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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
131+ 6.26% |
$16K - $17.9K
|
2.22K
$396K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
120+ 1.43% |
$14.7K - $16.4K
|
8.53K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
119+ 1.4% |
$14.6K - $16.3K
|
8.62K
$1.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
106+ 9.28% |
$13K - $14.5K
|
1.25K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
102+ 2.04% |
$12.5K - $14K
|
5.11K
$911K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.59% |
$12.2K - $13.7K
|
17.1K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
88+ 12.05% |
$10.8K - $12K
|
818
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
77+ 0.67% |
$9.42K - $10.5K
|
11.6K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
74+ 6.13% |
$9.06K - $10.1K
|
1.28K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 8.55% |
$8.57K - $9.58K
|
889
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
69New |
$8.44K - $9.44K
|
69
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
67+ 1.0% |
$8.2K - $9.17K
|
6.76K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
63+ 0.54% |
$7.71K - $8.62K
|
11.7K
$2.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
62New |
$7.59K - $8.48K
|
62
$11.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
58New |
$7.1K - $7.93K
|
58
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 3.05% |
$6.85K - $7.66K
|
1.89K
$337K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 6.8% |
$6.85K - $7.66K
|
879
$157K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 44.63% |
$6.61K - $7.39K
|
175
$31.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50New |
$6.12K - $6.84K
|
50
$8.91K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33New |
$4.04K - $4.51K
|
33
$5.88K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
32New |
$3.92K - $4.38K
|
32
$5.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
26New |
$3.18K - $3.56K
|
26
$4.64K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 9.12% |
$3.06K - $3.42K
|
299
$53.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
24New |
$2.94K - $3.28K
|
24
$4.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 12.5% |
$2.57K - $2.87K
|
189
$33.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 600.0% |
$2.2K - $2.46K
|
21
$3.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 20.0% |
$1.84K - $2.05K
|
90
$16K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$1.47K - $1.64K
|
12
$2.14K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 1.85% |
$1.22K - $1.37K
|
550
$98K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9New |
$1.1K - $1.23K
|
9
$1.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$1.1K - $1.23K
|
9
$1.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
9+ 0.45% |
$1.1K - $1.23K
|
2K
$356K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 0.79% |
$734 - $821
|
761
$136K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
5+ 0.07% |
$612 - $684
|
6.71K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.23% |
$490 - $547
|
1.71K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$367 - $410
|
3
$535
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$367 - $410
|
26.4K
$4.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$245 - $274
|
12
$2.14K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$245 - $274
|
2
$357
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$122 - $137
|
1
$178
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 2.17% |
$122 - $137
|
45
$8.02K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2- 0.03% |
$245 - $274
|
6.34K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3- 0.06% |
$367 - $410
|
4.7K
$838K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 2.8% |
$367 - $410
|
104
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5- 0.23% |
$612 - $684
|
2.18K
$389K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 1.14% |
$857 - $958
|
606
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 16.33% |
$979 - $1.09K
|
41
$7.31K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 3.43% |
$979 - $1.09K
|
225
$40.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9- 0.53% |
$1.1K - $1.23K
|
1.71K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 11.93% |
$1.59K - $1.78K
|
96
$17.1K
|