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 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
711New |
$68.9K - $86.9K
|
711
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
693+ 8.8% |
$67.2K - $84.7K
|
8.57K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
688New |
$66.7K - $84.1K
|
688
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
646+ 20.71% |
$62.6K - $78.9K
|
3.77K
$696K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
639+ 10.99% |
$61.9K - $78.1K
|
6.45K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
613+ 1.04% |
$59.4K - $74.9K
|
59.3K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
526+ 13.65% |
$51K - $64.3K
|
4.38K
$810K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
525+ 9.91% |
$50.9K - $64.1K
|
5.82K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
488+ 0.37% |
$47.3K - $59.6K
|
134K
$24.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
468+ 22.85% |
$45.4K - $57.2K
|
2.52K
$465K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
462+ 1.16% |
$44.8K - $56.5K
|
40.2K
$7.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
450New |
$43.6K - $55K
|
450
$83.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
445+ 8.07% |
$43.1K - $54.4K
|
5.96K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
415+ 3.12% |
$40.2K - $50.7K
|
13.7K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
401+ 0.33% |
$38.9K - $49K
|
123K
$22.7M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$33.9K - $42.8K
|
350
$64.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
286+ 3.09% |
$27.7K - $34.9K
|
9.56K
$1.77M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
286+ 3.09% |
$27.7K - $34.9K
|
9.56K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.99% |
$21.3K - $26.9K
|
22.4K
$4.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
218+ 9.78% |
$21.1K - $26.6K
|
2.45K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
195New |
$18.9K - $23.8K
|
195
$36K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
183New |
$17.7K - $22.4K
|
183
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
152+ 5.54% |
$14.7K - $18.6K
|
2.9K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
136New |
$13.2K - $16.6K
|
136
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123+ 12.11% |
$11.9K - $15K
|
1.14K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
119New |
$11.5K - $14.5K
|
119
$22K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
111New |
$10.8K - $13.6K
|
111
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
107+ 1.28% |
$10.4K - $13.1K
|
8.45K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
102+ 3.29% |
$9.89K - $12.5K
|
3.2K
$591K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99New |
$9.6K - $12.1K
|
99
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
92+ 14.42% |
$8.92K - $11.2K
|
730
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
90+ 225.0% |
$8.72K - $11K
|
130
$24K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
81New |
$7.85K - $9.9K
|
81
$15K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
78+ 866.67% |
$7.56K - $9.53K
|
87
$16.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
74+ 1.3% |
$7.17K - $9.04K
|
5.77K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62New |
$6.01K - $7.58K
|
62
$11.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
56New |
$5.43K - $6.84K
|
56
$10.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
53New |
$5.14K - $6.48K
|
53
$9.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$4.85K - $6.11K
|
50
$9.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
42+ 0.93% |
$4.07K - $5.13K
|
4.54K
$839K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
28New |
$2.71K - $3.42K
|
28
$5.18K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26+ 0.6% |
$2.52K - $3.18K
|
4.38K
$809K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22+ 2.13% |
$2.13K - $2.69K
|
1.06K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$3.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21New |
$2.04K - $2.57K
|
21
$3.88K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.56% |
$2.04K - $2.57K
|
3.78K
$699K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19New |
$1.84K - $2.32K
|
19
$3.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19New |
$1.84K - $2.32K
|
19
$3.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 0.07% |
$1.84K - $2.32K
|
27.3K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 10.53% |
$1.55K - $1.96K
|
168
$31.1K
|