Purchases and Sales Made in Q4 2023 in Houlihan Lokey, Inc. (HLI)
This table provides information about the institutional ownership of Houlihan Lokey, Inc. (HLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.16K+ 16.61% |
$307K - $386K
|
22.2K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.09KNew |
$299K - $377K
|
3.09K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.03K+ 1.78% |
$293K - $370K
|
173K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.82KNew |
$274K - $345K
|
2.82K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.77KNew |
$269K - $339K
|
2.77K
$425K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.76KNew |
$267K - $337K
|
2.76K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.72KNew |
$263K - $332K
|
2.72K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.51KNew |
$243K - $307K
|
2.51K
$385K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.4K+ 18.92% |
$233K - $294K
|
15.1K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$231K - $291K
|
2.38K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.38K+ 0.8% |
$230K - $290K
|
300K
$45.9M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.32KNew |
$225K - $283K
|
2.32K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.24KNew |
$217K - $274K
|
2.24K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.23KNew |
$216K - $272K
|
2.23K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.09K+ 23.3% |
$203K - $256K
|
11.1K
$1.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.93KNew |
$187K - $236K
|
1.93K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.93K+ 3.05% |
$187K - $236K
|
65.2K
$9.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.92K+ 0.45% |
$186K - $235K
|
429K
$65.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.92KNew |
$186K - $234K
|
1.92K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.91KNew |
$185K - $233K
|
1.91K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.87KNew |
$182K - $229K
|
1.87K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83K+ 2.88% |
$178K - $224K
|
65.4K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.79KNew |
$174K - $219K
|
1.79K
$274K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.76KNew |
$171K - $215K
|
1.76K
$270K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.74KNew |
$169K - $213K
|
1.74K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$168K - $211K
|
1.73K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.72KNew |
$167K - $210K
|
1.72K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.71KNew |
$166K - $209K
|
1.71K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 1.31% |
$165K - $209K
|
132K
$20.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
1.7KNew |
$164K - $207K
|
1.7K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.67KNew |
$162K - $205K
|
1.67K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.67K+ 4.78% |
$161K - $203K
|
36.5K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.6K+ 5.78% |
$155K - $195K
|
29.3K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.44K+ 11.16% |
$140K - $176K
|
14.4K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 18.01% |
$139K - $175K
|
9.41K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.41K+ 5.07% |
$136K - $172K
|
29.2K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.32K+ 5.56% |
$128K - $162K
|
25.1K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 47.32% |
$128K - $161K
|
4.1K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.31K+ 65250.0% |
$127K - $159K
|
1.31K
$200K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.27K+ 2.32% |
$123K - $155K
|
55.9K
$8.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.26K+ 12.39% |
$122K - $154K
|
11.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.22KNew |
$118K - $149K
|
1.22K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1KNew |
$97.2K - $123K
|
1K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
954+ 2.92% |
$92.5K - $117K
|
33.6K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
893New |
$86.6K - $109K
|
893
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
851New |
$82.5K - $104K
|
851
$130K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
753+ 14.48% |
$73K - $92K
|
5.95K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
749New |
$72.6K - $91.5K
|
749
$115K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
722New |
$70K - $88.2K
|
722
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
714+ 3.31% |
$69.2K - $87.2K
|
22.3K
$3.42M
|