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 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-77- 4.14% |
$10.9K - $14.1K
|
1.78K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-80- 86.96% |
$11.3K - $14.6K
|
12
$2.42K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 52.63% |
$11.3K - $14.6K
|
72
$14.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-82- 6.29% |
$11.6K - $15K
|
1.22K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-82- 2.96% |
$11.6K - $15K
|
2.69K
$541K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-85- 81.73% |
$12K - $15.5K
|
19
$3.83K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-94- 2.19% |
$13.3K - $17.2K
|
4.19K
$844K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 1.86% |
$13.5K - $17.4K
|
5.02K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-96- 2.92% |
$13.6K - $17.5K
|
3.19K
$642K
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-97- 1.43% |
$13.7K - $17.7K
|
6.68K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-101- 2.04% |
$14.3K - $18.5K
|
4.86K
$979K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-110- 4.22% |
$15.6K - $20.1K
|
2.5K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-116- 5.2% |
$16.4K - $21.2K
|
2.12K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-125- 2.06% |
$17.7K - $22.8K
|
5.95K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-130- 0.49% |
$18.4K - $23.8K
|
26.3K
$5.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-141- 1.54% |
$20K - $25.8K
|
9.04K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-148- 6.96% |
$21K - $27K
|
1.98K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155- 4.42% |
$21.9K - $28.3K
|
3.36K
$675K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-158- 12.77% |
$22.4K - $28.9K
|
1.08K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-161- 11.91% |
$22.8K - $29.4K
|
1.19K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-166- 68.88% |
$23.5K - $30.3K
|
75
$15.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 9.0% |
$23.5K - $30.3K
|
1.68K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-178- 58.36% |
$25.2K - $32.5K
|
127
$25.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-186- 1.07% |
$26.3K - $34K
|
17.2K
$3.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-194- 5.02% |
$27.5K - $35.5K
|
3.67K
$740K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-204- 5.16% |
$28.9K - $37.3K
|
3.75K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-213- 10.7% |
$30.2K - $38.9K
|
1.78K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-229- 5.62% |
$32.4K - $41.8K
|
3.85K
$774K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-235- 16.73% |
$33.3K - $42.9K
|
1.17K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-244- 18.71% |
$34.5K - $44.6K
|
1.06K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-255- 6.03% |
$36.1K - $46.6K
|
3.98K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-280- 4.42% |
$39.6K - $51.2K
|
6.05K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-284- 8.97% |
$40.2K - $51.9K
|
2.88K
$580K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-284- 1.39% |
$40.2K - $51.9K
|
20.2K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-288- 0.95% |
$40.8K - $52.6K
|
29.9K
$6.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-294- 2.0% |
$41.6K - $53.7K
|
14.4K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-320- 1.65% |
$45.3K - $58.5K
|
19.1K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-347- 6.34% |
$49.1K - $63.4K
|
5.13K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-384- 11.25% |
$54.4K - $70.2K
|
3.03K
$610K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-385- 11.69% |
$54.5K - $70.4K
|
2.91K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-394- 70.23% |
$55.8K - $72K
|
167
$33.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-396- 1.89% |
$56.1K - $72.4K
|
20.5K
$4.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-404- 9.85% |
$57.2K - $73.8K
|
3.7K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-410- 19.87% |
$58.1K - $74.9K
|
1.65K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-416- 79.85% |
$58.9K - $76K
|
105
$21.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-418- 2.17% |
$59.2K - $76.4K
|
18.9K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-420- 15.68% |
$59.5K - $76.8K
|
2.26K
$455K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-428- 12.53% |
$60.6K - $78.2K
|
2.99K
$602K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-436- 12.51% |
$61.7K - $79.7K
|
3.05K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-467- 2.41% |
$66.1K - $85.3K
|
18.9K
$3.81M
|