Purchases and Sales Made in Q3 2023 in Houlihan Lokey, Inc. (HLI)

HLI Quotes by TradingView

This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 2023. 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 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
109
+ 16.93%
$10.3K - $12K
753 $139K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
105
+ 4.64%
$9.96K - $11.6K
2.37K $438K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 3.7%
$9.48K - $11K
2.8K $518K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
96
New
$9.1K - $10.6K
96 $17.7K
Oct 25, 2023 Q3 2023
Taylor Frigon Capital Management LLC

BUY
 -
77
+ 0.49%
$7.3K - $8.47K
15.9K $2.93M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
76
+ 1.89%
$7.21K - $8.36K
4.1K $758K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
68
+ 0.44%
$6.45K - $7.48K
15.6K $2.89M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
43
New
$4.08K - $4.73K
43 $7.95K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
42
New
$3.98K - $4.62K
42 $7.76K
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
40
+ 1.82%
$3.79K - $4.4K
2.23K $413K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
35
+ 2.84%
$3.32K - $3.85K
1.27K $234K
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
32
New
$3.03K - $3.52K
32 $5.92K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
29
+ 4.75%
$2.75K - $3.19K
639 $118K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
29
New
$2.75K - $3.19K
29 $5.36K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
29
New
$2.75K - $3.19K
29 $5.36K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
26
+ 28.89%
$2.47K - $2.86K
116 $21.4K
Apr 29, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
23
+ 2.02%
$2.18K - $2.53K
1.16K $214K
Nov 14, 2023 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
23
+ 2.02%
$2.18K - $2.53K
1.16K $214K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
23
+ 0.44%
$2.18K - $2.53K
5.2K $961K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
19
+ 0.69%
$1.8K - $2.09K
2.77K $512K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
19
+ 14.29%
$1.8K - $2.09K
152 $28.1K
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
19
+ 1.6%
$1.8K - $2.09K
1.2K $223K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
18
+ 0.58%
$1.71K - $1.98K
3.1K $572K
Nov 14, 2023 Q3 2023
Janus Henderson Group PLC

London, X0
BUY
 -
12
+ 0.05%
$1.14K - $1.32K
24.2K $4.47M
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
10
New
$948 - $1.1K
10 $1.85K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
10
New
$948 - $1.1K
10 $1.85K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
9
+ 300.0%
$854 - $991
12 $2.22K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
7
+ 2.82%
$664 - $770
255 $47.1K
Nov 14, 2023 Q3 2023
Isthmus Partners, LLC

Madison, WI
BUY
 -
6
+ 0.12%
$569 - $660
5.09K $940K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
6
+ 4.44%
$569 - $660
141 $26.1K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
5
+ 5.26%
$474 - $550
100 $18.5K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
4
+ 50.0%
$379 - $440
12 $2.22K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
3
+ 0.3%
$285 - $330
1.01K $187K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
2
+ 5.26%
$190 - $220
40 $7.39K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
SELL
 -
-2
- 0.03%
$190 - $220
6.98K $1.29M
Nov 13, 2023 Q3 2023
Capital International Investors

Los Angeles, CA
SELL
 -
-5
- -0.0%
$474 - $550
505K $93.4M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

SELL
 -
-6
- 15.79%
$569 - $660
32 $5.92K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-10
- 0.14%
$948 - $1.1K
7K $1.29M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-17
- 25.0%
$1.61K - $1.87K
51 $9.43K
Nov 08, 2023 Q3 2023
Alpine Woods Capital Investors, LLC

SELL
 -
-17
- 0.35%
$1.61K - $1.87K
4.87K $900K
Nov 13, 2023 Q3 2023
American International Group, Inc.

New York, NY
SELL
 -
-18
- 3.77%
$1.71K - $1.98K
460 $85K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-20
- 1.12%
$1.9K - $2.2K
1.77K $327K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-21
- 0.96%
$1.99K - $2.31K
2.16K $399K
Nov 13, 2023 Q3 2023
Hilton Capital Management, LLC

SELL
 -
-30
- 1.06%
$2.85K - $3.3K
2.79K $516K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-31
- 38.27%
$2.94K - $3.41K
50 $9.24K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-32
- 1.48%
$3.03K - $3.52K
2.13K $394K
Oct 11, 2023 Q3 2023
J2 Capital Management Inc

SELL
 -
-39
- 1.21%
$3.7K - $4.29K
3.19K $590K
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
SELL
 -
-41
- 0.82%
$3.89K - $4.51K
4.95K $915K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-43
- 7.49%
$4.08K - $4.73K
531 $98.2K

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