HighTower Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.7M | Sell |
193,014
-29,843
| -13% | -$4.91M | 0.03% | 510 |
|
|
2025
Q4 | $38.8M | Sell |
222,857
-24,928
| -10% | -$4.58M | 0.04% | 419 |
|
|
2025
Q3 | $50.9M | Buy |
247,785
+12,599
| +5% | +$2.47M | 0.06% | 334 |
|
|
2025
Q2 | $42.3M | Sell |
235,186
-4,638
| -2% | -$779K | 0.05% | 364 |
|
|
2025
Q1 | $38.7M | Sell |
239,824
-4,733
| -2% | -$813K | 0.05% | 359 |
|
|
2024
Q4 | $42.5M | Sell |
244,557
-13,353
| -5% | -$2.35M | 0.06% | 320 |
|
|
2024
Q3 | $40.8M | Sell |
257,910
-19,092
| -7% | -$2.85M | 0.06% | 322 |
|
|
2024
Q2 | $37.3M | Sell |
277,002
-4,556
| -2% | -$596K | 0.06% | 334 |
|
|
2024
Q1 | $36.1M | Sell |
281,558
-9,423
| -3% | -$1.17M | 0.06% | 324 |
|
|
2023
Q4 | $34.9M | Buy |
290,981
+6,024
| +2% | +$653K | 0.06% | 324 |
|
|
2023
Q3 | $30.5M | Buy |
284,957
+260,060
| +1,045% | +$26.8M | 0.06% | 327 |
|
|
2023
Q2 | $2.45M | Buy |
24,897
+61
| +0.2% | +$5.52K | ﹤0.01% | 1233 |
|
|
2023
Q1 | $2.16M | Sell |
24,836
-2,454
| -9% | -$231K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $2.38M | Sell |
27,290
-966
| -3% | -$86.8K | 0.01% | 1194 |
|
|
2022
Q3 | $2.13M | Sell |
28,256
-931
| -3% | -$75.4K | 0.01% | 1197 |
|
|
2022
Q2 | $2.3M | Sell |
29,187
-605
| -2% | -$50.6K | 0.01% | 1184 |
|
|
2022
Q1 | $2.61M | Buy |
29,792
+474
| +2% | +$48.8K | 0.01% | 1220 |
|
|
2021
Q4 | $3.03M | Sell |
29,318
-3,086
| -10% | -$329K | 0.01% | 1140 |
|
|
2021
Q3 | $2.97M | Buy |
32,404
+1,150
| +4% | +$101K | 0.01% | 1054 |
|
|
2021
Q2 | $2.57M | Buy |
31,254
+997
| +3% | +$72.2K | 0.01% | 1093 |
|
|
2021
Q1 | $2.02M | Buy |
30,257
+1,471
| +5% | +$99.3K | 0.01% | 1129 |
|
|
2020
Q4 | $1.93M | Buy |
28,786
+1,317
| +5% | +$85.4K | 0.01% | 928 |
|
|
2020
Q3 | $1.63M | Buy |
27,469
+773
| +3% | +$44.3K | 0.01% | 975 |
|
|
2020
Q2 | $1.49M | Buy |
26,696
+3,989
| +18% | +$232K | 0.01% | 926 |
|
|
2020
Q1 | $1.19M | Buy |
22,707
+3,608
| +19% | +$187K | 0.01% | 932 |
|
|
2019
Q4 | $930K | Buy |
19,099
+2,554
| +15% | +$121K | 0.01% | 1176 |
|
|
2019
Q3 | $743K | Buy |
16,545
+1,842
| +13% | +$81.6K | ﹤0.01% | 1331 |
|
|
2019
Q2 | $655K | Buy |
14,703
+4,946
| +51% | +$231K | ﹤0.01% | 1386 |
|
|
2019
Q1 | $447K | Buy |
9,757
+1,996
| +26% | +$88.1K | ﹤0.01% | 1510 |
|
|
2018
Q4 | $287K | Buy |
7,761
+2,409
| +45% | +$98.2K | ﹤0.01% | 1631 |
|
|
2018
Q3 | $242K | Buy |
+5,352
| New | +$259K | ﹤0.01% | 1840 |
|
Other funds holding HLI
VPM
VCM
