Tci Wealth Advisors, Inc. Houlihan Lokey, Inc. Transaction History

Tci Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$76.69 - $101.58 $4,064 - $5,383	-53 Reduced 17.55%	249 $21,000
Q3 2022 Nov 08, 2022	BUY	$75.03 - $88.87 $13,430 - $15,907	179 Added 145.53%	302 $23,000
Q2 2022 Jul 19, 2022	SELL	$76.53 - $89.4 $17,601 - $20,562	-230 Reduced 65.16%	123 $10,000
Q1 2022 Apr 29, 2022	BUY	$87.8 - $119.53 $13,872 - $18,885	158 Added 81.03%	353 $31,000
Q3 2021 Oct 29, 2021	BUY	$80.26 - $95.55 $7,785 - $9,268	97 Added 98.98%	195 $18,000
Q2 2021 Aug 02, 2021	BUY	$65.35 - $81.79 $3,920 - $4,907	60 Added 157.89%	98 $8,000
Q1 2021 Apr 29, 2021	BUY	$63.56 - $72.24 $2,415 - $2,745	38 New	38 $3,000

470

50.7M

20.7K

9.1K

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $9.28B
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...

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.