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 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77+ 4.48% |
$10.9K - $14.1K
|
1.79K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
64+ 6.11% |
$9.06K - $11.7K
|
1.11K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
63+ 3.73% |
$8.92K - $11.5K
|
1.75K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
61+ 3.29% |
$8.64K - $11.1K
|
1.92K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
59+ 2.11% |
$8.35K - $10.8K
|
2.86K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
59New |
$8.35K - $10.8K
|
59
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
58+ 181.25% |
$8.21K - $10.6K
|
90
$18.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
55+ 0.95% |
$7.79K - $10.1K
|
5.85K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$7.5K - $9.69K
|
53
$10.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46+ 3.32% |
$6.51K - $8.41K
|
1.43K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
44+ 26.04% |
$6.23K - $8.04K
|
213
$42.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 11.85% |
$6.09K - $7.86K
|
406
$81.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
41New |
$5.81K - $7.49K
|
41
$8.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
35New |
$4.96K - $6.4K
|
35
$7.05K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34+ 1.23% |
$4.81K - $6.21K
|
2.8K
$565K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 2.26% |
$4.39K - $5.67K
|
1.4K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
29+ 0.56% |
$4.11K - $5.3K
|
5.19K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 25.0% |
$3.82K - $4.93K
|
135
$27.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
26New |
$3.68K - $4.75K
|
26
$5.23K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 1.08% |
$3.4K - $4.39K
|
2.26K
$454K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23+ 10.6% |
$3.26K - $4.2K
|
240
$48.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.76% |
$2.69K - $3.47K
|
2.51K
$505K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19New |
$2.69K - $3.47K
|
19
$3.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 2.19% |
$2.69K - $3.47K
|
886
$178K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 2.16% |
$2.69K - $3.47K
|
900
$181K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
17New |
$2.41K - $3.11K
|
17
$3.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17+ 0.65% |
$2.41K - $3.11K
|
2.62K
$527K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
14+ 0.13% |
$1.98K - $2.56K
|
10.7K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
13+ 0.71% |
$1.84K - $2.38K
|
1.85K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11New |
$1.56K - $2.01K
|
11
$2.21K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.56K - $2.01K
|
3.62K
$730K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 10.1% |
$1.42K - $1.83K
|
109
$21.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 18.52% |
$1.42K - $1.83K
|
64
$12.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 7.44% |
$1.27K - $1.64K
|
130
$26.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8+ 0.35% |
$1.13K - $1.46K
|
2.31K
$465K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8New |
$1.13K - $1.46K
|
8
$1.61K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.78% |
$991 - $1.28K
|
401
$80.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 20.0% |
$991 - $1.28K
|
42
$8.46K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6+ 14.63% |
$850 - $1.1K
|
47
$9.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.29% |
$708 - $914
|
1.72K
$345K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4New |
$566 - $731
|
4
$805
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.24% |
$566 - $731
|
1.68K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4+ 0.19% |
$566 - $731
|
2.08K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$566 - $731
|
4
$805
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$425 - $548
|
5
$1.01K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3+ 100.0% |
$425 - $548
|
6
$1.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$425 - $548
|
3
$604
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.19% |
$425 - $548
|
1.55K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$425 - $548
|
3
$604
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.14% |
$283 - $366
|
1.46K
$294K
|