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 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-244K- 31.88% |
$30.9M - $42.8M
|
521K
$76.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.67KNew |
$212K - $293K
|
1.67K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.78KNew |
$352K - $487K
|
2.78K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 163.58% |
$1.94M - $2.69M
|
24.7K
$3.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 11.54% |
$1.14K - $1.58K
|
69
$10.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
98.7K+ 2139.17% |
$12.5M - $17.3M
|
103K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.12K+ 1.13% |
$142K - $196K
|
100K
$14.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.06KNew |
$767K - $1.06M
|
6.06K
$888K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-190- 3.74% |
$24.1K - $33.3K
|
4.89K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 7.88% |
$4.18K - $5.79K
|
386
$56.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.79KNew |
$354K - $490K
|
2.79K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.24K+ 19575.68% |
$917K - $1.27M
|
7.28K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11.4K+ 35.17% |
$1.44M - $2M
|
43.8K
$6.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-190- 20.7% |
$24.1K - $33.3K
|
728
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$127 - $175
|
4
$586
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-519- 14.08% |
$65.7K - $91.1K
|
3.17K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 57.14% |
$1.52K - $2.11K
|
33
$4.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 500.0% |
$2.53K - $3.51K
|
24
$3.52K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
136+ 14.78% |
$17.2K - $23.9K
|
1.06K
$155K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.2K+ 103.38% |
$531K - $736K
|
8.26K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
24.6K+ 207.05% |
$3.12M - $4.32M
|
36.5K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$760 - $1.05K
|
6
$879
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.49% |
$127 - $175
|
66
$9.67K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-18- 3.8% |
$2.28K - $3.16K
|
456
$66.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.22K+ 36.41% |
$281K - $389K
|
8.3K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-587- 17.19% |
$74.3K - $103K
|
2.83K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.74KNew |
$727K - $1.01M
|
5.74K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.75K- 28.7% |
$601K - $833K
|
11.8K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 35.8% |
$7.98K - $11.1K
|
113
$16.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$380 - $526
|
3
$440
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
34New |
$4.31K - $5.97K
|
34
$4.98K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72K- 87.16% |
$471K - $653K
|
548
$80.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-23- 14.74% |
$2.91K - $4.04K
|
133
$19.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 10.0% |
$507 - $702
|
36
$5.28K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
79.5K+ 27.04% |
$11M - $13.5M
|
374K
$54.7M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$276 - $340
|
2
$293
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.05K+ 44.44% |
$1.11M - $1.37M
|
26.2K
$3.83M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
74New |
$10.2K - $12.6K
|
74
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
57+ 1.84% |
$7.86K - $9.7K
|
3.16K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 400.0% |
$551 - $681
|
5
$733
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.4K+ 14.95% |
$331K - $409K
|
18.5K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13- 16.67% |
$1.79K - $2.21K
|
65
$9.52K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
40+ 36.04% |
$5.51K - $6.81K
|
151
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-6.9K- 44.51% |
$952K - $1.17M
|
8.61K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.74K+ 7.97% |
$240K - $297K
|
23.6K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
3KNew |
$414K - $511K
|
3K
$440K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.5KNew |
$345K - $426K
|
2.5K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.8KNew |
$386K - $476K
|
2.8K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 66.67% |
$2.76K - $3.4K
|
50
$7.33K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.18KNew |
$576K - $711K
|
4.18K
$612K
|
|