Purchases and Sales Made in Q2 2024 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
54+ 4.39% |
$5.92K - $7.02K
|
1.28K
$193K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51+ 1.87% |
$5.59K - $6.63K
|
2.78K
$419K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 1.74% |
$3.95K - $4.68K
|
2.1K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
35New |
$3.84K - $4.55K
|
35
$5.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
29+ 0.08% |
$3.18K - $3.77K
|
38K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 483.33% |
$3.18K - $3.77K
|
35
$5.27K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$2.85K - $3.38K
|
26
$3.92K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$2.41K - $2.86K
|
22
$3.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$2.41K - $2.86K
|
22
$3.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 233.33% |
$2.3K - $2.73K
|
30
$4.52K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19New |
$2.08K - $2.47K
|
19
$2.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 2.11% |
$1.97K - $2.34K
|
872
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$1.64K - $1.95K
|
15
$2.26K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13New |
$1.43K - $1.69K
|
13
$1.96K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
12+ 3.05% |
$1.32K - $1.56K
|
405
$61K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9New |
$987 - $1.17K
|
9
$1.36K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 1.44% |
$987 - $1.17K
|
636
$95.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 15.0% |
$658 - $780
|
46
$6.93K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$548 - $650
|
30.7K
$4.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$439 - $520
|
4
$603
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.8% |
$329 - $390
|
379
$57.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$110 - $130
|
7
$1.05K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$110 - $130
|
1
$151
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1- 0.04% |
$110 - $130
|
2.77K
$417K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 4.76% |
$110 - $130
|
20
$3.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.93% |
$219 - $260
|
212
$31.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6- 1.57% |
$658 - $780
|
375
$56.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 1.01% |
$877 - $1.04K
|
784
$118K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 3.23% |
$1.43K - $1.69K
|
389
$58.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-14- 37.84% |
$1.54K - $1.82K
|
23
$3.47K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-19- 1.79% |
$2.08K - $2.47K
|
1.04K
$157K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-21- 0.6% |
$2.3K - $2.73K
|
3.46K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-35- 0.74% |
$3.84K - $4.55K
|
4.68K
$705K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-36- 54.55% |
$3.95K - $4.68K
|
30
$4.52K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 7.75% |
$4.28K - $5.07K
|
464
$69.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43- 1.6% |
$4.71K - $5.59K
|
2.65K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- -0.0% |
$7.68K - $9.1K
|
1.58M
$238M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-72- 0.73% |
$7.89K - $9.36K
|
9.85K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-100- 0.13% |
$11K - $13K
|
77.5K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-104- 14.05% |
$11.4K - $13.5K
|
636
$95.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-120- 2.44% |
$13.2K - $15.6K
|
4.79K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-124- 2.47% |
$13.6K - $16.1K
|
4.9K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-125- 5.79% |
$13.7K - $16.3K
|
2.04K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 31.46% |
$14.7K - $17.4K
|
292
$44K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-135- 3.48% |
$14.8K - $17.6K
|
3.75K
$565K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-167- 1.78% |
$18.3K - $21.7K
|
9.22K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-167- 70.17% |
$18.3K - $21.7K
|
71
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-192- 3.65% |
$21.1K - $25K
|
5.07K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-193- 1.29% |
$21.2K - $25.1K
|
14.8K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-200- 7.14% |
$21.9K - $26K
|
2.6K
$392K
|