Congress Wealth Management LLC Houlihan Lokey, Inc. Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 49,941 shares of HLI stock, worth $8.99 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
49,941
Previous 63,750
21.66%
Holding current value
$8.99 Million
Previous $10.3 Million
12.71%
% of portfolio
0.09%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding HLI
# of Institutions
597Shares Held
53.7MCall Options Held
27.7KPut Options Held
6.8K-
Vanguard Group Inc Valley Forge, PA5.31MShares$955 Million0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$899 Million0.02% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.92MShares$526 Million1.54% of portfolio
-
Earnest Partners LLC Atlanta, GA2.42MShares$436 Million2.28% of portfolio
-
State Street Corp Boston, MA1.72MShares$309 Million0.01% of portfolio
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...