A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 45,199 shares of HLI stock, worth $7.21 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
45,199
Previous 47,599 5.04%
Holding current value
$7.21 Million
Previous $6.1 Million 0.1%
% of portfolio
2.69%
Previous 2.7%

Shares

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

Aug 12, 2024

SELL
$122.38 - $136.8 $293,712 - $328,320
-2,400 Reduced 5.04%
45,199 $6.1 Million
Q1 2024

May 13, 2024

SELL
$114.14 - $131.85 $62,891 - $72,649
-551 Reduced 1.14%
47,599 $6.1 Million
Q4 2023

Feb 13, 2024

SELL
$96.94 - $122.19 $18,321 - $23,093
-189 Reduced 0.39%
48,150 $5.77 Million
Q3 2023

Nov 14, 2023

BUY
$94.84 - $110.06 $56,050 - $65,045
591 Added 1.24%
48,339 $5.18 Million
Q2 2023

Aug 11, 2023

BUY
$84.95 - $98.88 $14,951 - $17,402
176 Added 0.37%
47,748 $4.69 Million
Q1 2023

May 12, 2023

BUY
$85.36 - $100.78 $223,813 - $264,245
2,622 Added 5.83%
47,572 $4.16 Million
Q4 2022

Feb 13, 2023

BUY
$76.69 - $101.58 $536 - $711
7 Added 0.02%
44,950 $3.92 Million
Q3 2022

Nov 01, 2022

BUY
$75.03 - $88.87 $155,612 - $184,316
2,074 Added 4.84%
44,943 $3.39 Million
Q2 2022

Aug 09, 2022

BUY
$76.53 - $89.4 $171,121 - $199,898
2,236 Added 5.5%
42,869 $3.38 Million
Q1 2022

May 13, 2022

BUY
$87.8 - $119.53 $66,903 - $91,081
762 Added 1.91%
40,633 $3.57 Million
Q4 2021

Feb 10, 2022

SELL
$93.45 - $118.96 $129,521 - $164,878
-1,386 Reduced 3.36%
39,871 $4.13 Million
Q3 2021

Nov 15, 2021

BUY
$80.26 - $95.55 $51,847 - $61,725
646 Added 1.59%
41,257 $3.8 Million
Q2 2021

Aug 16, 2021

BUY
$65.35 - $81.79 $29,734 - $37,214
455 Added 1.13%
40,611 $3.32 Million
Q1 2021

May 17, 2021

BUY
$63.56 - $72.24 $52,945 - $60,175
833 Added 2.12%
40,156 $2.67 Million
Q4 2020

Feb 19, 2021

BUY
$59.42 - $70.1 $27,095 - $31,965
456 Added 1.17%
39,323 $2.64 Million
Q3 2020

Nov 13, 2020

BUY
$54.55 - $60.34 $2.12 Million - $2.35 Million
38,867 New
38,867 $2.3 Million

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 $7.93B
  • 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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