HLI Insider Trading

Insider Ownership Percentage: 23.68%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $6,867,314.63

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: $173.97
Price Change: Price Increase of +1.23 (0.71%)
As of 12/20/2024 06:31 PM 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
10/14/2024Gillian Beth ZuckerDirectorSell200$168.08$33,616.006,601View SEC Filing Icon  
9/13/2024Gillian Beth ZuckerDirectorSell200$152.28$30,456.006,801View SEC Filing Icon  
9/3/2024Christopher M. CrainGeneral CounselSell1,000$155.29$155,290.00View SEC Filing Icon  
8/20/2024Gillian Beth ZuckerDirectorSell200$152.49$30,498.007,001View SEC Filing Icon  
8/16/2024Scott L. BeiserChairmanSell8,317$151.89$1,263,269.13View SEC Filing Icon  
6/28/2024Irwin N. GoldChairmanSell9,902$135.25$1,339,245.50View SEC Filing Icon  
6/4/2024David A. PreiserinsiderSell20,000$133.21$2,664,200.00View SEC Filing Icon  
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  
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
12/19/2024Principal Financial Group Inc.123,095$19.45M0.0%-29.4%0.177%Search for SEC Filing on Google Icon
12/13/2024Lord Abbett & CO. LLC153,000$24.18M0.1%N/A0.220%Search for SEC Filing on Google Icon
12/6/2024Retirement Systems of Alabama64,528$10.20M0.0%-0.2%0.093%Search for SEC Filing on Google Icon
11/27/2024Franklin Resources Inc.273,701$46.36M0.0%-8.0%0.394%Search for SEC Filing on Google Icon
11/25/2024Tidal Investments LLC16,695$2.64M0.0%+14.1%0.024%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC20,007$3.16M0.0%+30.3%0.029%Search for SEC Filing on Google Icon
11/18/2024Teachers Retirement System of The State of Kentucky17,440$2.76M0.0%-2.6%0.025%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC970,559$153.41M0.0%+2.8%1.396%Search for SEC Filing on Google Icon
11/15/2024Vestcor Inc35,281$5.58M0.2%+5.4%0.051%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC36,821$5.82M0.0%+21.4%0.053%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio40,471$6.40M0.0%-2.5%0.058%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC19,845$3.14M0.0%+10.4%0.029%Search for SEC Filing on Google Icon
11/15/2024Pier Capital LLC67,090$10.60M1.5%+0.5%0.096%Search for SEC Filing on Google Icon
11/15/2024Dorsey Wright & Associates21,456$3.39M0.8%N/A0.031%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC7,921$1.25M0.0%+147.8%0.011%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd1,949$0.31M0.0%-61.7%0.003%Search for SEC Filing on Google Icon
11/15/2024iSAM Funds UK Ltd2,195$0.35M0.2%N/A0.003%Search for SEC Filing on Google Icon
11/15/2024Voya Financial Advisors Inc.2,330$0.37M0.0%+23.9%0.003%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP1,850,640$292.44M0.1%-6.8%2.662%Search for SEC Filing on Google Icon
11/15/2024State Street Corp1,615,467$255.28M0.0%+1.3%2.323%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp89,788$14.19M0.0%+42.5%0.129%Search for SEC Filing on Google Icon
11/15/2024Quarry LP483$76K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/15/2024Polymer Capital Management HK LTD3,200$0.51M0.1%N/A0.005%Search for SEC Filing on Google Icon
11/15/2024IHT Wealth Management LLC1,688$0.27M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024Integrated Wealth Concepts LLC10,034$1.59M0.0%+15.9%0.014%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC257,910$40.78M0.1%-6.9%0.371%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP2,582$0.41M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/15/2024Cinctive Capital Management LP7,426$1.17M0.1%-71.4%0.011%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.1,548$0.25M0.0%+17,100.0%0.002%Search for SEC Filing on Google Icon
11/15/2024Azora Capital LP83,722$13.23M0.7%N/A0.120%Search for SEC Filing on Google Icon
11/15/2024Bamco Inc. NY1,144,679$180.88M0.5%-11.5%1.646%Search for SEC Filing on Google Icon
11/14/2024Edgestream Partners L.P.8,761$1.38M0.1%-84.9%0.013%Search for SEC Filing on Google Icon
11/14/2024Eventide Asset Management LLC168,910$26.69M0.5%-28.1%0.243%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors4,902$0.78M0.0%-4.1%0.007%Search for SEC Filing on Google Icon
11/14/2024Woodson Capital Management LP38,600$6.10M1.2%-38.7%0.056%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.10,053$1.59M0.0%-19.2%0.014%Search for SEC Filing on Google Icon
11/14/2024Isthmus Partners LLC5,080$0.80M0.1%N/A0.007%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC165,783$26.20M0.0%-6.9%0.238%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank11,814$1.87M0.0%+5.8%0.017%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC27,662$4.37M0.0%-0.4%0.040%Search for SEC Filing on Google Icon
11/13/2024Glenmede Trust Co. NA3,618$0.57M0.0%+13.1%0.005%Search for SEC Filing on Google Icon
11/13/2024Bridgewater Associates LP6,749$1.07M0.0%+4.1%0.010%Search for SEC Filing on Google Icon
11/13/2024Cynosure Group LLC2,263$0.36M0.1%-21.5%0.003%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC25,654$4.05M0.0%+6.6%0.037%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets83,986$13.27M0.0%-2.8%0.121%Search for SEC Filing on Google Icon
