Principal Financial Group Inc Houlihan Lokey, Inc. Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$134.11 - $161.99 $6.87 Million - $8.3 Million	-51,246 Reduced 29.39%	123,095 $19.5 Million
Q2 2024 Jul 29, 2024	SELL	$122.38 - $136.8 $2.67 Million - $2.98 Million	-21,819 Reduced 11.12%	174,341 $23.5 Million
Q1 2024 Apr 29, 2024	SELL	$114.14 - $131.85 $2.29 Million - $2.64 Million	-20,026 Reduced 9.26%	196,160 $25.1 Million
Q4 2023 Feb 07, 2024	BUY	$96.94 - $122.19 $18.7 Million - $23.5 Million	192,668 Added 819.24%	216,186 $25.9 Million
Q3 2023 Nov 02, 2023	BUY	$94.84 - $110.06 $690,055 - $800,796	7,276 Added 44.8%	23,518 $2.52 Million
Q2 2023 Aug 07, 2023	SELL	$84.95 - $98.88 $492,964 - $573,800	-5,803 Reduced 26.32%	16,242 $1.6 Million
Q1 2023 May 09, 2023	SELL	$85.36 - $100.78 $317,539 - $374,901	-3,720 Reduced 14.44%	22,045 $1.93 Million
Q4 2022 Feb 09, 2023	BUY	$76.69 - $101.58 $1.42 Million - $1.88 Million	18,531 Added 256.17%	25,765 $2.25 Million
Q3 2022 Nov 09, 2022	SELL	$75.03 - $88.87 $50,945 - $60,342	-679 Reduced 8.58%	7,234 $545,000
Q2 2022 Aug 10, 2022	SELL	$76.53 - $89.4 $4.71 Million - $5.5 Million	-61,572 Reduced 88.61%	7,913 $625,000
Q1 2022 May 09, 2022	SELL	$87.8 - $119.53 $2.39 Million - $3.25 Million	-27,169 Reduced 28.11%	69,485 $6.1 Million
Q4 2021 Feb 09, 2022	BUY	$93.45 - $118.96 $8.11 Million - $10.3 Million	86,749 Added 875.81%	96,654 $10 Million
Q3 2021 Nov 09, 2021	BUY	$80.26 - $95.55 $151,851 - $180,780	1,892 Added 23.61%	9,905 $912,000
Q2 2021 Aug 10, 2021	SELL	$65.35 - $81.79 $197,945 - $247,741	-3,029 Reduced 27.43%	8,013 $655,000
Q1 2021 May 10, 2021	SELL	$63.56 - $72.24 $131,314 - $149,247	-2,066 Reduced 15.76%	11,042 $734,000
Q4 2020 Feb 08, 2021	BUY	$59.42 - $70.1 $319,857 - $377,348	5,383 Added 69.68%	13,108 $881,000
Q3 2020 Nov 06, 2020	BUY	$54.55 - $60.34 $22,583 - $24,980	414 Added 5.66%	7,725 $456,000
Q2 2020 Aug 05, 2020	SELL	$53.41 - $64.39 $1.81 Million - $2.18 Million	-33,816 Reduced 82.22%	7,311 $407,000
Q1 2020 May 12, 2020	BUY	$45.87 - $57.92 $22,476 - $28,380	490 Added 1.21%	41,127 $2.14 Million
Q4 2019 Feb 05, 2020	BUY	$43.05 - $49.12 $1.5 Million - $1.72 Million	34,923 Added 611.18%	40,637 $1.99 Million
Q3 2019 Nov 13, 2019	BUY	$41.93 - $46.82 $38,114 - $42,559	909 Added 18.92%	5,714 $258,000
Q2 2019 Aug 12, 2019	SELL	$43.72 - $49.51 $1.59 Million - $1.8 Million	-36,454 Reduced 88.35%	4,805 $214,000
Q1 2019 May 10, 2019	BUY	$36.64 - $46.75 $9,892 - $12,622	270 Added 0.66%	41,259 $1.89 Million
Q4 2018 Feb 14, 2019	SELL	$34.76 - $45.14 $7.5 Million - $9.74 Million	-215,766 Reduced 84.04%	40,989 $1.51 Million
Q3 2018 Nov 14, 2018	BUY	$44.93 - $52.89 $328,078 - $386,202	7,302 Added 2.93%	256,755 $11.5 Million
Q2 2018 Aug 13, 2018	SELL	$43.57 - $52.52 $586,190 - $706,604	-13,454 Reduced 5.12%	249,453 $0
Q1 2018 May 14, 2018	BUY	$43.6 - $51.55 $81,706 - $96,604	1,874 Added 0.72%	262,907 $11.7 Million
Q4 2017 Feb 13, 2018	BUY	$39.25 - $46.02 $1.94 Million - $2.27 Million	49,433 Added 23.36%	261,033 $11.9 Million
Q3 2017 Nov 02, 2017	BUY	$34.86 - $39.31 $7.38 Million - $8.32 Million	211,600	211,600 $8.28 Million

Others Institutions Holding HLI

# of Institutions

471

Shares Held

50.6M

Call Options Held

20.7K

Put Options Held

9.1K

Vanguard Group Inc Valley Forge, PA

5.17M
Shares

$899 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5M
Shares

$869 Million
0.02% of portfolio
Earnest Partners LLC Atlanta, GA

3.23M
Shares

$562 Million
2.31% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

3.07M
Shares

$535 Million
1.11% of portfolio
Wellington Management Group LLP Boston, MA

1.85M
Shares

$322 Million
0.05% of portfolio

View Full List

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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