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
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.31K- 18.38% |
$224K - $282K
|
10.2K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.31K- 2.35% |
$224K - $282K
|
96.2K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.54K- 31.52% |
$246K - $310K
|
5.51K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.74K- 22.41% |
$266K - $335K
|
9.5K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-2.76K- 1.65% |
$267K - $337K
|
164K
$30.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.87K- 7.91% |
$278K - $351K
|
33.4K
$6.24M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.87K- 7.91% |
$278K - $351K
|
33.4K
$6.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.88K- 3.47% |
$279K - $352K
|
80.2K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.93K- 0.53% |
$284K - $357K
|
545K
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3.19K- 17.08% |
$309K - $389K
|
15.5K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.33K- 5.37% |
$420K - $530K
|
76.4K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.5K- 97.4% |
$437K - $550K
|
120
$22.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.56K- 10.15% |
$442K - $557K
|
40.3K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-5.66K- 15.7% |
$548K - $691K
|
30.4K
$5.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.52K- 5.63% |
$632K - $797K
|
109K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.57K- 38.48% |
$734K - $925K
|
12.1K
$2.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.95K- 62.41% |
$771K - $972K
|
4.79K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-9.15K- 61.41% |
$887K - $1.12M
|
5.75K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-9.59K- 0.71% |
$930K - $1.17M
|
1.35M
$252M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.62K- 0.92% |
$932K - $1.18M
|
1.03M
$193M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-10.5K- 9.4% |
$1.02M - $1.28M
|
101K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11.5K- 8.93% |
$1.11M - $1.4M
|
117K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 1.63% |
$1.14M - $1.44M
|
711K
$133M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 29.28% |
$1.14M - $1.44M
|
28.5K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 8.08% |
$1.37M - $1.72M
|
161K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3K- 67.42% |
$1.39M - $1.75M
|
6.91K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.4K- 3.85% |
$1.4M - $1.76M
|
360K
$67.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17.8K- 4.77% |
$1.73M - $2.18M
|
355K
$66.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-22.3K- 25.88% |
$2.16M - $2.72M
|
63.7K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-32.3K- 4.86% |
$3.13M - $3.95M
|
632K
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-33.6K- 17.16% |
$3.25M - $4.1M
|
162K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.3K- 3.44% |
$3.52M - $4.43M
|
1.02M
$191M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-43.2K- 35.25% |
$4.18M - $5.28M
|
79.3K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-57.5K- 21.62% |
$5.58M - $7.03M
|
209K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-59.7K- 62.67% |
$5.79M - $7.29M
|
35.6K
$6.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-69.2K- 7.98% |
$6.71M - $8.45M
|
798K
$149M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-82.6K- 92.52% |
$8.01M - $10.1M
|
6.68K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-85.1K- 7.21% |
$8.25M - $10.4M
|
1.09M
$205M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-85.7K- 77.22% |
$8.31M - $10.5M
|
25.3K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-108K- 92.88% |
$10.5M - $13.2M
|
8.3K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-117K- 73.11% |
$11.4M - $14.3M
|
43.2K
$8.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-144K- 43.68% |
$13.9M - $17.6M
|
185K
$34.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-149K- 23.46% |
$14.4M - $18.2M
|
486K
$90.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-170K- 34.93% |
$16.4M - $20.7M
|
316K
$59.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-777K- 48.2% |
$75.3M - $94.9M
|
835K
$156M
|