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Beacon Capital Management LLC (Tennessee)’s Houlihan Lokey HLI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-15
Closed -$2.7K – 505
2025
Q2 		$2.7K Hold
15
– – ﹤0.01% 854
2025
Q1 		$2.42K Hold
15
– – ﹤0.01% 899
2024
Q4 		$2.6K Hold
15
– – ﹤0.01% 838
2024
Q3 		$2.37K Buy
+15
New +$2.24K ﹤0.01% 963

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State Street
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Fidelity Investments
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Wellington Management Group
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Geode Capital Management
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BAM
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Beacon Capital Management LLC (Tennessee)'s HLI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 15 shares — an estimated $2.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HLI in Q3 2024 and held it in 4 quarters. The position peaked at $2.7K in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 15 Houlihan Lokey shares in Q3 2025, an estimated $2.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Houlihan Lokey in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Houlihan Lokey position peaked at $2.7K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.