Stock TransactionsHOULIHAN LOKEY INC

Total Bought
1,718,888
94 transactions
Total Sold
1,164,014
111 transactions
Net
+554,874
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Champlain Investment Partners, LLC185,255546,340+361,0850.220.69+0.47buy
Capital Research Global Investors504,055798,836+294,7810.020.03+0.01buy
Qube Research & Technologies Ltd108,102274,387+166,2850.030.080.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP116,697247,634+130,9370.020.04+0.02buy
JENNISON ASSOCIATES LLC344,604469,653+125,0490.040.05+0.01buy
FIRST TRUST ADVISORS LP498,678406,768+91,9100.070.060.00sell
RENAISSANCE TECHNOLOGIES LLC150,700236,100+85,4000.040.06+0.02buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,926,9593,006,952+79,9931.161.290.00buy
WESTFIELD CAPITAL MANAGEMENT CO LP286,288345,524+59,2360.220.26+0.04buy
FENIMORE ASSET MANAGEMENT INC50,074104,225+54,1510.170.37+0.20buy
NATIXIS ADVISORS, LLC402,763350,267+52,4960.120.100.00sell
Edgestream Partners, L.P.17,98468,803+50,8190.100.34+0.25buy
JANUS HENDERSON GROUP PLC25,04268,642+43,6000.000.010.00buy
Burgundy Asset Management Ltd.1,189,8221,225,966+36,1441.992.15+0.16buy
PRUDENTIAL FINANCIAL INC80,48148,843+31,6380.020.010.00sell
Orion Porfolio Solutions, LLC10,59041,817+31,2270.020.040.00buy
Magnetar Financial LLC18,29245,784+27,4920.040.04+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,020,4581,041,590+21,1320.010.010.00buy
VANGUARD GROUP INC5,306,6045,291,432+15,1720.020.020.00sell
SEGALL BRYANT & HAMILL, LLC67,98681,957+13,9710.170.21+0.04buy
Grantham, Mayo, Van Otterloo & Co. LLC228,431240,486+12,0550.120.13+0.01buy
TWINBEECH CAPITAL LP1,71812,506+10,7880.010.05+0.05buy
PDT Partners, LLC10,08820,341+10,2530.120.21+0.09buy
BNP PARIBAS FINANCIAL MARKETS168,876178,100+9,2240.020.030.00buy
ALGERT GLOBAL LLC14,3566,776+7,5800.060.030.00sell
Voleon Capital Management LP8,71615,177+6,4610.110.15+0.04buy
ARGENT CAPITAL MANAGEMENT LLC235,575241,587+6,0121.161.24+0.08buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO46,86552,622+5,7570.030.030.00buy
OPPENHEIMER ASSET MANAGEMENT INC.36,68831,174+5,5140.070.060.00sell
PineStone Asset Management Inc.69,39574,495+5,1000.080.09+0.00buy
Nebula Research & Development LLC4,2729,273+5,0010.060.14+0.08buy
Stegent Equity Advisors, Inc.9,27414,262+4,9881.522.27+0.75buy
Empowered Funds, LLC18,51823,246+4,7280.040.05+0.01buy
Integrated Wealth Concepts LLC11,4356,775+4,6600.020.010.00sell
REGIONS FINANCIAL CORP13,85017,884+4,0340.020.02+0.01buy
HARBOR CAPITAL ADVISORS, INC.20,41323,955+3,5420.150.180.00buy
Capital International Investors794,911798,358+3,4470.030.02-0.00buy
Callan Family Office, LLC1,5004,688+3,1880.020.03+0.01buy
Smith Group Asset Management, LLC4,3307,320+2,9900.050.09+0.03buy
Mount Lucas Management LP3,1696,106+2,9370.240.52+0.28buy
Atria Investments, Inc17,43519,789+2,3540.040.04+0.01buy
TEXAS PERMANENT SCHOOL FUND CORP24,08421,754+2,3300.040.040.00sell
Vestmark Advisory Solutions, Inc.2,4944,758+2,2640.010.01+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,84114,091+2,2500.020.02+0.00buy
PRINCIPAL FINANCIAL GROUP INC124,417122,173+2,2440.010.010.00sell
AlphaQuest LLC4,0271,857+2,1700.080.040.00sell
ELEVATION POINT WEALTH PARTNERS, LLC3,8301,802+2,0280.050.030.00sell
