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 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18New |
$2.86K - $3.43K
|
18
$3.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 64.0% |
$2.54K - $3.05K
|
41
$7.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.54K - $3.05K
|
4.39K
$831K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15+ 0.73% |
$2.38K - $2.86K
|
2.07K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 0.09% |
$2.22K - $2.67K
|
16.2K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 18.03% |
$1.75K - $2.1K
|
72
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11New |
$1.75K - $2.1K
|
11
$2.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$1.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.12% |
$953 - $1.14K
|
4.91K
$928K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.46% |
$794 - $952
|
1.08K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$794 - $952
|
5
$946
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$635 - $762
|
4
$757
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.65% |
$635 - $762
|
621
$117K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4New |
$635 - $762
|
4
$757
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.18% |
$476 - $571
|
1.71K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 1.55% |
$476 - $571
|
197
$37.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$318 - $381
|
2
$378
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 2.3% |
$318 - $381
|
89
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.08% |
$318 - $381
|
2.47K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.72% |
$159 - $190
|
139
$26.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 5.56% |
$159 - $190
|
19
$3.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.12% |
$159 - $190
|
860
$163K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.09% |
$159 - $190
|
1.14K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$318 - $381
|
10
$1.89K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 9.76% |
$635 - $762
|
37
$7K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4- 0.27% |
$635 - $762
|
1.48K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 7.14% |
$794 - $952
|
65
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 12.73% |
$1.11K - $1.33K
|
48
$9.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10- 0.67% |
$1.59K - $1.9K
|
1.48K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11- 20.75% |
$1.75K - $2.1K
|
42
$7.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-12- 0.46% |
$1.91K - $2.29K
|
2.59K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 12.38% |
$2.06K - $2.48K
|
92
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-15- 1.14% |
$2.38K - $2.86K
|
1.3K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-18- 0.38% |
$2.86K - $3.43K
|
4.67K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-27- 11.16% |
$4.29K - $5.14K
|
215
$40.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-30- 2.11% |
$4.76K - $5.71K
|
1.39K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 3.95% |
$4.92K - $5.91K
|
753
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-31- 6.44% |
$4.92K - $5.91K
|
450
$85.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-33- 1.34% |
$5.24K - $6.29K
|
2.42K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 22.35% |
$6.35K - $7.62K
|
139
$26.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-49- 2.87% |
$7.78K - $9.33K
|
1.66K
$313K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-51- 54.26% |
$8.1K - $9.71K
|
43
$8.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-57- 79.17% |
$9.05K - $10.9K
|
15
$2.84K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 3.24% |
$9.37K - $11.2K
|
1.76K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-67- 4.52% |
$10.6K - $12.8K
|
1.42K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 4.73% |
$11.1K - $13.3K
|
1.41K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-76- 3.17% |
$12.1K - $14.5K
|
2.32K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-77- 0.28% |
$12.2K - $14.7K
|
27.2K
$5.14M
|