Institutional Ownership Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 50.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
14
shares
|
$2,435
0.0% of portfolio
|
Q1 2024
Reduced 65.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
14
shares
|
$2,435
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
12
shares
|
$2,087
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
12
shares
|
$2,087
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
9
shares
|
$1,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8
shares
|
$1,391
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
8
shares
|
$1,391
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,043
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3
shares
|
$521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2
shares
|
$347
0.0% of portfolio
|
Q3 2023
Reduced 96.61%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$347
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$173
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1
shares
|
$173
0.0% of portfolio
|
Q3 2024
New holding
|