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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 1.41% |
$680 - $791
|
574
$102K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 1.41% |
$680 - $791
|
574
$102K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 1.1% |
$595 - $692
|
644
$114K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3New |
$255 - $297
|
3
$532
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
3+ 0.05% |
$255 - $297
|
6.34K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.57% |
$85 - $98.9
|
176
$31.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 7.32% |
$255 - $297
|
38
$6.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4- 0.01% |
$340 - $396
|
30K
$5.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.15% |
$510 - $593
|
4.02K
$714K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$510 - $593
|
8
$1.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 9.26% |
$850 - $989
|
98
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 4.38% |
$934 - $1.09K
|
240
$42.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-12- 25.53% |
$1.02K - $1.19K
|
35
$6.21K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-16- 0.09% |
$1.36K - $1.58K
|
18K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 15.18% |
$1.44K - $1.68K
|
95
$16.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.12% |
$1.7K - $1.98K
|
16.8K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-21- 0.05% |
$1.78K - $2.08K
|
42.7K
$7.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 26.09% |
$2.04K - $2.37K
|
68
$12.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26- 0.52% |
$2.21K - $2.57K
|
4.99K
$885K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-49- 52.13% |
$4.16K - $4.85K
|
45
$7.98K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-58- 39.19% |
$4.93K - $5.74K
|
90
$16K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 21.02% |
$5.61K - $6.53K
|
248
$44K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 3.97% |
$6.29K - $7.32K
|
1.79K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-88- 3.1% |
$7.48K - $8.7K
|
2.75K
$488K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-89- 42.58% |
$7.56K - $8.8K
|
120
$21.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-90- 3.77% |
$7.65K - $8.9K
|
2.3K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-133- 70.37% |
$11.3K - $13.2K
|
56
$9.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-139- 1.78% |
$11.8K - $13.7K
|
7.67K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-149- 0.31% |
$12.7K - $14.7K
|
47.9K
$8.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-167- 16.53% |
$14.2K - $16.5K
|
843
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-196- 0.52% |
$16.7K - $19.4K
|
37.5K
$6.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-220- 8.94% |
$18.7K - $21.8K
|
2.24K
$397K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-229- 1.59% |
$19.5K - $22.6K
|
14.2K
$2.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-229- 6.28% |
$19.5K - $22.6K
|
3.42K
$607K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-270- 0.24% |
$22.9K - $26.7K
|
114K
$20.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-279- 1.88% |
$23.7K - $27.6K
|
14.6K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-284- 3.74% |
$24.1K - $28.1K
|
7.31K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-313- 12.29% |
$26.6K - $30.9K
|
2.23K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-369- 0.21% |
$31.3K - $36.5K
|
171K
$30.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-389- 1.29% |
$33K - $38.5K
|
29.7K
$5.27M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-540- 54.55% |
$45.9K - $53.4K
|
450
$79.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-541- 8.3% |
$46K - $53.5K
|
5.98K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-567- 4.06% |
$48.2K - $56.1K
|
13.4K
$2.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-581- 3.55% |
$49.4K - $57.4K
|
15.8K
$2.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-646- 1.69% |
$54.9K - $63.9K
|
37.6K
$6.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-661- 23.88% |
$56.2K - $65.4K
|
2.11K
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-673- 5.59% |
$57.2K - $66.5K
|
11.4K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-679- 0.14% |
$57.7K - $67.1K
|
486K
$86.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-700- 70.0% |
$59.5K - $69.2K
|
300
$53.2K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-738- 18.61% |
$62.7K - $73K
|
3.23K
$573K
|