A detailed history of Summit Trail Advisors, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,939 shares of HLI stock, worth $531,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,939
Previous 4,026 2.16%
Holding current value
$531,213
Previous $482,000 4.56%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$114.14 - $131.85 $9,930 - $11,470
-87 Reduced 2.16%
3,939 $504,000
Q4 2023

Feb 06, 2024

SELL
$96.94 - $122.19 $7,076 - $8,919
-73 Reduced 1.78%
4,026 $482,000
Q3 2023

Oct 30, 2023

BUY
$94.84 - $110.06 $7,207 - $8,364
76 Added 1.89%
4,099 $439,000
Q2 2023

Jul 25, 2023

SELL
$84.95 - $98.88 $509 - $593
-6 Reduced 0.15%
4,023 $395,000
Q1 2023

May 04, 2023

BUY
$85.36 - $100.78 $40,289 - $47,568
472 Added 13.27%
4,029 $352,000
Q4 2022

Feb 07, 2023

BUY
$76.69 - $101.58 $39,725 - $52,618
518 Added 17.05%
3,557 $310,000
Q1 2022

May 16, 2022

BUY
$87.8 - $119.53 $266,824 - $363,251
3,039 New
3,039 $267,000
Q1 2018

May 21, 2018

SELL
$43.6 - $51.55 $218 - $257
-5 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$39.25 - $46.02 $196 - $230
5
5 $0

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 $6.7B
  • 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 Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, 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 Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.