Purchases and Sales Made in Q3 2022 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.47K+ 36.39% |
$335K - $397K
|
16.7K
$2.91M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 21.58% |
$301K - $356K
|
22.6K
$3.93M
|
|
Nov 09, 2022
Q3 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
3.99K+ 3.44% |
$299K - $355K
|
120K
$20.9M
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.85KNew |
$288K - $342K
|
3.85K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.23K+ 5.26% |
$242K - $287K
|
64.6K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 1.53% |
$242K - $286K
|
214K
$37.2M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.13K+ 35.13% |
$235K - $278K
|
12.1K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.92KNew |
$219K - $260K
|
2.92K
$508K
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.82K+ 1.0% |
$212K - $251K
|
287K
$49.8M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.79K+ 24.35% |
$209K - $248K
|
14.2K
$2.47M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.78K+ 2.28% |
$209K - $247K
|
125K
$21.7M
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.53K+ 6.44% |
$190K - $225K
|
41.8K
$7.28M
|
|
Nov 15, 2022
Q3 2022
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
2.42K+ 2.2% |
$181K - $215K
|
112K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.21K+ 14.33% |
$166K - $197K
|
17.7K
$3.07M
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.07K+ 4.84% |
$156K - $184K
|
44.9K
$7.82M
|
|
Nov 14, 2022
Q3 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 1.3% |
$139K - $164K
|
144K
$25.1M
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 37.52% |
$133K - $158K
|
6.51K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 9.57% |
$126K - $150K
|
19.3K
$3.36M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 2.02% |
$122K - $144K
|
82.2K
$14.3M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
1.61K+ 33.99% |
$121K - $143K
|
6.34K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 0.64% |
$114K - $135K
|
239K
$41.6M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 12.55% |
$112K - $133K
|
13.4K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.48KNew |
$111K - $131K
|
1.48K
$257K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.44K+ 46.94% |
$108K - $128K
|
4.52K
$786K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
1.38K+ 6.51% |
$103K - $122K
|
22.5K
$3.92M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
1.35K+ 5.42% |
$101K - $120K
|
26.2K
$4.56M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.3K+ 20.64% |
$97.8K - $116K
|
7.62K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.24K+ 14.37% |
$92.8K - $110K
|
9.85K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.11K+ 2.53% |
$83.4K - $98.8K
|
45.1K
$7.85M
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.1K+ 4.22% |
$82.5K - $97.8K
|
27.1K
$4.72M
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.1K+ 4.22% |
$82.5K - $97.8K
|
27.1K
$4.72M
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.1K+ 4.22% |
$82.5K - $97.8K
|
27.1K
$4.72M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.01K+ 8.03% |
$75.7K - $89.7K
|
13.6K
$2.36M
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
890+ 0.79% |
$66.8K - $79.1K
|
114K
$19.8M
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
883+ 23.58% |
$66.3K - $78.5K
|
4.63K
$805K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
873+ 60.5% |
$65.5K - $77.6K
|
2.32K
$403K
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
816+ 2.05% |
$61.2K - $72.5K
|
40.5K
$7.05M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
714+ 2.63% |
$53.6K - $63.5K
|
27.8K
$4.84M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
709+ 21.9% |
$53.2K - $63K
|
3.95K
$686K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
698+ 6.84% |
$52.4K - $62K
|
10.9K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
638+ 9.41% |
$47.9K - $56.7K
|
7.42K
$1.29M
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
625+ 10.05% |
$46.9K - $55.5K
|
6.85K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
616+ 3.78% |
$46.2K - $54.7K
|
16.9K
$2.94M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
565+ 8.22% |
$42.4K - $50.2K
|
7.44K
$1.29M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
540+ 120.0% |
$40.5K - $48K
|
990
$172K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
499+ 1.87% |
$37.4K - $44.3K
|
27.1K
$4.72M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
458+ 28.24% |
$34.4K - $40.7K
|
2.08K
$362K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
454New |
$34.1K - $40.3K
|
454
$79K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
437+ 7.26% |
$32.8K - $38.8K
|
6.45K
$1.12M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
428+ 2.92% |
$32.1K - $38K
|
15.1K
$2.63M
|