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 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$184K - $221K
|
1.16K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.09KNew |
$173K - $207K
|
1.09K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 30.44% |
$172K - $207K
|
4.65K
$879K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.07K+ 16.77% |
$170K - $204K
|
7.47K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 35.05% |
$165K - $198K
|
4.02K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 55.36% |
$164K - $197K
|
2.9K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.03K+ 44.83% |
$164K - $196K
|
3.33K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 9.85% |
$161K - $193K
|
11.3K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
996+ 9.93% |
$158K - $190K
|
11K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
942+ 4.39% |
$150K - $179K
|
22.4K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
867+ 4.89% |
$138K - $165K
|
18.6K
$3.52M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
779+ 2.92% |
$124K - $148K
|
27.5K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
747+ 7.61% |
$119K - $142K
|
10.6K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
716+ 18.68% |
$114K - $136K
|
4.55K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
695+ 42.27% |
$110K - $132K
|
2.34K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 1298.08% |
$107K - $129K
|
727
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
656+ 15.02% |
$104K - $125K
|
5.02K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
642+ 40.0% |
$102K - $122K
|
2.25K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
628+ 0.97% |
$99.7K - $120K
|
65.2K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
604New |
$95.9K - $115K
|
604
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
577+ 3.54% |
$91.6K - $110K
|
16.9K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
517+ 374.64% |
$82.1K - $98.5K
|
655
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 2.85% |
$78.1K - $93.7K
|
17.8K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
489+ 34.56% |
$77.7K - $93.1K
|
1.9K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
488+ 2.83% |
$77.5K - $93K
|
17.7K
$3.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
482+ 1.84% |
$76.5K - $91.8K
|
26.7K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
469+ 4.51% |
$74.5K - $89.3K
|
10.9K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
465+ 0.12% |
$73.8K - $88.6K
|
393K
$74.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
418+ 5.8% |
$66.4K - $79.6K
|
7.62K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
383+ 8.09% |
$60.8K - $73K
|
5.12K
$968K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$59.6K - $71.4K
|
375
$70.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
367+ 2.08% |
$58.3K - $69.9K
|
18.1K
$3.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
363New |
$57.6K - $69.1K
|
363
$68.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
360+ 5.85% |
$57.2K - $68.6K
|
6.52K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
358+ 2.37% |
$56.9K - $68.2K
|
15.5K
$2.93M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
336+ 3.75% |
$53.4K - $64K
|
9.3K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
321+ 12.43% |
$51K - $61.1K
|
2.9K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
314+ 21.75% |
$49.9K - $59.8K
|
1.76K
$333K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
307+ 21.57% |
$48.8K - $58.5K
|
1.73K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
305+ 5.87% |
$48.4K - $58.1K
|
5.5K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
305New |
$48.4K - $58.1K
|
305
$57.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
301+ 0.04% |
$47.8K - $57.3K
|
793K
$150M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
296+ 36.23% |
$47K - $56.4K
|
1.11K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
259+ 4.84% |
$41.1K - $49.3K
|
5.61K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
208+ 2.25% |
$33K - $39.6K
|
9.46K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
207+ 4.35% |
$32.9K - $39.4K
|
4.97K
$939K
|