Purchases and Sales Made in Q2 2022 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
722+ 12.91% |
$55.3K - $64.5K
|
6.31K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
686+ 4.4% |
$52.5K - $61.3K
|
16.3K
$3.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
630+ 4.48% |
$48.2K - $56.3K
|
14.7K
$2.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
597+ 0.21% |
$45.7K - $53.4K
|
284K
$53.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
565+ 10.37% |
$43.2K - $50.5K
|
6.02K
$1.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
551+ 20.83% |
$42.2K - $49.3K
|
3.2K
$603K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
413+ 1.69% |
$31.6K - $36.9K
|
24.9K
$4.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
400+ 0.58% |
$30.6K - $35.8K
|
69K
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
390+ 0.36% |
$29.8K - $34.9K
|
110K
$20.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
389+ 15.94% |
$29.8K - $34.8K
|
2.83K
$534K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
383+ 1.32% |
$29.3K - $34.2K
|
29.3K
$5.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
350+ 50.0% |
$26.8K - $31.3K
|
1.05K
$198K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
347+ 31.66% |
$26.6K - $31K
|
1.44K
$272K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
343+ 14.12% |
$26.2K - $30.7K
|
2.77K
$523K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
340+ 11.74% |
$26K - $30.4K
|
3.24K
$611K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
339New |
$25.9K - $30.3K
|
339
$64K
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
305+ 11.13% |
$23.3K - $27.3K
|
3.05K
$575K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
288+ 3.34% |
$22K - $25.7K
|
8.92K
$1.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
250+ 5.07% |
$19.1K - $22.4K
|
5.18K
$978K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
244+ 1.71% |
$18.7K - $21.8K
|
14.5K
$2.73M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
230New |
$17.6K - $20.6K
|
230
$43.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
225+ 7.63% |
$17.2K - $20.1K
|
3.18K
$599K
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
225+ 2.77% |
$17.2K - $20.1K
|
8.35K
$1.58M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
217New |
$16.6K - $19.4K
|
217
$41K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
175+ 14.87% |
$13.4K - $15.6K
|
1.35K
$255K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
175+ 5.44% |
$13.4K - $15.6K
|
3.39K
$640K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
167New |
$12.8K - $14.9K
|
167
$31.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
160+ 10.8% |
$12.2K - $14.3K
|
1.64K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
131+ 2.65% |
$10K - $11.7K
|
5.08K
$959K
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
123+ 9.77% |
$9.41K - $11K
|
1.38K
$261K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 3.9% |
$8.42K - $9.83K
|
2.93K
$552K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
56+ 42.42% |
$4.29K - $5.01K
|
188
$35.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
52+ 7.62% |
$3.98K - $4.65K
|
734
$139K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 105.13% |
$3.14K - $3.67K
|
80
$15.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
35New |
$2.68K - $3.13K
|
35
$6.61K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29New |
$2.22K - $2.59K
|
29
$5.47K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$1.76K - $2.06K
|
23
$4.34K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22New |
$1.68K - $1.97K
|
22
$4.15K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
16+ 0.34% |
$1.22K - $1.43K
|
4.73K
$892K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$2.64K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14+ 3.58% |
$1.07K - $1.25K
|
405
$76.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
10+ 83.33% |
$765 - $894
|
22
$4.15K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 64.29% |
$689 - $805
|
23
$4.34K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7New |
$536 - $626
|
7
$1.32K
|
|
|
Aug 11, 2022
Q2 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
6+ 0.07% |
$459 - $536
|
8.34K
$1.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 25.0% |
$383 - $447
|
25
$4.72K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4New |
$306 - $358
|
4
$755
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$306 - $358
|
4
$755
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$230 - $268
|
12
$2.26K
|