A detailed history of Bartlett & Co. Wealth Management LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 217 shares of HLI stock, worth $39,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 240 9.58%
Holding current value
$39,057
Previous $43.2 Million 99.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025

SELL
$181.55 - $209.19 $4,175 - $4,811
-23 Reduced 9.58%
217 $44,000
Q2 2025

Jul 18, 2025

BUY
$141.59 - $182.75 $3,256 - $4,203
23 Added 10.6%
240 $43.2 Million
Q2 2022

Feb 14, 2024

BUY
$76.53 - $89.4 $16,607 - $19,399
217 New
217 $17.1 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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