Purchases and Sales Made in Q4 2022 in Houlihan Lokey, Inc. (HLI)

HLI Quotes by TradingView

This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q4 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
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
48
+ 1200.0%
$3.68K - $4.88K
52 $9.27K
Feb 15, 2023 Q4 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
45
+ 1.48%
$3.45K - $4.57K
3.09K $551K
Mar 30, 2023 Q4 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
45
+ 1.48%
$3.45K - $4.57K
3.09K $551K
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
BUY
 -
44
+ 1.5%
$3.37K - $4.47K
2.98K $531K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
34
+ 100.0%
$2.61K - $3.45K
68 $12.1K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
33
+ 48.53%
$2.53K - $3.35K
101 $18K
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
26
New
$1.99K - $2.64K
26 $4.64K
Feb 09, 2023 Q4 2022
Denali Advisors LLC

BUY
 -
14
New
$1.07K - $1.42K
14 $2.5K
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
12
New
$920 - $1.22K
12 $2.14K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
12
New
$920 - $1.22K
12 $2.14K
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
11
+ 7.64%
$844 - $1.12K
155 $27.6K
Feb 09, 2023 Q4 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
9
New
$690 - $914
9 $1.6K
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
9
New
$690 - $914
9 $1.6K
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
7
+ 116.67%
$537 - $711
13 $2.32K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
7
+ 116.67%
$537 - $711
13 $2.32K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
7
New
$537 - $711
7 $1.25K
Feb 13, 2023 Q4 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
7
+ 0.02%
$537 - $711
45K $8.01M
Feb 14, 2023 Q4 2022
State Of Wyoming

Cheyenne, WY
BUY
 -
7
+ 0.55%
$537 - $711
1.28K $229K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
4
+ 0.05%
$307 - $406
8.79K $1.57M
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

BUY
 -
4
+ 5.06%
$307 - $406
83 $14.8K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4
New
$307 - $406
4 $713
Feb 03, 2023 Q4 2022
Tfo Tdc, LLC

BUY
 -
3
New
$230 - $305
3 $535
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1
+ 0.04%
$76.7 - $102
2.83K $505K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 2.56%
$76.7 - $102
40 $7.13K
Jan 31, 2023 Q4 2022
Schubert & CO

SELL
 -
-1
- 2.78%
$76.7 - $102
35 $6.24K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1
- 0.31%
$76.7 - $102
320 $57K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-2
- 0.82%
$153 - $203
241 $43K
Feb 10, 2023 Q4 2022
Intrust Bank Na

Wichita, KS
SELL
 -
-9
- 0.18%
$690 - $914
5.11K $911K
Feb 14, 2023 Q4 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-23
- 0.18%
$1.76K - $2.34K
12.6K $2.25M
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-29
- 0.07%
$2.22K - $2.95K
40.6K $7.25M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-30
- 0.82%
$2.3K - $3.05K
3.64K $649K
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-30
- 46.15%
$2.3K - $3.05K
35 $6.24K
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-31
- 0.21%
$2.38K - $3.15K
15.1K $2.68M
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

SELL
 -
-36
- 14.69%
$2.76K - $3.66K
209 $37.3K
Jan 23, 2023 Q4 2022
Allspring Global Investments Holdings, LLC

SELL
 -
-37
- 0.44%
$2.84K - $3.76K
8.29K $1.48M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

SELL
 -
-53
- 17.55%
$4.06K - $5.38K
249 $44.4K
Jan 17, 2023 Q4 2022
Exchange Traded Concepts, LLC

SELL
 -
-54
- 5.54%
$4.14K - $5.49K
920 $164K
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-75
- 34.88%
$5.75K - $7.62K
140 $25K
Feb 10, 2023 Q4 2022
American International Group, Inc.

New York, NY
SELL
 -
-86
- 0.36%
$6.6K - $8.74K
23.7K $4.22M
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
SELL
 -
-86
- 6.16%
$6.6K - $8.74K
1.31K $233K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-93
- 34.83%
$7.13K - $9.45K
174 $31K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-109
- 4.71%
$8.36K - $11.1K
2.21K $393K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-115
- 58.67%
$8.82K - $11.7K
81 $14.4K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-116
- 0.6%
$8.9K - $11.8K
19.2K $3.42M
Feb 08, 2023 Q4 2022
Washington Trust Advisors, Inc.

SELL
 -
-139
- 49.82%
$10.7K - $14.1K
140 $25K
Feb 14, 2023 Q4 2022
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-168
- 3.95%
$12.9K - $17.1K
4.09K $729K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-207
- 1.17%
$15.9K - $21K
17.5K $3.11M
Feb 14, 2023 Q4 2022
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-299
- 9.81%
$22.9K - $30.4K
2.75K $490K
Feb 13, 2023 Q4 2022
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-366
- 1.79%
$28.1K - $37.2K
20.1K $3.58M

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