A detailed history of O'Shaughnessy Asset Management, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 8,677 shares of HLI stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,677
Previous 7,812 11.07%
Holding current value
$1.16 Million
Previous $936,000 18.8%
% of portfolio
0.01%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$114.14 - $131.85 $98,731 - $114,050
865 Added 11.07%
8,677 $1.11 Million
Q4 2023

Feb 09, 2024

SELL
$96.94 - $122.19 $6,688 - $8,431
-69 Reduced 0.88%
7,812 $936,000
Q3 2023

Nov 13, 2023

BUY
$94.84 - $110.06 $54,153 - $62,844
571 Added 7.81%
7,881 $844,000
Q2 2023

Aug 11, 2023

SELL
$84.95 - $98.88 $24,125 - $28,081
-284 Reduced 3.74%
7,310 $718,000
Q1 2023

May 12, 2023

SELL
$85.36 - $100.78 $67,861 - $80,120
-795 Reduced 9.48%
7,594 $664,000
Q4 2022

Feb 10, 2023

BUY
$76.69 - $101.58 $74,312 - $98,431
969 Added 13.06%
8,389 $731,000
Q3 2022

Nov 14, 2022

BUY
$75.03 - $88.87 $47,869 - $56,699
638 Added 9.41%
7,420 $559,000
Q2 2022

Aug 11, 2022

SELL
$76.53 - $89.4 $54,872 - $64,099
-717 Reduced 9.56%
6,782 $535,000
Q1 2022

May 13, 2022

SELL
$87.8 - $119.53 $186,487 - $253,881
-2,124 Reduced 22.07%
7,499 $658,000
Q4 2021

Feb 11, 2022

SELL
$93.45 - $118.96 $243,343 - $309,771
-2,604 Reduced 21.3%
9,623 $996,000
Q3 2021

Nov 10, 2021

BUY
$80.26 - $95.55 $49,119 - $58,476
612 Added 5.27%
12,227 $1.13 Million
Q2 2021

Aug 09, 2021

SELL
$65.35 - $81.79 $42,412 - $53,081
-649 Reduced 5.29%
11,615 $950,000
Q1 2021

May 14, 2021

SELL
$63.56 - $72.24 $66,738 - $75,852
-1,050 Reduced 7.89%
12,264 $815,000
Q4 2020

Feb 11, 2021

SELL
$59.42 - $70.1 $453,671 - $535,213
-7,635 Reduced 36.45%
13,314 $895,000
Q3 2020

Nov 12, 2020

BUY
$54.55 - $60.34 $59,623 - $65,951
1,093 Added 5.5%
20,949 $1.24 Million
Q2 2020

Aug 13, 2020

BUY
$53.41 - $64.39 $1.04 Million - $1.26 Million
19,545 Added 6284.57%
19,856 $1.11 Million
Q1 2020

May 13, 2020

BUY
$45.87 - $57.92 $14,265 - $18,013
311 New
311 $16,000
Q3 2019

Nov 14, 2019

SELL
$41.93 - $46.82 $41 - $46
-1 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
$43.72 - $49.51 $43 - $49
1 New
1 $0
Q1 2019

May 10, 2019

SELL
$36.64 - $46.75 $1.11 Million - $1.42 Million
-30,394 Closed
0 $0
Q4 2018

Feb 12, 2019

SELL
$34.76 - $45.14 $187,217 - $243,124
-5,386 Reduced 15.05%
30,394 $1.12 Million
Q3 2018

Nov 06, 2018

SELL
$44.93 - $52.89 $2,965 - $3,490
-66 Reduced 0.18%
35,780 $1.6 Million
Q2 2018

Aug 10, 2018

BUY
$43.57 - $52.52 $10,500 - $12,657
241 Added 0.68%
35,846 $1.83 Million
Q1 2018

May 08, 2018

BUY
$43.6 - $51.55 $638,696 - $755,155
14,649 Added 69.9%
35,605 $1.59 Million
Q4 2017

Feb 13, 2018

BUY
$39.25 - $46.02 $264,231 - $309,806
6,732 Added 47.33%
20,956 $952,000
Q3 2017

Nov 13, 2017

SELL
$34.86 - $39.31 $55,985 - $63,131
-1,606 Reduced 10.15%
14,224 $557,000
Q2 2017

Aug 14, 2017

BUY
N/A
15,830
15,830 $552,000

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 $6.66B
  • 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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