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 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
17New |
$2.63K - $3.19K
|
17
$3.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 84.21% |
$2.47K - $3K
|
35
$6.62K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.63% |
$2.47K - $3K
|
2.57K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 1.29% |
$2.16K - $2.62K
|
1.1K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14+ 350.0% |
$2.16K - $2.62K
|
18
$3.41K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 31.71% |
$2.01K - $2.44K
|
54
$10.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.01K - $2.44K
|
13
$2.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 27.91% |
$1.85K - $2.25K
|
55
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$1.7K - $2.06K
|
11
$2.08K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11+ 0.17% |
$1.7K - $2.06K
|
6.64K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8+ 0.35% |
$1.24K - $1.5K
|
2.3K
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 38.89% |
$1.08K - $1.31K
|
25
$4.73K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.14K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$927 - $1.12K
|
6
$1.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$772 - $937
|
5
$946
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.36% |
$772 - $937
|
1.39K
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.32% |
$772 - $937
|
1.55K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$463 - $562
|
11.6K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$463 - $562
|
3
$568
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 3.26% |
$463 - $562
|
95
$18K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$309 - $375
|
2
$378
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$154 - $187
|
1
$189
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.06% |
$154 - $187
|
1.63K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$154 - $187
|
13
$2.46K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$154 - $187
|
2
$378
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 11.11% |
$154 - $187
|
10
$1.89K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.06% |
$154 - $187
|
1.71K
$324K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5- 20.0% |
$772 - $937
|
20
$3.78K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-6- 0.45% |
$927 - $1.12K
|
1.32K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 0.77% |
$1.54K - $1.87K
|
1.29K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-10- 20.83% |
$1.54K - $1.87K
|
38
$7.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-12- 13.48% |
$1.85K - $2.25K
|
77
$14.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 0.91% |
$1.85K - $2.25K
|
1.3K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15- 0.03% |
$2.32K - $2.81K
|
43.5K
$8.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-16- 38.1% |
$2.47K - $3K
|
26
$4.92K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-16- 0.71% |
$2.47K - $3K
|
2.23K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 24.64% |
$2.63K - $3.19K
|
52
$9.84K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23- 0.72% |
$3.55K - $4.31K
|
3.16K
$598K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-24- 0.51% |
$3.71K - $4.5K
|
4.65K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27- 1.03% |
$4.17K - $5.06K
|
2.6K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-29- 39.73% |
$4.48K - $5.43K
|
44
$8.32K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-32- 1.02% |
$4.94K - $6K
|
3.11K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-39- 25.49% |
$6.02K - $7.31K
|
114
$21.6K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-41- 0.94% |
$6.33K - $7.68K
|
4.33K
$819K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46- 2.61% |
$7.1K - $8.62K
|
1.72K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-48- 2.87% |
$7.41K - $9K
|
1.62K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-63- 4.83% |
$9.73K - $11.8K
|
1.24K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-64- 0.41% |
$9.88K - $12K
|
15.4K
$2.92M
|