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 1,960 shares of HLI stock, worth $336,296. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,960
Previous 1,970 0.51%
Holding current value
$336,296
Previous $265,000 16.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

SELL
$134.11 - $161.99 $1,341 - $1,619
-10 Reduced 0.51%
1,960 $309,000
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 $8.52B
  • 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 Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.