HLI Insider Trading

Insider Ownership Percentage: 25.97%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $5,262,990.53

Houlihan Lokey Insider Trading History Chart

This chart shows the insider buying and selling history at Houlihan Lokey by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Houlihan Lokey Share Price & Price History

Current Price: $134.09
Price Change: Price Increase of +0.74 (0.55%)
As of 05/17/2024 01:00 AM ET

This chart shows the closing price history over time for HLI up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Houlihan Lokey Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/1/2024Christopher M. CrainGeneral CounselSell1,000$128.94$128,940.00View SEC Filing Icon  
12/27/2023Irwin N. GoldChairmanSell10,000$122.18$1,221,800.00View SEC Filing Icon  
12/19/2023Christopher M. CrainGeneral CounselSell1,500$120.12$180,180.00View SEC Filing Icon  
12/1/2023Christopher M. CrainGeneral CounselSell1,000$107.17$107,170.00View SEC Filing Icon  
11/30/2023J. Lindsey AlleyCFOSell10,000$107.48$1,074,800.00View SEC Filing Icon  
11/3/2023Scott L. BeiserCEOSell9,084$105.78$960,905.52View SEC Filing Icon  
8/16/2023Christopher M. CrainGeneral CounselSell1,000$100.66$100,660.00View SEC Filing Icon  
6/7/2023Irwin N. GoldChairmanSell10,000$91.23$912,300.00View SEC Filing Icon  
6/5/2023Christopher M. CrainGeneral CounselSell1,000$90.74$90,740.00View SEC Filing Icon  
6/2/2023Irwin N. GoldChairmanSell5,389$90.09$485,495.01View SEC Filing Icon  
11/25/2022Irwin N. GoldChairmanSell5,000$99.53$497,650.00View SEC Filing Icon  
11/22/2022Irwin N. GoldChairmanSell815$98.52$80,293.80View SEC Filing Icon  
11/7/2022Scott L. BeiserCEOSell16,367$93.28$1,526,713.76View SEC Filing Icon  
6/16/2022Robert A. SchriesheimDirectorBuy192$77.43$14,866.5629,678View SEC Filing Icon  
2/25/2022Paul Andrew ZuberDirectorSell2,000$103.40$206,800.00View SEC Filing Icon  
2/14/2022Paul Andrew ZuberDirectorSell1,000$109.91$109,910.00View SEC Filing Icon  
12/16/2021Robert A. SchriesheimDirectorBuy116$102.59$11,900.44View SEC Filing Icon  
11/2/2021J. Lindsey AlleyCFOSell10,000$116.93$1,169,300.00View SEC Filing Icon  
9/16/2021Robert A. SchriesheimDirectorBuy131$90.64$11,873.84View SEC Filing Icon  
6/25/2021Irwin N. GoldChairmanSell9,000$80.45$724,050.009,000View SEC Filing Icon  
6/1/2021Irwin N. GoldChairmanSell10,000$75.24$752,400.0010,000View SEC Filing Icon  
6/1/2021Scott Joseph AdelsonInsiderSell12,383$75.00$928,725.0012,383View SEC Filing Icon  
5/21/2021Scott Joseph AdelsonInsiderSell540$75.00$40,500.00540View SEC Filing Icon  
3/16/2021Robert A. SchriesheimDirectorBuy102$32.45$3,309.90View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Houlihan Lokey (NYSE:HLI)

