HLI Insider Trading

Insider Ownership Percentage: 27.90%
Insider Buying (Last 12 Months): $26,767.00
Insider Selling (Last 12 Months): $1,486,010.00

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: $76.78
Price Change: Price Increase of +1.72 (2.29%)
As of 09/28/2022 04:10 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
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  
12/11/2020Irwin N. GoldChairmanSell10,000$70.24$702,400.0010,000View SEC Filing Icon  
11/13/2020Irwin N. GoldChairmanSell2,435$65.20$158,762.002,435View SEC Filing Icon  
11/11/2020Irwin N. GoldChairmanSell1,286$65.09$83,705.74600View SEC Filing Icon  
11/9/2020Irwin N. GoldChairmanSell600$65.02$39,012.00600View SEC Filing Icon  
11/5/2020Irwin N. GoldChairmanSell100$65.01$6,501.00100View SEC Filing Icon  
10/27/2020Irwin N. GoldChairmanSell4,979$65.09$324,083.114,979View SEC Filing Icon  
6/30/2020Irwin N. GoldChairmanSell10,000$55.06$550,600.0010,000View SEC Filing Icon  
6/17/2020Scott L. BeiserCEOSell10,000$60.19$601,900.0010,000View SEC Filing Icon  
3/30/2020David A PreiserInsiderSell10,020$48.01$481,060.20380View SEC Filing Icon  
3/30/2020Irwin N. GoldChairmanSell41,617$48.01$1,998,032.171,577View SEC Filing Icon  
3/30/2020Scott L. BeiserCEOSell13,286$48.01$637,860.86503View SEC Filing Icon  
3/27/2020David A PreiserInsiderSell380$48.31$18,357.80380View SEC Filing Icon  
3/27/2020Irwin N. GoldChairmanSell1,577$48.31$76,184.871,577View SEC Filing Icon  
3/27/2020Scott L. BeiserCEOSell503$48.31$24,299.93503View SEC Filing Icon  
3/25/2020David A PreiserInsiderSell501$48.07$24,083.07501View SEC Filing Icon  
3/25/2020Irwin N. GoldChairmanSell2,317$48.07$111,378.192,317View SEC Filing Icon  
3/25/2020Scott L. BeiserCEOSell796$48.07$38,263.72796View SEC Filing Icon  
3/23/2020Christopher M CrainGeneral CounselSell2,000$48.32$96,640.002,000View SEC Filing Icon  
3/23/2020David A PreiserInsiderSell7,126$48.42$345,040.927,126View SEC Filing Icon  
3/23/2020Irwin N. GoldChairmanSell29,693$48.42$1,437,735.0629,693View SEC Filing Icon  
3/23/2020Scott L. BeiserCEOSell9,502$48.42$460,086.849,502View SEC Filing Icon  
3/19/2020Irwin N. GoldChairmanSell15,000$49.50$742,500.0015,000View SEC Filing Icon  
3/16/2020Scott L. BeiserCEOSell12,046$48.81$587,965.2612,046View SEC Filing Icon  
12/30/2019Irwin N. GoldChairmanSell10,000$49.11$491,100.0010,000View SEC Filing Icon  
12/20/2019Irwin N. GoldChairmanSell10,000$48.86$488,600.008,000View SEC Filing Icon  
12/17/2019David A PreiserInsiderSell25,000$48.00$1,200,000.0025,000View SEC Filing Icon  
11/12/2019Scott L. BeiserCEOSell27,000$48.17$1,300,590.0010,000View SEC Filing Icon  
11/5/2019Scott Joseph AdelsonInsiderSell57,873$48.09$2,783,112.5757,873View SEC Filing Icon  
11/4/2019Irwin N. GoldChairmanSell20,000$48.00$960,000.0020,000View SEC Filing Icon  
11/1/2019Irwin N. GoldChairmanSell20,000$47.50$950,000.0020,000View SEC Filing Icon  
10/28/2019J. Lindsey AlleyCFOSell17,500$47.00$822,500.0017,500View SEC Filing Icon  
See Full Table

