Fiduciary Management Inc Houlihan Lokey, Inc. Transaction History

Fiduciary Management Inc

$10.6 Billion
Q3 2024

A detailed history of Fiduciary Management Inc transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Fiduciary Management Inc holds 1,213,716 shares of HLI stock, worth $227 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

1,213,716

Previous 1,216,179 0.2%

Holding current value

$227 Million

Previous $164 Million 16.94%

% of portfolio

1.81%

Previous 1.57%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$134.11 - $161.99 $330,312 - $398,981	-2,463 Reduced 0.2%	1,213,716 $192 Million
Q2 2024 Aug 13, 2024	BUY	$122.38 - $136.8 $1.4 Million - $1.56 Million	11,438 Added 0.95%	1,216,179 $164 Million
Q1 2024 May 14, 2024	BUY	$114.14 - $131.85 $1.04 Million - $1.21 Million	9,144 Added 0.76%	1,204,741 $154 Million
Q4 2023 Feb 14, 2024	BUY	$96.94 - $122.19 $3.85 Million - $4.85 Million	39,705 Added 3.44%	1,195,597 $143 Million
Q3 2023 Nov 13, 2023	BUY	$94.84 - $110.06 $1.44 Million - $1.67 Million	15,213 Added 1.33%	1,155,892 $124 Million
Q2 2023 Aug 11, 2023	BUY	$84.95 - $98.88 $4.57 Million - $5.32 Million	53,799 Added 4.95%	1,140,679 $112 Million
Q1 2023 May 12, 2023	SELL	$85.36 - $100.78 $2.33 Million - $2.75 Million	-27,251 Reduced 2.45%	1,086,880 $95.1 Million
Q4 2022 Feb 14, 2023	BUY	$76.69 - $101.58 $10.4 Million - $13.7 Million	135,283 Added 13.82%	1,114,131 $97.2 Million
Q3 2022 Nov 14, 2022	SELL	$75.03 - $88.87 $586,509 - $694,696	-7,817 Reduced 0.79%	978,848 $73.8 Million
Q2 2022 Aug 12, 2022	SELL	$76.53 - $89.4 $344,308 - $402,210	-4,499 Reduced 0.45%	986,665 $77.9 Million
Q1 2022 May 12, 2022	SELL	$87.8 - $119.53 $13.5 Million - $18.4 Million	-154,249 Reduced 13.47%	991,164 $87 Million
Q4 2021 Feb 11, 2022	SELL	$93.45 - $118.96 $42.5 Million - $54.1 Million	-455,165 Reduced 28.44%	1,145,413 $119 Million
Q3 2021 Nov 12, 2021	BUY	$80.26 - $95.55 $1.61 Million - $1.92 Million	20,073 Added 1.27%	1,600,578 $147 Million
Q2 2021 Aug 13, 2021	BUY	$65.35 - $81.79 $19.1 Million - $24 Million	292,994 Added 22.76%	1,580,505 $129 Million
Q1 2021 May 13, 2021	SELL	$63.56 - $72.24 $10.1 Million - $11.5 Million	-158,665 Reduced 10.97%	1,287,511 $85.6 Million
Q4 2020 Feb 12, 2021	BUY	$59.42 - $70.1 $4.62 Million - $5.45 Million	77,737 Added 5.68%	1,446,176 $97.2 Million
Q3 2020 Nov 13, 2020	BUY	$54.55 - $60.34 $16.8 Million - $18.5 Million	307,108 Added 28.94%	1,368,439 $80.8 Million
Q2 2020 Aug 11, 2020	SELL	$53.41 - $64.39 $1.4 Million - $1.69 Million	-26,212 Reduced 2.41%	1,061,331 $59.1 Million
Q1 2020 May 14, 2020	BUY	$45.87 - $57.92 $21 Million - $26.5 Million	457,252 Added 72.55%	1,087,543 $56.7 Million
Q4 2019 Feb 11, 2020	BUY	$43.05 - $49.12 $27.1 Million - $31 Million	630,291 New	630,291 $30.8 Million

Others Institutions Holding HLI

# of Institutions

470

Shares Held

50.7M

Call Options Held

20.7K

Put Options Held

9.1K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $9.28B
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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Fiduciary Management Inc Houlihan Lokey, Inc. Transaction History