A detailed history of Jfs Wealth Advisors, LLC transactions in Hamilton Lane Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 15 shares of HLNE stock, worth $2,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15
Previous 14 7.14%
Holding current value
$2,260
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$123.12 - $168.4 $123 - $168
1 Added 7.14%
15 $2,000
Q4 2023

Feb 07, 2024

SELL
$79.83 - $115.7 $159 - $231
-2 Reduced 12.5%
14 $1,000
Q3 2023

Nov 02, 2023

BUY
$78.05 - $93.2 $312 - $372
4 Added 33.33%
16 $1,000
Q1 2023

Apr 19, 2023

SELL
$64.25 - $80.95 $257 - $323
-4 Reduced 25.0%
12 $0
Q3 2022

Oct 21, 2022

BUY
$59.61 - $79.01 $536 - $711
9 Added 128.57%
16 $1,000
Q2 2022

Aug 02, 2022

SELL
$62.0 - $78.2 $310 - $391
-5 Reduced 41.67%
7 $0
Q1 2022

May 02, 2022

BUY
$72.86 - $104.61 $510 - $732
7 Added 140.0%
12 $1,000
Q4 2021

Feb 03, 2022

BUY
$85.63 - $113.49 $428 - $567
5 New
5 $1,000

Others Institutions Holding HLNE

About Hamilton Lane INC


  • Ticker HLNE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 37,295,500
  • Market Cap $5.62B
  • Description
  • Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); adviso...
More about HLNE
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