Purchases and Sales Made in Q4 2022 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
804+ 427.66% |
$61.7K - $81.7K
|
992
$173K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
739+ 195.5% |
$56.7K - $75.1K
|
1.12K
$194K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
739+ 1.64% |
$56.7K - $75.1K
|
45.8K
$7.97M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
726+ 12.67% |
$55.7K - $73.7K
|
6.46K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
711+ 10.78% |
$54.5K - $72.2K
|
7.31K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
667+ 2.54% |
$51.2K - $67.8K
|
26.9K
$4.68M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
623+ 15.79% |
$47.8K - $63.3K
|
4.57K
$795K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
586+ 0.32% |
$44.9K - $59.5K
|
184K
$32.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
572+ 4.26% |
$43.9K - $58.1K
|
14K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
569+ 1.36% |
$43.6K - $57.8K
|
42.4K
$7.38M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
540+ 120.0% |
$41.4K - $54.9K
|
990
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
540New |
$41.4K - $54.9K
|
540
$93.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
518+ 17.05% |
$39.7K - $52.6K
|
3.56K
$619K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
496+ 332.89% |
$38K - $50.4K
|
645
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
469+ 0.92% |
$36K - $47.6K
|
51.5K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
440+ 8.34% |
$33.7K - $44.7K
|
5.72K
$994K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
433+ 14.82% |
$33.2K - $44K
|
3.36K
$584K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
382+ 5.58% |
$29.3K - $38.8K
|
7.23K
$1.26M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
350+ 12.77% |
$26.8K - $35.6K
|
3.09K
$538K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
300New |
$23K - $30.5K
|
300
$52.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
278+ 4.59% |
$21.3K - $28.2K
|
6.33K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
278+ 0.02% |
$21.3K - $28.2K
|
1.3M
$226M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
275+ 1.53% |
$21.1K - $27.9K
|
18.3K
$3.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
213+ 4.11% |
$16.3K - $21.6K
|
5.39K
$938K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
211+ 2.79% |
$16.2K - $21.4K
|
7.76K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
196+ 0.75% |
$15K - $19.9K
|
26.4K
$4.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
180+ 155.17% |
$13.8K - $18.3K
|
296
$51.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
176+ 9.76% |
$13.5K - $17.9K
|
1.98K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
175+ 3.41% |
$13.4K - $17.8K
|
5.31K
$924K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170New |
$13K - $17.3K
|
170
$29.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
166+ 5.96% |
$12.7K - $16.9K
|
2.95K
$513K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162New |
$12.4K - $16.5K
|
162
$28.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
141+ 1.43% |
$10.8K - $14.3K
|
10K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
134+ 0.71% |
$10.3K - $13.6K
|
18.9K
$3.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
116+ 1.43% |
$8.9K - $11.8K
|
8.21K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
109+ 3.22% |
$8.36K - $11.1K
|
3.5K
$609K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
107+ 2.63% |
$8.21K - $10.9K
|
4.17K
$726K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
105+ 1.36% |
$8.05K - $10.7K
|
7.81K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
103+ 321.88% |
$7.9K - $10.5K
|
135
$23.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94New |
$7.21K - $9.55K
|
94
$16.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
87+ 0.56% |
$6.67K - $8.84K
|
15.7K
$2.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84+ 2.98% |
$6.44K - $8.53K
|
2.91K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
83+ 3.01% |
$6.37K - $8.43K
|
2.84K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83New |
$6.37K - $8.43K
|
83
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
81+ 0.55% |
$6.21K - $8.23K
|
14.9K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 58.33% |
$5.91K - $7.82K
|
209
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
63New |
$4.83K - $6.4K
|
63
$11K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
58+ 2.07% |
$4.45K - $5.89K
|
2.86K
$498K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
56+ 10.96% |
$4.29K - $5.69K
|
567
$98.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
51+ 0.24% |
$3.91K - $5.18K
|
21.2K
$3.69M
|