A detailed history of Creative Planning transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Creative Planning holds 3,564 shares of HLI stock, worth $672,669. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,564
Previous 3,614 1.38%
Holding current value
$672,669
Previous $487,000 15.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$134.11 - $161.99 $6,705 - $8,099
-50 Reduced 1.38%
3,564 $563,000
Q2 2024

Aug 15, 2024

BUY
$122.38 - $136.8 $42,833 - $47,880
350 Added 10.72%
3,614 $487,000
Q1 2024

May 10, 2024

BUY
$114.14 - $131.85 $42,117 - $48,652
369 Added 12.75%
3,264 $418,000
Q4 2023

Feb 14, 2024

BUY
$96.94 - $122.19 $14,734 - $18,572
152 Added 5.54%
2,895 $347,000
Q3 2023

Nov 16, 2023

SELL
$94.84 - $110.06 $5,690 - $6,603
-60 Reduced 2.14%
2,743 $293,000
Q2 2023

Jul 21, 2023

BUY
$84.95 - $98.88 $36,953 - $43,012
435 Added 18.37%
2,803 $275,000
Q1 2023

May 15, 2023

BUY
$85.36 - $100.78 $202,132 - $238,647
2,368 New
2,368 $207,000

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 $9.37B
  • 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 Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.