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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
29New |
$2.32K - $3.36K
|
29
$4.29K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
109New |
$8.7K - $12.6K
|
109
$16.1K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.81KNew |
$224K - $325K
|
2.81K
$416K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
386KNew |
$30.1M - $36M
|
386K
$57.1M
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-158Closed |
$12.3K - $14.7K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
20+ 74.07% |
$1.56K - $1.86K
|
47
$6.96K
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.9K- 40.07% |
$849K - $1.01M
|
16.3K
$2.41M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.23KNew |
$174K - $208K
|
2.23K
$330K
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-110K- 60.69% |
$8.62M - $10.3M
|
71.5K
$10.6M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-613- 3.59% |
$47.8K - $57.1K
|
16.4K
$2.43M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29New |
$2.26K - $2.7K
|
29
$4.29K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.37KNew |
$263K - $314K
|
3.37K
$499K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21New |
$1.64K - $1.96K
|
21
$3.11K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
85New |
$6.63K - $7.92K
|
85
$12.6K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-9.03K- 67.99% |
$704K - $841K
|
4.25K
$629K
|
|
Q2 2023 | |||||||
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.6K+ 55.17% |
$103K - $128K
|
4.5K
$666K
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.13K- 20.48% |
$72.8K - $90.7K
|
4.4K
$652K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
88New |
$5.65K - $7.04K
|
88
$13K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
940+ 79.86% |
$60.3K - $75.2K
|
2.12K
$313K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
609New |
$39.1K - $48.7K
|
609
$90.2K
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-1.07K- 14.7% |
$68.7K - $85.7K
|
6.22K
$920K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-244- 99.19% |
$15.7K - $19.5K
|
2
$296
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7New |
$449 - $560
|
7
$1.04K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.39K+ 97.6% |
$410K - $511K
|
12.9K
$1.92M
|
|
Q1 2023 | |||||||
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-366- 4.9% |
$23.5K - $29.6K
|
7.1K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.45KNew |
$221K - $279K
|
3.45K
$510K
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.09K+ 11.01% |
$134K - $169K
|
21K
$3.12M
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.22KNew |
$207K - $261K
|
3.22K
$477K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.05% |
$129 - $162
|
4.03K
$596K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 14.29% |
$64.3 - $81
|
6
$888
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
3KNew |
$193K - $243K
|
3K
$444K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
225KNew |
$14.5M - $18.2M
|
225K
$33.4M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.18% |
$64.3 - $81
|
86
$12.7K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 6.67% |
$64.3 - $81
|
14
$2.07K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15New |
$964 - $1.21K
|
15
$2.22K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45New |
$2.89K - $3.64K
|
45
$6.66K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
38New |
$2.44K - $3.08K
|
38
$5.63K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-141- 48.62% |
$8.08K - $10.7K
|
149
$22.1K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-13- 19.4% |
$745 - $990
|
54
$7.99K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67New |
$3.84K - $5.1K
|
67
$9.92K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
32New |
$1.83K - $2.44K
|
32
$4.74K
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.79KNew |
$217K - $288K
|
3.79K
$561K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-179- 0.62% |
$10.3K - $13.6K
|
28.9K
$4.27M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$63K - $83.7K
|
1.1K
$163K
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.26KNew |
$416K - $553K
|
7.26K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.93KNew |
$225K - $299K
|
3.93K
$582K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$198K - $262K
|
3.45K
$510K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.75KNew |
$215K - $285K
|
3.75K
$555K
|
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
55.7KNew |
$3.19M - $4.24M
|
55.7K
$8.24M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$401 - $533
|
7
$1.04K
|