Montanaro Asset Management LTD Houlihan Lokey, Inc. Transaction History

Montanaro Asset Management LTD

$484 Million
Q4 2024

A detailed history of Montanaro Asset Management LTD transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Montanaro Asset Management LTD holds 95,000 shares of HLI stock, worth $15.4 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

95,000

Previous 151,000 37.09%

Holding current value

$15.4 Million

Previous $23.9 Million 30.86%

% of portfolio

3.41%

Previous 4.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$158.81 - $190.49 $8.89 Million - $10.7 Million	-56,000 Reduced 37.09%	95,000 $16.5 Million
Q3 2024 Nov 04, 2024	BUY	$134.11 - $161.99 $637,022 - $769,452	4,750 Added 3.25%	151,000 $23.9 Million
Q1 2024 May 14, 2024	BUY	$114.14 - $131.85 $171,210 - $197,775	1,500 Added 1.04%	146,250 $18.7 Million
Q4 2023 Feb 09, 2024	BUY	$96.94 - $122.19 $363,525 - $458,212	3,750 Added 2.66%	144,750 $17.4 Million
Q3 2023 Nov 13, 2023	BUY	$94.84 - $110.06 $189,680 - $220,120	2,000 Added 1.44%	141,000 $15.1 Million
Q2 2023 Aug 11, 2023	BUY	$84.95 - $98.88 $679,600 - $791,040	8,000 Added 6.11%	139,000 $13.7 Million
Q4 2022 Feb 08, 2023	BUY	$76.69 - $101.58 $76,690 - $101,580	1,000 Added 0.77%	131,000 $11.4 Million
Q3 2022 Nov 09, 2022	BUY	$75.03 - $88.87 $1.31 Million - $1.56 Million	17,500 Added 15.56%	130,000 $9.8 Million
Q1 2022 May 12, 2022	SELL	$87.8 - $119.53 $4.61 Million - $6.28 Million	-52,500 Reduced 31.82%	112,500 $9.88 Million
Q4 2021 Feb 11, 2022	SELL	$93.45 - $118.96 $1.9 Million - $2.41 Million	-20,300 Reduced 10.96%	165,000 $17.1 Million
Q3 2021 Nov 15, 2021	BUY	$80.26 - $95.55 $321,040 - $382,200	4,000 Added 2.21%	185,300 $17.1 Million
Q2 2021 Aug 13, 2021	BUY	$65.35 - $81.79 $196,049 - $245,370	3,000 Added 1.68%	181,300 $14.8 Million
Q1 2021 May 12, 2021	BUY	$63.56 - $72.24 $3.89 Million - $4.42 Million	61,200 Added 52.26%	178,300 $11.9 Million
Q4 2020 Feb 16, 2021	BUY	$59.42 - $70.1 $6.96 Million - $8.21 Million	117,100 New	117,100 $7.87 Million

Others Institutions Holding HLI

# of Institutions

538

Shares Held

52.6M

Call Options Held

37.5K

Put Options Held

24.4K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $8.05B
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...

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Montanaro Asset Management LTD Houlihan Lokey, Inc. Transaction History