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

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
9/16/2022Federated Hermes Inc.304,257$24.02M0.1%-31.8%0.442%Search for SEC Filing on Google Icon
9/12/2022Hussman Strategic Advisors Inc.15,500$1.22M0.2%N/A0.023%Search for SEC Filing on Google Icon
8/23/2022Summit Global Investments61,379$4.85M0.4%+50.7%0.092%Search for SEC Filing on Google Icon
8/23/2022Captrust Financial Advisors2,671$0.21M0.0%+9.4%0.004%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc47,498$3.75M0.0%-0.7%0.071%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.477,177$37.66M0.0%-11.5%0.717%Search for SEC Filing on Google Icon
8/16/2022First Republic Investment Management Inc.28,700$2.27M0.0%-59.8%0.043%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors2,830$0.22M0.0%+15.9%0.004%Search for SEC Filing on Google Icon
8/16/2022Formidable Asset Management LLC5,692$0.45M0.1%+46.6%0.009%Search for SEC Filing on Google Icon
8/16/2022Jane Street Group LLC2,650$0.21M0.0%-49.6%0.004%Search for SEC Filing on Google Icon
8/16/2022Intrust Bank NA5,163$0.41M0.1%-2.6%0.008%Search for SEC Filing on Google Icon
8/16/2022Thrivent Financial for Lutherans350,569$27.67M0.1%+18.1%0.527%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD1,380,194$108.94M0.0%-1.3%2.074%Search for SEC Filing on Google Icon
8/16/2022Prudential Financial Inc.14,662$1.19M0.0%-23.8%0.022%Search for SEC Filing on Google Icon
8/16/2022Paloma Partners Management Co5,800$0.46M0.0%-12.3%0.009%Search for SEC Filing on Google Icon
8/16/2022Crawford Investment Counsel Inc.68,096$5.38M0.1%-2.6%0.102%Search for SEC Filing on Google Icon
8/16/2022CastleKnight Management LP4,200$0.33M0.1%N/A0.006%Search for SEC Filing on Google Icon
8/15/2022AQR Capital Management LLC16,053$1.27M0.0%-0.8%0.024%Search for SEC Filing on Google Icon
8/15/2022State Street Corp1,081,518$85.36M0.0%-2.3%1.625%Search for SEC Filing on Google Icon
8/15/2022Capital Impact Advisors LLC2,883$0.23M0.2%-56.2%0.004%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC15,750$1.24M0.0%-79.5%0.024%Search for SEC Filing on Google Icon
8/15/2022Prana Capital Management LP11,608$0.92M0.1%N/A0.017%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC173,548$13.70M0.0%+55.0%0.261%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.483,880$38.19M0.1%+24.0%0.727%Search for SEC Filing on Google Icon
8/15/2022Natixis Advisors L.P.278,313$21.97M0.1%+6.3%0.418%Search for SEC Filing on Google Icon
8/15/2022UBS Asset Management Americas Inc.68,994$5.45M0.0%+0.6%0.104%Search for SEC Filing on Google Icon
8/13/2022Nordea Investment Management AB545,531$42.65M0.1%-12.8%0.820%Search for SEC Filing on Google Icon
8/13/2022NewEdge Advisors LLC40,420$3.19M0.1%-86.7%0.061%Search for SEC Filing on Google Icon
8/13/2022Ronald Blue Trust Inc.1,622$0.14M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/13/2022Teacher Retirement System of Texas8,333$0.66M0.0%-20.2%0.013%Search for SEC Filing on Google Icon
8/13/2022Walled Lake Planning & Wealth Management LLC42,869$3.38M2.3%+5.5%0.064%Search for SEC Filing on Google Icon
8/13/2022Zurcher Kantonalbank Zurich Cantonalbank 6,221$0.49M0.0%-9.2%0.009%Search for SEC Filing on Google Icon
8/13/2022Wells Fargo & Company MN699,831$55.24M0.0%-8.7%1.052%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC52,900$4.18M0.0%-60.8%0.079%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.23,875$1.88M0.0%-5.9%0.036%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp758,663$59.88M0.0%-1.7%1.140%Search for SEC Filing on Google Icon
8/12/2022Ensign Peak Advisors Inc16,805$1.33M0.0%+45.6%0.025%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC27,107$2.14M0.0%-34.4%0.041%Search for SEC Filing on Google Icon
8/12/2022Kayne Anderson Rudnick Investment Management LLC2,832,265$223.55M0.7%-2.8%4.256%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG50,959$4.02M0.0%-0.9%0.077%Search for SEC Filing on Google Icon
8/12/2022CI Investments Inc.399$31K0.0%-43.2%0.001%Search for SEC Filing on Google Icon
8/12/2022FMR LLC280,148$22.11M0.0%-2.1%0.421%Search for SEC Filing on Google Icon
8/12/2022Prudential PLC8,919$0.70M0.0%+3.3%0.013%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA13,824$1.09M0.0%-62.2%0.021%Search for SEC Filing on Google Icon
8/12/2022Franklin Resources Inc.506,242$39.96M0.0%-0.3%0.761%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers83,175$6.57M0.0%+5.2%0.125%Search for SEC Filing on Google Icon
8/11/2022AlphaCrest Capital Management LLC10,362$0.82M0.0%-73.1%0.016%Search for SEC Filing on Google Icon
8/11/2022Naples Global Advisors LLC6,870$0.54M0.1%+18.1%0.010%Search for SEC Filing on Google Icon
8/11/2022O Shaughnessy Asset Management LLC6,782$0.54M0.0%-9.6%0.010%Search for SEC Filing on Google Icon
8/11/2022FORA Capital LLC4,745$0.38M0.1%-50.8%0.007%Search for SEC Filing on Google Icon
8/11/2022Trexquant Investment LP3,578$0.28M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/11/2022Atria Investments LLC14,621$1.15M0.0%-2.3%0.022%Search for SEC Filing on Google Icon
