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 2,456 shares of HLI stock, worth $427,270. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,456
Previous 2,224 10.43%
Holding current value
$427,270
Previous $300 Million 29.4%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 31, 2024

BUY
$134.11 - $161.99 $31,113 - $37,581
232 Added 10.43%
2,456 $388 Million
Q2 2024

Jul 18, 2024

BUY
$122.38 - $136.8 $16,031 - $17,920
131 Added 6.26%
2,224 $300 Million
Q1 2024

Apr 17, 2024

BUY
$114.14 - $131.85 $40,063 - $46,279
351 Added 20.15%
2,093 $268 Million
Q4 2023

Jan 16, 2024

BUY
$96.94 - $122.19 $168,869 - $212,854
1,742 New
1,742 $209 Million
Q2 2023

Aug 01, 2023

BUY
$84.95 - $98.88 $3 Million - $3.49 Million
35,310 New
35,310 $3.47 Million

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 $8.64B
  • 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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