Purchases and Sales Made in Q1 2025 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
126+ 252.0% |
$17.4K - $21.4K
|
176
$25.9K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
121+ 6.63% |
$16.7K - $20.6K
|
1.95K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
121+ 7.99% |
$16.7K - $20.6K
|
1.64K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
108New |
$14.9K - $18.4K
|
108
$15.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
104+ 452.17% |
$14.3K - $17.7K
|
127
$18.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
97+ 23.83% |
$13.4K - $16.5K
|
504
$74.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
94+ 18.18% |
$13K - $16K
|
611
$89.8K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
93New |
$12.8K - $15.8K
|
93
$13.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
90+ 3000.0% |
$12.4K - $15.3K
|
93
$13.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79New |
$10.9K - $13.4K
|
79
$11.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
74New |
$10.2K - $12.6K
|
74
$10.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
69+ 766.67% |
$9.51K - $11.7K
|
78
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
68New |
$9.38K - $11.6K
|
68
$10K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
64New |
$8.82K - $10.9K
|
64
$9.41K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
57+ 1.84% |
$7.86K - $9.7K
|
3.16K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
51New |
$7.03K - $8.68K
|
51
$7.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
49New |
$6.76K - $8.34K
|
49
$7.2K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47New |
$6.48K - $8K
|
47
$6.91K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
40+ 36.04% |
$5.51K - $6.81K
|
151
$22.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 1.92% |
$4.96K - $6.13K
|
1.91K
$281K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 74.47% |
$4.83K - $5.96K
|
82
$12.1K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
33+ 0.66% |
$4.55K - $5.62K
|
5K
$735K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 233.33% |
$3.86K - $4.77K
|
40
$5.88K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$3.45K - $4.25K
|
25
$3.68K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 24.27% |
$3.45K - $4.25K
|
128
$18.8K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24New |
$3.31K - $4.08K
|
24
$3.53K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 3.29% |
$3.17K - $3.91K
|
722
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21New |
$2.9K - $3.57K
|
21
$3.09K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 2.31% |
$2.9K - $3.57K
|
931
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
20+ 1000.0% |
$2.76K - $3.4K
|
22
$3.23K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$2.76K - $3.4K
|
20
$2.94K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 66.67% |
$2.76K - $3.4K
|
50
$7.35K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
19New |
$2.62K - $3.23K
|
19
$2.79K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19New |
$2.62K - $3.23K
|
19
$2.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19New |
$2.62K - $3.23K
|
19
$2.79K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
19New |
$2.62K - $3.23K
|
19
$2.79K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$2.21K - $2.72K
|
16
$2.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$2.07K - $2.55K
|
15
$2.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14+ 60.87% |
$1.93K - $2.38K
|
37
$5.44K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$1.38K - $1.7K
|
10
$1.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.98% |
$1.24K - $1.53K
|
932
$137K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 53.33% |
$1.1K - $1.36K
|
23
$3.38K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
6New |
$827 - $1.02K
|
6
$882
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5+ 0.13% |
$689 - $851
|
3.99K
$587K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$551 - $681
|
4
$588
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$551 - $681
|
6
$882
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 400.0% |
$551 - $681
|
5
$735
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$551 - $681
|
4
$588
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 75.0% |
$414 - $511
|
7
$1.03K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$276 - $340
|
2
$294
|