Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of HOULIHAN LOKEY INC
ValueSharesWeighting
Q3 2023$1,673,504
+9.4%
15,623
+0.4%
0.09%
+7.5%
Q2 2023$1,529,183
+19.3%
15,555
+6.1%
0.08%
+2.6%
Q1 2023$1,282,271
-17.9%
14,656
-18.3%
0.08%
-17.9%
Q4 2022$1,562,678
+22.8%
17,929
+6.1%
0.10%
+8.0%
Q3 2022$1,273,000
-0.2%
16,900
+3.8%
0.09%
+39.7%
Q2 2022$1,275,000
-6.9%
16,284
+4.4%
0.06%
+6.8%
Q1 2022$1,369,000
+2.2%
15,598
+20.6%
0.06%
+15.7%
Q4 2021$1,339,000
+20.1%
12,938
+8.4%
0.05%
+18.6%
Q3 2021$1,115,000
+22.1%
11,932
+7.3%
0.04%
+19.4%
Q2 2021$913,000
-10.0%
11,116
-27.4%
0.04%
+28.6%
Q1 2021$1,014,000
+35.7%
15,315
-3.8%
0.03%
-6.7%
Q4 2020$747,000
+21.7%
15,919
+46.1%
0.03%
-6.2%
Q3 2020$614,000
+25.1%
10,899
+18.5%
0.03%
+18.5%
Q2 2020$491,0009,1990.03%
Other shareholders
HOULIHAN LOKEY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Van Berkom & Associates Inc. 867,036$92,8773.02%
Franklin, Parlapiano, Turner & Welch, LLC 80,736$8,648,4622.68%
Montanaro Asset Management Ltd 141,000$15,103,9202.66%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 48,339$5,178,0292.59%
Burgundy Asset Management Ltd. 1,668,037$178,680,0002.19%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 297,311$31,847,9392.12%
EARNEST PARTNERS LLC 3,123,251$334,562,6471.93%
Weil Company, Inc. 36,031$3,859,6261.92%
West Coast Financial LLC 110,985$11,888,6731.77%
Pier Capital, LLC 96,412$10,327,6531.66%
View complete list of HOULIHAN LOKEY INC shareholders