78.07% of Houlihan Lokey stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HLI by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Houlihan Lokey Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Woodson Capital Management LP64,100$8.22M1.3%-2.9%0.093%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank30,263$3.88M0.0%-1.8%0.044%Search for SEC Filing on Google Icon
5/17/2024Tidal Investments LLC11,093$1.42M0.0%+201.5%0.016%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System51,723$6.63M0.0%-4.6%0.075%Search for SEC Filing on Google Icon
5/16/2024Ancora Advisors LLC285,527$36.60M0.8%+1.3%0.413%Search for SEC Filing on Google Icon
5/16/2024Dynasty Wealth Management LLC3,865$0.50M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/16/2024Grandeur Peak Global Advisors LLC72,481$9.29M0.7%-14.9%0.105%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC30,656$3.93M0.0%+27.1%0.044%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC14,265$1.83M0.0%-7.7%0.021%Search for SEC Filing on Google Icon
5/15/2024Earnest Partners LLC3,211,504$411.68M1.9%-0.6%4.647%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio65,366$8.38M0.0%-16.1%0.095%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado175,931$22.55M0.1%+6.1%0.255%Search for SEC Filing on Google Icon
5/15/2024Bamco Inc. NY1,298,140$166.41M0.4%0.0%1.878%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD26,709$3.42M0.0%+6.5%0.039%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC991$0.13M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd4,317$0.55M0.0%-62.9%0.006%Search for SEC Filing on Google Icon
5/14/2024Capital International Investors792,349$101.57M0.0%+0.0%1.146%Search for SEC Filing on Google Icon
5/14/2024Wellington Wealth Strategies LLC.2,041$0.26M0.1%N/A0.003%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co35,400$4.54M0.0%-14.8%0.051%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.69,009$8.85M0.0%-1.1%0.100%Search for SEC Filing on Google Icon
5/14/2024Burgundy Asset Management Ltd.1,500,016$192.29M2.0%-12.5%2.170%Search for SEC Filing on Google Icon
5/13/2024Clearbridge Investments LLC946,385$121.32M0.1%-13.5%1.369%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC8,677$1.11M0.0%+11.1%0.013%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.18,293$2.35M0.1%+0.5%0.026%Search for SEC Filing on Google Icon
5/11/2024Cynosure Group LLC2,475$0.32M0.1%N/A0.004%Search for SEC Filing on Google Icon
5/11/2024Edgestream Partners L.P.46,014$5.90M0.3%+193.9%0.067%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.5,104,143$654.30M0.0%+0.6%7.385%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System17,272$2.21M0.0%-13.0%0.025%Search for SEC Filing on Google Icon
5/9/2024Eagle Bay Advisors LLC233$30K0.0%-29.2%0.000%Search for SEC Filing on Google Icon
5/8/2024Entropy Technologies LP4,084$0.52M0.1%-50.8%0.006%Search for SEC Filing on Google Icon
5/8/2024Bleakley Financial Group LLC4,133$0.53M0.0%+9.3%0.006%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC2,542$0.33M0.0%-6.4%0.004%Search for SEC Filing on Google Icon
5/8/2024Avantax Advisory Services Inc.1,843$0.24M0.0%-6.6%0.003%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE32,886$4.22M0.0%+7.1%0.048%Search for SEC Filing on Google Icon
5/8/2024Qsemble Capital Management LP2,873$0.37M0.1%N/A0.004%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.2,748$0.35M0.0%+12.3%0.004%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.731,130$93.72M0.1%+5.5%1.058%Search for SEC Filing on Google Icon
5/7/2024Significant Wealth Partners LLC2,611$0.34M0.2%N/A0.004%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank102,236$13.11M0.0%+1.0%0.148%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.27,264$3.50M0.1%-23.7%0.039%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC10,641$1.36M0.0%+10.0%0.015%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP7,270$0.93M0.1%+624.8%0.011%Search for SEC Filing on Google Icon
5/6/2024Duality Advisers LP5,383$0.69M0.1%N/A0.008%Search for SEC Filing on Google Icon
5/6/2024Texas Permanent School Fund Corp45,614$5.85M0.0%+2.3%0.066%Search for SEC Filing on Google Icon
5/4/2024Geneos Wealth Management Inc.16,067$2.06M0.1%+4.2%0.023%Search for SEC Filing on Google Icon
5/3/2024FDx Advisors Inc.1,755$0.23M0.0%-17.6%0.003%Search for SEC Filing on Google Icon
5/3/2024Rehmann Capital Advisory Group1,669$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/3/2024Franklin Parlapiano Turner & Welch LLC74,592$9.56M2.6%-2.4%0.108%Search for SEC Filing on Google Icon
5/3/2024Whittier Trust Co. of Nevada Inc.30,686$3.93M0.1%+5.2%0.044%Search for SEC Filing on Google Icon
5/3/2024Whittier Trust Co.58,230$7.46M0.1%+4.1%0.084%Search for SEC Filing on Google Icon
5/2/2024Jennison Associates LLC347,165$44.50M0.0%+87.2%0.502%Search for SEC Filing on Google Icon
5/2/2024Mutual of America Capital Management LLC62,505$8.01M0.1%-5.1%0.090%Search for SEC Filing on Google Icon
5/2/2024Daiwa Securities Group Inc.19,857$2.55M0.0%-35.2%0.029%Search for SEC Filing on Google Icon
