HLI Insider Trading

Insider Ownership Percentage: 25.97%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $9,156,754.15

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: $157.39
Price Change: Price Increase of +2.61 (1.69%)
As of 09/19/2024 01:31 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
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  
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  
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
9/5/2024Sanctuary Advisors LLC15,349$1.95M0.0%N/A0.022%Search for SEC Filing on Google Icon
8/27/2024Clearbridge Investments LLC865,798$116.76M0.1%-8.5%1.262%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers13,061$1.76M0.0%-3.4%0.019%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp13,544$1.83M0.0%-12.5%0.020%Search for SEC Filing on Google Icon
8/19/2024Chase Investment Counsel Corp23,607$3.18M1.1%N/A0.034%Search for SEC Filing on Google Icon
8/16/2024NewEdge Advisors LLC23,556$3.18M0.0%+19.4%0.034%Search for SEC Filing on Google Icon
8/16/2024Creative Planning3,614$0.49M0.0%+10.7%0.005%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC14,599$1.97M0.1%+9.8%0.021%Search for SEC Filing on Google Icon
8/16/2024Driehaus Capital Management LLC76,543$10.32M0.1%-48.1%0.112%Search for SEC Filing on Google Icon
8/15/2024Susquehanna Portfolio Strategies LLC95,586$12.89M0.5%-7.7%0.139%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 44,945$6.06M0.0%-1.0%0.066%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC501,610$67.65M0.0%+24,074.0%0.731%Search for SEC Filing on Google Icon
8/15/2024Earnest Partners LLC3,273,818$441.51M2.1%+1.9%4.773%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC11,396$1.54M0.0%+73.9%0.017%Search for SEC Filing on Google Icon
8/14/2024Resources Management Corp CT ADV4,236$0.57M0.1%-5.0%0.006%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.5,937$0.80M0.0%-9.2%0.009%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can24,178$3.29M0.0%+5.1%0.035%Search for SEC Filing on Google Icon
8/14/2024EverSource Wealth Advisors LLC1,610$0.22M0.0%+20.3%0.002%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC2,469$0.33M0.0%-2.9%0.004%Search for SEC Filing on Google Icon
8/14/2024Profund Advisors LLC1,519$0.21M0.0%-26.4%0.002%Search for SEC Filing on Google Icon
8/13/2024Kayne Anderson Rudnick Investment Management LLC3,087,898$416.43M1.0%+1.3%4.502%Search for SEC Filing on Google Icon
8/13/2024Ensign Peak Advisors Inc22,496$3.03M0.0%-22.8%0.033%Search for SEC Filing on Google Icon
8/13/2024Summit Trail Advisors LLC5,103$0.69M0.0%+29.6%0.007%Search for SEC Filing on Google Icon
8/13/2024Ameritas Investment Partners Inc.17,938$2.42M0.1%-1.9%0.026%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans993,975$134.05M0.3%-1.4%1.449%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.776,335$104.70M0.1%+6.2%1.132%Search for SEC Filing on Google Icon
8/13/2024Pacer Advisors Inc.12,204$1.65M0.0%+31.5%0.018%Search for SEC Filing on Google Icon
8/13/2024Bridges Investment Management Inc.4,591$0.62M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/13/2024Granite Investment Partners LLC56,187$7.58M0.3%-1.9%0.082%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado175,646$23.69M0.1%-0.2%0.256%Search for SEC Filing on Google Icon
8/13/2024Benjamin F. Edwards & Company Inc.678$91K0.0%+69.1%0.001%Search for SEC Filing on Google Icon
8/13/2024Clifford Group LLC4,485$0.61M0.5%-1.6%0.007%Search for SEC Filing on Google Icon
8/12/2024Burgundy Asset Management Ltd.1,195,950$161.29M1.7%-20.3%1.744%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd5,093$0.69M0.1%N/A0.007%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC7,989$1.08M0.0%-54.0%0.012%Search for SEC Filing on Google Icon
8/12/2024Vanguard Personalized Indexing Management LLC6,923$0.93M0.0%+28.1%0.010%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank26,494$3.57M0.0%-6.8%0.039%Search for SEC Filing on Google Icon
8/12/2024SYSTM Wealth Solutions LLC233$31K0.0%-87.6%0.000%Search for SEC Filing on Google Icon
8/10/2024Wealth Alliance3,065$0.41M0.1%-4.2%0.004%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC63,972$8.63M0.1%+2.3%0.093%Search for SEC Filing on Google Icon
8/9/2024Edgestream Partners L.P.58,072$7.83M0.4%+26.2%0.085%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC5,300$0.72M0.0%-78.8%0.008%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP625,832$84.40M0.0%-0.5%0.913%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.482,779$65.11M0.0%+4.1%0.704%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.28,523$3.85M0.0%+4.6%0.042%Search for SEC Filing on Google Icon
8/8/2024Thoroughbred Financial Services LLC1,495$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/8/2024O Neil Global Advisors Inc.1,514$0.20M0.1%N/A0.002%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.4,460$0.60M0.0%-2.9%0.007%Search for SEC Filing on Google Icon