BAMCO INC /NY/1,144,1791,146,143+1,9640.540.56+0.02buy
BARLOW WEALTH PARTNERS, INC.203,814205,578+1,7644.264.51+0.25buy
WHITTIER TRUST CO68,10669,809+1,7030.150.150.00buy
Geneos Wealth Management Inc.35,04533,430+1,6150.150.150.00sell
Montanaro Asset Management Ltd79,50081,000+1,5003.773.76-0.01buy
Vanguard Personalized Indexing Management, LLC7,5328,940+1,4080.020.020.00buy
RHUMBLINE ADVISERS162,349163,695+1,3460.030.030.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)14,52215,750+1,2280.010.010.00buy
Dorsey Wright & Associates24,44225,669+1,2271.011.10+0.09buy
CANADA LIFE ASSURANCE Co43,12241,902+1,2200.010.01-0.00sell
WHITTIER TRUST CO OF NEVADA INC36,39837,573+1,1750.150.150.00buy
Wallace Advisory Group, LLC1,2362,333+1,0970.150.27+0.12buy
Grandeur Peak Global Advisors, LLC11,99713,089+1,0920.210.28+0.07buy
Gibbs Wealth Management5,8536,855+1,0020.230.24+0.01buy
Versor Investments LP2,0002,995+9950.050.09+0.04buy
Treasurer of the State of North Carolina24,27325,266+9930.020.010.00buy
MQS Management LLC1,7392,702+9630.160.27+0.11buy
New Age Alpha Advisors, LLC10,86111,819+9580.080.09+0.01buy
AIGEN INVESTMENT MANAGEMENT, LP3,6434,580+9370.090.11+0.02buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS12,91413,820+9060.010.01+0.00buy
INTRUST BANK NA5,1126,004+8920.080.10+0.01buy
Legal & General Group Plc110,231111,112+8810.000.01+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC4,1853,332+8530.000.000.00sell
First Eagle Investment Management, LLC4,1974,996+7990.000.00+0.00buy
Cresset Asset Management, LLC8,1567,416+7400.010.010.00sell
ALPS ADVISORS INC128,160127,518+6420.120.130.00sell
J2 Capital Management Inc1,6852,315+6300.250.33+0.08buy
Alamea Verwaltungs GmbH3,0683,597+5290.430.49+0.06buy
NEW YORK STATE COMMON RETIREMENT FUND144,281144,789+5080.040.04+0.00buy
Golden State Wealth Management, LLC613127+4860.010.000.00sell
Cynosure Group, LLC2,1122,544+4320.050.05+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC19,28818,870+4180.040.040.00sell
Susquehanna Portfolio Strategies, LLC2,6403,040+4000.180.01-0.17buy
BRIDGES INVESTMENT MANAGEMENT INC4,1214,487+3660.010.01+0.00buy
NORDEN GROUP LLC4,9385,248+3100.090.10+0.01buy
State of Alaska, Department of Revenue6,3306,050+2800.010.010.00sell
FIDUCIARY TRUST CO2,7723,010+2380.010.01+0.00buy
Rehmann Capital Advisory Group1,4771,697+2200.020.02+0.00buy
CHASE INVESTMENT COUNSEL CORP20,93321,145+2121.241.22-0.02buy
FineMark National Bank & Trust34,85135,063+2120.210.21+0.01buy
Portside Wealth Group, LLC4,3404,539+1990.110.12+0.01buy
KEYBANK NATIONAL ASSOCIATION/OH3,8683,674+1940.000.00-0.00sell
Brown Miller Wealth Management, LLC1,3851,557+1720.080.09+0.01buy
DIVERSIFY WEALTH MANAGEMENT, LLC1,4231,582+1590.020.02+0.00buy
CI INVESTMENTS INC.2,1261,978+1480.000.000.00sell
ANB BANK1,7611,862+1010.130.15+0.02buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM49,83049,929+990.010.01+0.00buy
OneAscent Wealth Management LLC1,4851,572+870.100.10+0.00buy
VISTA FINANCE, LLC2,1412,228+870.300.35+0.05buy
MGO ONE SEVEN LLC1,9631,892+710.010.010.00sell
Net Worth Advisory Group1,6871,750+630.090.07-0.02buy
Legacy Wealth Asset Management, LLC1,8551,916+610.080.09+0.00buy
Utah Retirement Systems2,8002,859+590.010.01+0.00buy
Page 1 of 3