8/11/2022Deutsche Bank AG30,146$2.38M0.0%-77.1%0.045%Search for SEC Filing on Google Icon
8/11/2022GHP Investment Advisors Inc.121,780$9.61M0.7%+2.8%0.183%Search for SEC Filing on Google Icon
8/11/2022Okabena Investment Services Inc.1,382$0.11M0.1%+9.8%0.002%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG197,356$15.58M0.0%-9.1%0.297%Search for SEC Filing on Google Icon
8/11/2022Martingale Asset Management L P17,790$1.41M0.0%-24.5%0.027%Search for SEC Filing on Google Icon
8/11/2022Origin Asset Management LLP3,533$0.28M0.1%-45.3%0.005%Search for SEC Filing on Google Icon
8/11/2022Bank of Montreal Can18,583$1.60M0.0%-2.0%0.028%Search for SEC Filing on Google Icon
8/11/2022Alps Advisors Inc.42,797$3.38M0.0%+1,098.5%0.064%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.122,776$9.69M0.0%+4.2%0.185%Search for SEC Filing on Google Icon
8/10/2022Fiera Capital Corp39,444$3.11M0.0%-2.2%0.059%Search for SEC Filing on Google Icon
8/10/2022Mutual of America Capital Management LLC39,294$3.10M0.0%-39.4%0.059%Search for SEC Filing on Google Icon
8/10/2022Burgundy Asset Management Ltd.1,625,544$128.30M1.6%+2.4%2.443%Search for SEC Filing on Google Icon
8/10/2022Mackenzie Financial Corp4,440$0.35M0.0%+20.9%0.007%Search for SEC Filing on Google Icon
8/10/2022Eagle Asset Management Inc.163,029$12.87M0.1%-0.4%0.245%Search for SEC Filing on Google Icon
8/10/2022Resources Management Corp CT ADV5,181$0.41M0.1%+5.1%0.008%Search for SEC Filing on Google Icon
8/10/2022California Public Employees Retirement System115,874$9.15M0.0%+0.8%0.174%Search for SEC Filing on Google Icon
8/10/2022Principal Financial Group Inc.7,913$0.63M0.0%-88.6%0.012%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank119,336$9.42M0.0%-1.0%0.179%Search for SEC Filing on Google Icon
8/9/2022Pictet Asset Management SA21,967$1.73M0.0%-45.8%0.033%Search for SEC Filing on Google Icon
8/9/2022Lazard Asset Management LLC29,045$2.29M0.0%-58.8%0.044%Search for SEC Filing on Google Icon
8/8/2022Flputnam Investment Management Co.183,443$14.48M0.5%+1.8%0.276%Search for SEC Filing on Google Icon
8/8/2022Baird Financial Group Inc.20,994$1.66M0.0%-1.6%0.032%Search for SEC Filing on Google Icon
8/8/2022Oppenheimer Asset Management Inc.40,058$3.16M0.1%-4.8%0.060%Search for SEC Filing on Google Icon
8/8/2022TownSquare Capital LLC3,076$0.24M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/8/2022Meeder Asset Management Inc.844$67K0.0%-88.2%0.001%Search for SEC Filing on Google Icon
8/8/2022Keybank National Association OH5,348$0.42M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/5/2022Riverwater Partners LLC2,601$0.21M0.2%N/A0.004%Search for SEC Filing on Google Icon
8/5/2022Illinois Municipal Retirement Fund18,964$1.50M0.0%+72.3%0.029%Search for SEC Filing on Google Icon
8/5/2022Los Angeles Capital Management LLC25,919$2.05M0.0%-38.5%0.039%Search for SEC Filing on Google Icon
8/5/2022Convergence Investment Partners LLC2,124$0.17M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/5/2022Weil Company Inc.39,711$3.13M1.8%+15.0%0.060%Search for SEC Filing on Google Icon
8/4/2022Seizert Capital Partners LLC44,710$3.53M0.2%+29.0%0.067%Search for SEC Filing on Google Icon
8/4/2022Royce & Associates LP231,260$18.25M0.2%+15.6%0.348%Search for SEC Filing on Google Icon
8/4/2022Fifth Third Bancorp24,388$1.93M0.0%+5.0%0.037%Search for SEC Filing on Google Icon
8/4/2022Aviva PLC24,483$1.93M0.0%+9.6%0.037%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.247,265$19.52M0.0%+2.0%0.372%Search for SEC Filing on Google Icon
8/3/2022Van ECK Associates Corp1,641$0.13M0.0%+10.8%0.002%Search for SEC Filing on Google Icon
8/3/2022Nisa Investment Advisors LLC1,200$95K0.0%-19.1%0.002%Search for SEC Filing on Google Icon
8/3/2022Janney Montgomery Scott LLC4,642$0.37M0.0%-18.6%0.007%Search for SEC Filing on Google Icon
8/3/2022AE Wealth Management LLC13,759$1.09M0.0%-6.2%0.021%Search for SEC Filing on Google Icon
8/3/2022FDx Advisors Inc.4,787$0.38M0.0%-6.2%0.007%Search for SEC Filing on Google Icon
8/3/2022Handelsbanken Fonder AB8,158$0.64M0.0%-13.7%0.012%Search for SEC Filing on Google Icon
8/2/2022Belpointe Asset Management LLC1,479$0.12M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/2/2022Advisory Services Network LLC2,761$0.22M0.0%-8.1%0.004%Search for SEC Filing on Google Icon
8/2/2022Sheaff Brock Investment Advisors LLC14,474$1.14M0.1%+1.7%0.022%Search for SEC Filing on Google Icon
8/2/2022Jennison Associates LLC431,319$34.04M0.0%+2.2%0.648%Search for SEC Filing on Google Icon
8/2/2022Xponance Inc.2,773$0.22M0.0%+14.1%0.004%Search for SEC Filing on Google Icon
8/2/2022First Horizon Advisors Inc.339$25K0.0%N/A0.001%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, and 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, institutions, and governments. The company was incorporated in 1972 and is headquartered in Los Angeles, California with offices in the United States, Europe, the Middle East, and the Asia-Pacific region.
Read More on Houlihan Lokey

