Purchases and Sales Made in Q1 2023 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.68K+ 12.77% |
$143K - $169K
|
14.8K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 1.26% |
$131K - $154K
|
123K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.49K+ 24.03% |
$127K - $150K
|
7.68K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.47K+ 0.23% |
$126K - $148K
|
639K
$121M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 1.12% |
$123K - $146K
|
130K
$24.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 36.75% |
$121K - $143K
|
5.27K
$996K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.32K+ 20.41% |
$113K - $133K
|
7.81K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.23K+ 13.31% |
$105K - $124K
|
10.5K
$1.98M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
1.23K+ 44.8% |
$105K - $124K
|
3.97K
$750K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.15K+ 333.14% |
$97.8K - $115K
|
1.49K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
935+ 3.94% |
$79.8K - $94.2K
|
24.6K
$4.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
935+ 2.38% |
$79.8K - $94.2K
|
40.3K
$7.62M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
907New |
$77.4K - $91.4K
|
907
$172K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
864+ 3.65% |
$73.8K - $87.1K
|
24.5K
$4.64M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
859+ 3.19% |
$73.3K - $86.6K
|
27.8K
$5.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
838New |
$71.5K - $84.5K
|
838
$159K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
834New |
$71.2K - $84.1K
|
834
$158K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
833+ 13.15% |
$71.1K - $83.9K
|
7.17K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
796+ 7.96% |
$67.9K - $80.2K
|
10.8K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
795+ 5.71% |
$67.9K - $80.1K
|
14.7K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
793+ 39.34% |
$67.7K - $79.9K
|
2.81K
$531K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
780+ 34.14% |
$66.6K - $78.6K
|
3.07K
$580K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
721New |
$61.5K - $72.7K
|
721
$136K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
690+ 5.31% |
$58.9K - $69.5K
|
13.7K
$2.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
687+ 3.97% |
$58.6K - $69.2K
|
18K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
679+ 16.84% |
$58K - $68.4K
|
4.71K
$891K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
673+ 16.24% |
$57.4K - $67.8K
|
4.82K
$911K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
672+ 3.12% |
$57.4K - $67.7K
|
22.2K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
671+ 22.52% |
$57.3K - $67.6K
|
3.65K
$691K
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
650+ 20.26% |
$55.5K - $65.5K
|
3.86K
$730K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
597+ 2.76% |
$51K - $60.2K
|
22.2K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
571+ 1.0% |
$48.7K - $57.5K
|
57.5K
$10.9M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
542+ 7.5% |
$46.3K - $54.6K
|
7.77K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
534+ 8.92% |
$45.6K - $53.8K
|
6.52K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
529+ 1.98% |
$45.2K - $53.3K
|
27.2K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
492+ 1.7% |
$42K - $49.6K
|
29.5K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 6.04% |
$40.5K - $47.9K
|
8.34K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
472+ 13.27% |
$40.3K - $47.6K
|
4.03K
$762K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
442+ 1.17% |
$37.7K - $44.5K
|
38.2K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
437+ 1.67% |
$37.3K - $44K
|
26.6K
$5.04M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
434+ 10.31% |
$37K - $43.7K
|
4.64K
$878K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
430+ 3.07% |
$36.7K - $43.3K
|
14.4K
$2.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
420+ 1.59% |
$35.9K - $42.3K
|
26.8K
$5.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
410+ 8.97% |
$35K - $41.3K
|
4.98K
$942K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
400+ 2.37% |
$34.1K - $40.3K
|
17.3K
$3.27M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
400+ 2.37% |
$34.1K - $40.3K
|
17.3K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
379+ 4.31% |
$32.4K - $38.2K
|
9.17K
$1.73M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
260+ 0.0% |
$22.2K - $26.2K
|
5.21M
$986M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
242+ 0.12% |
$20.7K - $24.4K
|
200K
$37.8M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
241+ 8.29% |
$20.6K - $24.3K
|
3.15K
$596K
|