Purchases and Sales Made in Q3 2024 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
93+ 0.63% |
$11.5K - $15.7K
|
14.9K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
67+ 0.07% |
$8.25K - $11.3K
|
99.4K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
63+ 0.21% |
$7.76K - $10.6K
|
29.8K
$4.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
58New |
$7.14K - $9.77K
|
58
$8.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48+ 240.0% |
$5.91K - $8.08K
|
68
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 6.92% |
$5.42K - $7.41K
|
680
$102K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
36New |
$4.43K - $6.06K
|
36
$5.41K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$3.82K - $5.22K
|
31
$4.66K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30+ 1.13% |
$3.69K - $5.05K
|
2.68K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
25New |
$3.08K - $4.21K
|
25
$3.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.6% |
$2.95K - $4.04K
|
4.01K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23+ 30.67% |
$2.83K - $3.87K
|
98
$14.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22New |
$2.71K - $3.7K
|
22
$3.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 133.33% |
$2.46K - $3.37K
|
35
$5.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 51.43% |
$2.22K - $3.03K
|
53
$7.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17New |
$2.09K - $2.86K
|
17
$2.55K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 84.21% |
$1.97K - $2.69K
|
35
$5.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14+ 6.6% |
$1.72K - $2.36K
|
226
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$1.48K - $2.02K
|
12
$1.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 75.0% |
$1.48K - $2.02K
|
28
$4.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 3.5% |
$1.35K - $1.85K
|
325
$48.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$1.23K - $1.68K
|
10
$1.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
9New |
$1.11K - $1.52K
|
9
$1.35K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 5.76% |
$985 - $1.35K
|
147
$22.1K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
8+ 0.38% |
$985 - $1.35K
|
2.1K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$739 - $1.01K
|
6
$902
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 18.18% |
$492 - $674
|
26
$3.91K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$246 - $337
|
2
$301
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 8.7% |
$246 - $337
|
25
$3.76K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 2.63% |
$246 - $337
|
78
$11.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 7.14% |
$123 - $168
|
15
$2.25K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.16% |
$123 - $168
|
87
$13.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.91% |
$123 - $168
|
111
$16.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.65% |
$369 - $505
|
461
$69.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-10- 1.57% |
$1.23K - $1.68K
|
626
$94.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 14.08% |
$1.23K - $1.68K
|
61
$9.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 16.67% |
$1.23K - $1.68K
|
50
$7.51K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-14- 0.42% |
$1.72K - $2.36K
|
3.33K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 2.23% |
$1.72K - $2.36K
|
615
$92.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 4.11% |
$1.97K - $2.69K
|
373
$56K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-38- 1.42% |
$4.68K - $6.4K
|
2.64K
$397K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43- 1.19% |
$5.29K - $7.24K
|
3.57K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-69- 1.84% |
$8.5K - $11.6K
|
3.68K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 0.79% |
$12.3K - $16.8K
|
12.5K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-108- 3.91% |
$13.3K - $18.2K
|
2.66K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-118- 5.61% |
$14.5K - $19.9K
|
1.98K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-228- 74.03% |
$28.1K - $38.4K
|
80
$12K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-269- 2.12% |
$33.1K - $45.3K
|
12.4K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-325- 0.12% |
$40K - $54.7K
|
265K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-426- 12.3% |
$52.4K - $71.7K
|
3.04K
$456K
|