Heritage Wealth Management, LLC Houlihan Lokey, Inc. Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$76.69 - $101.58 $2,607 - $3,453	34 Added 100.0%	68 $5,000
Q3 2022 Nov 14, 2022	BUY	$75.03 - $88.87 $2,551 - $3,021	34 New	34 $3,000
Q3 2021 Nov 10, 2021	SELL	$80.26 - $95.55 $3,932 - $4,681	-49 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$65.35 - $81.79 $27,577 - $34,515	-422 Reduced 89.6%	49 $4,000
Q1 2021 Jul 16, 2021	BUY	$63.56 - $72.24 $29,936 - $34,025	471 New	471 $31,000

536

52.6M

37.5K

24.4K

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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