Stock TransactionsHOULIHAN LOKEY INC

Total Bought
1,092,205
65 transactions
Total Sold
1,479,716
95 transactions
Net
-387,511
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
PRUDENTIAL FINANCIAL INC41,784347,469+305,6850.010.080.00buy
JENNISON ASSOCIATES LLC69,689307,304+237,6150.010.03+0.03buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3,072,4433,281,294+208,8511.071.31+0.24buy
AMERIPRISE FINANCIAL INC699,223772,789+73,5660.030.04+0.01buy
FIRST TRUST ADVISORS LP395,346464,099+68,7530.060.070.00buy
Edgestream Partners, L.P.8,76134,139+25,3780.060.25+0.19buy
BARLOW WEALTH PARTNERS, INC.180,345201,650+21,3053.794.47+0.68buy
Burgundy Asset Management Ltd.1,231,4771,251,831+20,3542.052.20+0.14buy
ALPS ADVISORS INC101,936119,983+18,0470.110.13+0.02buy
TEACHER RETIREMENT SYSTEM OF TEXAS44,50257,528+13,0260.030.04+0.00buy
Bank Julius Baer & Co. Ltd, Zurich87,493100,515+13,0220.050.05+0.01buy
Rheos Capital Works Inc.63,40073,400+10,0000.520.71+0.18buy
ALGERT GLOBAL LLC23,12914,356+8,7730.100.060.00sell
Triasima Portfolio Management inc.13,95222,656+8,7040.500.76+0.27buy
NATIXIS ADVISORS, LLC399,388391,054+8,3340.120.130.00sell
EVENTIDE ASSET MANAGEMENT, LLC168,910177,234+8,3240.460.56+0.10buy
Cresset Asset Management, LLC19,21913,317+5,9020.010.010.00sell
FLPUTNAM INVESTMENT MANAGEMENT CO164,230169,881+5,6510.470.54+0.07buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO40,47134,845+5,6260.030.020.00sell
Empowered Funds, LLC14,40919,050+4,6410.040.05+0.01buy
Entropy Technologies, LP3,1007,507+4,4070.050.13+0.08buy
GEODE CAPITAL MANAGEMENT, LLC970,559966,476+4,0830.010.010.00sell
CANADA LIFE ASSURANCE Co41,76445,385+3,6210.010.01+0.00buy
TOWNSQUARE CAPITAL LLC25,65429,114+3,4600.050.060.00buy
&PARTNERS7,63710,879+3,2420.020.02-0.00buy
Harvest Fund Management Co., Ltd3813,468+3,0870.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM49,70952,656+2,9470.010.01+0.00buy
WHITTIER TRUST CO63,99666,610+2,6140.140.150.00buy
RHUMBLINE ADVISERS163,479166,038+2,5590.020.030.00buy
Atria Investments, Inc22,49719,949+2,5480.050.05-0.00sell
Swiss National Bank102,536104,936+2,4000.010.01+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP117,844115,535+2,3090.020.02+0.00sell
Corebridge Financial, Inc.62,86860,682+2,1860.060.060.00sell
Zurcher Kantonalbank (Zurich Cantonalbank)11,81413,847+2,0330.010.010.00buy
ARGENT CAPITAL MANAGEMENT LLC240,813242,451+1,6381.051.19+0.14buy
PARK AVENUE SECURITIES LLC7,6979,296+1,5990.010.02+0.00buy
WHITTIER TRUST CO OF NEVADA INC33,26534,743+1,4780.140.150.00buy
Scissortail Wealth Management, LLC81,406+1,3980.050.06+0.01buy
AXXCESS WEALTH MANAGEMENT, LLC1,6082,866+1,2580.010.01+0.01buy
CWM, LLC11,76810,629+1,1390.010.01-0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,30611,321+1,0150.020.02+0.00buy
Integrated Wealth Concepts LLC10,03411,030+9960.020.020.00buy
Dorsey Wright & Associates21,45622,398+9420.800.93+0.13buy
Hilton Capital Management, LLC17,72118,588+8670.220.28+0.06buy
Gibbs Wealth Management3,8844,614+7300.200.22+0.02buy
OPPENHEIMER ASSET MANAGEMENT INC.29,21328,490+7230.060.060.00sell
NewEdge Wealth, LLC1,6442,339+6950.000.01+0.00buy
