HLI Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 23.68%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $8,229,464.63

Houlihan Lokey Insider Trading History Chart

Houlihan Lokey Share Price & Price History

^$186.99

▲ +1.98 (1.07%)

As of 11/20/2024 01:00 AM ET

Days: 30 | 90 | 365

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Houlihan Lokey Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/14/2024	Gillian Beth Zucker	Director	Sell	200	$168.08	$33,616.00	6,601
9/13/2024	Gillian Beth Zucker	Director	Sell	200	$152.28	$30,456.00	6,801
9/3/2024	Christopher M. Crain	General Counsel	Sell	1,000	$155.29	$155,290.00
8/20/2024	Gillian Beth Zucker	Director	Sell	200	$152.49	$30,498.00	7,001
8/16/2024	Scott L. Beiser	Chairman	Sell	8,317	$151.89	$1,263,269.13
6/28/2024	Irwin N. Gold	Chairman	Sell	9,902	$135.25	$1,339,245.50
6/4/2024	David A. Preiser	insider	Sell	20,000	$133.21	$2,664,200.00
3/1/2024	Christopher M. Crain	General Counsel	Sell	1,000	$128.94	$128,940.00
12/27/2023	Irwin N. Gold	Chairman	Sell	10,000	$122.18	$1,221,800.00
12/19/2023	Christopher M. Crain	General Counsel	Sell	1,500	$120.12	$180,180.00
12/1/2023	Christopher M. Crain	General Counsel	Sell	1,000	$107.17	$107,170.00
11/30/2023	J. Lindsey Alley	CFO	Sell	10,000	$107.48	$1,074,800.00
11/3/2023	Scott L. Beiser	CEO	Sell	9,084	$105.78	$960,905.52
8/16/2023	Christopher M. Crain	General Counsel	Sell	1,000	$100.66	$100,660.00
6/7/2023	Irwin N. Gold	Chairman	Sell	10,000	$91.23	$912,300.00
6/5/2023	Christopher M. Crain	General Counsel	Sell	1,000	$90.74	$90,740.00
6/2/2023	Irwin N. Gold	Chairman	Sell	5,389	$90.09	$485,495.01
11/25/2022	Irwin N. Gold	Chairman	Sell	5,000	$99.53	$497,650.00
11/22/2022	Irwin N. Gold	Chairman	Sell	815	$98.52	$80,293.80
11/7/2022	Scott L. Beiser	CEO	Sell	16,367	$93.28	$1,526,713.76
6/16/2022	Robert A. Schriesheim	Director	Buy	192	$77.43	$14,866.56	29,678
2/25/2022	Paul Andrew Zuber	Director	Sell	2,000	$103.40	$206,800.00
2/14/2022	Paul Andrew Zuber	Director	Sell	1,000	$109.91	$109,910.00
12/16/2021	Robert A. Schriesheim	Director	Buy	116	$102.59	$11,900.44

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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

