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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 $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $66.6B AUM 7.35% 1-Year Est. Return

Bleakley Financial Group's HLI Position: Q1 2025 in Review

Bleakley Financial Group sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 4,178 shares — an estimated $726K sold.

Bleakley Financial Group first reported a position in HLI in Q2 2023 and held it in 7 quarters. The position peaked at $726K in Q4 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Bleakley Financial Group reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,178 Houlihan Lokey shares in Q1 2025, an estimated $726K.
  • Bleakley Financial Group first reported a position in Houlihan Lokey in Q2 2023 and held it in 7 quarters.
  • Bleakley Financial Group's Houlihan Lokey position peaked at $726K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.