Legacy Wealth Asset Management, LLC Houlihan Lokey, Inc. Transaction History
Legacy Wealth Asset Management, LLC
- $340 Million
- Q3 2025
A detailed history of Legacy Wealth Asset Management, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 1,992 shares of HLI stock, worth $358,540. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,992
Previous 1,916
3.97%
Holding current value
$358,540
Previous $344,000
18.6%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding HLI
# of Institutions
601Shares Held
53.8MCall Options Held
27.7KPut Options Held
6.8K-
Vanguard Group Inc Valley Forge, PA5.31MShares$955 Million0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$899 Million0.02% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.92MShares$526 Million1.54% of portfolio
-
Earnest Partners LLC Atlanta, GA2.42MShares$436 Million2.28% of portfolio
-
State Street Corp Boston, MA1.72MShares$309 Million0.01% of portfolio
About HOULIHAN LOKEY, INC.
- Ticker HLI
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 49,663,900
- Market Cap $8.94B
- 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...