A detailed history of Carolinas Wealth Consulting LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 49 shares of HLI stock, worth $6,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 63 22.22%
Holding current value
$6,675
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024

SELL
$114.14 - $131.85 $1,597 - $1,845
-14 Reduced 22.22%
49 $6,000
Q4 2023

Feb 13, 2024

SELL
$96.94 - $122.19 $290 - $366
-3 Reduced 4.55%
63 $7,000
Q3 2023

Nov 14, 2023

SELL
$94.84 - $110.06 $16,502 - $19,150
-174 Reduced 72.5%
66 $7,000
Q2 2023

Aug 14, 2023

SELL
$84.95 - $98.88 $934 - $1,087
-11 Reduced 4.38%
240 $23,000
Q1 2023

May 15, 2023

BUY
$85.36 - $100.78 $853 - $1,007
10 Added 4.15%
251 $21,000
Q4 2022

Feb 14, 2023

SELL
$76.69 - $101.58 $153 - $203
-2 Reduced 0.82%
241 $21,000
Q4 2021

Feb 14, 2022

SELL
$93.45 - $118.96 $4,765 - $6,066
-51 Reduced 17.35%
243 $25,000
Q1 2021

May 17, 2021

SELL
$63.56 - $72.24 $63 - $72
-1 Reduced 0.34%
294 $20,000
Q4 2020

Feb 16, 2021

SELL
$59.42 - $70.1 $891 - $1,051
-15 Reduced 4.84%
295 $20,000
Q3 2020

Nov 12, 2020

BUY
$54.55 - $60.34 $16,910 - $18,705
310 New
310 $18,000

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 $6.77B
  • 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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