Atria Investments LLC Houlihan Lokey, Inc. Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

A detailed history of Atria Investments LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Atria Investments LLC holds 19,949 shares of HLI stock, worth $3.56 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,949

Previous 22,497 11.33%

Holding current value

$3.56 Million

Previous $3.55 Million 2.53%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$158.81 - $190.49 $404,647 - $485,368	-2,548 Reduced 11.33%	19,949 $3.46 Million
Q3 2024 Nov 01, 2024	BUY	$134.11 - $161.99 $108,494 - $131,049	809 Added 3.73%	22,497 $3.55 Million
Q2 2024 Aug 13, 2024	BUY	$122.38 - $136.8 $133,271 - $148,975	1,089 Added 5.29%	21,688 $2.92 Million
Q1 2024 May 21, 2024	SELL	$114.14 - $131.85 $111,857 - $129,213	-980 Reduced 4.54%	20,599 $2.64 Million
Q4 2023 Feb 14, 2024	BUY	$96.94 - $122.19 $326,396 - $411,413	3,367 Added 18.49%	21,579 $2.59 Million
Q3 2023 Nov 07, 2023	BUY	$94.84 - $110.06 $456,559 - $529,828	4,814 Added 35.93%	18,212 $1.95 Million
Q2 2023 Aug 04, 2023	SELL	$84.95 - $98.88 $48,166 - $56,064	-567 Reduced 4.06%	13,398 $1.32 Million
Q1 2023 May 10, 2023	SELL	$85.36 - $100.78 $123,772 - $146,131	-1,450 Reduced 9.41%	13,965 $1.22 Million
Q4 2022 Jan 31, 2023	BUY	$76.69 - $101.58 $111,277 - $147,392	1,451 Added 10.39%	15,415 $1.34 Million
Q3 2022 Nov 01, 2022	SELL	$75.03 - $88.87 $49,294 - $58,387	-657 Reduced 4.49%	13,964 $1.05 Million
Q2 2022 Aug 11, 2022	SELL	$76.53 - $89.4 $26,862 - $31,379	-351 Reduced 2.34%	14,621 $1.15 Million
Q1 2022 May 02, 2022	BUY	$87.8 - $119.53 $116,071 - $158,018	1,322 Added 9.68%	14,972 $1.32 Million
Q4 2021 Feb 04, 2022	SELL	$93.45 - $118.96 $145,501 - $185,220	-1,557 Reduced 10.24%	13,650 $1.41 Million
Q3 2021 Nov 16, 2021	SELL	$80.26 - $95.55 $61,318 - $73,000	-764 Reduced 4.78%	15,207 $1.4 Million
Q2 2021 Aug 10, 2021	BUY	$65.35 - $81.79 $1.04 Million - $1.31 Million	15,971 New	15,971 $1.31 Million
Q1 2020 May 15, 2020	SELL	$45.87 - $57.92 $418,105 - $527,940	-9,115 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$43.05 - $49.12 $2.66 Million - $3.04 Million	-61,811 Reduced 87.15%	9,115 $445,000
Q2 2019 Aug 09, 2019	BUY	$43.72 - $49.51 $3.1 Million - $3.51 Million	70,926 New	70,926 $1.76 Million

Others Institutions Holding HLI

# of Institutions

529

Shares Held

52.5M

Call Options Held

41.5K

Put Options Held

22.4K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $8.85B
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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Atria Investments LLC Houlihan Lokey, Inc. Transaction History