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KeyBank National Association’s
Houlihan Lokey
HLI
Stock Holding History
KeyBank National Association’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
$488K
Sell
3,400
-5,105
-60%
-$840K
﹤0.01%
844
2025
Q4
$1.48M
Buy
8,505
+4,932
+138%
+$905K
0.01%
503
2025
Q3
$734K
Sell
3,573
-101
-3%
-$19.8K
﹤0.01%
650
2025
Q2
$661K
Sell
3,674
-194
-5%
-$32.6K
﹤0.01%
684
2025
Q1
$625K
Buy
+3,868
New
+$664K
﹤0.01%
685
2024
Q3
–
Sell
-1,921
Closed
-$259K
–
1147
2024
Q2
$259K
Sell
1,921
-866
-31%
-$113K
﹤0.01%
973
2024
Q1
$357K
Sell
2,787
-108
-4%
-$13.4K
﹤0.01%
885
2023
Q4
$347K
Sell
2,895
-589
-17%
-$63.9K
﹤0.01%
888
2023
Q3
$373K
Sell
3,484
-549
-14%
-$56.6K
﹤0.01%
803
2023
Q2
$396K
Sell
4,033
-1,315
-25%
-$119K
﹤0.01%
786
2023
Q1
$468K
Hold
5,348
–
–
﹤0.01%
726
2022
Q4
$466K
Hold
5,348
–
–
﹤0.01%
720
2022
Q3
$403K
Hold
5,348
–
–
﹤0.01%
736
2022
Q2
$422K
Buy
+5,348
New
+$447K
﹤0.01%
735
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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