Institutional Ownership Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
226
shares
|
$31,585
0.0% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
213
shares
|
$29,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
198
shares
|
$27,672
0.01% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
184
shares
|
$25,715
0.0% of portfolio
|
Q4 2023
Added 327.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
161
shares
|
$22,501
0.0% of portfolio
|
Q2 2024
Added 133.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
147
shares
|
$20,544
0.0% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
132
shares
|
$18,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
121
shares
|
$16,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
111
shares
|
$15,513
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
110
shares
|
$15,373
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
98
shares
|
$13,696
0.0% of portfolio
|
Q3 2024
Added 30.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
95
shares
|
$13,277
0.0% of portfolio
|
Q2 2024
Added 206.45%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
88
shares
|
$12,298
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
87
shares
|
$12,159
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
85
shares
|
$11,879
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80
shares
|
$11,180
0.0% of portfolio
|
Q3 2024
Reduced 74.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
78
shares
|
$10,901
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
68
shares
|
$9,503
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
67
shares
|
$9,363
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
61
shares
|
$8,525
0.0% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
58
shares
|
$8,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
54
shares
|
$7,547
0.0% of portfolio
|
Q4 2022
Reduced 19.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
53
shares
|
$7,407
0.0% of portfolio
|
Q3 2024
Added 51.43%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
50
shares
|
$6,988
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
46
shares
|
$6,428
0.0% of portfolio
|
Q2 2024
Added 15.0%
|