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: $132.11
Price Change: Price Decrease of -2.13 (-1.59%)
As of 05/8/2024 01:46 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
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
5/8/2024ProShare 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
3/1/2024Goldman Sachs Group Inc.359,611$43.12M0.0%-3.9%0.520%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.69,743$8.36M0.0%+15,061.5%0.101%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky11,900$1.43M0.0%N/A0.017%Search for SEC Filing on Google Icon
2/20/2024Eventide Asset Management LLC175,269$21.02M0.3%+17.1%0.254%Search for SEC Filing on Google Icon
2/15/2024Argent Capital Management LLC248,398$29.79M1.0%+8.2%0.360%Search for SEC Filing on Google Icon
2/14/2024Fiduciary Management Inc. WI1,195,597$143.36M1.3%+3.4%1.733%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.693,248$83.13M0.1%+39.1%1.005%Search for SEC Filing on Google Icon
2/14/2024Woodson Capital Management LP66,000$7.91M1.6%N/A0.096%Search for SEC Filing on Google Icon
2/14/2024Quadrature Capital Ltd11,636$1.40M0.0%+134.1%0.017%Search for SEC Filing on Google Icon
2/14/2024Schroder Investment Management Group117,165$14.05M0.0%-8.9%0.170%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.480,772$57.65M0.0%+2.3%0.697%Search for SEC Filing on Google Icon
2/13/2024American International Group Inc.69,743$8.36M0.0%+15,061.5%0.101%Search for SEC Filing on Google Icon
2/13/2024Public Employees Retirement Association of Colorado165,791$19.88M0.1%+36.8%0.240%Search for SEC Filing on Google Icon
2/13/2024Capital International Investors792,073$94.98M0.0%+56.7%1.148%Search for SEC Filing on Google Icon
2/13/2024Burgundy Asset Management Ltd.1,714,480$205.58M2.3%+2.8%2.485%Search for SEC Filing on Google Icon
2/13/2024Walled Lake Planning & Wealth Management LLC48,150$5.77M2.7%-0.4%0.070%Search for SEC Filing on Google Icon
2/13/2024Steward Partners Investment Solutions LLC1,790$0.22M0.1%N/A0.003%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC24,284$2.91M0.3%N/A0.035%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System54,199$6.50M0.0%-3.6%0.079%Search for SEC Filing on Google Icon
2/12/2024Alberta Investment Management Corp20,976$2.52M0.0%-1.8%0.030%Search for SEC Filing on Google Icon
2/12/2024Eagle Asset Management Inc.118,460$14.21M0.1%+11.7%0.172%Search for SEC Filing on Google Icon
2/12/2024Bank of Nova Scotia19,200$2.30M0.0%+31.7%0.028%Search for SEC Filing on Google Icon
2/12/2024TFO Wealth Partners LLC1,307$0.16M0.0%+65,250.0%0.002%Search for SEC Filing on Google Icon
2/12/2024Treasurer of the State of North Carolina22,440$2.69M0.0%+1.0%0.033%Search for SEC Filing on Google Icon
2/12/2024Stifel Financial Corp65,447$7.85M0.0%+2.9%0.095%Search for SEC Filing on Google Icon
2/12/2024Connable Office Inc.7,660$0.92M0.1%-4.2%0.011%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC12,107$1.46M0.0%-38.5%0.018%Search for SEC Filing on Google Icon
2/9/2024Intech Investment Management LLC3,830$0.46M0.0%-30.1%0.006%Search for SEC Filing on Google Icon
2/9/2024Advisory Services Network LLC2,612$0.31M0.0%-5.8%0.004%Search for SEC Filing on Google Icon
2/9/2024Orion Portfolio Solutions LLC4,154$0.49M0.0%-2.1%0.006%Search for SEC Filing on Google Icon
2/9/2024Weil Company Inc.30,373$3.64M1.6%-15.7%0.044%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: $132.11
Low: $131.89
High: $133.90

50 Day Range

MA: $126.94
Low: $122.45
High: $134.24

52 Week Range

Now: $132.11
Low: $85.37
High: $135.35

Volume

77,912 shs

Average Volume

336,007 shs

Market Capitalization

$9.13 billion

P/E Ratio

32.78

Dividend Yield

1.67%

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. Sei Investments Co. — 1.06%
  2. Nordea Investment Management AB — 0.69%
  3. Jennison Associates LLC — 0.50%
  4. Argent Capital Management LLC — 0.35%
  5. Principal Financial Group Inc. — 0.28%
  6. Raymond James & Associates — 0.21%
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. Principal Financial Group Inc.
  2. Daiwa Securities Group Inc.
  3. Oppenheimer Asset Management Inc.
  4. Amalgamated Bank
  5. Argent Capital Management LLC
  6. NBC Securities Inc.
  7. BNP Paribas Financial Markets
  8. Equitable Trust Co.
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. SpiderRock Advisors LLC
  5. Mirae Asset Global Investments Co. Ltd.
  6. Triasima Portfolio Management inc.
  7. Norden Group LLC
  8. Norden Group LLC