5/2/2024Nordea Investment Management AB475,312$61.01M0.1%+10.7%0.688%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC2,390$0.31M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets10,449$1.34M0.0%-26.1%0.015%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.22,185$2.84M0.0%N/A0.032%Search for SEC Filing on Google Icon
4/30/2024Retirement Systems of Alabama65,448$8.39M0.0%+1.2%0.095%Search for SEC Filing on Google Icon
4/30/2024Norden Group LLC6,504$0.83M0.1%N/A0.009%Search for SEC Filing on Google Icon
4/30/2024Van ECK Associates Corp19,506$2.50M0.0%+36.5%0.028%Search for SEC Filing on Google Icon
4/30/2024SpiderRock Advisors LLC25,532$3.13M0.1%N/A0.037%Search for SEC Filing on Google Icon
4/30/2024Caprock Group LLC4,430$0.57M0.0%-9.0%0.006%Search for SEC Filing on Google Icon
4/30/2024Argent Capital Management LLC243,618$31.23M0.9%-1.9%0.352%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.196,160$25.15M0.0%-9.3%0.284%Search for SEC Filing on Google Icon
4/29/2024Benjamin F. Edwards & Company Inc.401$52K0.0%+194.9%0.001%Search for SEC Filing on Google Icon
4/26/2024Securian Asset Management Inc.4,256$0.55M0.0%-2.3%0.006%Search for SEC Filing on Google Icon
4/26/2024Triasima Portfolio Management inc.13,502$1.73M0.1%+604.0%0.020%Search for SEC Filing on Google Icon
4/26/2024UMB Bank n.a.755$97K0.0%-13.2%0.001%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC24,344$3.12M0.0%-1.4%0.035%Search for SEC Filing on Google Icon
4/25/2024New York State Teachers Retirement System17,038$2.18M0.0%+29.6%0.025%Search for SEC Filing on Google Icon
4/25/2024Equitable Trust Co.3,892$0.50M0.0%-47.7%0.006%Search for SEC Filing on Google Icon
4/25/2024Summit Financial LLC1,684$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
4/24/2024Simplicity Wealth LLC4,040$0.52M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System15,000$1.92M0.0%+3.4%0.022%Search for SEC Filing on Google Icon
4/23/2024Amalgamated Bank28,436$3.65M0.0%-15.5%0.041%Search for SEC Filing on Google Icon
4/23/2024Fifth Third Bancorp41,021$5.26M0.0%+2.0%0.059%Search for SEC Filing on Google Icon
4/23/2024Summit Trail Advisors LLC3,939$0.51M0.0%-2.2%0.006%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.15,843$2.03M0.0%+15.3%0.023%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates143,424$18.39M0.0%+4.2%0.208%Search for SEC Filing on Google Icon
4/22/2024Berry Wealth Group LP2,207$0.28M0.2%N/A0.003%Search for SEC Filing on Google Icon
4/19/2024Taylor Frigon Capital Management LLC15,094$1.94M0.9%-2.0%0.022%Search for SEC Filing on Google Icon
4/19/2024Norden Group LLC6,504$0.83M0.0%N/A0.009%Search for SEC Filing on Google Icon
4/19/2024Handelsinvest Investeringsforvaltning1,826$0.23M0.1%-34.2%0.003%Search for SEC Filing on Google Icon
4/18/2024State of Michigan Retirement System12,800$1.64M0.0%+3.2%0.019%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC6,627$0.85M0.0%+38.4%0.010%Search for SEC Filing on Google Icon
4/18/2024Park Place Capital Corp690$88K0.0%-38.5%0.001%Search for SEC Filing on Google Icon
4/16/2024OneAscent Wealth Management LLC1,954$0.25M0.1%+13.7%0.003%Search for SEC Filing on Google Icon
4/15/2024Brookstone Capital Management5,438$0.70M0.0%-5.7%0.008%Search for SEC Filing on Google Icon
4/12/2024West Coast Financial LLC23,705$3.04M0.4%-6.3%0.034%Search for SEC Filing on Google Icon
4/12/2024Steph & Co.1,988$0.26M0.1%-27.7%0.003%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC8,412$1.08M0.0%-13.1%0.012%Search for SEC Filing on Google Icon
4/10/2024Fulton Bank N.A.6,709$0.86M0.0%+4.0%0.010%Search for SEC Filing on Google Icon
4/9/2024Mather Group LLC.613$74K0.0%N/A0.001%Search for SEC Filing on Google Icon
4/5/2024NBC Securities Inc.5,904$0.76M0.1%-41.5%0.009%Search for SEC Filing on Google Icon
3/26/2024HighPoint Advisor Group LLC1,761$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd11,636$1.40M0.0%+134.1%0.017%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.17,940$2.15M0.0%-6.7%0.026%Search for SEC Filing on Google Icon
3/19/2024Accent Capital Management LLC350$42K0.0%N/A0.001%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.5,074,300$608.46M0.0%+2.9%7.342%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP2,221,017$266.32M0.0%-18.5%3.214%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Houlihan Lokey logo
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as advise financial sponsors on various transactions. The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. It also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property. It also provides fairness opinions in connection with M&A and other transactions, solvency opinions in connection with corporate spin-offs and dividend recapitalizations, and other types of financial opinions. In addition, this segment offers dispute resolution services. It serves corporations, financial sponsors, and government agencies. The company was incorporated in 1972 and is headquartered in Los Angeles, California.
Read More on Houlihan Lokey

