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
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$283 - $366
|
2
$403
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$283 - $366
|
2
$403
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2+ 1.15% |
$283 - $366
|
176
$35.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.47% |
$142 - $183
|
216
$43.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.3% |
$142 - $183
|
78
$15.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$142 - $183
|
1
$201
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$142 - $183
|
3
$604
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$142 - $183
|
1
$201
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.56% |
$142 - $183
|
40
$8.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$142 - $183
|
1
$201
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$142 - $183
|
1
$201
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.02% |
$283 - $366
|
12K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-2- 8.0% |
$283 - $366
|
23
$4.63K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.13% |
$283 - $366
|
1.5K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 40.0% |
$566 - $731
|
6
$1.21K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 4.21% |
$566 - $731
|
91
$18.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 7.58% |
$708 - $914
|
61
$12.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6- 0.48% |
$850 - $1.1K
|
1.24K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-7- 0.17% |
$991 - $1.28K
|
4.03K
$811K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-14- 0.02% |
$1.98K - $2.56K
|
65.7K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 2.0% |
$2.12K - $2.74K
|
734
$148K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-16- 94.12% |
$2.27K - $2.92K
|
1
$201
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-16- 1.15% |
$2.27K - $2.92K
|
1.38K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 3.64% |
$2.83K - $3.66K
|
530
$107K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 80.0% |
$2.83K - $3.66K
|
5
$1.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20- 1.35% |
$2.83K - $3.66K
|
1.46K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21- 0.25% |
$2.97K - $3.84K
|
8.51K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-21- 38.18% |
$2.97K - $3.84K
|
34
$6.85K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-25- 2.28% |
$3.54K - $4.57K
|
1.07K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 3.17% |
$3.68K - $4.75K
|
793
$160K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-30- 1.85% |
$4.25K - $5.48K
|
1.59K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-30- 0.07% |
$4.25K - $5.48K
|
43.6K
$8.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34- 2.61% |
$4.81K - $6.21K
|
1.27K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 36.56% |
$4.81K - $6.21K
|
59
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-35- 0.89% |
$4.96K - $6.4K
|
3.91K
$787K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 33.33% |
$5.1K - $6.58K
|
72
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-42- 0.84% |
$5.95K - $7.68K
|
4.95K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42- 0.19% |
$5.95K - $7.68K
|
22K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-46- 0.16% |
$6.51K - $8.41K
|
29.4K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.83% |
$6.65K - $8.59K
|
2.52K
$507K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-52- 1.67% |
$7.36K - $9.5K
|
3.05K
$615K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-52- 0.56% |
$7.36K - $9.5K
|
9.24K
$1.86M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60- 0.47% |
$8.5K - $11K
|
12.8K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-68- 0.61% |
$9.63K - $12.4K
|
11.1K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-69- 5.09% |
$9.77K - $12.6K
|
1.29K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 10.87% |
$9.91K - $12.8K
|
574
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-70- 1.81% |
$9.91K - $12.8K
|
3.8K
$765K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 3.62% |
$10.1K - $13K
|
1.89K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-75- 5.68% |
$10.6K - $13.7K
|
1.25K
$251K
|