Purchases and Sales Made in Q1 2023 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
241+ 0.8% |
$20.6K - $24.3K
|
30.4K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
241+ 8.29% |
$20.6K - $24.3K
|
3.15K
$582K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
200+ 3.71% |
$17.1K - $20.2K
|
5.59K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
186+ 4.15% |
$15.9K - $18.7K
|
4.67K
$863K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
179+ 2.31% |
$15.3K - $18K
|
7.94K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
170New |
$14.5K - $17.1K
|
170
$31.4K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
130New |
$11.1K - $13.1K
|
130
$24K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
116+ 0.58% |
$9.9K - $11.7K
|
20.2K
$3.74M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 22.03% |
$9.82K - $11.6K
|
637
$118K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 126.74% |
$9.3K - $11K
|
195
$36K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
104New |
$8.88K - $10.5K
|
104
$19.2K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
104New |
$8.88K - $10.5K
|
104
$19.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103+ 4.37% |
$8.79K - $10.4K
|
2.46K
$455K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
96+ 184.62% |
$8.19K - $9.67K
|
148
$27.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
91+ 1.25% |
$7.77K - $9.17K
|
7.4K
$1.37M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
90+ 3.92% |
$7.68K - $9.07K
|
2.39K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
87New |
$7.43K - $8.77K
|
87
$16.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
77+ 2.69% |
$6.57K - $7.76K
|
2.94K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
68+ 0.18% |
$5.8K - $6.85K
|
38.3K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
54+ 1.94% |
$4.61K - $5.44K
|
2.84K
$526K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
53+ 662.5% |
$4.52K - $5.34K
|
61
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50New |
$4.27K - $5.04K
|
50
$9.24K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
49New |
$4.18K - $4.94K
|
49
$9.06K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
46+ 2.53% |
$3.93K - $4.64K
|
1.86K
$345K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40New |
$3.41K - $4.03K
|
40
$7.39K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 20.37% |
$2.82K - $3.33K
|
195
$36K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33New |
$2.82K - $3.33K
|
33
$6.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 4.81% |
$2.22K - $2.62K
|
566
$105K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$1.96K - $2.32K
|
23
$4.25K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19+ 13.57% |
$1.62K - $1.91K
|
159
$29.4K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 11.18% |
$1.62K - $1.91K
|
189
$34.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.81% |
$1.54K - $1.81K
|
1.01K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 1.43% |
$1.37K - $1.61K
|
1.13K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$1.37K - $1.61K
|
16
$2.96K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 4.15% |
$854 - $1.01K
|
251
$46.4K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10+ 0.27% |
$854 - $1.01K
|
3.65K
$675K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 2.36% |
$598 - $705
|
303
$56K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7+ 0.24% |
$598 - $705
|
2.96K
$546K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
5+ 35.71% |
$427 - $504
|
19
$3.51K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$427 - $504
|
5
$924
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4+ 0.31% |
$341 - $403
|
1.29K
$238K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$171 - $202
|
2
$370
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.69% |
$85.4 - $101
|
14
$2.59K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.5% |
$85.4 - $101
|
41
$7.58K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.57% |
$85.4 - $101
|
175
$32.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 33.33% |
$85.4 - $101
|
2
$370
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.18% |
$85.4 - $101
|
566
$105K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 16.67% |
$171 - $202
|
10
$1.85K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 23.08% |
$256 - $302
|
10
$1.85K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.33% |
$341 - $403
|
296
$54.7K
|