Janney Montgomery Scott
HLNE icon

Janney Montgomery Scott’s Hamilton Lane HLNE Stock Holding History

Janney Montgomery Scott’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.7M Buy
37,238
+14,678
+65% +$1.8M 0.01% 995
2025
Q4 		$3.03M Sell
22,560
-70,891
-76% -$8.91M 0.01% 1142
2025
Q3 		$12.6M Sell
93,451
-9,909
-10% -$1.49M 0.03% 511
2025
Q2 		$14.7M Buy
103,360
+98,744
+2,139% +$14.9M 0.04% 418
2025
Q1 		$686K Buy
4,616
+433
+10% +$66K ﹤0.01% 1780
2024
Q4 		$619K Sell
4,183
-631
-13% -$112K ﹤0.01% 1861
2024
Q3 		$811K Buy
4,814
+168
+4% +$24.3K ﹤0.01% 1642
2024
Q2 		$574K Buy
4,646
+124
+3% +$14.5K ﹤0.01% 1784
2024
Q1 		$510K Buy
4,522
+571
+14% +$64.5K ﹤0.01% 1990
2023
Q4 		$448K Sell
3,951
-99
-2% -$9.36K ﹤0.01% 1987
2023
Q3 		$366K Sell
4,050
-194
-5% -$17.3K ﹤0.01% 1998
2023
Q2 		$339K Buy
+4,244
New +$305K ﹤0.01% 2162

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return