Avantax Advisory Services’s Houlihan Lokey HLI Stock Holding History

Avantax Advisory Services’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$754K	Sell	4,192 -94	-2%	-$15.8K	﹤0.01%	1334
2025 Q1	$692K	Sell	4,286 -978	-19%	-$168K	﹤0.01%	1313
2024 Q4	$914K	Sell	5,264 -746	-12%	-$131K	0.01%	1082
2024 Q3	$950K	Sell	6,010 -986	-14%	-$147K	0.01%	1056
2024 Q2	$944K	Buy	6,996 +5,153	+280%	+$674K	0.01%	1009
2024 Q1	$236K	Sell	1,843 -131	-7%	-$16.2K	﹤0.01%	1445
2023 Q4	$237K	Hold	1,974	–	–	﹤0.01%	1369
2023 Q3	$211K	Buy	+1,974	New	+$204K	﹤0.01%	1397

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's HLI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Houlihan Lokey (HLI) stake by 2.2% in Q2 2025, selling an estimated $15.8K and leaving 4,192 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Avantax Advisory Services first reported a position in HLI in Q3 2023 and has held it in 8 quarters since. The position peaked at $950K in Q3 2024. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

Avantax Advisory Services held 4,192 shares of Houlihan Lokey worth $754K as of Q2 2025.
Avantax Advisory Services sold 94 Houlihan Lokey shares in Q2 2025, an estimated $15.8K.
Houlihan Lokey made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1334 holding.
Avantax Advisory Services first reported a position in Houlihan Lokey in Q3 2023 and has held it in 8 quarters since.
Avantax Advisory Services's Houlihan Lokey position peaked at $950K in Q3 2024.
548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.