Purchases and Sales Made in Q2 2023 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
808+ 0.69% |
$68.6K - $79.9K
|
118K
$22.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
733+ 18.99% |
$62.3K - $72.5K
|
4.59K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
724+ 8.79% |
$61.5K - $71.6K
|
8.96K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
674+ 23.73% |
$57.3K - $66.6K
|
3.51K
$665K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
648+ 60.0% |
$55K - $64.1K
|
1.73K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
635+ 2.15% |
$53.9K - $62.8K
|
30.1K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
615+ 8.58% |
$52.2K - $60.8K
|
7.78K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
569+ 0.46% |
$48.3K - $56.3K
|
123K
$23.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
533New |
$45.3K - $52.7K
|
533
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
442+ 225.51% |
$37.5K - $43.7K
|
638
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
440+ 34.16% |
$37.4K - $43.5K
|
1.73K
$327K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
440+ 8.84% |
$37.4K - $43.5K
|
5.42K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
435+ 18.37% |
$37K - $43K
|
2.8K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$34K - $39.6K
|
400
$75.7K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
394+ 12.85% |
$33.5K - $39K
|
3.46K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
391+ 7.87% |
$33.2K - $38.7K
|
5.36K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
358+ 7.43% |
$30.4K - $35.4K
|
5.18K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
344+ 5.82% |
$29.2K - $34K
|
6.26K
$1.18M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
336New |
$28.5K - $33.2K
|
336
$63.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
246+ 6.74% |
$20.9K - $24.3K
|
3.9K
$737K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
245+ 24500.0% |
$20.8K - $24.2K
|
246
$46.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
241+ 3.26% |
$20.5K - $23.8K
|
7.64K
$1.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
235+ 2.03% |
$20K - $23.2K
|
11.8K
$2.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
215+ 3.16% |
$18.3K - $21.3K
|
7.01K
$1.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
183+ 3.27% |
$15.5K - $18.1K
|
5.78K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
176+ 0.37% |
$15K - $17.4K
|
47.7K
$9.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
155+ 5.52% |
$13.2K - $15.3K
|
2.96K
$561K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
148+ 0.13% |
$12.6K - $14.6K
|
113K
$21.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
138+ 5.09% |
$11.7K - $13.6K
|
2.85K
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
133+ 2.82% |
$11.3K - $13.2K
|
4.85K
$917K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
122+ 4.13% |
$10.4K - $12.1K
|
3.08K
$582K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
117+ 1.4% |
$9.94K - $11.6K
|
8.46K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
113+ 6.98% |
$9.6K - $11.2K
|
1.73K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98+ 8.65% |
$8.33K - $9.69K
|
1.23K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84+ 1.17% |
$7.14K - $8.31K
|
7.25K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
70+ 0.04% |
$5.95K - $6.92K
|
182K
$34.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
67New |
$5.69K - $6.62K
|
67
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61+ 0.25% |
$5.18K - $6.03K
|
24.9K
$4.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 87.3% |
$4.67K - $5.44K
|
118
$22.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
52+ 4.59% |
$4.42K - $5.14K
|
1.19K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
51+ 0.23% |
$4.33K - $5.04K
|
22.3K
$4.21M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45New |
$3.82K - $4.45K
|
45
$8.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45New |
$3.82K - $4.45K
|
45
$8.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
42+ 127.27% |
$3.57K - $4.15K
|
75
$14.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40New |
$3.4K - $3.96K
|
40
$7.57K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30New |
$2.55K - $2.97K
|
30
$5.68K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
29New |
$2.46K - $2.87K
|
29
$5.49K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
24+ 1.62% |
$2.04K - $2.37K
|
1.5K
$284K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21New |
$1.78K - $2.08K
|
21
$3.97K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 12.64% |
$934 - $1.09K
|
98
$18.5K
|