A detailed history of Beverly Hills Private Wealth, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,557 shares of HLI stock, worth $859,723. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,557
Previous 5,348 14.79%
Holding current value
$859,723
Previous $721 Million 0.17%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$134.11 - $161.99 $106,081 - $128,134
-791 Reduced 14.79%
4,557 $720 Million
Q2 2024

Aug 07, 2024

SELL
$122.38 - $136.8 $66,329 - $74,145
-542 Reduced 9.2%
5,348 $721 Million
Q1 2024

May 08, 2024

SELL
$114.14 - $131.85 $61,064 - $70,539
-535 Reduced 8.33%
5,890 $755 Million
Q4 2023

Jan 29, 2024

SELL
$96.94 - $122.19 $100,235 - $126,344
-1,034 Reduced 13.86%
6,425 $770 Million
Q3 2023

Nov 08, 2023

SELL
$94.84 - $110.06 $765,358 - $888,184
-8,070 Reduced 51.97%
7,459 $799 Million
Q2 2023

Aug 09, 2023

BUY
$84.95 - $98.88 $655,729 - $763,254
7,719 Added 98.83%
15,529 $1.56 Billion
Q1 2023

May 03, 2023

BUY
$85.36 - $100.78 $113,016 - $133,432
1,324 Added 20.41%
7,810 $683 Million
Q4 2022

Feb 13, 2023

BUY
$76.69 - $101.58 $497,411 - $658,847
6,486 New
6,486 $565 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 $9.37B
  • 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
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.