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 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$2.54K - $3.05K
|
41
$7.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.54K - $3.05K
|
4.39K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15+ 0.73% |
$2.38K - $2.86K
|
2.07K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 0.09% |
$2.22K - $2.67K
|
16.2K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.75K - $2.1K
|
11
$1.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 18.03% |
$1.75K - $2.1K
|
72
$12.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$794 - $952
|
5
$899
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.46% |
$794 - $952
|
1.08K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$635 - $762
|
4
$719
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 1.55% |
$476 - $571
|
197
$35.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.18% |
$476 - $571
|
1.71K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 2.3% |
$318 - $381
|
89
$16K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$318 - $381
|
2
$360
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$318 - $381
|
2
$360
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$318 - $381
|
2
$360
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.72% |
$159 - $190
|
139
$25K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.09% |
$159 - $190
|
1.14K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.12% |
$159 - $190
|
860
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$318 - $381
|
10
$1.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4- 0.27% |
$635 - $762
|
1.48K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 7.14% |
$794 - $952
|
65
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 12.73% |
$1.11K - $1.33K
|
48
$8.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10- 0.67% |
$1.59K - $1.9K
|
1.48K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-12- 0.46% |
$1.91K - $2.29K
|
2.59K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 12.38% |
$2.06K - $2.48K
|
92
$16.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-15- 1.14% |
$2.38K - $2.86K
|
1.3K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-18- 0.38% |
$2.86K - $3.43K
|
4.67K
$840K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-27- 11.16% |
$4.29K - $5.14K
|
215
$38.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-30- 2.11% |
$4.76K - $5.71K
|
1.39K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 3.95% |
$4.92K - $5.91K
|
753
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-33- 1.34% |
$5.24K - $6.29K
|
2.42K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 22.35% |
$6.35K - $7.62K
|
139
$25K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-49- 2.87% |
$7.78K - $9.33K
|
1.66K
$298K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-51- 54.26% |
$8.1K - $9.71K
|
43
$7.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 3.24% |
$9.37K - $11.2K
|
1.76K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-67- 4.52% |
$10.6K - $12.8K
|
1.42K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 4.73% |
$11.1K - $13.3K
|
1.41K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-77- 0.28% |
$12.2K - $14.7K
|
27.2K
$4.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 2.53% |
$12.5K - $15K
|
3.05K
$548K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-97- 2.27% |
$15.4K - $18.5K
|
4.18K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-101- 2.16% |
$16K - $19.2K
|
4.57K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-105- 2.53% |
$16.7K - $20K
|
4.05K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-108- 15.34% |
$17.2K - $20.6K
|
596
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-134- 3.06% |
$21.3K - $25.5K
|
4.25K
$763K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-196- 2.47% |
$31.1K - $37.3K
|
7.73K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-231- 10.46% |
$36.7K - $44K
|
1.98K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-254- 7.64% |
$40.3K - $48.4K
|
3.07K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-256- 6.04% |
$40.7K - $48.8K
|
3.99K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-262- 85.9% |
$41.6K - $49.9K
|
43
$7.73K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-290- 1.47% |
$46.1K - $55.2K
|
19.4K
$3.49M
|