A detailed history of York Bridge Wealth Partners, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 4,018 shares of HLI stock, worth $704,717. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,018
Previous 4,627 13.16%
Holding current value
$704,717
Previous $349,000 0.29%
% of portfolio
0.09%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$76.69 - $101.58 $46,704 - $61,862
-609 Reduced 13.16%
4,018 $0
Q3 2022

Oct 18, 2022

BUY
$75.03 - $88.87 $66,251 - $78,472
883 Added 23.58%
4,627 $349,000
Q2 2022

Jul 15, 2022

SELL
$76.53 - $89.4 $10,943 - $12,784
-143 Reduced 3.68%
3,744 $296,000
Q1 2022

Apr 15, 2022

BUY
$87.8 - $119.53 $122,656 - $166,983
1,397 Added 56.1%
3,887 $341,000
Q4 2021

Jan 19, 2022

BUY
$93.45 - $118.96 $232,690 - $296,210
2,490 New
2,490 $258,000
Q3 2018

Nov 14, 2018

SELL
$44.93 - $52.89 $2,650 - $3,120
-59 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$43.6 - $51.55 $2,354 - $2,783
54 Added 1080.0%
59 $3,000
Q4 2017

Feb 12, 2018

BUY
$39.25 - $46.02 $196 - $230
5
5 $0

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 $8.71B
  • 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

Track York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.