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Financial Advocates Investment Management’s Houlihan Lokey HLI Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-2,449
Closed -$396K – 691
2025
Q1 		$396K Buy
2,449
+68
+3% +$11.7K 0.03% 485
2024
Q4 		$413K Buy
+2,381
New +$419K 0.02% 510

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 $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 $3.37T AUM 44.26% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Advocates Investment Management's HLI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 2,449 shares — an estimated $396K sold.

Financial Advocates Investment Management first reported a position in HLI in Q4 2024 and held it in 2 quarters. The position peaked at $413K in Q4 2024. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,449 Houlihan Lokey shares in Q2 2025, an estimated $396K.
  • Financial Advocates Investment Management first reported a position in Houlihan Lokey in Q4 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Houlihan Lokey position peaked at $413K in Q4 2024.
  • 548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.