Purchases and Sales Made in Q4 2024 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
827KNew |
$131M - $157M
|
827K
$153M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
238K+ 340.96% |
$37.7M - $45.3M
|
307K
$56.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
124KNew |
$19.8M - $23.7M
|
124K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
123KNew |
$19.5M - $23.4M
|
123K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.3K+ 1823.27% |
$14.3M - $17.2M
|
95.3K
$17.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
29.6KNew |
$4.69M - $5.63M
|
29.6K
$5.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
25.4K+ 289.67% |
$4.03M - $4.83M
|
34.1K
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21.3K+ 11.81% |
$3.38M - $4.06M
|
202K
$37.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
18.6K+ 1447.67% |
$2.96M - $3.55M
|
19.9K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6K+ 1148.69% |
$2.64M - $3.17M
|
18.1K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
14.1K+ 43.22% |
$2.25M - $2.69M
|
46.9K
$8.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
13K+ 14.88% |
$2.07M - $2.48M
|
101K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
12.5K+ 9222.96% |
$1.98M - $2.37M
|
12.6K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
10K+ 15.77% |
$1.59M - $1.9M
|
73.4K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
9.76KNew |
$1.55M - $1.86M
|
9.76K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.51KNew |
$1.51M - $1.81M
|
9.51K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.03KNew |
$1.43M - $1.72M
|
9.03K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
8.7K+ 62.39% |
$1.38M - $1.66M
|
22.7K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.78KNew |
$1.24M - $1.48M
|
7.78K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.19KNew |
$984K - $1.18M
|
6.19K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.65K+ 3.44% |
$897K - $1.08M
|
170K
$31.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
5.52KNew |
$877K - $1.05M
|
5.52K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.2KNew |
$826K - $990K
|
5.2K
$961K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
4.67KNew |
$742K - $890K
|
4.67K
$864K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.64K+ 32.21% |
$737K - $884K
|
19.1K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.41K+ 142.16% |
$700K - $839K
|
7.51K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.19KNew |
$665K - $797K
|
4.19K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.98KNew |
$474K - $568K
|
2.98K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.56K+ 1.57% |
$406K - $487K
|
166K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$405K - $486K
|
2.55K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52K+ 80.88% |
$400K - $480K
|
5.64K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.45K+ 124.49% |
$389K - $467K
|
4.42K
$817K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.38KNew |
$378K - $454K
|
2.38K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.29KNew |
$364K - $437K
|
2.29K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.03K+ 17.21% |
$323K - $387K
|
13.8K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
2KNew |
$318K - $381K
|
2K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 51.85% |
$307K - $368K
|
5.66K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.93K+ 0.32% |
$307K - $368K
|
603K
$111M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.8K+ 14.67% |
$286K - $343K
|
14.1K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.8K+ 309.66% |
$285K - $342K
|
2.38K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.67KNew |
$265K - $318K
|
1.67K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
1.64K+ 0.68% |
$260K - $312K
|
242K
$44.8M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.62KNew |
$257K - $308K
|
1.62K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.61KNew |
$256K - $307K
|
1.61K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 20.77% |
$254K - $305K
|
9.3K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.41KNew |
$224K - $269K
|
1.41K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.3K+ 10.69% |
$206K - $248K
|
13.5K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.26K+ 39.49% |
$199K - $239K
|
4.43K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$221K
|