A detailed history of Sendero Wealth Management, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 5,822 shares of HLI stock, worth $1.05 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,822
Previous 5,822 -0.0%
Holding current value
$1.05 Million
Previous $919,000 10.01%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$96.94 - $122.19 $50,893 - $64,149
525 Added 9.91%
5,822 $698,000
Q3 2023

Oct 10, 2023

BUY
$94.84 - $110.06 $66,862 - $77,592
705 Added 15.35%
5,297 $567,000
Q2 2023

Jul 20, 2023

BUY
$84.95 - $98.88 $62,268 - $72,479
733 Added 18.99%
4,592 $451,000
Q1 2023

Apr 27, 2023

BUY
$85.36 - $100.78 $55,484 - $65,507
650 Added 20.26%
3,859 $337,000
Q4 2022

Feb 01, 2023

BUY
$76.69 - $101.58 $246,098 - $325,970
3,209 New
3,209 $279,000

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 $9B
  • 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
Track This Portfolio

Track Sendero Wealth Management, LLC Portfolio

Follow Sendero Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sendero Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sendero Wealth Management, LLC with notifications on news.