.41K - $6.56K
|
1.76K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
34+ 1.04% |
$5.25K - $6.37K
|
3.29K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$4.94K - $6K
|
32
$6.05K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
27+ 1.67% |
$4.17K - $5.06K
|
1.64K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 65.0% |
$4.02K - $4.87K
|
66
$12.5K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25+ 0.82% |
$3.86K - $4.69K
|
3.07K
$581K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 1150.0% |
$3.55K - $4.31K
|
25
$4.73K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23+ 153.33% |
$3.55K - $4.31K
|
38
$7.19K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 2.44% |
$3.24K - $3.94K
|
881
$167K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 1.21% |
$3.09K - $3.75K
|
1.68K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
17+ 70.83% |
$2.63K - $3.19K
|
41
$7.76K
|