A detailed history of Steward Partners Investment Advisory, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 172 shares of HLI stock, worth $27,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 296 41.89%
Holding current value
$27,234
Previous $37,000 37.84%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$122.38 - $136.8 $15,175 - $16,963
-124 Reduced 41.89%
172 $23,000
Q1 2024

May 15, 2024

BUY
$114.14 - $131.85 $26,480 - $30,589
232 Added 362.5%
296 $37,000
Q4 2023

Feb 12, 2024

BUY
$96.94 - $122.19 $1,357 - $1,710
14 Added 28.0%
64 $7,000
Q3 2023

Nov 13, 2023

SELL
$94.84 - $110.06 $2,940 - $3,411
-31 Reduced 38.27%
50 $5,000
Q4 2022

Feb 15, 2023

SELL
$76.69 - $101.58 $8,819 - $11,681
-115 Reduced 58.67%
81 $7,000
Q3 2022

Nov 10, 2022

BUY
$75.03 - $88.87 $525 - $622
7 Added 3.7%
196 $15,000
Q2 2022

Aug 04, 2022

SELL
$76.53 - $89.4 $33,520 - $39,157
-438 Reduced 69.86%
189 $15,000
Q1 2022

May 02, 2022

BUY
$87.8 - $119.53 $9,570 - $13,028
109 Added 21.04%
627 $55,000
Q3 2021

Nov 12, 2021

SELL
$80.26 - $95.55 $8,828 - $10,510
-110 Reduced 17.52%
518 $48,000
Q2 2021

Aug 13, 2021

SELL
$65.35 - $81.79 $8,430 - $10,550
-129 Reduced 17.04%
628 $51,000
Q1 2021

May 14, 2021

BUY
$63.56 - $72.24 $37,627 - $42,766
592 Added 358.79%
757 $50,000
Q4 2020

Feb 11, 2021

BUY
$59.42 - $70.1 $4,456 - $5,257
75 Added 83.33%
165 $11,000
Q3 2020

Oct 30, 2020

BUY
$54.55 - $60.34 $2,182 - $2,413
40 Added 80.0%
90 $5,000
Q1 2020

Apr 29, 2020

SELL
$45.87 - $57.92 $2,339 - $2,953
-51 Reduced 50.5%
50 $2,000
Q2 2019

Jul 25, 2019

BUY
$43.72 - $49.51 $4,415 - $5,000
101 New
101 $4,000
Q4 2018

Jan 15, 2019

SELL
$34.76 - $45.14 $1,738 - $2,257
-50 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
$43.57 - $52.52 $2,178 - $2,626
50 New
50 $3,000

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 $7.86B
  • 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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