West Coast Financial LLC Houlihan Lokey, Inc. Transaction History

West Coast Financial LLC

$824 Million
Q1 2024

A detailed history of West Coast Financial LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, West Coast Financial LLC holds 23,705 shares of HLI stock, worth $3.23 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

23,705

Previous 25,286 6.25%

Holding current value

$3.23 Million

Previous $3.03 Million 0.2%

% of portfolio

0.37%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$114.14 - $131.85 $180,455 - $208,454	-1,581 Reduced 6.25%	23,705 $3.04 Million
Q4 2023 Jan 11, 2024	SELL	$96.94 - $122.19 $8.31 Million - $10.5 Million	-85,699 Reduced 77.22%	25,286 $3.03 Million
Q3 2023 Nov 02, 2023	SELL	$94.84 - $110.06 $189,395 - $219,789	-1,997 Reduced 1.77%	110,985 $11.9 Million
Q2 2023 Aug 08, 2023	BUY	$84.95 - $98.88 $12,572 - $14,634	148 Added 0.13%	112,982 $11.1 Million
Q1 2023 May 08, 2023	SELL	$85.36 - $100.78 $145,965 - $172,333	-1,710 Reduced 1.49%	112,834 $9.87 Million

Q4 2022 Feb 14, 2023	BUY	$76.69 - $101.58 $74,619 - $98,837	973 Added 0.86%	114,544 $9.99 Million
Q3 2022 Oct 31, 2022	BUY	$75.03 - $88.87 $66,776 - $79,094	890 Added 0.79%	113,571 $8.56 Million
Q2 2022 Jul 11, 2022	BUY	$76.53 - $89.4 $78,519 - $91,724	1,026 Added 0.92%	112,681 $8.89 Million
Q1 2022 Apr 20, 2022	BUY	$87.8 - $119.53 $130,119 - $177,143	1,482 Added 1.35%	111,655 $9.8 Million
Q4 2021 Jan 19, 2022	SELL	$93.45 - $118.96 $128,306 - $163,332	-1,373 Reduced 1.23%	110,173 $11.4 Million
Q3 2021 Nov 03, 2021	SELL	$80.26 - $95.55 $90,854 - $108,162	-1,132 Reduced 1.0%	111,546 $10.3 Million
Q2 2021 Jul 28, 2021	SELL	$65.35 - $81.79 $96,587 - $120,885	-1,478 Reduced 1.29%	112,678 $9.22 Million
Q1 2021 May 10, 2021	SELL	$63.56 - $72.24 $459,093 - $521,789	-7,223 Reduced 5.95%	114,156 $7.59 Million
Q4 2020 Feb 03, 2021	SELL	$59.42 - $70.1 $141,597 - $167,048	-2,383 Reduced 1.93%	121,379 $8.16 Million
Q3 2020 Nov 05, 2020	SELL	$54.55 - $60.34 $100,153 - $110,784	-1,836 Reduced 1.46%	123,762 $7.31 Million
Q2 2020 Jul 13, 2020	BUY	$53.41 - $64.39 $3.16 Million - $3.81 Million	59,099 Added 88.87%	125,598 $6.99 Million
Q1 2020 Apr 21, 2020	BUY	$45.87 - $57.92 $3.05 Million - $3.85 Million	66,499 New	66,499 $3.47 Million

Others Institutions Holding HLI

# of Institutions

417

Shares Held

51.4M

Call Options Held

36.5K

Put Options Held

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $6.77B
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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West Coast Financial LLC Houlihan Lokey, Inc. Transaction History