Purchases and Sales Made in Q2 2025 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
906+ 7.02% |
$128K - $166K
|
13.8K
$2.78M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
899+ 12.06% |
$127K - $164K
|
8.35K
$1.68M
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
898New |
$127K - $164K
|
898
$181K
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
892+ 17.45% |
$126K - $163K
|
6K
$1.21M
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
881+ 0.8% |
$125K - $161K
|
111K
$22.4M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 0.3% |
$120K - $155K
|
281K
$56.6M
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
826+ 17.78% |
$117K - $151K
|
5.47K
$1.1M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
808+ 1.82% |
$114K - $148K
|
45.2K
$9.1M
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
799+ 19.04% |
$113K - $146K
|
5K
$1.01M
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
762New |
$108K - $139K
|
762
$153K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
735+ 27.79% |
$104K - $134K
|
3.38K
$681K
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
630+ 37.39% |
$89.2K - $115K
|
2.32K
$466K
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
529+ 17.24% |
$74.9K - $96.7K
|
3.6K
$724K
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
508+ 0.35% |
$71.9K - $92.8K
|
145K
$29.2M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
505+ 246.34% |
$71.5K - $92.3K
|
710
$143K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
496+ 7.47% |
$70.2K - $90.6K
|
7.14K
$1.44M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
487+ 1.69% |
$69K - $89K
|
29.3K
$5.91M
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
470+ 9.42% |
$66.5K - $85.9K
|
5.46K
$1.1M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
468+ 62.15% |
$66.3K - $85.5K
|
1.22K
$246K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
468+ 11.01% |
$66.3K - $85.5K
|
4.72K
$950K
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 20.45% |
$61.2K - $78.9K
|
2.54K
$512K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
426+ 11.51% |
$60.3K - $77.9K
|
4.13K
$831K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
400+ 15.15% |
$56.6K - $73.1K
|
3.04K
$612K
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
393New |
$55.6K - $71.8K
|
393
$79.1K
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
366+ 8.88% |
$51.8K - $66.9K
|
4.49K
$903K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
351+ 17.14% |
$49.7K - $64.1K
|
2.4K
$483K
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
348+ 2.26% |
$49.3K - $63.6K
|
15.8K
$3.17M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
310+ 6.28% |
$43.9K - $56.7K
|
5.25K
$1.06M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
290+ 8.3% |
$41.1K - $53K
|
3.78K
$762K
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
276+ 5.53% |
$39.1K - $50.4K
|
5.27K
$1.06M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
251+ 39.47% |
$35.5K - $45.9K
|
887
$179K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
241+ 42.81% |
$34.1K - $44K
|
804
$162K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
238+ 8.59% |
$33.7K - $43.5K
|
3.01K
$606K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
216New |
$30.6K - $39.5K
|
216
$43.5K
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
212+ 0.61% |
$30K - $38.7K
|
35.1K
$7.06M
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
212+ 1.01% |
$30K - $38.7K
|
21.1K
$4.26M
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
199+ 4.59% |
$28.2K - $36.4K
|
4.54K
$914K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
191New |
$27K - $34.9K
|
191
$38.5K
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
172+ 12.42% |
$24.4K - $31.4K
|
1.56K
$313K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
159+ 11.17% |
$22.5K - $29.1K
|
1.58K
$319K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
146+ 14.75% |
$20.7K - $26.7K
|
1.14K
$229K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
118New |
$16.7K - $21.6K
|
118
$23.8K
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
101+ 5.74% |
$14.3K - $18.5K
|
1.86K
$375K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100+ 0.77% |
$14.2K - $18.3K
|
13.1K
$2.65M
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
99+ 0.2% |
$14K - $18.1K
|
49.9K
$10.1M
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
88+ 0.95% |
$12.5K - $16.1K
|
9.39K
$1.89M
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
BUY
|
- |
87+ 4.06% |
$12.3K - $15.9K
|
2.23K
$449K
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
87+ 5.86% |
$12.3K - $15.9K
|
1.57K
$317K
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
84+ 3.65% |
$11.9K - $15.4K
|
2.39K
$480K
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
84+ 1.07% |
$11.9K - $15.4K
|
7.97K
$1.6M
|