Captrust Financial Advisors Houlihan Lokey, Inc. Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 4,908 shares of HLI stock, worth $874,949. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,908

Previous 4,902 0.12%

Holding current value

$874,949

Previous $774,000 10.08%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$158.81 - $190.49 $952 - $1,142	6 Added 0.12%	4,908 $852,000
Q3 2024 Nov 14, 2024	SELL	$134.11 - $161.99 $28,297 - $34,179	-211 Reduced 4.13%	4,902 $774,000
Q2 2024 Aug 14, 2024	BUY	$122.38 - $136.8 $12,482 - $13,953	102 Added 2.04%	5,113 $689,000
Q1 2024 May 15, 2024	SELL	$114.14 - $131.85 $512,716 - $592,270	-4,492 Reduced 47.27%	5,011 $642,000
Q4 2023 Feb 14, 2024	SELL	$96.94 - $122.19 $266,003 - $335,289	-2,744 Reduced 22.41%	9,503 $1.14 Million
Q3 2023 Nov 14, 2023	BUY	$94.84 - $110.06 $104,134 - $120,845	1,098 Added 9.85%	12,247 $1.31 Million
Q2 2023 Aug 14, 2023	BUY	$84.95 - $98.88 $679,684 - $791,138	8,001 Added 254.16%	11,149 $1.1 Million
Q1 2023 May 15, 2023	BUY	$85.36 - $100.78 $20,571 - $24,287	241 Added 8.29%	3,148 $275,000
Q4 2022 Feb 15, 2023	BUY	$76.69 - $101.58 $6,441 - $8,532	84 Added 2.98%	2,907 $253,000
Q3 2022 Nov 16, 2022	BUY	$75.03 - $88.87 $11,404 - $13,508	152 Added 5.69%	2,823 $213,000
Q2 2022 Aug 23, 2022	SELL	$76.53 - $89.4 $12,168 - $14,214	-159 Reduced 5.62%	2,671 $211,000
Q2 2022 Aug 16, 2022	BUY	$76.53 - $89.4 $29,770 - $34,776	389 Added 15.94%	2,830 $223,000
Q1 2022 May 16, 2022	SELL	$87.8 - $119.53 $4,390 - $5,976	-50 Reduced 2.01%	2,441 $214,000
Q4 2021 Feb 14, 2022	SELL	$93.45 - $118.96 $42,893 - $54,602	-459 Reduced 15.56%	2,491 $258,000
Q3 2021 Nov 16, 2021	BUY	$80.26 - $95.55 $9,470 - $11,274	118 Added 4.17%	2,950 $272,000
Q2 2021 Aug 16, 2021	BUY	$65.35 - $81.79 $20,323 - $25,436	311 Added 12.34%	2,832 $232,000
Q1 2021 May 17, 2021	BUY	$63.56 - $72.24 $12,203 - $13,870	192 Added 8.24%	2,521 $168,000
Q4 2020 Feb 16, 2021	SELL	$59.42 - $70.1 $1,188 - $1,402	-20 Reduced 0.85%	2,329 $157,000
Q3 2020 Nov 17, 2020	SELL	$54.55 - $60.34 $54,822 - $60,641	-1,005 Reduced 29.96%	2,349 $140,000
Q2 2020 Aug 14, 2020	BUY	$53.41 - $64.39 $52,234 - $62,973	978 Added 41.16%	3,354 $188,000
Q1 2020 May 15, 2020	BUY	$45.87 - $57.92 $108,987 - $137,617	2,376 New	2,376 $128,000
Q4 2019 Feb 14, 2020	SELL	$43.05 - $49.12 $101,468 - $115,775	-2,357 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$43.72 - $49.51 $41,315 - $46,786	945 Added 66.93%	2,357 $105,000
Q1 2019 May 15, 2019	BUY	$36.64 - $46.75 $51,735 - $66,011	1,412 New	1,412 $65,000

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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Captrust Financial Advisors Houlihan Lokey, Inc. Transaction History