8/8/2024GHP Investment Advisors Inc.131,472$17.73M0.9%-0.9%0.192%Search for SEC Filing on Google Icon
8/8/2024Beverly Hills Private Wealth LLC5,348$0.72M0.2%-9.2%0.008%Search for SEC Filing on Google Icon
8/8/2024Qsemble Capital Management LP1,672$0.23M0.0%-41.8%0.002%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.25,662$3.46M0.0%-3.1%0.037%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D21,233$2.86M0.0%-26.3%0.031%Search for SEC Filing on Google Icon
8/7/2024Pier Capital LLC66,740$9M1.3%-9.9%0.097%Search for SEC Filing on Google Icon
8/7/2024Daiwa Securities Group Inc.20,206$2.73M0.0%+1.8%0.029%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp39,009$5.26M0.0%-14.5%0.057%Search for SEC Filing on Google Icon
8/7/2024Van Berkom & Associates Inc.659,118$88.89M2.7%-6.4%0.961%Search for SEC Filing on Google Icon
8/7/2024Connable Office Inc.6,460$0.87M0.1%-7.7%0.009%Search for SEC Filing on Google Icon
8/7/2024Ashton Thomas Private Wealth LLC281$38K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/6/2024Emerald Advisers LLC87,583$11.81M0.5%-46.9%0.128%Search for SEC Filing on Google Icon
8/6/2024Emerald Mutual Fund Advisers Trust70,368$9.49M0.5%-47.0%0.103%Search for SEC Filing on Google Icon
8/6/2024Weil Company Inc.39,577$5.34M1.9%+14.7%0.058%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System14,590$1.97M0.0%+2.5%0.021%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.44,747$6.04M0.0%-12.2%0.065%Search for SEC Filing on Google Icon
8/3/2024Chase Investment Counsel Corp24,172$3.26M1.0%N/A0.035%Search for SEC Filing on Google Icon
8/3/2024TD Asset Management Inc7,000$0.94M0.0%+204.3%0.010%Search for SEC Filing on Google Icon
8/2/2024FineMark National Bank & Trust48,800$6.58M0.2%+2.3%0.071%Search for SEC Filing on Google Icon
8/2/2024Pzena Investment Management LLC3,463$0.47M0.0%+82.4%0.005%Search for SEC Filing on Google Icon
8/2/2024Oregon Public Employees Retirement Fund10,890$1.47M0.0%-15.5%0.016%Search for SEC Filing on Google Icon
8/1/2024Fiera Capital Corp36,997$4.99M0.0%+0.9%0.054%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers165,272$22.29M0.0%-2.4%0.241%Search for SEC Filing on Google Icon
8/1/2024CIBC Asset Management Inc1,490$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC389,620$52.54M0.1%-16.4%0.568%Search for SEC Filing on Google Icon
8/1/2024Summit Financial LLC1,994$0.27M0.0%+18.4%0.003%Search for SEC Filing on Google Icon
8/1/2024Berry Wealth Group LP2,040$0.28M0.2%-7.6%0.003%Search for SEC Filing on Google Icon
8/1/2024Barlow Wealth Partners Inc.177,181$25.30M3.5%+2.1%0.258%Search for SEC Filing on Google Icon
7/31/2024Van ECK Associates Corp23,368$3.15M0.0%+19.8%0.034%Search for SEC Filing on Google Icon
7/30/2024Hantz Financial Services Inc.3,258$0.44M0.0%N/A0.005%Search for SEC Filing on Google Icon
7/30/2024Moloney Securities Asset Management LLC1,912$0.26M0.0%-3.8%0.003%Search for SEC Filing on Google Icon
7/29/2024Taylor Frigon Capital Management LLC14,696$1.98M0.9%-2.6%0.021%Search for SEC Filing on Google Icon
7/29/2024Crossmark Global Holdings Inc.3,744$0.51M0.0%-8.2%0.005%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.174,341$23.51M0.0%-11.1%0.254%Search for SEC Filing on Google Icon
7/29/2024Crewe Advisors LLC226$30K0.0%+264.5%0.000%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank11,169$1.51M0.0%+2.6%0.016%Search for SEC Filing on Google Icon
7/29/2024Whittier Trust Co. of Nevada Inc.31,871$4.30M0.1%+3.9%0.046%Search for SEC Filing on Google Icon
7/29/2024Whittier Trust Co.61,280$8.26M0.1%+5.2%0.089%Search for SEC Filing on Google Icon
7/27/2024Trajan Wealth LLC2,166$0.29M0.0%-7.4%0.003%Search for SEC Filing on Google Icon
7/26/2024State of Michigan Retirement System12,600$1.70M0.0%-1.6%0.018%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp517,952$69.85M0.0%+1.2%0.755%Search for SEC Filing on Google Icon
7/26/2024EFG Asset Management North America Corp.5,429$0.73M0.1%-50.0%0.008%Search for SEC Filing on Google Icon
7/24/2024Argent Capital Management LLC243,844$32.89M1.0%+0.1%0.356%Search for SEC Filing on Google Icon
7/24/2024Retirement Systems of Alabama64,631$8.72M0.0%-1.2%0.094%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System14,800$2M0.0%-1.3%0.022%Search for SEC Filing on Google Icon
7/24/2024&PARTNERS3,363$0.45M0.0%N/A0.005%Search for SEC Filing on Google Icon
7/23/2024Fifth Third Wealth Advisors LLC1,529$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
7/22/2024Fifth Third Bancorp41,566$5.61M0.0%+1.3%0.061%Search for SEC Filing on Google Icon
7/22/2024West Coast Financial LLC22,824$3.08M0.4%-3.7%0.033%Search for SEC Filing on Google Icon
7/22/2024Harel Insurance Investments & Financial Services Ltd.746$100K0.0%+27.7%0.001%Search for SEC Filing on Google Icon
7/19/2024Riverwater Partners LLC2,493$0.34M0.2%-5.9%0.004%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates156,012$21.04M0.0%+8.8%0.227%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: $157.39
Low: $156.05
High: $158.96

