A detailed history of Cassaday & CO Wealth Management LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,970 shares of HLI stock, worth $318,352. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,970
Previous 2,050 3.9%
Holding current value
$318,352
Previous $262,000 1.15%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$122.38 - $136.8 $9,790 - $10,944
-80 Reduced 3.9%
1,970 $265,000
Q2 2023

Aug 07, 2023

BUY
$84.95 - $98.88 $174,147 - $202,704
2,050 New
2,050 $201,000

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 $8.03B
  • 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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