BFG
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Bleakley Financial Group’s Houlihan Lokey HLI Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-4,178
Closed -$726K – 709
2024
Q4 		$726K Sell
4,178
-97
-2% -$17.1K 0.02% 504
2024
Q3 		$676K Buy
4,275
+194
+5% +$29K 0.02% 506
2024
Q2 		$550K Sell
4,081
-52
-1% -$6.81K 0.02% 583
2024
Q1 		$530K Buy
4,133
+353
+9% +$43.7K 0.02% 596
2023
Q4 		$453K Buy
3,780
+21
+0.6% +$2.28K 0.01% 618
2023
Q3 		$403K Buy
3,759
+308
+9% +$31.8K 0.01% 595
2023
Q2 		$339K Buy
+3,451
New +$312K 0.01% 684

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return