J.P. Morgan Private Wealth Advisors LLC - HOULIHAN LOKEY INC ownership

HOULIHAN LOKEY INC's ticker is HLI and the CUSIP is 441593100. A total of 328 filers reported holding HOULIHAN LOKEY INC in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of HOULIHAN LOKEY INC
ValueSharesWeighting
Q3 2023$1,925,500
+3.6%
17,975
-4.9%
0.01%
-50.0%
Q2 2023$1,858,967
-21.9%
18,909
-30.5%
0.01%
+100.0%
Q1 2023$2,379,553
+2.4%
27,198
+2.0%
0.01%0.0%
Q4 2022$2,324,470
+13.2%
26,669
-2.1%
0.01%0.0%
Q3 2022$2,053,000
-9.4%
27,229
-5.1%
0.01%
-16.7%
Q2 2022$2,265,000
-63.9%
28,700
-59.8%
0.01%
-57.1%
Q1 2022$6,273,000
+93.6%
71,448
+128.3%
0.01%
+100.0%
Q4 2021$3,240,000
+9.3%
31,298
-2.8%
0.01%0.0%
Q3 2021$2,965,000
+27.0%
32,190
+12.7%
0.01%
+16.7%
Q2 2021$2,335,000
+55.6%
28,551
+26.5%
0.01%
+20.0%
Q1 2021$1,501,000
-5.1%
22,569
-4.0%
0.01%0.0%
Q4 2020$1,581,000
+17.3%
23,515
+3.0%
0.01%0.0%
Q3 2020$1,348,000
+11.8%
22,821
+5.3%
0.01%
-16.7%
Q2 2020$1,206,000
+9.2%
21,677
+2.3%
0.01%0.0%
Q1 2020$1,104,000
+25.2%
21,184
+17.4%
0.01%
+50.0%
Q4 2019$882,000
+15.9%
18,044
+6.9%
0.00%0.0%
Q3 2019$761,000
-4.8%
16,875
-6.0%
0.00%0.0%
Q2 2019$799,000
-30.6%
17,948
-28.5%
0.00%
-33.3%
Q1 2019$1,151,000
+70.8%
25,111
+37.2%
0.01%
+50.0%
Q4 2018$674,000
-21.7%
18,306
-4.4%
0.00%0.0%
Q3 2018$861,000
-13.5%
19,144
-1.5%
0.00%
-33.3%
Q2 2018$995,000
-3.2%
19,441
-15.6%
0.01%
-14.3%
Q1 2018$1,028,000
+269.8%
23,040
+276.3%
0.01%
+250.0%
Q4 2017$278,000
+6.5%
6,123
-8.2%
0.00%0.0%
Q3 2017$261,000
+3.2%
6,672
-8.0%
0.00%0.0%
Q2 2017$253,0007,2550.00%
Other shareholders
HOULIHAN LOKEY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Van Berkom & Associates Inc. 1,092,868$113,134,0003.34%
Weil Company, Inc. 55,659$5,762,0002.69%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 39,871$4,127,0002.39%
EARNEST PARTNERS LLC 3,573,806$369,960,0002.13%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 285,537$29,559,0002.06%
Castellan Group 27,070$2,802,0001.94%
Montanaro Asset Management Ltd 165,000$17,081,0001.72%
Burgundy Asset Management Ltd. 1,635,112$169,267,0001.65%
West Coast Financial LLC 110,173$11,405,0001.63%
Pier Capital, LLC 110,779$11,468,0001.21%
View complete list of HOULIHAN LOKEY INC shareholders