Purchases and Sales Made in Q3 2024 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 2024. 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 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 3.2% |
$9.12K - $11K
|
2.06K
$389K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-68- 3.41% |
$9.12K - $11K
|
1.93K
$365K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69- 3.65% |
$9.25K - $11.2K
|
1.82K
$345K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$13.4K - $16.2K
|
14.7K
$2.78M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 6.7% |
$13.8K - $16.7K
|
1.44K
$271K
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-103- 0.16% |
$13.8K - $16.7K
|
64.5K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-106- 2.36% |
$14.2K - $17.2K
|
4.38K
$828K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-109- 2.36% |
$14.6K - $17.7K
|
4.52K
$855K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-111- 2.55% |
$14.9K - $18K
|
4.24K
$802K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-112- 0.27% |
$15K - $18.1K
|
41.5K
$7.84M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-113- 2.52% |
$15.2K - $18.3K
|
4.37K
$826K
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-113- 59.16% |
$15.2K - $18.3K
|
78
$14.8K
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-115- 0.41% |
$15.4K - $18.6K
|
27.7K
$5.23M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 22.77% |
$18.5K - $22.4K
|
468
$88.5K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-146- 0.7% |
$19.6K - $23.7K
|
20.8K
$3.93M
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-154- 6.24% |
$20.7K - $24.9K
|
2.32K
$438K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-155- 3.3% |
$20.8K - $25.1K
|
4.54K
$860K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-155- 20.78% |
$20.8K - $25.1K
|
591
$112K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-166- 10.31% |
$22.3K - $26.9K
|
1.44K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-174- 0.38% |
$23.3K - $28.2K
|
45K
$8.52M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-196- 3.84% |
$26.3K - $31.8K
|
4.91K
$928K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-197- 0.25% |
$26.4K - $31.9K
|
79.2K
$15M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-199- 5.17% |
$26.7K - $32.2K
|
3.65K
$691K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-211- 4.13% |
$28.3K - $34.2K
|
4.9K
$927K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218- 21.76% |
$29.2K - $35.3K
|
784
$148K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-220- 26.28% |
$29.5K - $35.6K
|
617
$117K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-231- 4.26% |
$31K - $37.4K
|
5.2K
$983K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-240- 1.34% |
$32.2K - $38.9K
|
17.7K
$3.35M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-317- 0.65% |
$42.5K - $51.4K
|
48.5K
$9.17M
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-368- 5.44% |
$49.4K - $59.6K
|
6.39K
$1.21M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-425- 22.23% |
$57K - $68.8K
|
1.49K
$281K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-460- 2.57% |
$61.7K - $74.5K
|
17.4K
$3.3M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-529- 0.32% |
$70.9K - $85.7K
|
164K
$31.1M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-549- 0.86% |
$73.6K - $88.9K
|
63.4K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-573- 1.45% |
$76.8K - $92.8K
|
38.8K
$7.35M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-618- 21.45% |
$82.9K - $100K
|
2.26K
$428K
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-627- 0.48% |
$84.1K - $102K
|
130K
$24.6M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-673- 11.66% |
$90.3K - $109K
|
5.1K
$965K
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-688- 0.66% |
$92.3K - $111K
|
104K
$19.7M
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-713- 3.53% |
$95.6K - $115K
|
19.5K
$3.69M
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-742- 6.65% |
$99.5K - $120K
|
10.4K
$1.97M
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-742- 6.65% |
$99.5K - $120K
|
10.4K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-785- 5.8% |
$105K - $127K
|
12.8K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-791- 14.79% |
$106K - $128K
|
4.56K
$862K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-813- 3.56% |
$109K - $132K
|
22K
$4.16M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-835- 9.79% |
$112K - $135K
|
7.7K
$1.46M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-856- 94.27% |
$115K - $139K
|
52
$9.84K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-929- 2.07% |
$125K - $150K
|
44K
$8.33M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-986- 14.09% |
$132K - $160K
|
6.01K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-990- 25.2% |
$133K - $160K
|
2.94K
$556K
|