Today's Range

Now: $76.78
Low: $75.05
High: $76.93

50 Day Range

MA: $81.79
Low: $75.06
High: $88.87

52 Week Range

Now: $76.78
Low: $74.18
High: $122.62

Volume

8,135 shs

Average Volume

269,571 shs

Market Capitalization

$5.28 billion

P/E Ratio

12.40

Dividend Yield

2.76%

Beta

0.68

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. Scott Joseph Adelson (Insider)
  3. Irwin Gold (Chairman)
  4. Irwin Gold (Major Shareholder)
  5. J Lindsey Alley (CFO)
  6. Paul Andrew Zuber (Director)
  7. Robert A Schriesheim (Director)
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. Kayne Anderson Rudnick Investment Management LLC — 4.26%
  2. Burgundy Asset Management Ltd. — 2.44%
  3. Price T Rowe Associates Inc. MD — 2.07%
  4. State Street Corp — 1.63%
  5. Northern Trust Corp — 1.14%
  6. Van Berkom & Associates Inc. — 1.10%
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. Robeco Institutional Asset Management B.V.
  2. NewEdge Advisors LLC
  3. Federated Hermes Inc.
  4. Deutsche Bank AG
  5. Renaissance Technologies LLC
  6. Kayne Anderson Rudnick Investment Management LLC
  7. Nordea Investment Management AB
  8. Wells Fargo & Company MN
During the previous year, company insiders that have sold Houlihan Lokey company stock include:
  1. Robert A Schriesheim (Director)
  2. Scott Joseph Adelson (Insider)
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. Sei Investments Co.
  2. Millennium Management LLC
  3. Thrivent Financial for Lutherans
  4. Alps Advisors Inc.
  5. Burgundy Asset Management Ltd.
  6. Royce & Associates LP
  7. Assenagon Asset Management S.A.
  8. Summit Global Investments
In the last year, these company insiders have bought Houlihan Lokey stock:
  1. Robert A Schriesheim (Director)
  2. Scott Joseph Adelson (Insider)
Learn More investors buying Houlihan Lokey stock.