Purchases and Sales Made in Q3 2022 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4New |
$300 - $355
|
4
$739
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$225 - $267
|
3
$555
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 18.75% |
$225 - $267
|
19
$3.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$150 - $178
|
19.5K
$3.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$150 - $178
|
2
$370
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1- -0.0% |
$75 - $88.9
|
247K
$45.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.01% |
$75 - $88.9
|
17.8K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$75 - $88.9
|
607K
$112M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.41% |
$75 - $88.9
|
245
$45.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.11% |
$225 - $267
|
2.76K
$510K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 50.0% |
$450 - $533
|
6
$1.11K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-15- 6.52% |
$1.13K - $1.33K
|
215
$39.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-21- 5.26% |
$1.58K - $1.87K
|
378
$69.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 77.14% |
$2.03K - $2.4K
|
8
$1.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-45- 0.87% |
$3.38K - $4K
|
5.12K
$946K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-46- 0.89% |
$3.45K - $4.09K
|
5.14K
$949K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-56- 29.79% |
$4.2K - $4.98K
|
132
$24.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-59- 28.37% |
$4.43K - $5.24K
|
149
$27.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.51% |
$6.83K - $8.09K
|
17.8K
$3.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98- 3.35% |
$7.35K - $8.71K
|
2.83K
$523K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 2.22% |
$7.5K - $8.89K
|
4.4K
$813K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-100- 3.18% |
$7.5K - $8.89K
|
3.05K
$564K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-126- 0.53% |
$9.45K - $11.2K
|
23.7K
$4.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-141- 2.77% |
$10.6K - $12.5K
|
4.94K
$914K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142- 4.65% |
$10.7K - $12.6K
|
2.91K
$539K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-152- 0.01% |
$11.4K - $13.5K
|
1.08M
$200M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-182- 0.45% |
$13.7K - $16.2K
|
40.7K
$7.52M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-184- 4.14% |
$13.8K - $16.4K
|
4.26K
$787K
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-200- 0.38% |
$15K - $17.8K
|
52.5K
$9.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-239- 7.53% |
$17.9K - $21.2K
|
2.94K
$543K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 8.54% |
$20.6K - $24.4K
|
2.95K
$545K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-282- 2.05% |
$21.2K - $25.1K
|
13.4K
$2.49M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-331- 1.59% |
$24.8K - $29.4K
|
20.5K
$3.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-331- 1.59% |
$24.8K - $29.4K
|
20.5K
$3.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-345- 2.69% |
$25.9K - $30.7K
|
12.5K
$2.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-354- 4.24% |
$26.6K - $31.5K
|
8K
$1.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-410- 21.47% |
$30.8K - $36.4K
|
1.5K
$277K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-412- 4.45% |
$30.9K - $36.6K
|
8.85K
$1.64M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-449- 7.98% |
$33.7K - $39.9K
|
5.18K
$958K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-493- 9.8% |
$37K - $43.8K
|
4.54K
$839K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-628- 4.33% |
$47.1K - $55.8K
|
13.9K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-632- 46.13% |
$47.4K - $56.2K
|
738
$136K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-657- 4.49% |
$49.3K - $58.4K
|
14K
$2.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-679- 8.58% |
$50.9K - $60.3K
|
7.23K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-700- 4.91% |
$52.5K - $62.2K
|
13.6K
$2.51M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-721- 15.06% |
$54.1K - $64.1K
|
4.07K
$752K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-749- 1.47% |
$56.2K - $66.6K
|
50.1K
$9.26M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-931- 3.19% |
$69.9K - $82.7K
|
28.3K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-943- 42.48% |
$70.8K - $83.8K
|
1.28K
$236K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-958- 2.43% |
$71.9K - $85.1K
|
38.5K
$7.11M
|