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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 1.88% |
$512 - $605
|
314
$58K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10- 0.17% |
$854 - $1.01K
|
5.81K
$1.07M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21- 0.27% |
$1.79K - $2.12K
|
7.65K
$1.41M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34Closed |
$2.9K - $3.43K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-43- 27.74% |
$3.67K - $4.33K
|
112
$20.7K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 4.76% |
$4.27K - $5.04K
|
1K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-60- 6.2% |
$5.12K - $6.05K
|
907
$168K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.35% |
$5.12K - $6.05K
|
16.9K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 2.19% |
$5.29K - $6.25K
|
2.77K
$512K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-68- 67.33% |
$5.8K - $6.85K
|
33
$6.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-70- 50.0% |
$5.98K - $7.05K
|
70
$12.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-76- 36.36% |
$6.49K - $7.66K
|
133
$24.6K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-78- 2.28% |
$6.66K - $7.86K
|
3.34K
$617K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-92- 1.8% |
$7.85K - $9.27K
|
5.02K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-103- 0.53% |
$8.79K - $10.4K
|
19.4K
$3.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-113- 0.6% |
$9.65K - $11.4K
|
18.8K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-133- 0.31% |
$11.4K - $13.4K
|
42.8K
$7.91M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-138- 3.94% |
$11.8K - $13.9K
|
3.36K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-150- 12.2% |
$12.8K - $15.1K
|
1.08K
$200K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-174- 2.07% |
$14.9K - $17.5K
|
8.23K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-176- 13.45% |
$15K - $17.7K
|
1.13K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-203- 7.38% |
$17.3K - $20.5K
|
2.55K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-232- 54.21% |
$19.8K - $23.4K
|
196
$36.2K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-283- 1.88% |
$24.2K - $28.5K
|
14.8K
$2.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-293- 7.37% |
$25K - $29.5K
|
3.68K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-304- 0.8% |
$25.9K - $30.6K
|
37.9K
$7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-343- 11.24% |
$29.3K - $34.6K
|
2.71K
$501K
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-349- 2.09% |
$29.8K - $35.2K
|
16.4K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-350- 11.32% |
$29.9K - $35.3K
|
2.74K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-410- 18.58% |
$35K - $41.3K
|
1.8K
$332K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-455- 5.49% |
$38.8K - $45.9K
|
7.83K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-481- 0.76% |
$41.1K - $48.5K
|
62.7K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-640- 8.61% |
$54.6K - $64.5K
|
6.8K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-651- 0.75% |
$55.6K - $65.6K
|
85.6K
$15.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-674- 5.3% |
$57.5K - $67.9K
|
12K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-727- 3.98% |
$62.1K - $73.3K
|
17.5K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-795- 9.48% |
$67.9K - $80.1K
|
7.59K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-825- 14.01% |
$70.4K - $83.1K
|
5.07K
$936K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-900- 22.02% |
$76.8K - $90.7K
|
3.19K
$589K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.05K- 12.74% |
$89.3K - $105K
|
7.17K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.07K- 10.92% |
$91.2K - $108K
|
8.72K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.24K- 43.38% |
$106K - $125K
|
1.62K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.35K- 3.33% |
$116K - $136K
|
39.3K
$7.26M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.4K- 37.59% |
$119K - $141K
|
2.32K
$429K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 9.41% |
$124K - $146K
|
14K
$2.58M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.49K- 1.81% |
$127K - $150K
|
80.6K
$14.9M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-1.71K- 1.49% |
$146K - $172K
|
113K
$20.9M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.87K- 4.41% |
$159K - $188K
|
40.5K
$7.49M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 10.57% |
$173K - $204K
|
17.1K
$3.17M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.04K- 5.14% |
$174K - $206K
|
37.7K
$6.97M
|