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Cetera Advisors’s Houlihan Lokey HLI Stock Holding History

Cetera Advisors’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
2024
Q1 		$386K Buy
3,011
+1,105
+58% +$137K ﹤0.01% 1777
2023
Q4 		$229K Buy
+1,906
New +$207K ﹤0.01% 1574

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Cetera Advisors's HLI Position: Q1 2024 in Review

Cetera Advisors increased its Houlihan Lokey (HLI) stake by 58% in Q1 2024, buying an estimated $137K and bringing the position to 3,011 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Cetera Advisors first reported a position in HLI in Q4 2023 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold HLI as of Q1 2024.

  • Cetera Advisors held 3,011 shares of Houlihan Lokey worth $386K as of Q1 2024.
  • Cetera Advisors bought 1,105 Houlihan Lokey shares in Q1 2024, an estimated $137K.
  • Houlihan Lokey made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1777 holding.
  • Cetera Advisors first reported a position in Houlihan Lokey in Q4 2023 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.