Purchases and Sales Made in Q2 2024 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 29.55% |
$142K - $159K
|
5.1K
$910K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 5.29% |
$133K - $149K
|
21.7K
$3.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.08K+ 2.25% |
$132K - $147K
|
48.8K
$8.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
986+ 36.02% |
$121K - $135K
|
3.72K
$664K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
908New |
$111K - $124K
|
908
$162K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
904+ 8.5% |
$111K - $124K
|
11.5K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
901+ 19.91% |
$110K - $123K
|
5.43K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
835+ 35.32% |
$102K - $114K
|
3.2K
$570K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
742+ 7.12% |
$90.8K - $102K
|
11.2K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
668+ 0.15% |
$81.7K - $91.4K
|
434K
$77.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
625+ 388.2% |
$76.5K - $85.5K
|
786
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
602+ 31.0% |
$73.7K - $82.4K
|
2.54K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
592+ 3.04% |
$72.4K - $81K
|
20.1K
$3.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
569+ 3.54% |
$69.6K - $77.8K
|
16.6K
$2.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
545+ 1.33% |
$66.7K - $74.6K
|
41.6K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
509New |
$62.3K - $69.6K
|
509
$90.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
496+ 98.02% |
$60.7K - $67.9K
|
1K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
480+ 0.06% |
$58.7K - $65.7K
|
793K
$141M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
470New |
$57.5K - $64.3K
|
470
$83.8K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
453+ 0.35% |
$55.4K - $62K
|
130K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
421+ 4.16% |
$51.5K - $57.6K
|
10.6K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
416+ 4.79% |
$50.9K - $56.9K
|
9.09K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
406+ 16.4% |
$49.7K - $55.5K
|
2.88K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
389+ 1.74% |
$47.6K - $53.2K
|
22.7K
$4.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
367+ 13.36% |
$44.9K - $50.2K
|
3.12K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
362+ 0.08% |
$44.3K - $49.5K
|
436K
$77.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
360+ 2.53% |
$44.1K - $49.2K
|
14.6K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
350+ 10.72% |
$42.8K - $47.9K
|
3.61K
$644K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
349+ 1.76% |
$42.7K - $47.7K
|
20.2K
$3.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
318+ 0.87% |
$38.9K - $43.5K
|
37K
$6.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
317+ 43.72% |
$38.8K - $43.4K
|
1.04K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
310+ 18.41% |
$37.9K - $42.4K
|
1.99K
$355K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 0.29% |
$36.7K - $41K
|
103K
$18.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
283+ 2.6% |
$34.6K - $38.7K
|
11.2K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
281New |
$34.4K - $38.4K
|
281
$50.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
279+ 0.85% |
$34.1K - $38.2K
|
33.2K
$5.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
277+ 69.08% |
$33.9K - $37.9K
|
678
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
272+ 20.33% |
$33.3K - $37.2K
|
1.61K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
262New |
$32.1K - $35.8K
|
262
$46.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
226+ 0.09% |
$27.7K - $30.9K
|
244K
$43.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
210+ 2.45% |
$25.7K - $28.7K
|
8.77K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
191New |
$23.4K - $26.1K
|
191
$34K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
188+ 0.93% |
$23K - $25.7K
|
20.4K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
185+ 4.31% |
$22.6K - $25.3K
|
4.48K
$799K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
164+ 264.52% |
$20.1K - $22.4K
|
226
$40.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
162+ 27.74% |
$19.8K - $22.2K
|
746
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
162+ 558.62% |
$19.8K - $22.2K
|
191
$34K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
160+ 14.21% |
$19.6K - $21.9K
|
1.29K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
139+ 24.91% |
$17K - $19K
|
697
$124K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
134New |
$16.4K - $18.3K
|
134
$23.9K
|