Legacy Wealth Asset Management, LLC Houlihan Lokey, Inc. Transaction History
Legacy Wealth Asset Management, LLC
- $331 Million
- Q2 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 1,916 shares of HLI stock, worth $385,901. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,916
Previous 1,855
3.29%
Holding current value
$385,901
Previous $299,000
15.05%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding HLI
# of Institutions
587Shares Held
54.2MCall Options Held
21.4KPut Options Held
13.8K-
Vanguard Group Inc Valley Forge, PA5.29MShares$1.07 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$1.01 Billion0.02% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA3.01MShares$606 Million1.36% of portfolio
-
Earnest Partners LLC Atlanta, GA2.47MShares$498 Million2.1% of portfolio
-
State Street Corp Boston, MA1.72MShares$346 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 $10B
- 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...