Latest Institutional Purchases of Hamilton Lane Inc (HLNE)
This list provides information on the latest institutional transactions involving Hamilton Lane Inc (HLNE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.95KNew |
$226K - $300K
|
3.95K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.93KNew |
$225K - $299K
|
3.93K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.79KNew |
$217K - $288K
|
3.79K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.75KNew |
$215K - $285K
|
3.75K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$198K - $262K
|
3.45K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$63K - $83.7K
|
1.1K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
635New |
$36.4K - $48.3K
|
635
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$28.7K - $38.1K
|
500
$97.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
430New |
$24.7K - $32.7K
|
430
$83.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67New |
$3.84K - $5.1K
|
67
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
32New |
$1.83K - $2.44K
|
32
$6.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$401 - $533
|
7
$1.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 66.67% |
$115 - $152
|
5
$972
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
177K+ 58.81% |
$10.5M - $14M
|
477K
$92.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
58.3KNew |
$3.48M - $4.61M
|
58.3K
$11.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
16.1KNew |
$958K - $1.27M
|
16.1K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.5KNew |
$626K - $830K
|
10.5K
$2.04M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
5.57K+ 4885.09% |
$332K - $440K
|
5.68K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
5.2KNew |
$310K - $411K
|
5.2K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$277K - $367K
|
4.64K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.51KNew |
$209K - $277K
|
3.51K
$682K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
34New |
$2.03K - $2.69K
|
34
$6.61K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
31New |
$1.85K - $2.45K
|
31
$6.03K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
31New |
$1.85K - $2.45K
|
31
$6.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
23New |
$1.37K - $1.82K
|
23
$4.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.58% |
$179 - $237
|
524
$102K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
861New |
$53.4K - $67.3K
|
861
$167K
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
400+ 2.56% |
$24.8K - $31.3K
|
16K
$3.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
215+ 6.51% |
$13.3K - $16.8K
|
3.52K
$685K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
202New |
$12.5K - $15.8K
|
202
$39.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
100New |
$6.2K - $7.82K
|
100
$19.4K
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
31New |
$2.26K - $3.24K
|
31
$6.03K
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 10.64% |
$428 - $567
|
52
$10.1K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.44K - $1.59K
|
17
$3.31K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
12New |
$1.02K - $1.13K
|
12
$2.33K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4New |
$339 - $375
|
4
$778
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
202New |
$13.2K - $16.5K
|
202
$39.3K
|
|
| Q1 2020 | |||||||
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$412 - $731
|
10
$1.94K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
139+ 47.93% |
$3.68K - $4.92K
|
429
$83.4K
|
|