Purchases and Sales Made in Q3 2021 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.61K+ 1434.27% |
$450K - $536K
|
6K
$1.13M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.58K+ 3.13% |
$448K - $533K
|
184K
$34.7M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
5.44K+ 25.9% |
$436K - $520K
|
26.4K
$4.99M
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.37K+ 11.25% |
$431K - $513K
|
53.1K
$10M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.27K+ 1.25% |
$423K - $503K
|
425K
$80.3M
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.22K+ 6.33% |
$419K - $499K
|
87.7K
$16.6M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.94K+ 4.48% |
$397K - $472K
|
115K
$21.7M
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.08KNew |
$327K - $390K
|
4.08K
$769K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.08KNew |
$327K - $390K
|
4.08K
$769K
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.01K+ 17.24% |
$321K - $383K
|
27.2K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Montanaro Asset Management LTD
|
BUY
|
- |
4K+ 2.21% |
$321K - $382K
|
185K
$35M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.84K+ 30.87% |
$308K - $367K
|
16.3K
$3.07M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.84K+ 19.11% |
$308K - $367K
|
23.9K
$4.52M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.78K+ 9.07% |
$303K - $361K
|
45.4K
$8.57M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.66K+ 13.58% |
$294K - $350K
|
30.6K
$5.78M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.64K+ 12.75% |
$292K - $348K
|
32.2K
$6.08M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 29.38% |
$291K - $347K
|
16K
$3.02M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 21.83% |
$290K - $346K
|
20.2K
$3.81M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.36K+ 108.45% |
$270K - $321K
|
6.46K
$1.22M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.27KNew |
$262K - $312K
|
3.27K
$617K
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.26K+ 5.22% |
$261K - $311K
|
65.6K
$12.4M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.04KNew |
$244K - $291K
|
3.04K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.87KNew |
$230K - $274K
|
2.87K
$542K
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
2.7K+ 108.0% |
$217K - $258K
|
5.2K
$981K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7K+ 63.99% |
$216K - $258K
|
6.91K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.67K+ 5.7% |
$215K - $256K
|
49.6K
$9.36M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.57KNew |
$206K - $246K
|
2.57K
$485K
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.53KNew |
$203K - $242K
|
2.53K
$478K
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.44KNew |
$196K - $233K
|
2.44K
$461K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$185K - $221K
|
2.31K
$436K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$185K - $220K
|
2.31K
$435K
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.3KNew |
$185K - $220K
|
2.3K
$434K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26KNew |
$181K - $216K
|
2.26K
$427K
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.2KNew |
$177K - $210K
|
2.2K
$415K
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.94K+ 30.55% |
$156K - $186K
|
8.3K
$1.57M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.89K+ 23.61% |
$152K - $181K
|
9.91K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.56K+ 3.97% |
$125K - $149K
|
40.9K
$7.72M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.5K+ 18.26% |
$120K - $143K
|
9.69K
$1.83M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 1.89% |
$120K - $143K
|
80.4K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.48K+ 10.56% |
$119K - $142K
|
15.5K
$2.93M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 2.74% |
$115K - $137K
|
53.9K
$10.2M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 0.44% |
$95.6K - $114K
|
273K
$51.5M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.17K+ 5.29% |
$93.9K - $112K
|
23.3K
$4.39M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 3.68% |
$92.3K - $110K
|
32.4K
$6.12M
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.13K+ 35.83% |
$90.3K - $107K
|
4.27K
$805K
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.1K+ 21.14% |
$88.5K - $105K
|
6.32K
$1.19M
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.06K+ 36.77% |
$84.7K - $101K
|
3.92K
$741K
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
955+ 7.26% |
$76.6K - $91.3K
|
14.1K
$2.66M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
896+ 4.34% |
$71.9K - $85.6K
|
21.6K
$4.07M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
816+ 7.34% |
$65.5K - $78K
|
11.9K
$2.25M
|