Whittier Trust CO Houlihan Lokey, Inc. Transaction History

Whittier Trust CO

$7.37 Billion
Q3 2024

A detailed history of Whittier Trust CO transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Whittier Trust CO holds 63,996 shares of HLI stock, worth $12.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

63,996

Previous 61,280 4.43%

Holding current value

$12.1 Million

Previous $8.26 Million 22.36%

% of portfolio

0.14%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$134.11 - $161.99 $364,242 - $439,964	2,716 Added 4.43%	63,996 $10.1 Million
Q2 2024 Jul 26, 2024	BUY	$122.38 - $136.8 $373,259 - $417,240	3,050 Added 5.24%	61,280 $8.26 Million
Q1 2024 May 02, 2024	BUY	$114.14 - $131.85 $262,636 - $303,386	2,301 Added 4.11%	58,230 $7.46 Million
Q4 2023 Jan 11, 2024	BUY	$96.94 - $122.19 $122,726 - $154,692	1,266 Added 2.32%	55,929 $6.71 Million
Q3 2023 Oct 27, 2023	BUY	$94.84 - $110.06 $205,138 - $238,059	2,163 Added 4.12%	54,663 $5.86 Million
Q2 2023 Jul 24, 2023	BUY	$84.95 - $98.88 $2.18 Million - $2.54 Million	25,652 Added 95.55%	52,500 $5.16 Million
Q1 2023 Apr 21, 2023	BUY	$85.36 - $100.78 $35,851 - $42,327	420 Added 1.59%	26,848 $2.35 Million
Q4 2022 Jan 25, 2023	BUY	$76.69 - $101.58 $15,031 - $19,909	196 Added 0.75%	26,428 $0
Q3 2022 Oct 21, 2022	BUY	$75.03 - $88.87 $101,215 - $119,885	1,349 Added 5.42%	26,232 $1.98 Million
Q2 2022 Jul 28, 2022	BUY	$76.53 - $89.4 $31,606 - $36,922	413 Added 1.69%	24,883 $1.96 Million
Q1 2022 Apr 29, 2022	BUY	$87.8 - $119.53 $191,228 - $260,336	2,178 Added 9.77%	24,470 $2.15 Million
Q4 2021 Jan 19, 2022	BUY	$93.45 - $118.96 $68,685 - $87,435	735 Added 3.41%	22,292 $2.31 Million
Q3 2021 Nov 01, 2021	BUY	$80.26 - $95.55 $71,912 - $85,612	896 Added 4.34%	21,557 $1.99 Million
Q2 2021 Jul 29, 2021	BUY	$65.35 - $81.79 $83,648 - $104,691	1,280 Added 6.6%	20,661 $1.69 Million
Q1 2021 Apr 26, 2021	BUY	$63.56 - $72.24 $133,476 - $151,704	2,100 Added 12.15%	19,381 $1.29 Million
Q4 2020 Jan 29, 2021	BUY	$59.42 - $70.1 $59,420 - $70,100	1,000 Added 6.14%	17,281 $1.16 Million
Q3 2020 Oct 30, 2020	BUY	$54.55 - $60.34 $39,003 - $43,143	715 Added 4.59%	16,281 $961,000
Q2 2020 Jul 10, 2020	BUY	$53.41 - $64.39 $831,380 - $1 Million	15,566 New	15,566 $865,000

Others Institutions Holding HLI

# of Institutions

470

Shares Held

50.7M

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 $9.37B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Whittier Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Whittier Trust CO with notifications on news.

Account

Whittier Trust CO Houlihan Lokey, Inc. Transaction History