A detailed history of New Edge Wealth, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 1,644 shares of HLI stock, worth $302,627. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,644
Previous 1,528 7.59%
Holding current value
$302,627
Previous $206,000 25.73%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$134.11 - $161.99 $15,556 - $18,790
116 Added 7.59%
1,644 $259,000
Q2 2024

Aug 01, 2024

SELL
$122.38 - $136.8 $12,115 - $13,543
-99 Reduced 6.08%
1,528 $206,000
Q1 2024

May 06, 2024

BUY
$114.14 - $131.85 $185,705 - $214,519
1,627 New
1,627 $208,000

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 $9.14B
  • 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
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