Envestnet Asset Management Inc Houlihan Lokey, Inc. Transaction History

Envestnet Asset Management Inc

$281 Billion
Q2 2024

A detailed history of Envestnet Asset Management Inc transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 482,779 shares of HLI stock, worth $76.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

482,779

Previous 463,550 4.15%

Holding current value

$76.1 Million

Previous $59.4 Million 9.57%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$122.38 - $136.8 $2.35 Million - $2.63 Million	19,229 Added 4.15%	482,779 $65.1 Million
Q1 2024 May 13, 2024	SELL	$114.14 - $131.85 $1.97 Million - $2.27 Million	-17,222 Reduced 3.58%	463,550 $59.4 Million
Q4 2023 Feb 13, 2024	BUY	$96.94 - $122.19 $1.03 Million - $1.29 Million	10,595 Added 2.25%	480,772 $57.6 Million
Q3 2023 Nov 13, 2023	BUY	$94.84 - $110.06 $19.4 Million - $22.5 Million	204,583 Added 77.03%	470,177 $50.4 Million
Q2 2023 Aug 04, 2023	BUY	$84.95 - $98.88 $1.02 Million - $1.18 Million	11,949 Added 4.71%	265,594 $26.1 Million
Q1 2023 May 11, 2023	BUY	$85.36 - $100.78 $467,602 - $552,072	5,478 Added 2.21%	253,645 $22.2 Million
Q4 2022 Feb 07, 2023	BUY	$76.69 - $101.58 $69,251 - $91,726	903 Added 0.37%	248,167 $21.6 Million
Q3 2022 Nov 10, 2022	SELL	$75.03 - $88.87 $75 - $88	-1 Reduced -0.0%	247,264 $18.6 Million
Q2 2022 Aug 03, 2022	BUY	$76.53 - $89.4 $374,231 - $437,166	4,890 Added 2.02%	247,265 $19.5 Million
Q1 2022 May 04, 2022	BUY	$87.8 - $119.53 $889,150 - $1.21 Million	10,127 Added 4.36%	242,375 $21.3 Million
Q4 2021 Feb 04, 2022	SELL	$93.45 - $118.96 $1.97 Million - $2.51 Million	-21,125 Reduced 8.34%	232,248 $24 Million
Q3 2021 Oct 07, 2021	BUY	$80.26 - $95.55 $980,054 - $1.17 Million	12,211 Added 5.06%	253,373 $23.3 Million
Q2 2021 Aug 04, 2021	BUY	$65.35 - $81.79 $1.56 Million - $1.96 Million	23,915 Added 11.01%	241,162 $19.7 Million
Q1 2021 May 04, 2021	BUY	$63.56 - $72.24 $2.83 Million - $3.22 Million	44,559 Added 25.8%	217,247 $14.4 Million
Q4 2020 Feb 02, 2021	BUY	$59.42 - $70.1 $110,164 - $129,965	1,854 Added 1.09%	172,688 $11.6 Million
Q3 2020 Oct 09, 2020	BUY	$54.55 - $60.34 $1.36 Million - $1.5 Million	24,907 Added 17.07%	170,834 $10.1 Million
Q2 2020 Jul 08, 2020	BUY	$53.41 - $64.39 $653,204 - $787,489	12,230 Added 9.15%	145,927 $8.12 Million
Q1 2020 Apr 23, 2020	BUY	$45.87 - $57.92 $1.03 Million - $1.3 Million	22,512 Added 20.25%	133,697 $6.97 Million
Q4 2019 Feb 11, 2020	BUY	$43.05 - $49.12 $524,392 - $598,330	12,181 Added 12.3%	111,185 $5.43 Million
Q3 2019 Oct 17, 2019	BUY	$41.93 - $46.82 $433,094 - $483,603	10,329 Added 11.65%	99,004 $4.47 Million
Q2 2019 Aug 02, 2019	BUY	$43.72 - $49.51 $785,779 - $889,843	17,973 Added 25.42%	88,675 $3.95 Million
Q1 2019 May 10, 2019	BUY	$36.64 - $46.75 $840,558 - $1.07 Million	22,941 Added 48.03%	70,702 $3.24 Million
Q4 2018 Feb 13, 2019	BUY	$34.76 - $45.14 $1.66 Million - $2.16 Million	47,761 New	47,761 $1.76 Million
Q3 2018 Nov 14, 2018	SELL	$44.93 - $52.89 $237,724 - $279,840	-5,291 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$43.57 - $52.52 $33,200 - $40,020	762 Added 16.82%	5,291 $270,000
Q1 2018 May 09, 2018	BUY	$43.6 - $51.55 $83,058 - $98,202	1,905 Added 72.6%	4,529 $202,000
Q4 2017 Feb 20, 2018	BUY	$39.25 - $46.02 $96,005 - $112,564	2,446 Added 1374.16%	2,624 $119,000
Q3 2017 Nov 13, 2017	SELL	$34.86 - $39.31 $4,950 - $5,582	-142 Reduced 44.38%	178 $7,000
Q2 2017 Aug 14, 2017	BUY	N/A	320	320 $11,000

Others Institutions Holding HLI

# of Institutions

437

Shares Held

52.1M

Call Options Held

41.5K

Put Options Held

10.9K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $7.83B
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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Envestnet Asset Management Inc Houlihan Lokey, Inc. Transaction History