Clearbridge Investments, LLC Houlihan Lokey, Inc. Transaction History

Clearbridge Investments, LLC

$118 Billion
Q2 2025

A detailed history of Clearbridge Investments, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Clearbridge Investments, LLC holds 579,902 shares of HLI stock, worth $112 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

579,902

Previous 633,966 8.53%

Holding current value

$112 Million

Previous $102 Million 1.92%

% of portfolio

0.09%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$141.59 - $182.75 $7.65 Million - $9.88 Million	-54,064 Reduced 8.53%	579,902 $104 Million
Q1 2025 May 13, 2025	SELL	$154.43 - $187.4 $215,275 - $261,235	-1,394 Reduced 0.22%	633,966 $102 Million
Q4 2024 Feb 12, 2025	SELL	$158.81 - $190.49 $32.6 Million - $39.1 Million	-205,022 Reduced 24.4%	635,360 $110 Million
Q3 2024 Nov 12, 2024	SELL	$134.11 - $161.99 $3.41 Million - $4.12 Million	-25,416 Reduced 2.94%	840,382 $133 Million
Q2 2024 Aug 14, 2024	SELL	$122.38 - $136.8 $9.86 Million - $11 Million	-80,587 Reduced 8.52%	865,798 $117 Million
Q1 2024 May 13, 2024	SELL	$114.14 - $131.85 $16.9 Million - $19.5 Million	-148,032 Reduced 13.53%	946,385 $121 Million
Q4 2023 Feb 09, 2024	SELL	$96.94 - $122.19 $8.25 Million - $10.4 Million	-85,078 Reduced 7.21%	1,094,417 $131 Million
Q3 2023 Nov 13, 2023	BUY	$94.84 - $110.06 $138,087 - $160,247	1,456 Added 0.12%	1,179,495 $126 Million
Q2 2023 Aug 11, 2023	BUY	$84.95 - $98.88 $252,556 - $293,970	2,973 Added 0.25%	1,178,039 $116 Million
Q1 2023 May 12, 2023	BUY	$85.36 - $100.78 $11.9 Million - $14.1 Million	139,895 Added 13.51%	1,175,066 $103 Million
Q4 2022 Feb 10, 2023	BUY	$76.69 - $101.58 $32.8 Million - $43.5 Million	428,190 Added 70.54%	1,035,171 $90.3 Million
Q3 2022 Nov 14, 2022	SELL	$75.03 - $88.87 $75 - $88	-1 Reduced -0.0%	606,981 $45.8 Million
Q2 2022 Aug 11, 2022	SELL	$76.53 - $89.4 $153 - $178	-2 Reduced -0.0%	606,982 $47.9 Million
Q4 2021 Feb 11, 2022	BUY	$93.45 - $118.96 $8.73 Million - $11.1 Million	93,435 Added 18.19%	606,984 $62.8 Million
Q3 2021 Nov 12, 2021	SELL	$80.26 - $95.55 $12,039 - $14,332	-150 Reduced 0.03%	513,549 $47.3 Million
Q2 2021 Aug 13, 2021	BUY	$65.35 - $81.79 $8.45 Million - $10.6 Million	129,369 Added 33.66%	513,699 $42 Million
Q1 2021 May 13, 2021	BUY	$63.56 - $72.24 $24.4 Million - $27.8 Million	384,330 New	384,330 $25.6 Million

Others Institutions Holding HLI

# of Institutions

575

Shares Held

53M

Call Options Held

32.7K

Put Options Held

14.9K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $9.58B
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...

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Clearbridge Investments, LLC Houlihan Lokey, Inc. Transaction History