A detailed history of Steph & CO transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Steph & CO holds 1,929 shares of HLI stock, worth $338,327. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,929
Previous 1,997 3.41%
Holding current value
$338,327
Previous $269,000 13.01%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 15, 2024

SELL
$134.11 - $161.99 $9,119 - $11,015
-68 Reduced 3.41%
1,929 $304,000
Q2 2024

Jul 30, 2024

BUY
$122.38 - $136.8 $1,101 - $1,231
9 Added 0.45%
1,997 $269,000
Q1 2024

Apr 12, 2024

SELL
$114.14 - $131.85 $86,974 - $100,469
-762 Reduced 27.71%
1,988 $254,000
Q4 2023

Jan 31, 2024

SELL
$96.94 - $122.19 $33,735 - $42,522
-348 Reduced 11.23%
2,750 $329,000
Q3 2023

Oct 26, 2023

BUY
$94.84 - $110.06 $12,708 - $14,748
134 Added 4.52%
3,098 $331,000
Q2 2023

Jul 14, 2023

BUY
$84.95 - $98.88 $13,167 - $15,326
155 Added 5.52%
2,964 $291,000
Q1 2023

Apr 18, 2023

BUY
$85.36 - $100.78 $67,690 - $79,918
793 Added 39.34%
2,809 $245,000
Q4 2022

Jan 26, 2023

BUY
$76.69 - $101.58 $154,607 - $204,785
2,016 New
2,016 $176,000

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 $8.71B
  • 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
Track This Portfolio

Track Steph & CO Portfolio

Follow Steph & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steph & CO, based on Form 13F filings with the SEC.

News

Stay updated on Steph & CO with notifications on news.