Purchases and Sales Made in Q1 2022 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q1 2022. The information is specifically focused on institutions that hold shares of HOULIHAN LOKEY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
203+ 15.88% |
$17.8K - $24.3K
|
1.48K
$258K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
198+ 7.56% |
$17.4K - $23.7K
|
2.82K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
186+ 2.44% |
$16.3K - $22.2K
|
7.8K
$1.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
158+ 81.03% |
$13.9K - $18.9K
|
353
$61.4K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
157+ 0.85% |
$13.8K - $18.8K
|
18.5K
$3.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
156+ 2.87% |
$13.7K - $18.6K
|
5.59K
$973K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.09% |
$13.1K - $17.8K
|
13.8K
$2.4M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
143+ 0.25% |
$12.6K - $17.1K
|
56.7K
$9.86M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109+ 21.04% |
$9.57K - $13K
|
627
$109K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.6% |
$9.39K - $12.8K
|
17.9K
$3.12M
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 2.27% |
$8.78K - $12K
|
4.5K
$783K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
100+ 2.07% |
$8.78K - $12K
|
4.93K
$858K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$8.78K - $12K
|
100
$17.4K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 9.6% |
$8.43K - $11.5K
|
1.1K
$191K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
85+ 2.72% |
$7.46K - $10.2K
|
3.22K
$559K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
76New |
$6.67K - $9.08K
|
76
$13.2K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
72+ 1.83% |
$6.32K - $8.61K
|
4K
$697K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56+ 1.14% |
$4.92K - $6.69K
|
4.95K
$861K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
50New |
$4.39K - $5.98K
|
50
$8.7K
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
46+ 0.01% |
$4.04K - $5.5K
|
447K
$77.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
42+ 1.22% |
$3.69K - $5.02K
|
3.49K
$607K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
30+ 30.61% |
$2.63K - $3.59K
|
128
$22.3K
|
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
29+ 0.08% |
$2.55K - $3.47K
|
34.6K
$6.03M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 2.59% |
$2.2K - $2.99K
|
990
$172K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23New |
$2.02K - $2.75K
|
23
$4K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$1.84K - $2.51K
|
21
$3.65K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 3.87% |
$1.05K - $1.43K
|
322
$56K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
12+ 0.26% |
$1.05K - $1.43K
|
4.71K
$820K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
10+ 0.41% |
$878 - $1.2K
|
2.43K
$423K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$790 - $1.08K
|
9
$1.57K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 133.33% |
$702 - $956
|
14
$2.44K
|
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
8+ 0.06% |
$702 - $956
|
12.9K
$2.25M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7New |
$615 - $837
|
7
$1.22K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 53.85% |
$615 - $837
|
20
$3.48K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5+ 0.12% |
$439 - $598
|
4.28K
$745K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3New |
$263 - $359
|
3
$522
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 20.0% |
$176 - $239
|
12
$2.09K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$176 - $239
|
2
$348
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1Closed |
$87.8 - $120
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 13.79% |
$351 - $478
|
25
$4.35K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4Closed |
$351 - $478
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-10- 21.74% |
$878 - $1.2K
|
36
$6.26K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10- 1.18% |
$878 - $1.2K
|
839
$146K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.13% |
$878 - $1.2K
|
7.56K
$1.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 3.78% |
$966 - $1.31K
|
280
$48.7K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 2.81% |
$966 - $1.31K
|
380
$66.1K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 7.69% |
$966 - $1.31K
|
132
$23K
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-13- 0.35% |
$1.14K - $1.55K
|
3.67K
$639K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 29.09% |
$1.4K - $1.91K
|
39
$6.78K
|