50 Day Range

MA: $149.89
Low: $138.68
High: $159.31

52 Week Range

Now: $157.39
Low: $94.67
High: $160.62

Volume

68,222 shs

Average Volume

322,074 shs

Market Capitalization

$10.79 billion

P/E Ratio

38.29

Dividend Yield

1.51%

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. Earnest Partners LLC — 4.77%
  2. Kayne Anderson Rudnick Investment Management LLC — 4.50%
  3. Burgundy Asset Management Ltd. — 1.74%
  4. Thrivent Financial for Lutherans — 1.45%
  5. Clearbridge Investments LLC — 1.26%
  6. Sei Investments Co. — 1.13%
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. Emerald Advisers LLC
  4. Natixis Advisors LLC
  5. Driehaus Capital Management LLC
  6. Emerald Mutual Fund Advisers Trust
  7. Van Berkom & Associates 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)
  6. Scott L Beiser (CEO)
  7. Scott L Beiser (Chairman)
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. Millennium Management LLC
  2. PineStone Asset Management Inc.
  3. Earnest Partners LLC
  4. Sei Investments Co.
  5. Kayne Anderson Rudnick Investment Management LLC
  6. Chase Investment Counsel Corp
  7. Chase Investment Counsel Corp
  8. Envestnet Asset Management Inc.