A detailed history of Ever Source Wealth Advisors, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,758 shares of HLI stock, worth $325,001. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,758
Previous 1,444 21.75%
Holding current value
$325,001
Previous $228,000 33.77%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$158.81 - $190.49 $49,866 - $59,813
314 Added 21.75%
1,758 $305,000
Q3 2024

Nov 08, 2024

SELL
$134.11 - $161.99 $22,262 - $26,890
-166 Reduced 10.31%
1,444 $228,000
Q2 2024

Aug 13, 2024

BUY
$122.38 - $136.8 $33,287 - $37,209
272 Added 20.33%
1,610 $217,000
Q1 2024

Jun 11, 2024

BUY
$114.14 - $131.85 $22,713 - $26,238
199 Added 17.47%
1,338 $171,000
Q4 2023

Feb 09, 2024

BUY
$96.94 - $122.19 $11,923 - $15,029
123 Added 12.11%
1,139 $136,000
Q3 2023

Nov 03, 2023

BUY
$94.84 - $110.06 $16,407 - $19,040
173 Added 20.52%
1,016 $108,000
Q2 2023

Aug 04, 2023

SELL
$84.95 - $98.88 $14,186 - $16,512
-167 Reduced 16.53%
843 $82,000
Q1 2023

May 11, 2023

BUY
$85.36 - $100.78 $1,536 - $1,814
18 Added 1.81%
1,010 $88,000
Q4 2022

Feb 09, 2023

BUY
$76.69 - $101.58 $61,658 - $81,670
804 Added 427.66%
992 $86,000
Q3 2022

Nov 07, 2022

BUY
$75.03 - $88.87 $6,602 - $7,820
88 Added 88.0%
188 $14,000
Q1 2022

May 25, 2022

BUY
$87.8 - $119.53 $8,780 - $11,953
100 New
100 $9,000

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 $9.18B
  • 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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