Oak Thistle LLC Invests $1.86 Million in Houlihan Lokey, Inc.

Institutional investor takes new position in financial services firm

Apr. 9, 2026 at 10:29am

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Oak Thistle LLC, an institutional investor, acquired a new position in Houlihan Lokey, Inc. (NYSE:HLI) during the 4th quarter, according to a filing with the Securities & Exchange Commission. The firm purchased 10,678 shares of the financial services provider's stock, valued at approximately $1,860,000.

Why it matters

This investment by Oak Thistle LLC represents a vote of confidence in Houlihan Lokey's business model and future prospects. As a leading global investment bank, Houlihan Lokey's performance is seen as a barometer for the broader financial services industry.

The details

Oak Thistle LLC acquired the new position in Houlihan Lokey during the fourth quarter of 2025. The firm purchased 10,678 shares of the company's stock, valued at approximately $1.86 million. Houlihan Lokey is a global investment bank and financial services firm that specializes in advisory services across a range of transaction types and financial matters.

  • Oak Thistle LLC acquired the new position in Houlihan Lokey during the 4th quarter of 2025.

The players

Oak Thistle LLC

An institutional investor that acquired a new position in Houlihan Lokey, Inc.

Houlihan Lokey, Inc.

A global investment bank and financial services firm that specializes in advisory services across a range of transaction types and financial matters.

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The takeaway

This investment by Oak Thistle LLC highlights the continued strength and investor confidence in Houlihan Lokey's financial advisory business, which has weathered market volatility and economic uncertainty in recent years.