A detailed history of Assetmark, Inc transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 380 shares of HLI stock, worth $59,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
380
Previous 380 -0.0%
Holding current value
$59,910
Previous $48,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$114.14 - $131.85 $7,419 - $8,570
-65 Reduced 14.61%
380 $48,000
Q4 2023

Feb 09, 2024

SELL
$96.94 - $122.19 $18,806 - $23,704
-194 Reduced 30.36%
445 $53,000
Q3 2023

Oct 27, 2023

BUY
$94.84 - $110.06 $2,750 - $3,191
29 Added 4.75%
639 $68,000
Q2 2022

Aug 03, 2022

SELL
$76.53 - $89.4 $7,653 - $8,940
-100 Reduced 14.08%
610 $48,000
Q4 2019

Feb 11, 2020

BUY
$43.05 - $49.12 $7,964 - $9,087
185 Added 35.24%
710 $35,000
Q3 2019

Nov 13, 2019

BUY
$41.93 - $46.82 $22,013 - $24,580
525 New
525 $24,000

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 $7.83B
  • 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
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.