Houlihan Lokey Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/18/2024	Teachers Retirement System of The State of Kentucky	17,440	$2.76M	0.0%	-2.6%	0.025%
11/16/2024	Geode Capital Management LLC	970,559	$153.41M	0.0%	+2.8%	1.396%
11/15/2024	Vestcor Inc	35,281	$5.58M	0.2%	+5.4%	0.051%
11/15/2024	Barclays PLC	36,821	$5.82M	0.0%	+21.4%	0.053%
11/15/2024	Public Employees Retirement System of Ohio	40,471	$6.40M	0.0%	-2.5%	0.058%
11/15/2024	MML Investors Services LLC	19,845	$3.14M	0.0%	+10.4%	0.029%
11/15/2024	Pier Capital LLC	67,090	$10.60M	1.5%	+0.5%	0.096%
11/15/2024	Dorsey Wright & Associates	21,456	$3.39M	0.8%	N/A	0.031%
11/15/2024	Orion Portfolio Solutions LLC	7,921	$1.25M	0.0%	+147.8%	0.011%
11/15/2024	XTX Topco Ltd	1,949	$0.31M	0.0%	-61.7%	0.003%
11/15/2024	iSAM Funds UK Ltd	2,195	$0.35M	0.2%	N/A	0.003%
11/15/2024	Voya Financial Advisors Inc.	2,330	$0.37M	0.0%	+23.9%	0.003%
11/15/2024	Wellington Management Group LLP	1,850,640	$292.44M	0.1%	-6.8%	2.662%
11/15/2024	State Street Corp	1,615,467	$255.28M	0.0%	+1.3%	2.323%
11/15/2024	Stifel Financial Corp	89,788	$14.19M	0.0%	+42.5%	0.129%
11/15/2024	Quarry LP	483	$76K	0.0%	N/A	0.001%
11/15/2024	Polymer Capital Management HK LTD	3,200	$0.51M	0.1%	N/A	0.005%
11/15/2024	IHT Wealth Management LLC	1,688	$0.27M	0.0%	N/A	0.002%
11/15/2024	Integrated Wealth Concepts LLC	10,034	$1.59M	0.0%	+15.9%	0.014%
11/15/2024	HighTower Advisors LLC	257,910	$40.78M	0.1%	-6.9%	0.371%
11/15/2024	Centiva Capital LP	2,582	$0.41M	0.0%	N/A	0.004%
11/15/2024	Cinctive Capital Management LP	7,426	$1.17M	0.1%	-71.4%	0.011%
11/15/2024	Benjamin Edwards Inc.	1,548	$0.25M	0.0%	+17,100.0%	0.002%
11/15/2024	Azora Capital LP	83,722	$13.23M	0.7%	N/A	0.120%
11/15/2024	Bamco Inc. NY	1,144,679	$180.88M	0.5%	-11.5%	1.646%
11/14/2024	Edgestream Partners L.P.	8,761	$1.38M	0.1%	-84.9%	0.013%
11/14/2024	Eventide Asset Management LLC	168,910	$26.69M	0.5%	-28.1%	0.243%
11/14/2024	Captrust Financial Advisors	4,902	$0.78M	0.0%	-4.1%	0.007%
11/14/2024	Woodson Capital Management LP	38,600	$6.10M	1.2%	-38.7%	0.056%
11/14/2024	Rockefeller Capital Management L.P.	10,053	$1.59M	0.0%	-19.2%	0.014%
11/14/2024	Isthmus Partners LLC	5,080	$0.80M	0.1%	N/A	0.007%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	165,783	$26.20M	0.0%	-6.9%	0.238%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	11,814	$1.87M	0.0%	+5.8%	0.017%
11/14/2024	MetLife Investment Management LLC	27,662	$4.37M	0.0%	-0.4%	0.040%
11/13/2024	Glenmede Trust Co. NA	3,618	$0.57M	0.0%	+13.1%	0.005%
11/13/2024	Bridgewater Associates LP	6,749	$1.07M	0.0%	+4.1%	0.010%
11/13/2024	Cynosure Group LLC	2,263	$0.36M	0.1%	-21.5%	0.003%
11/13/2024	Townsquare Capital LLC	25,654	$4.05M	0.0%	+6.6%	0.037%
11/13/2024	BNP Paribas Financial Markets	83,986	$13.27M	0.0%	-2.8%	0.121%
11/13/2024	FMR LLC	1,713,573	$270.78M	0.0%	-0.2%	2.465%
11/13/2024	The Manufacturers Life Insurance Company	44,016	$6.96M	0.0%	-2.1%	0.063%
11/13/2024	Dynamic Technology Lab Private Ltd	6,643	$1.05M	0.1%	+78.6%	0.010%
11/13/2024	Daiwa Securities Group Inc.	19,493	$3.08M	0.0%	-3.5%	0.028%
11/12/2024	Summit Trail Advisors LLC	4,907	$0.78M	0.0%	-3.8%	0.007%
11/12/2024	Okabena Investment Services Inc.	1,382	$0.22M	0.1%	N/A	0.002%
11/12/2024	Algert Global LLC	23,129	$3.66M	0.1%	+58.4%	0.033%
11/12/2024	Nicolet Advisory Services LLC	1,462	$0.23M	0.0%	N/A	0.002%
11/12/2024	Studio Investment Management LLC	4,544	$0.72M	0.2%	-3.3%	0.007%
11/12/2024	Eagle Asset Management Inc.	693,109	$109.53M	0.6%	+23.6%	0.997%
11/12/2024	Charles Schwab Investment Management Inc.	601,025	$94.97M	0.0%	+33.0%	0.864%
11/12/2024	Integrated Investment Consultants LLC	16,174	$2.56M	0.1%	+142.0%	0.023%
11/8/2024	Pzena Investment Management LLC	2,329	$0.37M	0.0%	-32.7%	0.003%
