A detailed history of Intercontinental Wealth Advisors, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 16,843 shares of HLI stock, worth $2.93 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,843
Previous 16,863 0.12%
Holding current value
$2.93 Million
Previous $1.48 Million 12.2%
% of portfolio
0.4%
Previous 0.38%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$84.95 - $98.88 $1,699 - $1,977
-20 Reduced 0.12%
16,843 $1.66 Million
Q1 2023

May 03, 2023

SELL
$85.36 - $100.78 $5,121 - $6,046
-60 Reduced 0.35%
16,863 $1.48 Million
Q4 2022

Feb 13, 2023

SELL
$76.69 - $101.58 $63,882 - $84,616
-833 Reduced 4.69%
16,923 $1.48 Million
Q3 2022

Nov 10, 2022

SELL
$75.03 - $88.87 $6,827 - $8,087
-91 Reduced 0.51%
17,756 $1.34 Million
Q2 2022

Aug 05, 2022

SELL
$76.53 - $89.4 $6,045 - $7,062
-79 Reduced 0.44%
17,847 $1.41 Million
Q1 2022

May 09, 2022

BUY
$87.8 - $119.53 $9,394 - $12,789
107 Added 0.6%
17,926 $1.57 Million
Q4 2021

Feb 08, 2022

SELL
$93.45 - $118.96 $506,592 - $644,882
-5,421 Reduced 23.33%
17,819 $1.85 Million
Q3 2021

Nov 12, 2021

SELL
$80.26 - $95.55 $127,693 - $152,020
-1,591 Reduced 6.41%
23,240 $2.14 Million
Q2 2021

Aug 06, 2021

BUY
$65.35 - $81.79 $7,776 - $9,733
119 Added 0.48%
24,831 $2.03 Million
Q1 2021

May 14, 2021

BUY
$63.56 - $72.24 $26,123 - $29,690
411 Added 1.69%
24,712 $1.64 Million
Q4 2020

Feb 19, 2021

BUY
$59.42 - $70.1 $6,952 - $8,201
117 Added 0.48%
24,301 $1.63 Million
Q3 2020

Mar 10, 2021

BUY
$54.55 - $60.34 $1.32 Million - $1.46 Million
24,184 New
24,184 $1.43 Million
Q3 2020

Jan 19, 2021

SELL
$54.55 - $60.34 $1.29 Million - $1.43 Million
-23,707 Closed
0 $0
Q2 2020

Mar 10, 2021

BUY
$53.41 - $64.39 $1.27 Million - $1.53 Million
23,707 New
23,707 $1.32 Million
Q2 2020

Jan 19, 2021

SELL
$53.41 - $64.39 $1.05 Million - $1.27 Million
-19,662 Closed
0 $0
Q1 2020

Mar 10, 2021

BUY
$45.87 - $57.92 $901,895 - $1.14 Million
19,662 New
19,662 $1.03 Million

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 $8.64B
  • 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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