Geneos Wealth Management Inc. Houlihan Lokey, Inc. Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,636 shares of HLI stock, worth $2.62 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

16,636

Previous 16,067 3.54%

Holding current value

$2.62 Million

Previous $2.06 Million 8.94%

% of portfolio

0.1%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$122.38 - $136.8 $69,634 - $77,839	569 Added 3.54%	16,636 $2.24 Million
Q1 2024 May 03, 2024	BUY	$114.14 - $131.85 $73,962 - $85,438	648 Added 4.2%	16,067 $2.06 Million
Q4 2023 Jan 26, 2024	SELL	$96.94 - $122.19 $19,775 - $24,926	-204 Reduced 1.31%	15,419 $1.85 Million
Q3 2023 Oct 11, 2023	BUY	$94.84 - $110.06 $6,449 - $7,484	68 Added 0.44%	15,623 $1.67 Million
Q2 2023 Aug 08, 2023	BUY	$84.95 - $98.88 $76,370 - $88,893	899 Added 6.13%	15,555 $1.53 Million
Q1 2023 Apr 25, 2023	SELL	$85.36 - $100.78 $279,383 - $329,852	-3,273 Reduced 18.26%	14,656 $1.28 Million
Q4 2022 Jan 30, 2023	BUY	$76.69 - $101.58 $78,914 - $104,525	1,029 Added 6.09%	17,929 $1.56 Million
Q3 2022 Nov 14, 2022	BUY	$75.03 - $88.87 $46,218 - $54,743	616 Added 3.78%	16,900 $1.27 Million
Q2 2022 Jul 22, 2022	BUY	$76.53 - $89.4 $52,499 - $61,328	686 Added 4.4%	16,284 $1.29 Million
Q1 2022 May 16, 2022	BUY	$87.8 - $119.53 $233,548 - $317,949	2,660 Added 20.56%	15,598 $1.37 Million
Q4 2021 Feb 09, 2022	BUY	$93.45 - $118.96 $94,010 - $119,673	1,006 Added 8.43%	12,938 $1.34 Million
Q3 2021 Nov 09, 2021	BUY	$80.26 - $95.55 $65,492 - $77,968	816 Added 7.34%	11,932 $1.12 Million
Q2 2021 Jul 08, 2021	SELL	$65.35 - $81.79 $274,404 - $343,436	-4,199 Reduced 27.42%	11,116 $913,000
Q1 2021 Jun 17, 2021	SELL	$63.56 - $72.24 $38,390 - $43,632	-604 Reduced 3.79%	15,315 $1.01 Million
Q4 2020 May 19, 2021	BUY	$59.42 - $70.1 $298,288 - $351,902	5,020 Added 46.06%	15,919 $747,000
Q3 2020 Sep 07, 2021	BUY	$54.55 - $60.34 $92,735 - $102,578	1,700 Added 18.48%	10,899 $614,000
Q2 2020 Sep 07, 2021	BUY	$53.41 - $64.39 $491,318 - $592,323	9,199 New	9,199 $491,000

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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Geneos Wealth Management Inc. Houlihan Lokey, Inc. Transaction History