Purchases and Sales Made in Q1 2024 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q1 2024. The information is specifically focused on institutions that hold shares of Hamilton Lane INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
424+ 0.45% |
$44.8K - $50.8K
|
95.5K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
353+ 17.59% |
$37.3K - $42.3K
|
2.36K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
311+ 6.28% |
$32.9K - $37.3K
|
5.27K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
298+ 14900.0% |
$31.5K - $35.7K
|
300
$45.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
298+ 12.24% |
$31.5K - $35.7K
|
2.73K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
287+ 11.93% |
$30.4K - $34.4K
|
2.69K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
281+ 140.5% |
$29.7K - $33.7K
|
481
$72.5K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
274New |
$29K - $32.8K
|
274
$41.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
267+ 3.41% |
$28.2K - $32K
|
8.1K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
261+ 7.9% |
$27.6K - $31.3K
|
3.57K
$537K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
256+ 2.65% |
$27.1K - $30.7K
|
9.92K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238New |
$25.2K - $28.5K
|
238
$35.9K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
214New |
$22.6K - $25.6K
|
214
$32.2K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
213New |
$22.5K - $25.5K
|
213
$32.1K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
207+ 10.6% |
$21.9K - $24.8K
|
2.16K
$325K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
205+ 2.96% |
$21.7K - $24.6K
|
7.14K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
196+ 32.94% |
$20.7K - $23.5K
|
791
$119K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
186+ 14.39% |
$19.7K - $22.3K
|
1.48K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
139New |
$14.7K - $16.7K
|
139
$20.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$12.7K - $14.4K
|
120
$18.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
110New |
$11.6K - $13.2K
|
110
$16.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
105+ 20.11% |
$11.1K - $12.6K
|
627
$94.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81New |
$8.57K - $9.71K
|
81
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
74New |
$7.83K - $8.87K
|
74
$11.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$6.98K - $7.91K
|
66
$9.94K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
56+ 17.5% |
$5.92K - $6.71K
|
376
$56.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
36+ 10.43% |
$3.81K - $4.31K
|
381
$57.4K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
36New |
$3.81K - $4.31K
|
36
$5.42K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31New |
$3.28K - $3.71K
|
31
$4.67K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 166.67% |
$2.64K - $3K
|
40
$6.03K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
21+ 2.92% |
$2.22K - $2.52K
|
739
$111K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 1.82% |
$2.01K - $2.28K
|
1.06K
$160K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$1.9K - $2.16K
|
30.7K
$4.62M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
17+ 0.82% |
$1.8K - $2.04K
|
2.09K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
12New |
$1.27K - $1.44K
|
12
$1.81K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 42.31% |
$1.16K - $1.32K
|
37
$5.58K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10New |
$1.06K - $1.2K
|
10
$1.51K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9New |
$952 - $1.08K
|
9
$1.36K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 2.34% |
$952 - $1.08K
|
393
$59.2K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
9+ 0.41% |
$952 - $1.08K
|
2.22K
$335K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$635 - $719
|
6
$904
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$529 - $599
|
5
$753
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 1.72% |
$423 - $479
|
236
$35.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$106 - $120
|
1
$151
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$106 - $120
|
1
$151
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$106 - $120
|
6
$904
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2- 0.48% |
$212 - $240
|
416
$62.7K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.98% |
$529 - $599
|
503
$75.8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.24% |
$740 - $839
|
556
$83.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$1.06K - $1.2K
|
5
$753
|