Ariel Investments, LLC Houlihan Lokey, Inc. Transaction History

Ariel Investments, LLC

$8.91 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$75.03 - $88.87 $138,505 - $164,054	1,846 Added 1.3%	144,158 $10.9 Million
Q2 2022 Aug 12, 2022	BUY	$76.53 - $89.4 $1.24 Million - $1.45 Million	16,195 Added 12.84%	142,312 $11.2 Million
Q1 2022 May 13, 2022	BUY	$87.8 - $119.53 $68,132 - $92,755	776 Added 0.62%	126,117 $11.1 Million
Q4 2021 Feb 14, 2022	SELL	$93.45 - $118.96 $17.2 Million - $21.9 Million	-184,468 Reduced 59.54%	125,341 $13 Million
Q3 2021 Nov 12, 2021	SELL	$80.26 - $95.55 $7.7 Million - $9.16 Million	-95,894 Reduced 23.64%	309,809 $28.5 Million
Q2 2021 Aug 13, 2021	BUY	$65.35 - $81.79 $474,833 - $594,286	7,266 Added 1.82%	405,703 $33.2 Million
Q1 2021 May 14, 2021	BUY	$63.56 - $72.24 $13,093 - $14,881	206 Added 0.05%	398,437 $26.5 Million
Q4 2020 Feb 12, 2021	SELL	$59.42 - $70.1 $7.36 Million - $8.69 Million	-123,926 Reduced 23.73%	398,231 $26.8 Million
Q3 2020 Nov 13, 2020	SELL	$54.55 - $60.34 $688,530 - $761,611	-12,622 Reduced 2.36%	522,157 $30.8 Million
Q2 2020 Aug 14, 2020	SELL	$53.41 - $64.39 $11.2 Million - $13.5 Million	-209,078 Reduced 28.11%	534,779 $29.8 Million
Q1 2020 May 14, 2020	SELL	$45.87 - $57.92 $15.5 Million - $19.5 Million	-337,020 Reduced 31.18%	743,857 $38.8 Million
Q4 2019 Feb 14, 2020	SELL	$43.05 - $49.12 $552,977 - $630,946	-12,845 Reduced 1.17%	1,080,877 $52.8 Million
Q3 2019 Nov 14, 2019	BUY	$41.93 - $46.82 $193,087 - $215,606	4,605 Added 0.42%	1,093,722 $49.3 Million
Q2 2019 Aug 14, 2019	SELL	$43.72 - $49.51 $12.6 Million - $14.3 Million	-288,229 Reduced 20.93%	1,089,117 $48.5 Million
Q1 2019 May 15, 2019	SELL	$36.64 - $46.75 $2.79 Million - $3.56 Million	-76,055 Reduced 5.23%	1,377,346 $63.2 Million
Q4 2018 Feb 14, 2019	BUY	$34.76 - $45.14 $2.25 Million - $2.92 Million	64,780 Added 4.67%	1,453,401 $53.5 Million
Q3 2018 Nov 14, 2018	SELL	$44.93 - $52.89 $4.42 Million - $5.21 Million	-98,485 Reduced 6.62%	1,388,621 $62.4 Million
Q2 2018 Aug 10, 2018	SELL	$43.57 - $52.52 $1 Million - $1.21 Million	-23,009 Reduced 1.52%	1,487,106 $76.2 Million
Q1 2018 May 14, 2018	SELL	$43.6 - $51.55 $999,355 - $1.18 Million	-22,921 Reduced 1.5%	1,510,115 $67.4 Million
Q4 2017 Feb 14, 2018	SELL	$39.25 - $46.02 $2,669 - $3,129	-68 Reduced -0.0%	1,533,036 $69.6 Million
Q3 2017 Nov 14, 2017	SELL	$34.86 - $39.31 $188,383 - $212,431	-5,404 Reduced 0.35%	1,533,104 $60 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,538,508	1,538,508 $53.7 Million

Others Institutions Holding HLI

# of Institutions

470

Shares Held

50.7M

Call Options Held

20.7K

Put Options Held

9.1K

Vanguard Group Inc Valley Forge, PA

5.17M
Shares

$975 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5M
Shares

$943 Million
0.02% of portfolio
Earnest Partners LLC Atlanta, GA

3.23M
Shares

$610 Million
2.31% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

3.07M
Shares

$580 Million
1.11% of portfolio
Wellington Management Group LLP Boston, MA

1.85M
Shares

$349 Million
0.05% of portfolio

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $9.37B
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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