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 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-807- 10.59% |
$125K - $151K
|
6.81K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-844- 17.0% |
$130K - $158K
|
4.12K
$780K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-872- 3.62% |
$135K - $163K
|
23.2K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-930- 7.89% |
$144K - $174K
|
10.9K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-956- 0.59% |
$148K - $179K
|
160K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-960- 2.87% |
$148K - $180K
|
32.5K
$6.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-975- 3.7% |
$151K - $183K
|
25.4K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-978- 18.58% |
$151K - $183K
|
4.29K
$811K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-1.01K- 41.05% |
$157K - $190K
|
1.46K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 20.5% |
$179K - $218K
|
4.5K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.34K- 12.56% |
$206K - $250K
|
9.29K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.34K- 10.96% |
$207K - $251K
|
10.9K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.39K- 0.22% |
$215K - $261K
|
634K
$120M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.51K- 25.94% |
$233K - $283K
|
4.31K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.78K- 0.24% |
$275K - $333K
|
735K
$139M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.89K- 4.15% |
$291K - $353K
|
43.6K
$8.25M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 2.75% |
$297K - $360K
|
68K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.93K- 43.78% |
$299K - $362K
|
2.48K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.02K- 3.24% |
$312K - $379K
|
60.2K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.09KClosed |
$323K - $391K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.1K- 37.39% |
$324K - $393K
|
3.51K
$664K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.14K- 0.77% |
$330K - $401K
|
275K
$52.1M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.14K- 43.54% |
$331K - $401K
|
2.78K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.24K- 10.58% |
$347K - $421K
|
19K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.26K- 4.99% |
$349K - $424K
|
43.1K
$8.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.34K- 3.97% |
$361K - $438K
|
56.6K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.36K- 20.49% |
$365K - $442K
|
9.16K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-2.38K- 11.73% |
$368K - $446K
|
17.9K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 12.6% |
$388K - $471K
|
17.4K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.62K- 4.21% |
$405K - $491K
|
59.6K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-2.67K- 57.18% |
$412K - $501K
|
2K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.69K- 23.96% |
$415K - $504K
|
8.53K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 1.16% |
$426K - $517K
|
236K
$44.7M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.83K- 5.37% |
$436K - $530K
|
49.8K
$9.43M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.95K- 84.98% |
$455K - $552K
|
521
$98.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.13K- 25.49% |
$484K - $587K
|
9.16K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.38K- 19.69% |
$522K - $634K
|
13.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.4K- 1.2% |
$525K - $637K
|
280K
$53M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.58K- 2.89% |
$553K - $671K
|
120K
$22.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.69K- 2.22% |
$570K - $691K
|
162K
$30.7M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.7K- 10.29% |
$572K - $694K
|
32.3K
$6.11M
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-3.78K- 0.93% |
$584K - $709K
|
402K
$76M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.81K- 40.06% |
$588K - $714K
|
5.7K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.92K- 21.71% |
$605K - $735K
|
14.1K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.19K- 0.69% |
$647K - $785K
|
599K
$113M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-4.25K- 6.7% |
$656K - $796K
|
59.1K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-4.36K- 1.48% |
$673K - $816K
|
290K
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.38K- 37.5% |
$676K - $821K
|
7.3K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.41K- 2.29% |
$680K - $825K
|
188K
$35.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.62K- 4.84% |
$713K - $865K
|
90.7K
$17.2M
|