Global Financial Private Client’s Houlihan Lokey HLI Stock Holding History

Global Financial Private Client’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	-232	Closed	-$37.5K	–	810
2025 Q1	$37.5K	Buy	232 +35	+18%	+$6.01K	0.01%	371
2024 Q4	$34.2K	Buy	197 +3	+2%	+$528	0.01%	358
2024 Q3	$30.7K	Buy	194 +97	+100%	+$14.5K	0.01%	370
2024 Q2	$13.1K	Hold	97	–	–	0.01%	420
2024 Q1	$12.4K	Hold	97	–	–	0.01%	438
2023 Q4	$11.6K	Hold	97	–	–	0.01%	441
2023 Q3	$10.2K	Hold	97	–	–	0.01%	436
2023 Q2	$9.58K	Hold	97	–	–	﹤0.01%	443
2023 Q1	$8.45K	Hold	97	–	–	﹤0.01%	465
2022 Q4	$8.46K	Hold	97	–	–	﹤0.01%	443
2022 Q3	$7.44K	Hold	97	–	–	﹤0.01%	437
2022 Q2	$7.6K	Hold	97	–	–	﹤0.01%	421
2022 Q1	$8.63K	Hold	97	–	–	﹤0.01%	424
2021 Q4	$10K	Buy	+97	New	+$10.4K	﹤0.01%	394

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Global Financial Private Client's HLI Position: Q2 2025 in Review

Global Financial Private Client sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 232 shares — an estimated $37.5K sold.

Global Financial Private Client first reported a position in HLI in Q4 2021 and held it in 14 quarters. The position peaked at $37.5K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

Global Financial Private Client reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 232 Houlihan Lokey shares in Q2 2025, an estimated $37.5K.
Global Financial Private Client first reported a position in Houlihan Lokey in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Houlihan Lokey position peaked at $37.5K in Q1 2025.
549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.