Portside Wealth Group, LLC Houlihan Lokey, Inc. Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 4,340 shares of HLI stock, worth $700,910. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,340
Previous 2,754
57.59%
Holding current value
$700,910
Previous $478 Million
46.55%
% of portfolio
0.11%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding HLI
# of Institutions
542Shares Held
52.3MCall Options Held
37.5KPut Options Held
24.4K-
Vanguard Group Inc Valley Forge, PA5.27MShares$850 Million0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$807 Million0.02% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA3.28MShares$530 Million1.36% of portfolio
-
Earnest Partners LLC Atlanta, GA2.97MShares$479 Million2.4% of portfolio
-
State Street Corp Boston, MA1.7MShares$274 Million0.01% of portfolio
About HOULIHAN LOKEY, INC.
- Ticker HLI
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 49,663,900
- Market Cap $8.02B
- 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...