Latest Institutional Transactions on Hamilton Lane Inc (HLNE)
This table provides information on the latest institutional transactions involving Hamilton Lane Inc (HLNE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-18- 3.8% |
$2.28K - $3.16K
|
456
$68K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.22K+ 36.41% |
$281K - $389K
|
8.3K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.49% |
$127 - $175
|
66
$9.84K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.74KNew |
$727K - $1.01M
|
5.74K
$856K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-587- 17.19% |
$74.3K - $103K
|
2.83K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.75K- 28.7% |
$601K - $833K
|
11.8K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 35.8% |
$7.98K - $11.1K
|
113
$16.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72K- 87.16% |
$471K - $653K
|
548
$81.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
34New |
$4.31K - $5.97K
|
34
$5.07K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$380 - $526
|
3
$447
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 10.0% |
$507 - $702
|
36
$5.37K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-23- 14.74% |
$2.91K - $4.04K
|
133
$19.8K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
287New |
$39.6K - $48.8K
|
287
$42.8K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$276 - $340
|
2
$298
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5K- 98.02% |
$690K - $851K
|
101
$15.1K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
200+ 1.96% |
$27.6K - $34K
|
10.4K
$1.55M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 29.21% |
$21.8K - $26.9K
|
383
$57.1K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.05K+ 44.44% |
$1.11M - $1.37M
|
26.2K
$3.9M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.29K- 2.32% |
$316K - $390K
|
96.7K
$14.4M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.52KNew |
$347K - $428K
|
2.52K
$375K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$138 - $170
|
1
$149
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
74New |
$10.2K - $12.6K
|
74
$11K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
384K+ 626.29% |
$52.9M - $65.3M
|
445K
$66.3M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.65K- 24.59% |
$227K - $280K
|
5.05K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.53K+ 14.12% |
$1.18M - $1.45M
|
68.9K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
108New |
$14.9K - $18.4K
|
108
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.33K+ 256.15% |
$597K - $737K
|
6.02K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.5K+ 69.81% |
$758K - $936K
|
13.4K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.15K+ 1.8% |
$296K - $366K
|
122K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.8K+ 28.04% |
$13.2M - $16.3M
|
437K
$65.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.4K+ 11.99% |
$11.1M - $13.7M
|
751K
$112M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.9K- 10.14% |
$1.78M - $2.19M
|
114K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13- 16.67% |
$1.79K - $2.21K
|
65
$9.69K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
40+ 36.04% |
$5.51K - $6.81K
|
151
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
3.99K+ 10.76% |
$550K - $679K
|
41.1K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.4K+ 14.95% |
$331K - $409K
|
18.5K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-135K- 20.84% |
$18.6M - $23M
|
512K
$76.4M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
793+ 23.79% |
$109K - $135K
|
4.13K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.43K+ 3.05% |
$197K - $243K
|
48.2K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
57+ 1.84% |
$7.86K - $9.7K
|
3.16K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4- 2.2% |
$551 - $681
|
178
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.31K- 29.19% |
$180K - $223K
|
3.17K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90- 0.71% |
$12.4K - $15.3K
|
12.7K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
53.6K+ 3.57% |
$7.39M - $9.12M
|
1.55M
$232M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.45K+ 11.48% |
$752K - $928K
|
52.9K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 400.0% |
$551 - $681
|
5
$745
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.15K+ 5.03% |
$158K - $195K
|
23.9K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.35K+ 69.67% |
$324K - $400K
|
5.73K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
280K+ 16.39% |
$38.5M - $47.6M
|
1.99M
$296M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-189- 1.39% |
$26.1K - $32.2K
|
13.4K
$2M
|
|