A detailed history of Charles Schwab Investment Management Inc transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 601,025 shares of HLI stock, worth $112 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
601,025
Previous 451,911 33.0%
Holding current value
$112 Million
Previous $60.9 Million 55.84%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$134.11 - $161.99 $20 Million - $24.2 Million
149,114 Added 33.0%
601,025 $95 Million
Q2 2024

Aug 12, 2024

BUY
$122.38 - $136.8 $922,867 - $1.03 Million
7,541 Added 1.7%
451,911 $60.9 Million
Q1 2024

May 08, 2024

BUY
$114.14 - $131.85 $1.62 Million - $1.87 Million
14,218 Added 3.31%
444,370 $57 Million
Q4 2023

Feb 06, 2024

BUY
$96.94 - $122.19 $1.45 Million - $1.83 Million
14,985 Added 3.61%
430,152 $51.6 Million
Q3 2023

Nov 08, 2023

BUY
$94.84 - $110.06 $3.66 Million - $4.25 Million
38,587 Added 10.25%
415,167 $44.5 Million
Q2 2023

Aug 09, 2023

SELL
$84.95 - $98.88 $8.89 Million - $10.3 Million
-104,654 Reduced 21.75%
376,580 $37 Million
Q1 2023

May 11, 2023

BUY
$85.36 - $100.78 $1.26 Million - $1.49 Million
14,769 Added 3.17%
481,234 $42.1 Million
Q4 2022

Feb 13, 2023

BUY
$76.69 - $101.58 $1.12 Million - $1.48 Million
14,578 Added 3.23%
466,465 $40.7 Million
Q3 2022

Nov 14, 2022

BUY
$75.03 - $88.87 $1.08 Million - $1.27 Million
14,332 Added 3.28%
451,887 $34.1 Million
Q2 2022

Aug 15, 2022

SELL
$76.53 - $89.4 $146,937 - $171,648
-1,920 Reduced 0.44%
437,555 $34.5 Million
Q1 2022

May 13, 2022

BUY
$87.8 - $119.53 $552,613 - $752,321
6,294 Added 1.45%
439,475 $38.6 Million
Q4 2021

Feb 11, 2022

BUY
$93.45 - $118.96 $743,394 - $946,326
7,955 Added 1.87%
433,181 $44.8 Million
Q3 2021

Nov 16, 2021

BUY
$80.26 - $95.55 $422,649 - $503,166
5,266 Added 1.25%
425,226 $39.2 Million
Q2 2021

Aug 16, 2021

BUY
$65.35 - $81.79 $988,026 - $1.24 Million
15,119 Added 3.73%
419,960 $34.3 Million
Q1 2021

May 17, 2021

BUY
$63.56 - $72.24 $817,826 - $929,512
12,867 Added 3.28%
404,841 $26.9 Million
Q4 2020

Feb 16, 2021

BUY
$59.42 - $70.1 $609,530 - $719,085
10,258 Added 2.69%
391,974 $26.4 Million
Q3 2020

Nov 13, 2020

BUY
$54.55 - $60.34 $313,335 - $346,592
5,744 Added 1.53%
381,716 $22.5 Million
Q2 2020

Aug 14, 2020

BUY
$53.41 - $64.39 $2.12 Million - $2.55 Million
39,633 Added 11.78%
375,972 $20.9 Million
Q1 2020

May 15, 2020

BUY
$45.87 - $57.92 $1.13 Million - $1.42 Million
24,534 Added 7.87%
336,339 $17.5 Million
Q4 2019

Feb 07, 2020

BUY
$43.05 - $49.12 $1.12 Million - $1.28 Million
26,095 Added 9.13%
311,805 $15.2 Million
Q3 2019

Nov 08, 2019

BUY
$41.93 - $46.82 $2.45 Million - $2.73 Million
58,319 Added 25.65%
285,710 $12.9 Million
Q2 2019

Aug 09, 2019

BUY
$43.72 - $49.51 $713,597 - $808,102
16,322 Added 7.73%
227,391 $10.1 Million
Q1 2019

May 14, 2019

BUY
$36.64 - $46.75 $776,108 - $990,258
21,182 Added 11.16%
211,069 $9.68 Million
Q4 2018

Feb 14, 2019

BUY
$34.76 - $45.14 $109,215 - $141,829
3,142 Added 1.68%
189,887 $6.99 Million
Q3 2018

Nov 13, 2018

BUY
$44.93 - $52.89 $777,468 - $915,208
17,304 Added 10.21%
186,745 $8.39 Million
Q2 2018

Aug 08, 2018

BUY
$43.57 - $52.52 $963,506 - $1.16 Million
22,114 Added 15.01%
169,441 $8.68 Million
Q1 2018

May 07, 2018

BUY
$43.6 - $51.55 $705,491 - $834,130
16,181 Added 12.34%
147,327 $6.57 Million
Q4 2017

Jan 17, 2018

BUY
$39.25 - $46.02 $415,108 - $486,707
10,576 Added 8.77%
131,146 $5.96 Million
Q3 2017

Nov 13, 2017

BUY
$34.86 - $39.31 $4.2 Million - $4.74 Million
120,570
120,570 $4.72 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 $9.29B
  • 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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