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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$184K - $221K
|
1.16K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
747+ 7.61% |
$119K - $142K
|
10.6K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
716+ 18.68% |
$114K - $136K
|
4.55K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
695+ 42.27% |
$110K - $132K
|
2.34K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
628+ 0.97% |
$99.7K - $120K
|
65.2K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
577+ 3.54% |
$91.6K - $110K
|
16.9K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 2.85% |
$78.1K - $93.7K
|
17.8K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
488+ 2.83% |
$77.5K - $93K
|
17.7K
$3.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
482+ 1.84% |
$76.5K - $91.8K
|
26.7K
$4.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
469+ 4.51% |
$74.5K - $89.3K
|
10.9K
$2.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
418+ 5.8% |
$66.4K - $79.6K
|
7.62K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
383+ 8.09% |
$60.8K - $73K
|
5.12K
$946K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
363New |
$57.6K - $69.1K
|
363
$67.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
358+ 2.37% |
$56.9K - $68.2K
|
15.5K
$2.86M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
307+ 21.57% |
$48.8K - $58.5K
|
1.73K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
305New |
$48.4K - $58.1K
|
305
$56.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
208+ 2.25% |
$33K - $39.6K
|
9.46K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
207+ 4.35% |
$32.9K - $39.4K
|
4.97K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.36% |
$31.8K - $38.1K
|
14.9K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
199+ 12.67% |
$31.6K - $37.9K
|
1.77K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
191New |
$30.3K - $36.4K
|
191
$35.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
169New |
$26.8K - $32.2K
|
169
$31.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 12.13% |
$23.8K - $28.6K
|
1.39K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
116+ 24.79% |
$18.4K - $22.1K
|
584
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.79% |
$15.9K - $19K
|
12.7K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 6.21% |
$15.1K - $18.1K
|
1.63K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
92+ 2.5% |
$14.6K - $17.5K
|
3.77K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
77+ 5.0% |
$12.2K - $14.7K
|
1.62K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73New |
$11.6K - $13.9K
|
73
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 4.49% |
$7.15K - $8.57K
|
1.05K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 5.25% |
$7.15K - $8.57K
|
902
$167K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44New |
$6.99K - $8.38K
|
44
$8.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42New |
$6.67K - $8K
|
42
$7.76K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
40+ 0.66% |
$6.35K - $7.62K
|
6.11K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
39+ 0.36% |
$6.19K - $7.43K
|
10.9K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 17.35% |
$6.03K - $7.24K
|
257
$47.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 3.72% |
$5.72K - $6.86K
|
1.01K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$5.56K - $6.67K
|
35
$6.47K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
33+ 1.06% |
$5.24K - $6.29K
|
3.14K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
32New |
$5.08K - $6.1K
|
32
$5.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27New |
$4.29K - $5.14K
|
27
$4.99K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 6.12% |
$4.29K - $5.14K
|
468
$86.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.97% |
$3.02K - $3.62K
|
1.98K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 112.5% |
$2.86K - $3.43K
|
34
$6.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18+ 30.0% |
$2.86K - $3.43K
|
78
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.54K - $3.05K
|
4.39K
$812K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$2.54K - $3.05K
|
41
$7.58K
|