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 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 2.53% |
$12.5K - $15K
|
3.05K
$577K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-82- 3.78% |
$13K - $15.6K
|
2.09K
$395K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-87- 5.51% |
$13.8K - $16.6K
|
1.49K
$282K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-97- 2.27% |
$15.4K - $18.5K
|
4.18K
$790K
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-100- 20.0% |
$15.9K - $19K
|
400
$75.7K
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-101- 2.16% |
$16K - $19.2K
|
4.57K
$865K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-105- 2.53% |
$16.7K - $20K
|
4.05K
$766K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-108- 15.34% |
$17.2K - $20.6K
|
596
$113K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-109- 5.2% |
$17.3K - $20.8K
|
1.99K
$376K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-116- 4.86% |
$18.4K - $22.1K
|
2.27K
$430K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-119- 8.29% |
$18.9K - $22.7K
|
1.32K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-126- 2.77% |
$20K - $24K
|
4.42K
$836K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-134- 3.06% |
$21.3K - $25.5K
|
4.25K
$803K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-147- 3.25% |
$23.3K - $28K
|
4.37K
$827K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-165- 0.93% |
$26.2K - $31.4K
|
17.5K
$3.32M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-168- 3.97% |
$26.7K - $32K
|
4.07K
$770K
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-175- 7.51% |
$27.8K - $33.3K
|
2.16K
$408K
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-179- 3.42% |
$28.4K - $34.1K
|
5.06K
$957K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-196- 2.47% |
$31.1K - $37.3K
|
7.73K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-204- 13.32% |
$32.4K - $38.9K
|
1.33K
$251K
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-231- 10.46% |
$36.7K - $44K
|
1.98K
$374K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-254- 7.64% |
$40.3K - $48.4K
|
3.07K
$581K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-256- 6.04% |
$40.7K - $48.8K
|
3.99K
$754K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-262- 85.9% |
$41.6K - $49.9K
|
43
$8.13K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-290- 1.47% |
$46.1K - $55.2K
|
19.4K
$3.67M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-291- 15.16% |
$46.2K - $55.4K
|
1.63K
$308K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-298- 6.25% |
$47.3K - $56.8K
|
4.47K
$845K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-372- 12.74% |
$59.1K - $70.9K
|
2.55K
$482K
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-378- 1.19% |
$60K - $72K
|
31.5K
$5.96M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-392- 24.33% |
$62.3K - $74.7K
|
1.22K
$231K
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-394- 10.79% |
$62.6K - $75.1K
|
3.26K
$617K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-407- 3.41% |
$64.6K - $77.5K
|
11.5K
$2.18M
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-412- 3.98% |
$65.4K - $78.5K
|
9.93K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-434- 12.0% |
$68.9K - $82.7K
|
3.18K
$602K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-445- 2.22% |
$70.7K - $84.8K
|
19.6K
$3.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-464- 3.64% |
$73.7K - $88.4K
|
12.3K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-486- 1.1% |
$77.2K - $92.6K
|
43.5K
$8.24M
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-487- 36.7% |
$77.3K - $92.8K
|
840
$159K
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-500- 0.04% |
$79.4K - $95.2K
|
1.14M
$216M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-507- 24.3% |
$80.5K - $96.6K
|
1.58K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-512- 7.59% |
$81.3K - $97.5K
|
6.24K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-513- 0.65% |
$81.5K - $97.7K
|
78.7K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-536- 2.03% |
$85.1K - $102K
|
25.9K
$4.9M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-570- 2.74% |
$90.5K - $109K
|
20.2K
$3.82M
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-584- 25.81% |
$92.7K - $111K
|
1.68K
$318K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-611- 31.67% |
$97K - $116K
|
1.32K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-631- 3.03% |
$100K - $120K
|
20.2K
$3.81M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-664- 3.29% |
$105K - $126K
|
19.5K
$3.7M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-717- 3.52% |
$114K - $137K
|
19.7K
$3.72M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-723- 2.47% |
$115K - $138K
|
28.5K
$5.39M
|