A detailed history of Jfs Wealth Advisors, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 39 shares of HLI stock, worth $6,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 38 2.63%
Holding current value
$6,558
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$134.11 - $161.99 $134 - $161
1 Added 2.63%
39 $6,000
Q4 2023

Feb 07, 2024

SELL
$96.94 - $122.19 $193 - $244
-2 Reduced 5.0%
38 $4,000
Q3 2023

Nov 02, 2023

BUY
$94.84 - $110.06 $189 - $220
2 Added 5.26%
40 $4,000
Q2 2023

Aug 07, 2023

SELL
$84.95 - $98.88 $254 - $296
-3 Reduced 7.32%
38 $3,000
Q1 2023

Apr 19, 2023

BUY
$85.36 - $100.78 $85 - $100
1 Added 2.5%
41 $3,000
Q4 2022

Feb 13, 2023

BUY
$76.69 - $101.58 $76 - $101
1 Added 2.56%
40 $3,000
Q3 2022

Oct 21, 2022

BUY
$75.03 - $88.87 $1,050 - $1,244
14 Added 56.0%
39 $3,000
Q2 2022

Aug 02, 2022

BUY
$76.53 - $89.4 $382 - $447
5 Added 25.0%
25 $2,000
Q1 2022

May 02, 2022

BUY
$87.8 - $119.53 $614 - $836
7 Added 53.85%
20 $2,000
Q4 2021

Feb 03, 2022

BUY
$93.45 - $118.96 $1,214 - $1,546
13 New
13 $1,000

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 $8.35B
  • 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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