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: $123.80
Price Change: Price Increase of +1.42 (1.16%)
As of 04/19/2024 01:00 AM 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
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
2/17/2024FIL Ltd79,307$9.51M0.0%-35.2%0.115%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD25,078$3.01M0.0%+5.6%0.036%Search for SEC Filing on Google Icon
2/16/2024Studio Investment Management LLC4,348$0.52M0.1%-15.8%0.006%Search for SEC Filing on Google Icon
2/16/2024GSA Capital Partners LLP1,932$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/16/2024Public Employees Retirement System of Ohio77,923$9.34M0.0%-1.2%0.113%Search for SEC Filing on Google Icon
2/15/2024Townsquare Capital LLC15,103$1.81M0.0%+18.9%0.022%Search for SEC Filing on Google Icon
2/15/2024Pier Capital LLC95,476$11.45M1.6%-1.0%0.138%Search for SEC Filing on Google Icon
2/15/2024Moneta Group Investment Advisors LLC4,990$0.60M0.0%-1.7%0.007%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc111,063$13.32M0.0%+31.5%0.161%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC72,632$8.71M0.0%+188.2%0.105%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.5,074,300$608.46M0.0%+2.9%7.355%Search for SEC Filing on Google Icon
2/15/2024Voloridge Investment Management LLC46,347$5.56M0.0%N/A0.067%Search for SEC Filing on Google Icon
2/15/2024Voya Investment Management LLC9,555$1.15M0.0%+3.1%0.014%Search for SEC Filing on Google Icon
2/15/2024Vident Advisory LLC2,265$0.27M0.0%-4.4%0.003%Search for SEC Filing on Google Icon
2/15/2024Voya Financial Advisors Inc.1,973$0.24M0.0%-6.8%0.003%Search for SEC Filing on Google Icon
2/15/2024Woodley Farra Manion Portfolio Management Inc.299,686$35.94M2.1%+0.8%0.434%Search for SEC Filing on Google Icon
2/15/2024Nuveen Asset Management LLC132,081$15.84M0.0%+1.3%0.191%Search for SEC Filing on Google Icon
2/15/2024Prelude Capital Management LLC3,386$0.41M0.0%N/A0.005%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD25,078$3.01M0.0%+5.6%0.036%Search for SEC Filing on Google Icon
2/15/2024Profund Advisors LLC1,674$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/15/2024Brevan Howard Capital Management LP2,823$0.34M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank30,826$3.70M0.0%+196.5%0.045%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
2/14/2024Royal Bank of Canada33,594$4.03M0.0%+2.9%0.049%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC3,766$0.45M0.0%N/A0.005%Search for SEC Filing on Google Icon
2/14/2024Point72 Asset Management L.P.43,200$5.18M0.0%-73.1%0.063%Search for SEC Filing on Google Icon
2/14/2024Creative Planning2,895$0.35M0.0%+5.5%0.004%Search for SEC Filing on Google Icon
2/14/2024Bridgewater Associates LP14,377$1.72M0.0%+11.2%0.021%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
2/14/2024Cresset Asset Management LLC13,734$1.65M0.0%+3.1%0.020%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
2/14/2024Capital Fund Management S.A.11,826$1.42M0.0%N/A0.017%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
2/13/2024Northern Trust Corp640,604$76.82M0.0%+29.8%0.929%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
2/13/2024Cetera Advisor Networks LLC11,069$1.33M0.0%+23.3%0.016%Search for SEC Filing on Google Icon
2/13/2024Crossmark Global Holdings Inc.4,018$0.48M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 8,446$1.01M0.0%+1.3%0.012%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
2/13/2024First Trust Advisors LP63,746$7.64M0.0%-25.9%0.092%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.359,611$43.12M0.0%-3.9%0.521%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company 43,666$5.24M0.0%+371.3%0.063%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
2/13/2024KBC Group NV893$0.11M0.0%N/A0.001%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
2/13/2024Polen Capital Management LLC127,298$15.26M0.0%-1.3%0.184%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
2/9/2024FineMark National Bank & Trust47,801$5.73M0.2%-1.1%0.069%Search for SEC Filing on Google Icon
2/9/2024Commerce Bank5,136$0.62M0.0%-26.4%0.007%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE30,699$3.68M0.0%-4.9%0.044%Search for SEC Filing on Google Icon
2/9/2024Montanaro Asset Management Ltd144,750$17.36M3.3%+2.7%0.210%Search for SEC Filing on Google Icon
2/9/2024EverSource Wealth Advisors LLC1,139$0.14M0.0%+12.1%0.002%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.315,948$37.89M0.0%-34.9%0.458%Search for SEC Filing on Google Icon
2/9/2024Assetmark Inc.445$53K0.0%-30.4%0.001%Search for SEC Filing on Google Icon
2/9/2024GW&K Investment Management LLC485,994$58.28M0.5%-23.5%0.704%Search for SEC Filing on Google Icon
2/9/2024O Neil Global Advisors Inc.1,728$0.21M0.1%N/A0.003%Search for SEC Filing on Google Icon
2/9/2024Corient Private Wealth LLC22,293$2.67M0.0%+3.3%0.032%Search for SEC Filing on Google Icon
2/9/2024Clearbridge Investments LLC1,094,417$131.23M0.1%-7.2%1.586%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: $123.80
Low: $122.41
High: $124.12

50 Day Range

MA: $127.09
Low: $122.45
High: $132.59

52 Week Range

Now: $123.80
Low: $84.89
High: $133.80

Volume

333,936 shs

Average Volume

337,703 shs

Market Capitalization

$8.56 billion

P/E Ratio

30.72

Dividend Yield

1.79%

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. 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. West Coast Financial LLC — 0.03%
  2. Taylor Frigon Capital Management LLC — 0.02%
  3. State of Michigan Retirement System — 0.02%
  4. Park Avenue Securities LLC — 0.01%
  5. Fulton Bank N.A. — 0.01%
  6. Allspring Global Investments Holdings LLC — 0.01%
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. NBC Securities Inc.
  2. West Coast Financial LLC
  3. Park Avenue Securities LLC
  4. Handelsinvest Investeringsforvaltning
  5. Steph & Co.
  6. Park Place Capital Corp
  7. Brookstone Capital Management
  8. Taylor Frigon Capital Management LLC
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. Norden Group LLC
  2. Allspring Global Investments Holdings LLC
  3. Mather Group LLC.
  4. State of Michigan Retirement System
  5. Fulton Bank N.A.
  6. OneAscent Wealth Management LLC