Legacy Wealth Asset Management, LLC Houlihan Lokey, Inc. Transaction History
Legacy Wealth Asset Management, LLC
- $347 Million
- Q4 2025
A detailed history of Legacy Wealth Asset Management, LLC transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 2,040 shares of HLI stock, worth $367,179. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,040
Previous 1,992
2.41%
Holding current value
$367,179
Previous $408,000
10.05%
% of portfolio
0.11%
Previous 0.12%
Shares
4 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...