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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 7.49% |
$4.08K - $4.73K
|
531
$100K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 2.09% |
$4.17K - $4.84K
|
2.06K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-57- 96.61% |
$5.41K - $6.27K
|
2
$378
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-60- 2.14% |
$5.69K - $6.6K
|
2.74K
$519K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-64- 2.25% |
$6.07K - $7.04K
|
2.78K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 42.05% |
$7.78K - $9.02K
|
113
$21.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-85- 1.47% |
$8.06K - $9.36K
|
5.69K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-96- 4.14% |
$9.1K - $10.6K
|
2.22K
$420K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-104Closed |
$9.86K - $11.4K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-114- 0.13% |
$10.8K - $12.5K
|
87.3K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-118- 5.28% |
$11.2K - $13K
|
2.12K
$400K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-135- 15.12% |
$12.8K - $14.9K
|
758
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-174- 72.5% |
$16.5K - $19.2K
|
66
$12.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-194- 3.62% |
$18.4K - $21.4K
|
5.17K
$977K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-243- 0.07% |
$23K - $26.7K
|
367K
$69.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-261- 6.7% |
$24.8K - $28.7K
|
3.64K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-267- 2.8% |
$25.3K - $29.4K
|
9.27K
$1.75M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-267- 2.8% |
$25.3K - $29.4K
|
9.27K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-274- 0.43% |
$26K - $30.2K
|
63.2K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-298- 0.79% |
$28.3K - $32.8K
|
37.3K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-304- 10.69% |
$28.8K - $33.5K
|
2.54K
$480K
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-334- 0.34% |
$31.7K - $36.8K
|
98.5K
$18.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-335- 11.23% |
$31.8K - $36.9K
|
2.65K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-416- 4.64% |
$39.5K - $45.8K
|
8.54K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-489- 8.15% |
$46.4K - $53.8K
|
5.51K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-522- 0.11% |
$49.5K - $57.5K
|
486K
$91.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-549- 13.61% |
$52.1K - $60.4K
|
3.48K
$659K
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-638- 91.14% |
$60.5K - $70.2K
|
62
$11.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-665- 12.58% |
$63.1K - $73.2K
|
4.62K
$875K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-676- 39.01% |
$64.1K - $74.4K
|
1.06K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-695- 0.56% |
$65.9K - $76.5K
|
122K
$23.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-711- 3.19% |
$67.4K - $78.3K
|
21.6K
$4.08M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-747- 2.02% |
$70.8K - $82.2K
|
36.3K
$6.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-803- 6.23% |
$76.2K - $88.4K
|
12.1K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-934- 4.94% |
$88.6K - $103K
|
18K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-942- 4.67% |
$89.3K - $104K
|
19.2K
$3.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-944- 1.16% |
$89.5K - $104K
|
80.7K
$15.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 5.75% |
$96.9K - $112K
|
16.8K
$3.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.16K- 13.32% |
$110K - $128K
|
7.56K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 1.03% |
$115K - $134K
|
117K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-1.28K- 1.31% |
$121K - $140K
|
96.4K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.43K- 24.15% |
$136K - $158K
|
4.5K
$851K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.45K- 3.87% |
$138K - $160K
|
36K
$6.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.68K- 14.26% |
$159K - $185K
|
10.1K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.71K- 1.0% |
$162K - $188K
|
170K
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.77K- 17.99% |
$167K - $194K
|
8.05K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.8K- 9.43% |
$170K - $198K
|
17.3K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.82K- 19.0% |
$173K - $201K
|
7.77K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.86K- 4.0% |
$177K - $205K
|
44.7K
$8.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.93K- 1.47% |
$183K - $212K
|
129K
$24.4M
|