Janney Montgomery Scott
HLI icon

Janney Montgomery Scott’s Houlihan Lokey HLI Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$466K Sell
3,245
-148
-4% -$24.3K ﹤0.01% 2092
2025
Q4 		$591K Sell
3,393
-202
-6% -$37.1K ﹤0.01% 2087
2025
Q3 		$738K Sell
3,595
-477
-12% -$93.5K ﹤0.01% 1915
2025
Q2 		$733K Sell
4,072
-86,609
-96% -$14.6M ﹤0.01% 1782
2025
Q1 		$14.6M Sell
90,681
-4,617
-5% -$793K 0.04% 415
2024
Q4 		$16.6M Buy
95,298
+90,343
+1,823% +$15.9M 0.05% 392
2024
Q3 		$783K Buy
4,955
+2,606
+111% +$389K ﹤0.01% 1670
2024
Q2 		$317K Sell
2,349
-41
-2% -$5.37K ﹤0.01% 2180
2024
Q1 		$306K Buy
+2,390
New +$296K ﹤0.01% 2331
2023
Q3 		– Sell
-2,241
Closed -$220K – 2661
2023
Q2 		$220K Sell
2,241
-220
-9% -$19.9K ﹤0.01% 2411
2023
Q1 		$215K Buy
2,461
+103
+4% +$9.69K ﹤0.01% 2248
2022
Q4 		$206K Sell
2,358
-2,423
-51% -$218K ﹤0.01% 2357
2022
Q3 		$360K Buy
4,781
+139
+3% +$11.3K ﹤0.01% 1892
2022
Q2 		$366K Sell
4,642
-1,058
-19% -$88.5K ﹤0.01% 1794
2022
Q1 		$500K Buy
5,700
+3,354
+143% +$345K ﹤0.01% 1610
2021
Q4 		$243K Buy
+2,346
New +$250K ﹤0.01% 2129
2019
Q3 		– Sell
-7,744
Closed -$345K – 2087
2019
Q2 		$345K Buy
7,744
+361
+5% +$16.9K ﹤0.01% 1625
2019
Q1 		$339K Buy
7,383
+19
+0.3% +$838 ﹤0.01% 1593
2018
Q4 		$271K Buy
7,364
+270
+4% +$11K ﹤0.01% 1624
2018
Q3 		$319K Buy
+7,094
New +$344K ﹤0.01% 1680

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's HLI Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Houlihan Lokey (HLI) stake by 4.4% in Q1 2026, selling an estimated $24.3K and leaving 3,245 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Janney Montgomery Scott first reported a position in HLI in Q3 2018 and has held it in 20 quarters since. The position peaked at $16.6M in Q4 2024. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Janney Montgomery Scott held 3,245 shares of Houlihan Lokey worth $466K as of Q1 2026.
  • Janney Montgomery Scott sold 148 Houlihan Lokey shares in Q1 2026, an estimated $24.3K.
  • Houlihan Lokey made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2092 holding.
  • Janney Montgomery Scott first reported a position in Houlihan Lokey in Q3 2018 and has held it in 20 quarters since.
  • Janney Montgomery Scott's Houlihan Lokey position peaked at $16.6M in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.