Today's Range

Now: $134.09
Low: $131.96
High: $134.27

50 Day Range

MA: $128.35
Low: $122.45
High: $136.83

52 Week Range

Now: $134.09
Low: $86.20
High: $137.92

Volume

518,965 shs

Average Volume

365,222 shs

Market Capitalization

$9.27 billion

P/E Ratio

32.63

Dividend Yield

1.65%

Beta

0.67

Who are the company insiders with the largest holdings of Houlihan Lokey?

Houlihan Lokey's top insider shareholders include:
  1. Robert A Schriesheim (Director)
  2. Christopher M Crain (General Counsel)
  3. Irwin Gold (Chairman)
  4. J Lindsey Alley (CFO)
  5. Scott L Beiser (CEO)
Learn More about top insider investors at Houlihan Lokey.

Who are the major institutional investors of Houlihan Lokey?

Houlihan Lokey's top institutional investors include:
  1. Vanguard Group Inc. — 7.39%
  2. Earnest Partners LLC — 4.65%
  3. Burgundy Asset Management Ltd. — 2.17%
  4. Bamco Inc. NY — 1.88%
  5. Clearbridge Investments LLC — 1.37%
  6. Capital International Investors — 1.15%
Learn More about top institutional investors of Houlihan Lokey stock.

Which institutional investors are selling Houlihan Lokey stock?

During the previous quarter, HLI stock was sold by these institutional investors:
  1. Burgundy Asset Management Ltd.
  2. Clearbridge Investments LLC
  3. Principal Financial Group Inc.
  4. Earnest Partners LLC
  5. Grandeur Peak Global Advisors LLC
  6. Public Employees Retirement System of Ohio
  7. Daiwa Securities Group Inc.
  8. Oppenheimer Asset Management Inc.
During the previous year, company insiders that have sold Houlihan Lokey company stock include:
  1. Robert A Schriesheim (Director)
  2. Christopher M Crain (General Counsel)
  3. Irwin Gold (Chairman)
  4. J Lindsey Alley (CFO)
Learn More investors selling Houlihan Lokey stock.

Which institutional investors are buying Houlihan Lokey stock?

During the last quarter, HLI stock was purchased by institutional investors including:
  1. Jennison Associates LLC
  2. Nordea Investment Management AB
  3. Sei Investments Co.
  4. Edgestream Partners L.P.
  5. Vanguard Group Inc.
  6. SpiderRock Advisors LLC
  7. Mirae Asset Global Investments Co. Ltd.
  8. Triasima Portfolio Management inc.