A detailed history of York Bridge Wealth Partners, LLC transactions in Hamilton Lane Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,338 shares of HLNE stock, worth $502,969. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,338
Previous 3,873 13.81%
Holding current value
$502,969
Previous $231,000 7.79%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 26, 2023

SELL
$57.33 - $76.12 $30,671 - $40,724
-535 Reduced 13.81%
3,338 $0
Q3 2022

Oct 18, 2022

BUY
$59.61 - $79.01 $53,291 - $70,634
894 Added 30.01%
3,873 $231,000
Q2 2022

Jul 15, 2022

BUY
$62.0 - $78.2 $184,698 - $232,957
2,979 New
2,979 $200,000

Others Institutions Holding HLNE

About Hamilton Lane INC


  • Ticker HLNE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 37,295,500
  • Market Cap $5.62B
  • Description
  • Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); adviso...
More about HLNE
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.