A detailed history of Integrated Wealth Concepts LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,034 shares of HLI stock, worth $1.76 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,034
Previous 8,654 15.95%
Holding current value
$1.76 Million
Previous $1.17 Million 35.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$134.11 - $161.99 $185,071 - $223,546
1,380 Added 15.95%
10,034 $1.59 Million
Q2 2024

Aug 14, 2024

BUY
$122.38 - $136.8 $146,488 - $163,749
1,197 Added 16.05%
8,654 $1.17 Million
Q1 2024

May 15, 2024

BUY
$114.14 - $131.85 $2,168 - $2,505
19 Added 0.26%
7,457 $955,000
Q4 2023

Feb 13, 2024

SELL
$96.94 - $122.19 $73,480 - $92,620
-758 Reduced 9.25%
7,438 $891,000
Q2 2023

Aug 15, 2023

BUY
$84.95 - $98.88 $696,250 - $810,420
8,196 New
8,196 $805,000

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 $8.71B
  • 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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