Wealth Alliance Houlihan Lokey, Inc. Transaction History

Wealth Alliance

$811 Million
Q4 2024

A detailed history of Wealth Alliance transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Wealth Alliance holds 3,048 shares of HLI stock, worth $550,407. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,048

Previous 3,127 2.53%

Holding current value

$550,407

Previous $494,000 7.09%

% of portfolio

0.07%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$158.81 - $190.49 $12,545 - $15,048	-79 Reduced 2.53%	3,048 $529,000
Q3 2024 Nov 04, 2024	BUY	$134.11 - $161.99 $8,314 - $10,043	62 Added 2.02%	3,127 $494,000
Q2 2024 Aug 09, 2024	SELL	$122.38 - $136.8 $16,276 - $18,194	-133 Reduced 4.16%	3,065 $413,000
Q1 2024 May 10, 2024	SELL	$114.14 - $131.85 $40,976 - $47,334	-359 Reduced 10.09%	3,198 $409,000
Q4 2023 Jan 30, 2024	SELL	$96.94 - $122.19 $7,658 - $9,653	-79 Reduced 2.17%	3,557 $426,000
Q3 2023 Nov 09, 2023	SELL	$94.84 - $110.06 $24,753 - $28,725	-261 Reduced 6.7%	3,636 $389,000
Q2 2023 Aug 02, 2023	BUY	$84.95 - $98.88 $20,897 - $24,324	246 Added 6.74%	3,897 $383,000
Q1 2023 May 10, 2023	BUY	$85.36 - $100.78 $57,276 - $67,623	671 Added 22.52%	3,651 $319,000
Q4 2022 Feb 13, 2023	BUY	$76.69 - $101.58 $3,374 - $4,469	44 Added 1.5%	2,980 $259,000
Q3 2022 Nov 14, 2022	SELL	$75.03 - $88.87 $17,932 - $21,239	-239 Reduced 7.53%	2,936 $221,000
Q2 2022 Aug 15, 2022	BUY	$76.53 - $89.4 $17,219 - $20,115	225 Added 7.63%	3,175 $251,000
Q1 2022 May 10, 2022	SELL	$87.8 - $119.53 $32,837 - $44,704	-374 Reduced 11.25%	2,950 $259,000
Q4 2021 Feb 14, 2022	SELL	$93.45 - $118.96 $101,393 - $129,071	-1,085 Reduced 24.61%	3,324 $344,000
Q3 2021 Nov 12, 2021	BUY	$80.26 - $95.55 $5,297 - $6,306	66 Added 1.52%	4,409 $406,000
Q2 2021 Aug 16, 2021	SELL	$65.35 - $81.79 $9,671 - $12,104	-148 Reduced 3.3%	4,343 $355,000
Q1 2021 May 18, 2021	SELL	$63.56 - $72.24 $25,424 - $28,895	-400 Reduced 8.18%	4,491 $299,000
Q4 2020 Feb 11, 2021	SELL	$59.42 - $70.1 $2,376 - $2,804	-40 Reduced 0.81%	4,891 $328,000
Q3 2020 Nov 13, 2020	SELL	$54.55 - $60.34 $4,200 - $4,646	-77 Reduced 1.54%	4,931 $291,000
Q2 2020 Aug 14, 2020	SELL	$53.41 - $64.39 $1,442 - $1,738	-27 Reduced 0.54%	5,008 $279,000
Q1 2020 May 15, 2020	BUY	$45.87 - $57.92 $230,955 - $291,627	5,035 New	5,035 $262,000

Others Institutions Holding HLI

# of Institutions

480

Shares Held

51M

Call Options Held

20.7K

Put Options Held

9.1K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $8.97B
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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