Legal & General Group Plc104,273104,961+6880.000.00+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC20,20419,540+6640.040.040.00sell
HighPoint Advisor Group LLC1,6052,247+6420.020.02+0.01buy
Retirement Systems of Alabama64,52865,156+6280.040.04+0.00buy
Monument Capital Management16,28416,861+5770.710.81+0.10buy
Geneos Wealth Management Inc.17,29117,783+4920.110.110.00buy
CI INVESTMENTS INC.1,4151,904+4890.000.000.00buy
FULTON BANK, N.A.7,2037,621+4180.040.05+0.01buy
MONETA GROUP INVESTMENT ADVISORS LLC5,1965,501+3050.010.01+0.00buy
Capital International Investors792,991793,292+3010.020.03+0.00buy
Portside Wealth Group, LLC2,4562,754+2980.070.08+0.01buy
Linden Thomas Advisory Services, LLC9,2479,455+2080.200.21+0.01buy
BRIDGES INVESTMENT MANAGEMENT INC4,7584,965+2070.010.01+0.00buy
PROFUND ADVISORS LLC1,5311,327+2040.010.010.00sell
NORDEN GROUP LLC1,5711,770+1990.030.03+0.01buy
Orion Porfolio Solutions, LLC7,9217,725+1960.010.010.00sell
PRINCIPAL FINANCIAL GROUP INC123,095122,906+1890.010.010.00sell
Treasurer of the State of North Carolina22,90323,053+1500.010.020.00buy
COMMERCE BANK4,5184,371+1470.000.000.00sell
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS11,70911,835+1260.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC11,78511,909+1240.040.05+0.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM12,60012,700+1000.010.01+0.00buy
CIBC Asset Management Inc1,5401,617+770.000.000.00buy
NICOLET ADVISORY SERVICES, LLC1,4621,532+700.020.02+0.00buy
First Eagle Investment Management, LLC4,2474,297+500.000.00+0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,83210,871+390.030.040.00buy
First Bank & Trust3,1053,138+330.090.10+0.02buy
Rehmann Capital Advisory Group1,6891,720+310.020.02+0.00buy
Cassaday & Co Wealth Management LLC1,9601,979+190.010.01+0.00buy
Net Worth Advisory Group2,0562,071+150.100.11+0.01buy
Painted Porch Advisors LLC125131+60.010.01+0.00buy
SFMG, LLC1,7091,712+30.020.02+0.00buy
Riverwater Partners LLC2,4682,470+20.190.21+0.01buy
Hutchens & Kramer Investment Management Group, LLC1,4841,480-40.130.14+0.01sell
WASHINGTON TRUST Co5548-70.000.00-0.00sell
Moloney Securities Asset Management, LLC1,4871,477-100.030.03+0.00sell
Johnson Financial Group, Inc.5342-110.000.00-0.00sell
Quantum Portfolio Management LLC2,6022,590-120.220.24+0.02sell
Washington Trust Advisors, Inc.10592-130.000.00-0.00sell
Meiji Yasuda Asset Management Co Ltd.1,3191,304-150.010.01+0.00sell
CBIZ Investment Advisory Services, LLC242215-270.000.00-0.00sell
RITHOLTZ WEALTH MANAGEMENT1,4191,389-300.010.01+0.00sell
Eagle Bay Advisors LLC179139-400.010.02+0.00sell
FourThought Financial Partners, LLC1,7061,657-490.030.03-0.00sell
Financial Network Wealth Advisors LLC7215-570.010.00-0.00sell
Vestmark Advisory Solutions, Inc.1,4821,415-670.010.01-0.00sell
Trajan Wealth LLC2,3972,321-760.020.02-0.00sell
WEALTH ALLIANCE, LLC3,1273,048-790.060.06+0.00sell
CONCOURSE FINANCIAL GROUP SECURITIES, INC.2,1712,089-820.020.02+0.00sell
Argent Trust Co1,5801,493-870.010.01+0.00sell
Pingora Partners LLC500400-1000.060.05-0.01sell
INTRUST BANK NA4,6734,572-1010.070.08+0.01sell
SECURIAN ASSET MANAGEMENT, INC4,1564,051-1050.020.02+0.00sell
Page 1 of 2