A detailed history of Diversify Wealth Management, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,285 shares of HLI stock, worth $231,287. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,285
Previous 1,582 18.77%
Holding current value
$231,287
Previous $306 Million 25.21%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$181.55 - $209.19 $53,920 - $62,129
-297 Reduced 18.77%
1,285 $229 Million
Q2 2025

Aug 14, 2025

BUY
$141.59 - $182.75 $22,512 - $29,057
159 Added 11.17%
1,582 $306 Million
Q1 2025

Apr 30, 2025

BUY
$154.43 - $187.4 $219,753 - $266,670
1,423 New
1,423 $231 Million

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 $8.94B
  • 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
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