New Edge Advisors, LLC Houlihan Lokey, Inc. Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 26,312 shares of HLI stock, worth $4.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,312

Previous 24,832 5.96%

Holding current value

$4.06 Million

Previous $3.92 Million 16.47%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$158.81 - $190.49 $235,038 - $281,925	1,480 Added 5.96%	26,312 $4.57 Million
Q3 2024 Nov 14, 2024	BUY	$134.11 - $161.99 $171,124 - $206,699	1,276 Added 5.42%	24,832 $3.92 Million
Q2 2024 Aug 15, 2024	BUY	$122.38 - $136.8 $467,981 - $523,123	3,824 Added 19.38%	23,556 $3.18 Million
Q1 2024 May 14, 2024	BUY	$114.14 - $131.85 $89,257 - $103,106	782 Added 4.13%	19,732 $2.53 Million
Q4 2023 Feb 13, 2024	BUY	$96.94 - $122.19 $752,545 - $948,560	7,763 Added 69.39%	18,950 $2.27 Million
Q3 2023 Nov 14, 2023	SELL	$94.84 - $110.06 $218,321 - $253,358	-2,302 Reduced 17.07%	11,187 $1.2 Million
Q2 2023 Aug 14, 2023	SELL	$84.95 - $98.88 $104,998 - $122,215	-1,236 Reduced 8.39%	13,489 $1.33 Million
Q1 2023 May 12, 2023	BUY	$85.36 - $100.78 $67,861 - $80,120	795 Added 5.71%	14,725 $1.29 Million
Q4 2022 Feb 14, 2023	BUY	$76.69 - $101.58 $145,097 - $192,189	1,892 Added 15.72%	13,930 $1.21 Million
Q3 2022 Nov 14, 2022	SELL	$75.03 - $88.87 $2.13 Million - $2.52 Million	-28,382 Reduced 70.22%	12,038 $908,000
Q2 2022 Aug 09, 2022	SELL	$76.53 - $89.4 $20.1 Million - $23.5 Million	-262,507 Reduced 86.66%	40,420 $3.19 Million
Q1 2022 May 13, 2022	BUY	$87.8 - $119.53 $3.08 Million - $4.19 Million	35,023 Added 13.07%	302,927 $26.6 Million
Q4 2021 Feb 17, 2022	BUY	$93.45 - $118.96 $2.01 Million - $2.56 Million	21,487 Added 8.72%	267,904 $27.7 Million
Q3 2021 Oct 29, 2021	BUY	$80.26 - $95.55 $19.8 Million - $23.5 Million	246,417 New	246,417 $22.7 Million
Q4 2020 Jan 27, 2021	SELL	$59.42 - $70.1 $640,607 - $755,748	-10,781 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$54.55 - $60.34 $30,384 - $33,609	557 Added 5.45%	10,781 $637,000
Q2 2020 Jul 29, 2020	BUY	$53.41 - $64.39 $546,063 - $658,323	10,224 New	10,224 $569,000

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 $7.67B
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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New Edge Advisors, LLC Houlihan Lokey, Inc. Transaction History