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 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-162- 32.99% |
$15.7K - $19.8K
|
329
$62.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-189- 0.39% |
$18.3K - $23.1K
|
48.2K
$9.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-194- 30.36% |
$18.8K - $23.7K
|
445
$84.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-204- 1.31% |
$19.8K - $24.9K
|
15.4K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-210- 17.44% |
$20.4K - $25.7K
|
994
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-211- 9.9% |
$20.5K - $25.8K
|
1.92K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-212- 28.15% |
$20.6K - $25.9K
|
541
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-240- 1.96% |
$23.3K - $29.3K
|
12K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-246- 11.92% |
$23.8K - $30.1K
|
1.82K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-254- 2.45% |
$24.6K - $31K
|
10.1K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-256- 7.62% |
$24.8K - $31.3K
|
3.11K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-335- 4.19% |
$32.5K - $40.9K
|
7.66K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-348- 11.23% |
$33.7K - $42.5K
|
2.75K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-377- 1.77% |
$36.5K - $46.1K
|
21K
$3.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-417- 4.13% |
$40.4K - $51K
|
9.68K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-434- 3.57% |
$42.1K - $53K
|
11.7K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-469- 2.95% |
$45.5K - $57.3K
|
15.4K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-471- 6.06% |
$45.7K - $57.6K
|
7.3K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-506- 29.28% |
$49.1K - $61.8K
|
1.22K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-508- 0.84% |
$49.2K - $62.1K
|
60.3K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-520- 6.09% |
$50.4K - $63.5K
|
8.02K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-537- 1.11% |
$52.1K - $65.6K
|
47.8K
$9.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-570- 11.7% |
$55.3K - $69.6K
|
4.3K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-589- 16.91% |
$57.1K - $72K
|
2.9K
$548K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-648- 36.61% |
$62.8K - $79.2K
|
1.12K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-728- 28.18% |
$70.6K - $89K
|
1.86K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-758- 9.25% |
$73.5K - $92.6K
|
7.44K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-818- 15.83% |
$79.3K - $100K
|
4.35K
$823K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-884- 23.05% |
$85.7K - $108K
|
2.95K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-917- 15.83% |
$88.9K - $112K
|
4.87K
$922K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-923- 1.17% |
$89.5K - $113K
|
77.9K
$14.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-936- 0.97% |
$90.7K - $114K
|
95.5K
$18.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-946- 5.16% |
$91.7K - $116K
|
17.4K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-967- 0.07% |
$93.7K - $118K
|
1.3M
$246M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-995- 14.21% |
$96.5K - $122K
|
6.01K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 6.86% |
$98.1K - $124K
|
13.7K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.03K- 13.86% |
$100K - $126K
|
6.43K
$1.22M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.1K- 93.99% |
$106K - $134K
|
70
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 0.4% |
$110K - $139K
|
282K
$53.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 6.72% |
$125K - $158K
|
17.9K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.57K- 4.2% |
$152K - $192K
|
35.8K
$6.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 9.47% |
$154K - $194K
|
15.2K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 4.95% |
$155K - $195K
|
30.7K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.65K- 30.06% |
$160K - $201K
|
3.83K
$725K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.65K- 30.06% |
$160K - $201K
|
3.83K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.67K- 1.29% |
$162K - $204K
|
127K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.81K- 22.18% |
$175K - $221K
|
6.35K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.84K- 26.38% |
$178K - $225K
|
5.14K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 9.06% |
$187K - $235K
|
19.3K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.01K- 3.58% |
$195K - $246K
|
54.2K
$10.3M
|