Purchases and Sales Made in Q4 2023 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 28.0% |
$1.36K - $1.71K
|
64
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
14New |
$1.36K - $1.71K
|
14
$2.62K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$1.16K - $1.47K
|
12
$2.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.07K - $1.34K
|
11
$2.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
10+ 0.07% |
$969 - $1.22K
|
15K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
9+ 0.01% |
$872 - $1.1K
|
67.7K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.94% |
$485 - $611
|
536
$100K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$485 - $611
|
5
$935
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.96% |
$485 - $611
|
260
$48.6K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 10.0% |
$96.9 - $122
|
11
$2.06K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$96.9 - $122
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 5.0% |
$194 - $244
|
38
$7.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$194 - $244
|
10
$1.87K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 4.55% |
$291 - $367
|
63
$11.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 7.84% |
$388 - $489
|
47
$8.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 5.0% |
$485 - $611
|
95
$17.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 5.93% |
$679 - $855
|
111
$20.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 6.38% |
$872 - $1.1K
|
132
$24.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12- 33.33% |
$1.16K - $1.47K
|
24
$4.49K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 81.25% |
$1.26K - $1.59K
|
3
$561
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 18.1% |
$2.04K - $2.57K
|
95
$17.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26- 0.53% |
$2.52K - $3.18K
|
4.92K
$921K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 21.67% |
$2.52K - $3.18K
|
94
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 23.89% |
$2.62K - $3.3K
|
86
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28- 1.3% |
$2.71K - $3.42K
|
2.13K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-30- 1.46% |
$2.91K - $3.67K
|
2.03K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-38- 23.9% |
$3.68K - $4.64K
|
121
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-40- 0.17% |
$3.88K - $4.89K
|
24.1K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-43- 1.98% |
$4.17K - $5.25K
|
2.13K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-49- 14.45% |
$4.75K - $5.99K
|
290
$54.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-57- 1.52% |
$5.53K - $6.96K
|
3.7K
$692K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-69- 0.88% |
$6.69K - $8.43K
|
7.81K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-71- 0.33% |
$6.88K - $8.68K
|
21.5K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-73- 1.78% |
$7.08K - $8.92K
|
4.03K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-74- 2.91% |
$7.17K - $9.04K
|
2.47K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 2.17% |
$7.66K - $9.65K
|
3.56K
$665K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-81- 1.03% |
$7.85K - $9.9K
|
7.76K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-81- 1.03% |
$7.85K - $9.9K
|
7.76K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-88- 1.73% |
$8.53K - $10.8K
|
4.99K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-89- 2.1% |
$8.63K - $10.9K
|
4.15K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-90- 8.88% |
$8.72K - $11K
|
923
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100- 7.69% |
$9.69K - $12.2K
|
1.2K
$224K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-103- 12.75% |
$9.98K - $12.6K
|
705
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-105- 4.43% |
$10.2K - $12.8K
|
2.27K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-107- 0.74% |
$10.4K - $13.1K
|
14.4K
$2.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-120- 1.59% |
$11.6K - $14.7K
|
7.44K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-143- 6.76% |
$13.9K - $17.5K
|
1.97K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-160- 5.77% |
$15.5K - $19.6K
|
2.61K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-162- 32.99% |
$15.7K - $19.8K
|
329
$61.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-189- 0.39% |
$18.3K - $23.1K
|
48.2K
$9M
|