Ae Wealth Management LLC Houlihan Lokey, Inc. Transaction History

Ae Wealth Management LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$96.94 - $122.19 $127,669 - $160,924	1,317 Added 47.32%	4,100 $491,000
Q3 2023 Oct 11, 2023	SELL	$94.84 - $110.06 $6,069 - $7,043	-64 Reduced 2.25%	2,783 $298,000
Q2 2023 Jul 10, 2023	BUY	$84.95 - $98.88 $11,723 - $13,645	138 Added 5.09%	2,847 $279,000
Q1 2023 Apr 14, 2023	SELL	$85.36 - $100.78 $29,278 - $34,567	-343 Reduced 11.24%	2,709 $237,000
Q4 2022 Jan 31, 2023	SELL	$76.69 - $101.58 $470,646 - $623,396	-6,137 Reduced 66.79%	3,052 $266,000
Q3 2022 Oct 25, 2022	SELL	$75.03 - $88.87 $342,887 - $406,135	-4,570 Reduced 33.21%	9,189 $693,000
Q2 2022 Aug 03, 2022	SELL	$76.53 - $89.4 $70,024 - $81,801	-915 Reduced 6.24%	13,759 $1.09 Million
Q1 2022 Apr 18, 2022	SELL	$87.8 - $119.53 $147,591 - $200,929	-1,681 Reduced 10.28%	14,674 $1.29 Million
Q4 2021 Jan 20, 2022	BUY	$93.45 - $118.96 $6,541 - $8,327	70 Added 0.43%	16,355 $1.69 Million
Q3 2021 Nov 01, 2021	BUY	$80.26 - $95.55 $308,278 - $367,007	3,841 Added 30.87%	16,285 $1.5 Million
Q2 2021 Jul 21, 2021	SELL	$65.35 - $81.79 $21,434 - $26,827	-328 Reduced 2.57%	12,444 $1.02 Million
Q1 2021 Apr 27, 2021	SELL	$63.56 - $72.24 $91,399 - $103,881	-1,438 Reduced 10.12%	12,772 $849,000
Q4 2020 Feb 01, 2021	SELL	$59.42 - $70.1 $11,705 - $13,809	-197 Reduced 1.37%	14,210 $955,000
Q3 2020 Nov 06, 2020	SELL	$54.55 - $60.34 $551,664 - $610,218	-10,113 Reduced 41.24%	14,407 $851,000
Q2 2020 Aug 05, 2020	BUY	$53.41 - $64.39 $1.31 Million - $1.58 Million	24,520 New	24,520 $1.36 Million

472

50.8M

20.7K

9.1K

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $9.44B
Description
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers gen...

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