A detailed history of Forum Financial Management, LP transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 1,372 shares of HLI stock, worth $264,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,372
Previous 1,141 20.25%
Holding current value
$264,315
Previous $205,000 37.07%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$181.55 - $209.19 $41,938 - $48,322
231 Added 20.25%
1,372 $281,000
Q2 2025

Jul 30, 2025

BUY
$141.59 - $182.75 $161,554 - $208,517
1,141 New
1,141 $205,000

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 $9.57B
  • 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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