A detailed history of Berry Wealth Group, LP transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Berry Wealth Group, LP holds 2,209 shares of HLI stock, worth $420,792. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,209
Previous 2,040 8.28%
Holding current value
$420,792
Previous $275 Million 26.88%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Oct 21, 2024

BUY
$134.11 - $161.99 $22,664 - $27,376
169 Added 8.28%
2,209 $349 Million
Q2 2024

Jul 31, 2024

SELL
$122.38 - $136.8 $20,437 - $22,845
-167 Reduced 7.57%
2,040 $275 Million
Q1 2024

Apr 22, 2024

BUY
$114.14 - $131.85 $251,906 - $290,992
2,207 New
2,207 $283 Million

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 $9.46B
  • 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 Berry Wealth Group, LP Portfolio

Follow Berry Wealth Group, LP 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 Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.