A detailed history of Moneta Group Investment Advisors LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,990 shares of HLI stock, worth $679,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,990
Previous 5,078 1.73%
Holding current value
$679,837
Previous $543,000 10.13%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

SELL
$96.94 - $122.19 $8,530 - $10,752
-88 Reduced 1.73%
4,990 $598,000
Q3 2023

Nov 15, 2023

BUY
$94.84 - $110.06 $22,097 - $25,643
233 Added 4.81%
5,078 $543,000
Q2 2023

Aug 15, 2023

BUY
$84.95 - $98.88 $11,298 - $13,151
133 Added 2.82%
4,845 $476,000
Q1 2023

May 15, 2023

BUY
$85.36 - $100.78 $57,959 - $68,429
679 Added 16.84%
4,712 $412,000
Q4 2022

Feb 16, 2023

SELL
$76.69 - $101.58 $86,199 - $114,175
-1,124 Reduced 21.8%
4,033 $351,000
Q4 2022

Feb 16, 2023

SELL
$76.69 - $101.58 $395 Million - $523 Million
-5,152,106 Reduced 99.9%
5,157 $449,000
Q4 2022

Feb 15, 2023

BUY
$76.69 - $101.58 $395 Million - $523 Million
5,152,726 Added 113571.21%
5,157,263 $450 Million
Q3 2022

Nov 14, 2022

SELL
$75.03 - $88.87 $36,989 - $43,812
-493 Reduced 9.8%
4,537 $342,000
Q2 2022

Aug 15, 2022

BUY
$76.53 - $89.4 $78,978 - $92,260
1,032 Added 25.81%
5,030 $397,000
Q1 2022

May 11, 2022

SELL
$87.8 - $119.53 $113,788 - $154,910
-1,296 Reduced 24.48%
3,998 $351,000
Q4 2021

Feb 11, 2022

BUY
$93.45 - $118.96 $34,109 - $43,420
365 Added 7.41%
5,294 $548,000
Q3 2021

Nov 12, 2021

BUY
$80.26 - $95.55 $15,811 - $18,823
197 Added 4.16%
4,929 $454,000
Q2 2021

Aug 13, 2021

SELL
$65.35 - $81.79 $13,069 - $16,358
-200 Reduced 4.06%
4,732 $387,000
Q1 2021

May 14, 2021

BUY
$63.56 - $72.24 $94,132 - $106,987
1,481 Added 42.92%
4,932 $328,000
Q4 2020

Feb 12, 2021

BUY
$59.42 - $70.1 $205,058 - $241,915
3,451 New
3,451 $232,000

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 $6.77B
  • 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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.