11/8/2024	First Horizon Advisors Inc.	441	$70K	0.0%	+81.5%	0.001%
11/8/2024	Hilton Capital Management LLC	17,721	$2.80M	0.2%	-11.8%	0.025%
11/8/2024	Jennison Associates LLC	69,689	$11.01M	0.0%	-44.5%	0.100%
11/8/2024	Commerce Bank	4,518	$0.71M	0.0%	-2.4%	0.006%
11/8/2024	Segall Bryant & Hamill LLC	93,241	$14.73M	0.2%	-25.1%	0.134%
11/8/2024	PNC Financial Services Group Inc.	13,945	$2.20M	0.0%	+2.9%	0.020%
11/7/2024	OneAscent Financial Services LLC	2,098	$0.33M	0.2%	N/A	0.003%
11/7/2024	Pathstone Holdings LLC	21,787	$3.44M	0.0%	+0.5%	0.031%
11/7/2024	OneAscent Wealth Management LLC	2,086	$0.33M	0.1%	N/A	0.003%
11/7/2024	Quest Partners LLC	580	$92K	0.0%	N/A	0.001%
11/7/2024	Thrivent Financial for Lutherans	711,604	$112.45M	0.2%	-28.4%	1.023%
11/6/2024	Mutual of America Capital Management LLC	63,423	$10.02M	0.1%	-0.9%	0.091%
11/6/2024	Natixis Advisors LLC	399,388	$63.11M	0.1%	+2.5%	0.574%
11/6/2024	Empowered Funds LLC	14,409	$2.28M	0.0%	+24.8%	0.021%
11/6/2024	Royce & Associates LP	122,456	$19.35M	0.2%	-18.2%	0.176%
11/6/2024	Huntington National Bank	1,435	$0.23M	0.0%	-6.7%	0.002%
11/6/2024	Oppenheimer Asset Management Inc.	29,213	$4.62M	0.1%	+2.4%	0.042%
11/5/2024	Chase Investment Counsel Corp	39,833	$6.29M	2.1%	+68.7%	0.057%
11/5/2024	Victory Capital Management Inc.	71,269	$11.26M	0.0%	+59.3%	0.102%
11/5/2024	Aptus Capital Advisors LLC	37,723	$5.96M	0.1%	N/A	0.054%
11/5/2024	Entropy Technologies LP	3,100	$0.49M	0.1%	+94.7%	0.004%
11/4/2024	Weil Company Inc.	34,788	$5.50M	1.8%	-12.1%	0.050%
11/4/2024	State of New Jersey Common Pension Fund D	17,169	$2.71M	0.0%	-19.1%	0.025%
11/4/2024	Crossmark Global Holdings Inc.	4,688	$0.74M	0.0%	+25.2%	0.007%
11/4/2024	Montanaro Asset Management Ltd	151,000	$23.86M	4.3%	+3.2%	0.217%
11/4/2024	Axxcess Wealth Management LLC	1,608	$0.25M	0.0%	N/A	0.002%
11/2/2024	Covestor Ltd	617	$98K	0.1%	-26.3%	0.001%
11/1/2024	Atria Investments Inc	22,497	$3.56M	0.0%	+3.7%	0.032%
11/1/2024	Bridges Investment Management Inc.	4,758	$0.75M	0.0%	+3.6%	0.007%
11/1/2024	Assetmark Inc.	9,813	$1.55M	0.0%	+2,482.4%	0.014%
11/1/2024	SpiderRock Advisors LLC	7,700	$1.22M	0.0%	-68.5%	0.011%
11/1/2024	Fiera Capital Corp	283,702	$44.83M	0.1%	+666.8%	0.408%
10/31/2024	Portside Wealth Group LLC	2,456	$0.39M	0.1%	+10.4%	0.004%
10/31/2024	Principal Financial Group Inc.	123,095	$19.45M	0.0%	-29.4%	0.179%
10/30/2024	Hanlon Investment Management Inc.	4,767	$0.75M	0.2%	N/A	0.007%
10/30/2024	Amalgamated Bank	27,234	$4.30M	0.0%	+2.8%	0.040%
10/30/2024	Moloney Securities Asset Management LLC	1,487	$0.24M	0.0%	-22.2%	0.002%
10/30/2024	QRG Capital Management Inc.	3,832	$0.61M	0.0%	+23.0%	0.006%
10/29/2024	Emerald Advisers LLC	345	$55K	0.0%	-99.6%	0.001%
10/29/2024	Van ECK Associates Corp	32,716	$5.44M	0.0%	+40.0%	0.048%
10/29/2024	Janney Montgomery Scott LLC	4,955	$0.78M	0.0%	+110.9%	0.007%
10/29/2024	VELA Investment Management LLC	4,684	$0.74M	0.2%	-56.5%	0.007%
10/28/2024	New York State Common Retirement Fund	183,976	$29.07M	0.0%	+42.0%	0.268%
10/28/2024	US Bancorp DE	34,124	$5.39M	0.0%	+2.9%	0.049%
10/25/2024	New York State Teachers Retirement System	17,238	$2.72M	0.0%	+0.6%	0.025%
10/25/2024	Trajan Wealth LLC	2,397	$0.38M	0.0%	+10.7%	0.003%
10/24/2024	Strategic Wealth Investment Group LLC	8,103	$1.29M	0.1%	+0.8%	0.012%
10/24/2024	Custom Index Systems LLC	2,602	$0.41M	0.2%	N/A	0.004%

Data available starting January 2016

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.

Today's Range

Now: $186.99

$181.48

$186.99

50 Day Range

MA: $168.87

$151.45

$189.91

52 Week Range

Now: $186.99

$102.29

$190.66

Volume

328,477 shs

Average Volume

333,414 shs

Market Capitalization

$13.00 billion

P/E Ratio

38.24

Dividend Yield

1.23%

Beta

0.65

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