Purchases and Sales Made in Q1 2024 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
140+ 1.23% |
$16K - $18.5K
|
11.5K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131+ 19.04% |
$15K - $17.3K
|
819
$145K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127+ 7.44% |
$14.5K - $16.7K
|
1.84K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
126+ 96.92% |
$14.4K - $16.6K
|
256
$45.4K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
119+ 4.32% |
$13.6K - $15.7K
|
2.88K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
101+ 0.84% |
$11.5K - $13.3K
|
12.1K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 5.34% |
$11.1K - $12.8K
|
1.91K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
97+ 0.53% |
$11.1K - $12.8K
|
18.3K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 266.67% |
$10K - $11.6K
|
121
$21.5K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
85+ 8.04% |
$9.7K - $11.2K
|
1.14K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
80+ 3.53% |
$9.13K - $10.5K
|
2.35K
$416K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
80+ 1.43% |
$9.13K - $10.5K
|
5.66K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
75New |
$8.56K - $9.89K
|
75
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74+ 9.88% |
$8.45K - $9.76K
|
823
$146K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
62+ 1.54% |
$7.08K - $8.17K
|
4.08K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
62New |
$7.08K - $8.17K
|
62
$11K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
60New |
$6.85K - $7.91K
|
60
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57+ 2.67% |
$6.51K - $7.52K
|
2.19K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51New |
$5.82K - $6.72K
|
51
$9.05K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48New |
$5.48K - $6.33K
|
48
$8.52K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48+ 0.18% |
$5.48K - $6.33K
|
27.3K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
37New |
$4.22K - $4.88K
|
37
$6.57K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$3.08K - $3.56K
|
27
$4.79K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
26+ 1.4% |
$2.97K - $3.43K
|
1.88K
$334K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26+ 0.22% |
$2.97K - $3.43K
|
11.8K
$2.09M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22+ 0.06% |
$2.51K - $2.9K
|
36.6K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20+ 0.44% |
$2.28K - $2.64K
|
4.56K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19+ 0.26% |
$2.17K - $2.51K
|
7.46K
$1.32M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
18New |
$2.05K - $2.37K
|
18
$3.19K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
16+ 0.06% |
$1.83K - $2.11K
|
26.4K
$4.68M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16+ 1.88% |
$1.83K - $2.11K
|
867
$154K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 1.23% |
$1.71K - $1.98K
|
1.24K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.07% |
$1.71K - $1.98K
|
22.3K
$3.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15New |
$1.71K - $1.98K
|
15
$2.66K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 1.97% |
$1.6K - $1.85K
|
725
$129K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 5.38% |
$1.6K - $1.85K
|
274
$48.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 9.18% |
$1.03K - $1.19K
|
107
$19K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
9+ 0.53% |
$1.03K - $1.19K
|
1.7K
$302K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$799 - $923
|
7
$1.24K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
6+ 18.75% |
$685 - $791
|
38
$6.74K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6+ 31.58% |
$685 - $791
|
25
$4.44K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$571 - $659
|
5
$887
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
5+ 0.08% |
$571 - $659
|
6.34K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.75% |
$457 - $527
|
540
$95.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.27% |
$342 - $396
|
135
$24K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$228 - $264
|
2
$355
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$228 - $264
|
12
$2.13K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$114 - $132
|
1
$177
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.08% |
$114 - $132
|
1.22K
$217K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$114 - $132
|
1
$177
|