11/13/2024FMR LLC1,713,573$270.78M0.0%-0.2%2.465%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company44,016$6.96M0.0%-2.1%0.063%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd6,643$1.05M0.1%+78.6%0.010%Search for SEC Filing on Google Icon
11/13/2024Daiwa Securities Group Inc.19,493$3.08M0.0%-3.5%0.028%Search for SEC Filing on Google Icon
11/12/2024Summit Trail Advisors LLC4,907$0.78M0.0%-3.8%0.007%Search for SEC Filing on Google Icon
11/12/2024Okabena Investment Services Inc.1,382$0.22M0.1%N/A0.002%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC23,129$3.66M0.1%+58.4%0.033%Search for SEC Filing on Google Icon
11/12/2024Nicolet Advisory Services LLC1,462$0.23M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/12/2024Studio Investment Management LLC4,544$0.72M0.2%-3.3%0.007%Search for SEC Filing on Google Icon
11/12/2024Eagle Asset Management Inc.693,109$109.53M0.6%+23.6%0.997%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.601,025$94.97M0.0%+33.0%0.864%Search for SEC Filing on Google Icon
11/12/2024Integrated Investment Consultants LLC16,174$2.56M0.1%+142.0%0.023%Search for SEC Filing on Google Icon
11/8/2024Pzena Investment Management LLC2,329$0.37M0.0%-32.7%0.003%Search for SEC Filing on Google Icon
11/8/2024First Horizon Advisors Inc.441$70K0.0%+81.5%0.001%Search for SEC Filing on Google Icon
11/8/2024Hilton Capital Management LLC17,721$2.80M0.2%-11.8%0.025%Search for SEC Filing on Google Icon
11/8/2024Jennison Associates LLC69,689$11.01M0.0%-44.5%0.100%Search for SEC Filing on Google Icon
11/8/2024Commerce Bank4,518$0.71M0.0%-2.4%0.006%Search for SEC Filing on Google Icon
11/8/2024Segall Bryant & Hamill LLC93,241$14.73M0.2%-25.1%0.134%Search for SEC Filing on Google Icon
11/8/2024PNC Financial Services Group Inc.13,945$2.20M0.0%+2.9%0.020%Search for SEC Filing on Google Icon
11/7/2024OneAscent Financial Services LLC2,098$0.33M0.2%N/A0.003%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC21,787$3.44M0.0%+0.5%0.031%Search for SEC Filing on Google Icon
11/7/2024OneAscent Wealth Management LLC2,086$0.33M0.1%N/A0.003%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC580$92K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans711,604$112.45M0.2%-28.4%1.023%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC63,423$10.02M0.1%-0.9%0.091%Search for SEC Filing on Google Icon
11/6/2024Natixis Advisors LLC399,388$63.11M0.1%+2.5%0.574%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC14,409$2.28M0.0%+24.8%0.021%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP122,456$19.35M0.2%-18.2%0.176%Search for SEC Filing on Google Icon
11/6/2024Huntington National Bank1,435$0.23M0.0%-6.7%0.002%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer Asset Management Inc.29,213$4.62M0.1%+2.4%0.042%Search for SEC Filing on Google Icon
11/5/2024Chase Investment Counsel Corp39,833$6.29M2.1%+68.7%0.057%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.71,269$11.26M0.0%+59.3%0.102%Search for SEC Filing on Google Icon
11/5/2024Aptus Capital Advisors LLC37,723$5.96M0.1%N/A0.054%Search for SEC Filing on Google Icon
11/5/2024Entropy Technologies LP3,100$0.49M0.1%+94.7%0.004%Search for SEC Filing on Google Icon
11/4/2024Weil Company Inc.34,788$5.50M1.8%-12.1%0.050%Search for SEC Filing on Google Icon
11/4/2024State of New Jersey Common Pension Fund D17,169$2.71M0.0%-19.1%0.025%Search for SEC Filing on Google Icon
11/4/2024Crossmark Global Holdings Inc.4,688$0.74M0.0%+25.2%0.007%Search for SEC Filing on Google Icon
11/4/2024Montanaro Asset Management Ltd151,000$23.86M4.3%+3.2%0.217%Search for SEC Filing on Google Icon
11/4/2024Axxcess Wealth Management LLC1,608$0.25M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/2/2024Covestor Ltd617$98K0.1%-26.3%0.001%Search for SEC Filing on Google Icon
11/1/2024Atria Investments Inc22,497$3.56M0.0%+3.7%0.032%Search for SEC Filing on Google Icon
11/1/2024Bridges Investment Management Inc.4,758$0.75M0.0%+3.6%0.007%Search for SEC Filing on Google Icon
11/1/2024Assetmark Inc.9,813$1.55M0.0%+2,482.4%0.014%Search for SEC Filing on Google Icon
11/1/2024SpiderRock Advisors LLC7,700$1.22M0.0%-68.5%0.011%Search for SEC Filing on Google Icon
11/1/2024Fiera Capital Corp283,702$44.83M0.1%+666.8%0.408%Search for SEC Filing on Google Icon
10/31/2024Portside Wealth Group LLC2,456$0.39M0.1%+10.4%0.004%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.123,095$19.45M0.0%-29.4%0.179%Search for SEC Filing on Google Icon
10/30/2024Hanlon Investment Management Inc.4,767$0.75M0.2%N/A0.007%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank27,234$4.30M0.0%+2.8%0.040%Search for SEC Filing on Google Icon
10/30/2024Moloney Securities Asset Management LLC1,487$0.24M0.0%-22.2%0.002%Search for SEC Filing on Google Icon
10/30/2024QRG Capital Management Inc.3,832$0.61M0.0%+23.0%0.006%Search for SEC Filing on Google Icon
10/29/2024Emerald Advisers LLC345$55K0.0%-99.6%0.001%Search for SEC Filing on Google Icon
10/29/2024Van ECK Associates Corp32,716$5.44M0.0%+40.0%0.048%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC4,955$0.78M0.0%+110.9%0.007%Search for SEC Filing on Google Icon
10/29/2024VELA Investment Management LLC4,684$0.74M0.2%-56.5%0.007%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: $173.97
Low: $170.00
High: $175.94

