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 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.79% |
$76.5 - $89.4
|
127
$24K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$76.5 - $89.4
|
1
$189
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2- -0.0% |
$153 - $179
|
607K
$115M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.11% |
$230 - $268
|
2.77K
$524K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3- 0.11% |
$230 - $268
|
2.69K
$508K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3Closed |
$230 - $268
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4- 0.05% |
$306 - $358
|
8.08K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7- 0.09% |
$536 - $626
|
7.55K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7Closed |
$536 - $626
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 36.0% |
$689 - $805
|
16
$3.02K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10- 0.33% |
$765 - $894
|
3.06K
$577K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12Closed |
$918 - $1.07K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16- 0.1% |
$1.22K - $1.43K
|
15.5K
$2.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-20- 15.63% |
$1.53K - $1.79K
|
108
$20.4K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.61K - $1.88K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21Closed |
$1.61K - $1.88K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23Closed |
$1.76K - $2.06K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-25Closed |
$1.91K - $2.24K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-34- 12.14% |
$2.6K - $3.04K
|
246
$46.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-40- 38.1% |
$3.06K - $3.58K
|
65
$12.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-43- 5.13% |
$3.29K - $3.84K
|
796
$150K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-50Closed |
$3.83K - $4.47K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-59- 0.33% |
$4.52K - $5.27K
|
17.6K
$3.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-61Closed |
$4.67K - $5.45K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-62- 0.45% |
$4.74K - $5.54K
|
13.7K
$2.59M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-76Closed |
$5.82K - $6.79K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.44% |
$6.05K - $7.06K
|
17.8K
$3.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-81- 0.01% |
$6.2K - $7.24K
|
1.3M
$246M
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-95- 2.26% |
$7.27K - $8.49K
|
4.11K
$775K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-96Closed |
$7.35K - $8.58K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-98- 1.26% |
$7.5K - $8.76K
|
7.7K
$1.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-98- 2.76% |
$7.5K - $8.76K
|
3.45K
$652K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-100- 14.08% |
$7.65K - $8.94K
|
610
$115K
|
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-108- 0.83% |
$8.27K - $9.66K
|
12.8K
$2.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-115- 35.71% |
$8.8K - $10.3K
|
207
$39.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-116Closed |
$8.88K - $10.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-124- 0.77% |
$9.49K - $11.1K
|
16.1K
$3.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-127- 0.69% |
$9.72K - $11.4K
|
18.4K
$3.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-131- 20.7% |
$10K - $11.7K
|
502
$94.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-139- 2.62% |
$10.6K - $12.4K
|
5.16K
$974K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-141- 4.42% |
$10.8K - $12.6K
|
3.05K
$575K
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-141- 4.42% |
$10.8K - $12.6K
|
3.05K
$575K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-143- 3.68% |
$10.9K - $12.8K
|
3.74K
$707K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-159- 5.62% |
$12.2K - $14.2K
|
2.67K
$504K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-184- 5.52% |
$14.1K - $16.4K
|
3.15K
$594K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-191- 1.21% |
$14.6K - $17.1K
|
15.6K
$2.95M
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-201- 6.81% |
$15.4K - $18K
|
2.75K
$519K
|