A detailed history of Wellington Management Group LLP transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 1,850,640 shares of HLI stock, worth $325 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,850,640
Previous 1,985,416 6.79%
Holding current value
$325 Million
Previous $268 Million 9.22%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$134.11 - $161.99 $18.1 Million - $21.8 Million
-134,776 Reduced 6.79%
1,850,640 $292 Million
Q2 2024

Aug 13, 2024

SELL
$122.38 - $136.8 $3.53 Million - $3.95 Million
-28,879 Reduced 1.43%
1,985,416 $268 Million
Q1 2024

May 15, 2024

BUY
$114.14 - $131.85 $230 Million - $266 Million
2,014,295 New
2,014,295 $258 Million
Q4 2023

Feb 12, 2024

BUY
$96.94 - $122.19 $215 Million - $271 Million
2,221,017 New
2,221,017 $266 Million
Q3 2023

Nov 14, 2023

BUY
$94.84 - $110.06 $92.8 Million - $108 Million
978,776 Added 56.09%
2,723,687 $292 Million
Q2 2023

Aug 14, 2023

BUY
$84.95 - $98.88 $112 Million - $130 Million
1,319,663 Added 310.33%
1,744,911 $172 Million
Q1 2023

May 12, 2023

BUY
$85.36 - $100.78 $10.5 Million - $12.4 Million
123,069 Added 40.73%
425,248 $37.2 Million
Q4 2022

Feb 13, 2023

BUY
$76.69 - $101.58 $23.2 Million - $30.7 Million
302,179 New
302,179 $26.4 Million
Q2 2022

Aug 15, 2022

SELL
$76.53 - $89.4 $258,212 - $301,635
-3,374 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$93.45 - $118.96 $315,300 - $401,371
3,374 New
3,374 $349,000
Q3 2021

Nov 15, 2021

SELL
$80.26 - $95.55 $388,618 - $462,653
-4,842 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$65.35 - $81.79 $316,424 - $396,027
4,842 New
4,842 $396,000
Q3 2020

Nov 16, 2020

SELL
$54.55 - $60.34 $728,351 - $805,659
-13,352 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$53.41 - $64.39 $2.8 Million - $3.37 Million
-52,394 Reduced 79.69%
13,352 $743,000
Q4 2019

Feb 11, 2020

BUY
$43.05 - $49.12 $2.83 Million - $3.23 Million
65,746 New
65,746 $3.21 Million

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
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