50 Day Range

MA: $178.97
Low: $164.68
High: $190.49

52 Week Range

Now: $173.97
Low: $112.17
High: $192.10

Volume

1,371,242 shs

Average Volume

326,204 shs

Market Capitalization

$12.09 billion

P/E Ratio

35.58

Dividend Yield

1.33%

Beta

0.67

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

Houlihan Lokey's top insider shareholders include:
  1. Gillian Beth Zucker (Director)
  2. Christopher M Crain (General Counsel)
  3. David A Preiser (Insider)
  4. Irwin Gold (Chairman)
  5. J Lindsey Alley (CFO)
  6. Scott L Beiser (CEO)
  7. Scott L Beiser (Chairman)
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. Wellington Management Group LLP — 2.66%
  2. FMR LLC — 2.46%
  3. State Street Corp — 2.32%
  4. Bamco Inc. NY — 1.65%
  5. Geode Capital Management LLC — 1.40%
  6. Thrivent Financial for Lutherans — 1.02%
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. Thrivent Financial for Lutherans
  2. Bamco Inc. NY
  3. Wellington Management Group LLP
  4. Emerald Advisers LLC
  5. Eventide Asset Management LLC
  6. Jennison Associates LLC
  7. Principal Financial Group Inc.
  8. Principal Financial Group Inc.
During the previous year, company insiders that have sold Houlihan Lokey company stock include:
  1. Gillian Beth Zucker (Director)
  2. Christopher M Crain (General Counsel)
  3. David A Preiser (Insider)
  4. Irwin Gold (Chairman)
  5. 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. Fiera Capital Corp
  2. Lord Abbett & CO. LLC
  3. Charles Schwab Investment Management Inc.
  4. Eagle Asset Management Inc.
  5. Azora Capital LP
  6. New York State Common Retirement Fund
  7. Aptus Capital Advisors LLC
  8. Stifel Financial Corp