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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-65- 35.71% |
$10K - $12.2K
|
117
$22.1K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-66- 1.2% |
$10.2K - $12.4K
|
5.46K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-70- 1.86% |
$10.8K - $13.1K
|
3.7K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-72- 4.87% |
$11.1K - $13.5K
|
1.41K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-73- 1.11% |
$11.3K - $13.7K
|
6.53K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-77- 0.22% |
$11.9K - $14.4K
|
34.9K
$6.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-81- 6.15% |
$12.5K - $15.2K
|
1.24K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-90- 3.88% |
$13.9K - $16.9K
|
2.23K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-92- 14.05% |
$14.2K - $17.2K
|
563
$107K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-92- 4.27% |
$14.2K - $17.2K
|
2.06K
$390K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-94- 5.95% |
$14.5K - $17.6K
|
1.49K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-96- 3.35% |
$14.8K - $18K
|
2.77K
$524K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-100- 2.33% |
$15.4K - $18.7K
|
4.2K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 0.59% |
$15.9K - $19.3K
|
17.4K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-113- 1.22% |
$17.5K - $21.2K
|
9.18K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-119- 6.01% |
$18.4K - $22.3K
|
1.86K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-128- 7.86% |
$19.8K - $24K
|
1.5K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-131- 6.37% |
$20.2K - $24.5K
|
1.92K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-136- 52.92% |
$21K - $25.5K
|
121
$22.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-140- 7.08% |
$21.6K - $26.2K
|
1.84K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-145- 0.74% |
$22.4K - $27.2K
|
19.5K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-148- 3.61% |
$22.9K - $27.7K
|
3.95K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-153- 0.52% |
$23.6K - $28.7K
|
29.5K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 4.3% |
$24.2K - $29.4K
|
3.49K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-165- 4.11% |
$25.5K - $30.9K
|
3.85K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-203- 0.67% |
$31.3K - $38K
|
30.2K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-206- 8.22% |
$31.8K - $38.6K
|
2.3K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-212- 4.99% |
$32.7K - $39.7K
|
4.03K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-221- 7.62% |
$34.1K - $41.4K
|
2.68K
$507K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-244- 12.65% |
$37.7K - $45.7K
|
1.69K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-246- 22.1% |
$38K - $46.1K
|
867
$164K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-252- 1.29% |
$38.9K - $47.2K
|
19.3K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-281- 7.46% |
$43.4K - $52.7K
|
3.49K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-308- 50.24% |
$47.6K - $57.7K
|
305
$57.7K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-336- 6.11% |
$51.9K - $63K
|
5.17K
$977K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-348- 14.88% |
$53.7K - $65.2K
|
1.99K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-368- 8.23% |
$56.8K - $69K
|
4.1K
$776K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-384- 18.54% |
$59.3K - $72K
|
1.69K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-400- 3.17% |
$61.8K - $75K
|
12.2K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-473- 10.71% |
$73K - $88.6K
|
3.95K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-488- 16.61% |
$75.4K - $91.5K
|
2.45K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-490- 5.02% |
$75.7K - $91.8K
|
9.27K
$1.75M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-532- 2.79% |
$82.2K - $99.7K
|
18.5K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-533- 16.0% |
$82.3K - $99.9K
|
2.8K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-588- 59.88% |
$90.8K - $110K
|
394
$74.5K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-589- 0.64% |
$91K - $110K
|
91.9K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-600- 12.42% |
$92.7K - $112K
|
4.23K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-703- 27.59% |
$109K - $132K
|
1.85K
$349K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-759- 2.79% |
$117K - $142K
|
26.4K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 0.76% |
$124K - $150K
|
104K
$19.7M
|