Purchases and Sales Made in Q3 2024 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 3.82% |
$4.02K - $4.86K
|
816
$151K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 8.7% |
$3.49K - $4.21K
|
325
$60.1K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
25+ 0.68% |
$3.35K - $4.05K
|
3.68K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
25New |
$3.35K - $4.05K
|
25
$4.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18New |
$2.41K - $2.92K
|
18
$3.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18+ 0.07% |
$2.41K - $2.92K
|
24.2K
$4.47M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
16+ 1.01% |
$2.15K - $2.59K
|
1.61K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$2.77K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$2.01K - $2.43K
|
15
$2.77K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 700.0% |
$1.88K - $2.27K
|
16
$2.96K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.85% |
$1.74K - $2.11K
|
1.54K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
12+ 0.79% |
$1.61K - $1.94K
|
1.53K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.21K - $1.46K
|
9
$1.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8New |
$1.07K - $1.3K
|
8
$1.48K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.0% |
$939 - $1.13K
|
704
$130K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$536 - $648
|
4
$739
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$536 - $648
|
4
$739
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.22% |
$402 - $486
|
138
$25.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
3+ 5.77% |
$402 - $486
|
55
$10.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 4.35% |
$402 - $486
|
72
$13.3K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$268 - $324
|
2
$370
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$134 - $162
|
1
$185
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.06% |
$134 - $162
|
1.71K
$316K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$134 - $162
|
153
$28.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.63% |
$134 - $162
|
39
$7.21K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 0.59% |
$402 - $486
|
507
$93.7K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 14.29% |
$402 - $486
|
18
$3.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4- 12.12% |
$536 - $648
|
29
$5.36K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 11.11% |
$671 - $810
|
40
$7.39K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10- 0.05% |
$1.34K - $1.62K
|
19.7K
$3.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-10- 0.51% |
$1.34K - $1.62K
|
1.96K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.09% |
$1.48K - $1.78K
|
12.1K
$2.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-13- 34.21% |
$1.74K - $2.11K
|
25
$4.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-16- 0.34% |
$2.15K - $2.59K
|
4.67K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 16.35% |
$2.28K - $2.75K
|
87
$16.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21- 0.1% |
$2.82K - $3.4K
|
20.4K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.5% |
$2.95K - $3.56K
|
4.38K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24- 0.74% |
$3.22K - $3.89K
|
3.23K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.42% |
$3.35K - $4.05K
|
5.9K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 1.0% |
$3.35K - $4.05K
|
2.47K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-26- 1.62% |
$3.49K - $4.21K
|
1.58K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 27.08% |
$3.49K - $4.21K
|
70
$12.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27- 0.1% |
$3.62K - $4.37K
|
26.2K
$4.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-29- 50.0% |
$3.89K - $4.7K
|
29
$5.36K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-46- 20.44% |
$6.17K - $7.45K
|
179
$33.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 1.38% |
$6.71K - $8.1K
|
3.56K
$659K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-58- 0.53% |
$7.78K - $9.4K
|
10.8K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62- 7.05% |
$8.31K - $10K
|
817
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-68- 3.41% |
$9.12K - $11K
|
1.93K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-68- 3.2% |
$9.12K - $11K
|
2.06K
$380K
|