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 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.34% |
$1.59K - $1.78K
|
3.85K
$684K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14- 0.35% |
$1.71K - $1.92K
|
4.03K
$715K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 7.6% |
$2.45K - $2.74K
|
243
$43.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22- 0.06% |
$2.69K - $3.01K
|
36.5K
$6.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-23- 1.21% |
$2.81K - $3.15K
|
1.88K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-30- 0.68% |
$3.67K - $4.1K
|
4.4K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 0.26% |
$3.92K - $4.38K
|
12.1K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-37- 1.58% |
$4.53K - $5.06K
|
2.31K
$410K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-41- 1.72% |
$5.02K - $5.61K
|
2.35K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-43- 1.8% |
$5.26K - $5.88K
|
2.35K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 1.81% |
$5.63K - $6.29K
|
2.5K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-52- 1.26% |
$6.36K - $7.11K
|
4.08K
$724K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 5.96% |
$6.49K - $7.25K
|
837
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 3.29% |
$7.71K - $8.62K
|
1.85K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-73- 2.87% |
$8.93K - $9.99K
|
2.47K
$438K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-74- 1.55% |
$9.06K - $10.1K
|
4.69K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-75- 3.77% |
$9.18K - $10.3K
|
1.91K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-75- 1.64% |
$9.18K - $10.3K
|
4.49K
$796K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-80- 3.9% |
$9.79K - $10.9K
|
1.97K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-80- 1.33% |
$9.79K - $10.9K
|
5.93K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-97- 4.85% |
$11.9K - $13.3K
|
1.9K
$338K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-99- 6.08% |
$12.1K - $13.5K
|
1.53K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 3.57% |
$12.2K - $13.7K
|
2.7K
$479K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.35% |
$12.2K - $13.7K
|
4.16K
$738K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-103- 4.63% |
$12.6K - $14.1K
|
2.12K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-124- 41.89% |
$15.2K - $17K
|
172
$30.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132- 2.24% |
$16.2K - $18.1K
|
5.77K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-133- 4.16% |
$16.3K - $18.2K
|
3.07K
$544K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-134- 4.19% |
$16.4K - $18.3K
|
3.06K
$543K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-134- 2.92% |
$16.4K - $18.3K
|
4.46K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-137- 4.11% |
$16.8K - $18.7K
|
3.2K
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-139- 5.28% |
$17K - $19K
|
2.49K
$442K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-140- 1.19% |
$17.1K - $19.2K
|
11.6K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-155- 5.85% |
$19K - $21.2K
|
2.49K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-159- 9.1% |
$19.5K - $21.8K
|
1.59K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-167- 7.57% |
$20.4K - $22.8K
|
2.04K
$362K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-172- 7.36% |
$21K - $23.5K
|
2.17K
$384K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-180- 26.09% |
$22K - $24.6K
|
510
$90.5K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.56% |
$24.5K - $27.4K
|
12.6K
$2.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.33% |
$24.5K - $27.4K
|
14.8K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-207- 0.92% |
$25.3K - $28.3K
|
22.4K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-222- 4.98% |
$27.2K - $30.4K
|
4.24K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-227- 18.58% |
$27.8K - $31.1K
|
995
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-285- 0.16% |
$34.9K - $39K
|
176K
$31.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-336- 8.24% |
$41.1K - $46K
|
3.74K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-352- 1.65% |
$43.1K - $48.2K
|
20.9K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-355- 1.94% |
$43.4K - $48.6K
|
17.9K
$3.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-373- 0.47% |
$45.6K - $51K
|
79.4K
$14.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-386- 20.06% |
$47.2K - $52.8K
|
1.54K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-398- 2.64% |
$48.7K - $54.4K
|
14.7K
$2.61M
|