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 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
428+ 2.92% |
$32.1K - $38K
|
15.1K
$2.85M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
421+ 7.93% |
$31.6K - $37.4K
|
5.73K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
416New |
$31.2K - $37K
|
416
$78.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
397+ 0.99% |
$29.8K - $35.3K
|
40.5K
$7.65M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
391New |
$29.3K - $34.7K
|
391
$74K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
328+ 4.74% |
$24.6K - $29.1K
|
7.25K
$1.37M
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
305+ 11.13% |
$22.9K - $27.1K
|
3.05K
$576K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
267New |
$20K - $23.7K
|
267
$50.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
240+ 32.7% |
$18K - $21.3K
|
974
$184K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
217+ 6.29% |
$16.3K - $19.3K
|
3.67K
$694K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
200+ 4.81% |
$15K - $17.8K
|
4.36K
$824K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
179+ 145.53% |
$13.4K - $15.9K
|
302
$57.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
169New |
$12.7K - $15K
|
169
$32K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
164+ 0.89% |
$12.3K - $14.6K
|
18.6K
$3.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
162+ 9.87% |
$12.2K - $14.4K
|
1.8K
$341K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
152+ 5.69% |
$11.4K - $13.5K
|
2.82K
$534K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
139+ 2.99% |
$10.4K - $12.4K
|
4.78K
$904K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
138+ 2.42% |
$10.4K - $12.3K
|
5.83K
$1.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
116New |
$8.7K - $10.3K
|
116
$21.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114+ 55.07% |
$8.55K - $10.1K
|
321
$60.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
112+ 0.76% |
$8.4K - $9.95K
|
14.8K
$2.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
104New |
$7.8K - $9.24K
|
104
$19.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
99+ 0.19% |
$7.43K - $8.8K
|
51.1K
$9.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
88+ 88.0% |
$6.6K - $7.82K
|
188
$35.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
86New |
$6.45K - $7.64K
|
86
$16.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
85New |
$6.38K - $7.55K
|
85
$16.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
73+ 0.41% |
$5.48K - $6.49K
|
17.7K
$3.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
47New |
$3.53K - $4.18K
|
47
$8.89K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 3.18% |
$3.23K - $3.82K
|
1.4K
$264K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
39New |
$2.93K - $3.47K
|
39
$7.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
37+ 4.38% |
$2.78K - $3.29K
|
881
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34New |
$2.55K - $3.02K
|
34
$6.43K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34New |
$2.55K - $3.02K
|
34
$6.43K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
33+ 1.19% |
$2.48K - $2.93K
|
2.81K
$531K
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
30+ 2.5% |
$2.25K - $2.67K
|
1.23K
$233K
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
BUY
|
- |
27+ 0.06% |
$2.03K - $2.4K
|
41.9K
$7.92M
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
18+ 0.62% |
$1.35K - $1.6K
|
2.9K
$549K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 13.39% |
$1.28K - $1.51K
|
144
$27.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.19% |
$1.13K - $1.33K
|
8.1K
$1.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
15New |
$1.13K - $1.33K
|
15
$2.84K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
14+ 63.64% |
$1.05K - $1.24K
|
36
$6.81K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 56.0% |
$1.05K - $1.24K
|
39
$7.38K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$900 - $1.07K
|
12
$2.27K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 15.0% |
$900 - $1.07K
|
92
$17.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 39.13% |
$675 - $800
|
32
$6.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.79% |
$675 - $800
|
511
$96.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.32% |
$675 - $800
|
2.78K
$526K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8New |
$600 - $711
|
8
$1.51K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 3.7% |
$525 - $622
|
196
$37.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$300 - $355
|
6
$1.14K
|