Purchases and Sales Made in Q1 2024 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q1 2024. 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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 18.23% |
$178K - $206K
|
10.1K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.53K+ 19.8% |
$175K - $202K
|
9.28K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.52K+ 5.2% |
$173K - $200K
|
30.7K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Montanaro Asset Management LTD
|
BUY
|
- |
1.5K+ 1.04% |
$171K - $198K
|
146K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.11K+ 57.97% |
$126K - $146K
|
3.01K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.04K+ 18.87% |
$119K - $137K
|
6.55K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.03K+ 2.32% |
$118K - $136K
|
45.6K
$8.53M
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.99% |
$114K - $132K
|
102K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
991New |
$113K - $131K
|
991
$185K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
865+ 11.07% |
$98.7K - $114K
|
8.68K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
855+ 0.52% |
$97.6K - $113K
|
165K
$30.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
809+ 2.01% |
$92.3K - $107K
|
41K
$7.67M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
806+ 3.63% |
$92K - $106K
|
23K
$4.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
804+ 1.24% |
$91.8K - $106K
|
65.4K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
782+ 4.13% |
$89.3K - $103K
|
19.7K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
716+ 11.98% |
$81.7K - $94.4K
|
6.69K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
648+ 4.2% |
$74K - $85.4K
|
16.1K
$3M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
643+ 50.2% |
$73.4K - $84.8K
|
1.92K
$360K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
613New |
$70K - $80.8K
|
613
$115K
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
612+ 5.98% |
$69.9K - $80.7K
|
10.9K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
552+ 23.79% |
$63K - $72.8K
|
2.87K
$537K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 3.45% |
$57.1K - $65.9K
|
15K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
500New |
$57.1K - $65.9K
|
500
$93.5K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
476+ 5.93% |
$54.3K - $62.8K
|
8.5K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
463+ 487.37% |
$52.8K - $61K
|
558
$104K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 3.23% |
$45.7K - $52.7K
|
12.8K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
389+ 23.24% |
$44.4K - $51.3K
|
2.06K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
381New |
$43.5K - $50.2K
|
381
$71.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
369+ 12.75% |
$42.1K - $48.7K
|
3.26K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
354+ 8.14% |
$40.4K - $46.7K
|
4.7K
$879K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
353+ 9.34% |
$40.3K - $46.5K
|
4.13K
$773K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
351+ 20.15% |
$40.1K - $46.3K
|
2.09K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
302+ 12.35% |
$34.5K - $39.8K
|
2.75K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
276+ 0.03% |
$31.5K - $36.4K
|
792K
$148M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
269New |
$30.7K - $35.5K
|
269
$50.3K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
269+ 0.24% |
$30.7K - $35.5K
|
111K
$20.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
265+ 194.85% |
$30.2K - $34.9K
|
401
$75K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
259+ 4.35% |
$29.6K - $34.1K
|
6.22K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
257+ 3.98% |
$29.3K - $33.9K
|
6.71K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
242New |
$27.6K - $31.9K
|
242
$45.2K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
236+ 13.74% |
$26.9K - $31.1K
|
1.95K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
233+ 26.09% |
$26.6K - $30.7K
|
1.13K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
232+ 362.5% |
$26.5K - $30.6K
|
296
$55.3K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
227+ 22.81% |
$25.9K - $29.9K
|
1.22K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
221+ 8.78% |
$25.2K - $29.1K
|
2.74K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
214+ 21.53% |
$24.4K - $28.2K
|
1.21K
$226K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
199+ 17.47% |
$22.7K - $26.2K
|
1.34K
$250K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
152New |
$17.3K - $20K
|
152
$28.4K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
150+ 0.67% |
$17.1K - $19.8K
|
22.6K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
142+ 1.24% |
$16.2K - $18.7K
|
11.6K
$2.17M
|