A detailed history of Allworth Financial LP transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 704 shares of HLI stock, worth $131,612. This represents 0.0% of its overall portfolio holdings.

Number of Shares
704
Previous 697 1.0%
Holding current value
$131,612
Previous $93,000 19.35%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$134.11 - $161.99 $938 - $1,133
7 Added 1.0%
704 $111,000
Q2 2024

Jul 23, 2024

BUY
$122.38 - $136.8 $17,010 - $19,015
139 Added 24.91%
697 $93,000
Q1 2024

Apr 25, 2024

BUY
$114.14 - $131.85 $52,846 - $61,046
463 Added 487.37%
558 $71,000
Q4 2023

Jan 24, 2024

SELL
$96.94 - $122.19 $2,035 - $2,565
-21 Reduced 18.1%
95 $11,000
Q3 2023

Oct 31, 2023

BUY
$94.84 - $110.06 $2,465 - $2,861
26 Added 28.89%
116 $12,000
Q2 2023

Jul 18, 2023

SELL
$84.95 - $98.88 $4,927 - $5,735
-58 Reduced 39.19%
90 $8,000
Q1 2023

Apr 18, 2023

BUY
$85.36 - $100.78 $8,194 - $9,674
96 Added 184.62%
148 $12,000
Q4 2022

Jan 13, 2023

BUY
$76.69 - $101.58 $3,681 - $4,875
48 Added 1200.0%
52 $0
Q3 2022

Oct 18, 2022

BUY
$75.03 - $88.87 $300 - $355
4 New
4 $0
Q2 2022

Jul 13, 2022

SELL
$76.53 - $89.4 $8,877 - $10,370
-116 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$80.26 - $95.55 $9,310 - $11,083
116 New
116 $11,000
Q3 2020

Nov 03, 2020

SELL
$54.55 - $60.34 $10,473 - $11,585
-192 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$45.87 - $57.92 $8,807 - $11,120
192 New
192 $10,000

Others Institutions Holding HLI

About HOULIHAN LOKEY, INC.


  • Ticker HLI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 49,663,900
  • Market Cap $9.28B
  • 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...
More about HLI
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