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 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 2.13% |
$114 - $132
|
46
$8.6K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 9.09% |
$114 - $132
|
10
$1.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 1.89% |
$114 - $132
|
52
$9.72K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 1.8% |
$228 - $264
|
109
$20.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.06% |
$228 - $264
|
3.2K
$597K
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-6- 0.12% |
$685 - $791
|
5.08K
$950K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-6- 50.0% |
$685 - $791
|
6
$1.12K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9- 0.01% |
$1.03K - $1.19K
|
111K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 0.22% |
$1.14K - $1.32K
|
4.46K
$833K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.74% |
$1.48K - $1.71K
|
1.75K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14- 22.22% |
$1.6K - $1.85K
|
49
$9.16K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-16- 13.22% |
$1.83K - $2.11K
|
105
$19.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-16- 2.67% |
$1.83K - $2.11K
|
584
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 65.0% |
$2.97K - $3.43K
|
14
$2.62K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 9.31% |
$3.08K - $3.56K
|
263
$49.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 3.58% |
$3.77K - $4.35K
|
890
$166K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 17.44% |
$3.88K - $4.48K
|
161
$30.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 6.47% |
$3.99K - $4.61K
|
506
$94.6K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-40- 1.97% |
$4.57K - $5.27K
|
1.99K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-60- 0.91% |
$6.85K - $7.91K
|
6.54K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-65- 2.49% |
$7.42K - $8.57K
|
2.55K
$476K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-65- 14.61% |
$7.42K - $8.57K
|
380
$71K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-69- 3.5% |
$7.88K - $9.1K
|
1.9K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-77- 0.16% |
$8.79K - $10.2K
|
47.7K
$8.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-87- 2.16% |
$9.93K - $11.5K
|
3.94K
$736K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-95- 2.17% |
$10.8K - $12.5K
|
4.28K
$801K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-96- 29.18% |
$11K - $12.7K
|
233
$43.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.3% |
$11.4K - $13.2K
|
4.26K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-101- 4.1% |
$11.5K - $13.3K
|
2.36K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-108- 3.73% |
$12.3K - $14.2K
|
2.79K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-109- 0.37% |
$12.4K - $14.4K
|
29.1K
$5.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-115- 13.22% |
$13.1K - $15.2K
|
755
$141K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-131- 6.64% |
$15K - $17.3K
|
1.84K
$345K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-136- 0.95% |
$15.5K - $17.9K
|
14.2K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-148- 0.11% |
$16.9K - $19.5K
|
132K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-160- 8.54% |
$18.3K - $21.1K
|
1.71K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-161- 3.27% |
$18.4K - $21.2K
|
4.76K
$890K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-172- 4.0% |
$19.6K - $22.7K
|
4.13K
$772K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-173- 6.37% |
$19.7K - $22.8K
|
2.54K
$475K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-192- 0.89% |
$21.9K - $25.3K
|
21.3K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-252- 5.2% |
$28.8K - $33.2K
|
4.59K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 1.54% |
$33.9K - $39.2K
|
19K
$3.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-311- 2.02% |
$35.5K - $41K
|
15.1K
$2.82M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-318- 0.86% |
$36.3K - $41.9K
|
36.7K
$6.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-327- 5.67% |
$37.3K - $43.1K
|
5.44K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-344- 1.39% |
$39.3K - $45.4K
|
24.3K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-359- 10.09% |
$41K - $47.3K
|
3.2K
$598K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-376- 17.64% |
$42.9K - $49.6K
|
1.76K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-398- 0.5% |
$45.4K - $52.5K
|
79.8K
$14.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-432- 38.5% |
$49.3K - $57K
|
690
$129K
|