A detailed history of Personal Cfo Solutions, LLC transactions in Hamilton Lane Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,678 shares of HLNE stock, worth $553,833. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,678
Previous 3,747 1.84%
Holding current value
$553,833
Previous $463,000 33.69%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$123.12 - $168.4 $8,495 - $11,619
-69 Reduced 1.84%
3,678 $619,000
Q2 2024

Aug 09, 2024

SELL
$109.65 - $130.0 $14,802 - $17,550
-135 Reduced 3.48%
3,747 $463,000
Q1 2024

May 13, 2024

SELL
$105.77 - $119.83 $35,750 - $40,502
-338 Reduced 8.01%
3,882 $437,000
Q4 2023

Feb 13, 2024

BUY
$79.83 - $115.7 $15,646 - $22,677
196 Added 4.87%
4,220 $478,000
Q3 2023

Nov 13, 2023

BUY
$78.05 - $93.2 $4,370 - $5,219
56 Added 1.41%
4,024 $363,000
Q2 2023

Aug 10, 2023

BUY
$64.19 - $79.98 $5,199 - $6,478
81 Added 2.08%
3,968 $317,000
Q1 2023

May 09, 2023

BUY
$64.25 - $80.95 $14,070 - $17,728
219 Added 5.97%
3,887 $287,000
Q4 2022

Feb 14, 2023

SELL
$57.33 - $76.12 $3,554 - $4,719
-62 Reduced 1.66%
3,668 $234,000
Q3 2022

Nov 01, 2022

SELL
$59.61 - $79.01 $9,239 - $12,246
-155 Reduced 3.99%
3,730 $222,000
Q2 2022

Aug 05, 2022

SELL
$62.0 - $78.2 $1,054 - $1,329
-17 Reduced 0.44%
3,885 $261,000
Q1 2022

May 02, 2022

BUY
$72.86 - $104.61 $59,890 - $85,989
822 Added 26.69%
3,902 $302,000
Q4 2021

Feb 11, 2022

BUY
$85.63 - $113.49 $10,275 - $13,618
120 Added 4.05%
3,080 $319,000
Q3 2021

Nov 18, 2021

BUY
$84.75 - $93.75 $250,860 - $277,500
2,960 New
2,960 $251,000

Others Institutions Holding HLNE

About Hamilton Lane INC


  • Ticker HLNE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 37,295,500
  • Market Cap $5.62B
  • Description
  • Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); adviso...
More about HLNE
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