A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 35,665 shares of HLI stock, worth $7.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,665
Previous 42,496 16.07%
Holding current value
$7.18 Million
Previous $6.86 Million 6.5%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$141.59 - $182.75 $967,201 - $1.25 Million
-6,831 Reduced 16.07%
35,665 $6.42 Million
Q1 2025

Sep 17, 2025

BUY
$154.43 - $187.4 $1.13 Million - $1.37 Million
7,309 Added 20.49%
42,974 $6.94 Million
Q1 2025

May 06, 2025

SELL
$154.43 - $187.4 $8.96 Million - $10.9 Million
-58,019 Reduced 57.72%
42,496 $6.86 Million
Q4 2024

Feb 07, 2025

BUY
$158.81 - $190.49 $2.07 Million - $2.48 Million
13,022 Added 14.88%
100,515 $17.5 Million
Q3 2024

Nov 14, 2024

BUY
$134.11 - $161.99 $11.7 Million - $14.1 Million
86,984 Added 17089.19%
87,493 $13.8 Million
Q2 2024

Aug 14, 2024

BUY
$122.38 - $136.8 $62,291 - $69,631
509 New
509 $68,000

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 $10B
  • 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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