Polen Capital Houlihan Lokey, Inc. Transaction History

Polen Capital Management LLC

$43.3 Billion
Q1 2024

A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Polen Capital Management LLC holds 90,022 shares of HLI stock, worth $12.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

90,022

Previous 127,298 29.28%

Holding current value

$12.1 Million

Previous $15.3 Million 24.4%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$114.14 - $131.85 $4.25 Million - $4.91 Million	-37,276 Reduced 29.28%	90,022 $11.5 Million
Q4 2023 Feb 13, 2024	SELL	$96.94 - $122.19 $161,792 - $203,935	-1,669 Reduced 1.29%	127,298 $15.3 Million
Q3 2023 Nov 13, 2023	SELL	$94.84 - $110.06 $182,567 - $211,865	-1,925 Reduced 1.47%	128,967 $13.8 Million
Q2 2023 Aug 11, 2023	SELL	$84.95 - $98.88 $568,230 - $661,408	-6,689 Reduced 4.86%	130,892 $12.9 Million
Q1 2023 May 11, 2023	SELL	$85.36 - $100.78 $314,295 - $371,071	-3,682 Reduced 2.61%	137,581 $12 Million

Q4 2022 Feb 13, 2023	SELL	$76.69 - $101.58 $1.44 Million - $1.91 Million	-18,833 Reduced 11.76%	141,263 $12.3 Million
Q3 2022 Nov 04, 2022	BUY	$75.03 - $88.87 $1.05 Million - $1.25 Million	14,041 Added 9.61%	160,096 $12.1 Million
Q2 2022 Aug 10, 2022	SELL	$76.53 - $89.4 $2.19 Million - $2.55 Million	-28,562 Reduced 16.36%	146,055 $11.5 Million
Q1 2022 May 12, 2022	SELL	$87.8 - $119.53 $660,607 - $899,343	-7,524 Reduced 4.13%	174,617 $15.3 Million
Q4 2021 Feb 11, 2022	BUY	$93.45 - $118.96 $3.43 Million - $4.37 Million	36,745 Added 25.27%	182,141 $18.9 Million
Q3 2021 Nov 10, 2021	BUY	$80.26 - $95.55 $859,905 - $1.02 Million	10,714 Added 7.96%	145,396 $13.4 Million
Q2 2021 Aug 12, 2021	BUY	$65.35 - $81.79 $549,005 - $687,117	8,401 Added 6.65%	134,682 $11 Million
Q1 2021 May 12, 2021	BUY	$63.56 - $72.24 $1.39 Million - $1.59 Million	21,946 Added 21.03%	126,281 $8.4 Million
Q4 2020 Feb 11, 2021	BUY	$59.42 - $70.1 $1.51 Million - $1.78 Million	25,390 Added 32.16%	104,335 $7.01 Million
Q3 2020 Nov 12, 2020	BUY	$54.55 - $60.34 $1.87 Million - $2.07 Million	34,244 Added 76.61%	78,945 $4.66 Million
Q2 2020 Aug 13, 2020	BUY	$53.41 - $64.39 $2.39 Million - $2.88 Million	44,701 New	44,701 $2.49 Million

Others Institutions Holding HLI

# of Institutions

416

Shares Held

51.4M

Call Options Held

36.5K

Put Options Held

View Full List

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...

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