INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of HOULIHAN LOKEY INC
ValueSharesWeighting
Q3 2023$8,891
+9.0%
830.0%0.00%0.0%
Q2 2023$8,160
+12.4%
830.0%0.00%0.0%
Q1 2023$7,262
+0.4%
830.0%0.00%0.0%
Q4 2022$7,234
+20.6%
83
+5.1%
0.00%0.0%
Q3 2022$6,0000.0%790.0%0.00%0.0%
Q2 2022$6,000
-14.3%
790.0%0.00%0.0%
Q1 2022$7,000
-12.5%
790.0%0.00%0.0%
Q4 2021$8,000
-20.0%
79
-27.5%
0.00%
-50.0%
Q3 2021$10,000
+11.1%
1090.0%0.00%
+100.0%
Q2 2021$9,000
+28.6%
1090.0%0.00%0.0%
Q1 2021$7,000
-36.4%
109
-34.7%
0.00%
-50.0%
Q4 2020$11,000
+10.0%
1670.0%0.00%0.0%
Q3 2020$10,000
+11.1%
1670.0%0.00%0.0%
Q2 2020$9,000
-18.2%
167
-18.1%
0.00%
-33.3%
Q1 2020$11,000
+10.0%
2040.0%0.00%
+50.0%
Q4 2019$10,000
+11.1%
2040.0%0.00%0.0%
Q3 2019$9,0000.0%2040.0%0.00%0.0%
Q2 2019$9,0000.0%2040.0%0.00%0.0%
Q1 2019$9,000
+50.0%
204
+19.3%
0.00%
+100.0%
Q4 2018$6,000
-25.0%
1710.0%0.00%
-50.0%
Q3 2018$8,000
-11.1%
1710.0%0.00%0.0%
Q2 2018$9,000
+50.0%
171
+21.3%
0.00%
+100.0%
Q1 2018$6,0001410.00%
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