Summit Global Investments Houlihan Lokey, Inc. Transaction History

Summit Global Investments

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$76.69 - $101.58 $316,653 - $419,423	4,129 Added 6.39%	68,739 $5.99 Million
Q3 2022 Nov 14, 2022	BUY	$75.03 - $88.87 $242,421 - $287,138	3,231 Added 5.26%	64,610 $4.87 Million
Q2 2022 Aug 23, 2022	BUY	$76.53 - $89.4 $1.58 Million - $1.85 Million	20,655 Added 50.72%	61,379 $4.85 Million
Q1 2022 Apr 29, 2022	SELL	$87.8 - $119.53 $416,611 - $567,169	-4,745 Reduced 10.44%	40,724 $3.58 Million
Q4 2021 Feb 14, 2022	SELL	$93.45 - $118.96 $716,948 - $912,661	-7,672 Reduced 14.44%	45,469 $4.71 Million
Q3 2021 Nov 08, 2021	BUY	$80.26 - $95.55 $431,236 - $513,390	5,373 Added 11.25%	53,141 $4.89 Million
Q2 2021 Jan 28, 2022	SELL	$65.35 - $81.79 $110,637 - $138,470	-1,693 Reduced 3.42%	47,768 $3.91 Million
Q1 2021 Jan 27, 2022	BUY	$63.56 - $72.24 $518,014 - $588,756	8,150 Added 19.73%	49,461 $3.29 Million
Q4 2020 Feb 11, 2021	BUY	$59.42 - $70.1 $1.88 Million - $2.22 Million	31,611 Added 325.89%	41,311 $2.78 Million
Q3 2020 Nov 16, 2020	BUY	$54.55 - $60.34 $10,910 - $12,068	200 Added 2.11%	9,700 $573,000
Q2 2020 Aug 11, 2020	BUY	$53.41 - $64.39 $507,394 - $611,705	9,500 New	9,500 $529,000

470

50.7M

20.7K

9.1K

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $9.37B
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...

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