Purchases and Sales Made in Q3 2023 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 223.54% |
$134K - $156K
|
2.05K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.41K+ 18.16% |
$134K - $156K
|
9.19K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.39K+ 80.5% |
$132K - $153K
|
3.12K
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.36K+ 15.48% |
$129K - $150K
|
10.1K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.24K+ 5.49% |
$117K - $136K
|
23.8K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 10.15% |
$116K - $135K
|
13.3K
$2.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.23K+ 1.58% |
$116K - $135K
|
78.8K
$13.7M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.23K+ 1.58% |
$116K - $135K
|
78.8K
$13.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.18K+ 10.39% |
$112K - $130K
|
12.5K
$2.18M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.16K+ 17.3% |
$110K - $127K
|
7.84K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.1K+ 9.85% |
$104K - $121K
|
12.2K
$2.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
927+ 13.15% |
$87.9K - $102K
|
7.98K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
900+ 225.0% |
$85.4K - $99.1K
|
1.3K
$226K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
891+ 25.76% |
$84.5K - $98.1K
|
4.35K
$757K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
829+ 246.73% |
$78.6K - $91.2K
|
1.17K
$203K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
808New |
$76.6K - $88.9K
|
808
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
727+ 0.42% |
$68.9K - $80K
|
175K
$30.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
705+ 15.35% |
$66.9K - $77.6K
|
5.3K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
638+ 1029.03% |
$60.5K - $70.2K
|
700
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
624+ 8.61% |
$59.2K - $68.7K
|
7.88K
$1.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
607+ 3.29% |
$57.6K - $66.8K
|
19K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
591+ 1.24% |
$56.1K - $65K
|
48.3K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
571+ 7.81% |
$54.2K - $62.8K
|
7.88K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
542+ 1.99% |
$51.4K - $59.7K
|
27.8K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
522+ 6.17% |
$49.5K - $57.5K
|
8.98K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
500+ 2.3% |
$47.4K - $55K
|
22.2K
$3.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
495+ 15.17% |
$46.9K - $54.5K
|
3.76K
$654K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
443+ 3.75% |
$42K - $48.8K
|
12.3K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
428+ 0.89% |
$40.6K - $47.1K
|
48.3K
$8.41M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
394+ 7.27% |
$37.4K - $43.4K
|
5.81K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
387+ 1.85% |
$36.7K - $42.6K
|
21.3K
$3.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
348+ 1.94% |
$33K - $38.3K
|
18.3K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
308+ 8.92% |
$29.2K - $33.9K
|
3.76K
$654K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300+ 100.0% |
$28.5K - $33K
|
600
$104K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
282New |
$26.7K - $31K
|
282
$49.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
264+ 3.46% |
$25K - $29.1K
|
7.91K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
258+ 1.81% |
$24.5K - $28.4K
|
14.5K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
253+ 1.89% |
$24K - $27.8K
|
13.6K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
245+ 99.59% |
$23.2K - $27K
|
491
$85.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
233+ 4.81% |
$22.1K - $25.6K
|
5.08K
$883K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
225+ 34.88% |
$21.3K - $24.8K
|
870
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
218+ 0.61% |
$20.7K - $24K
|
36.3K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 0.07% |
$19.1K - $22.1K
|
283K
$49.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
197+ 23.51% |
$18.7K - $21.7K
|
1.04K
$180K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
195+ 0.15% |
$18.5K - $21.5K
|
134K
$23.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191+ 1.31% |
$18.1K - $21K
|
14.8K
$2.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
173+ 20.52% |
$16.4K - $19K
|
1.02K
$177K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
171+ 2.23% |
$16.2K - $18.8K
|
7.84K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
147+ 6.03% |
$13.9K - $16.2K
|
2.58K
$449K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
134+ 4.52% |
$12.7K - $14.7K
|
3.1K
$539K
|