Ladenburg Thalmann Financial Services’s Houlihan Lokey HLI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$103K	Buy	2,090 +701	+50%	+$33.1K	﹤0.01%	2988
2019 Q3	$63K	Hold	1,389	–	–	﹤0.01%	3268
2019 Q2	$63K	Buy	1,389 +46	+3%	+$2.15K	﹤0.01%	3301
2019 Q1	$62K	Buy	1,343 +64	+5%	+$2.82K	﹤0.01%	3255
2018 Q4	$47K	Buy	1,279 +63	+5%	+$2.57K	﹤0.01%	3293
2018 Q3	$55K	Buy	1,216 +96	+9%	+$4.65K	﹤0.01%	3252
2018 Q2	$50K	Hold	1,120	–	–	﹤0.01%	3243
2018 Q1	$50K	Hold	1,120	–	–	﹤0.01%	3243
2017 Q4	$51K	Hold	1,120	–	–	﹤0.01%	3204
2017 Q3	$44K	Buy	1,120 +69	+7%	+$2.52K	﹤0.01%	3171
2017 Q2	$37K	Buy	1,051 +72	+7%	+$2.44K	﹤0.01%	3219
2017 Q1	$34K	Buy	979 +237	+32%	+$7.56K	﹤0.01%	3204
2016 Q4	$23K	Hold	742	–	–	﹤0.01%	3400
2016 Q3	$19K	Buy	742 +146	+24%	+$3.52K	﹤0.01%	3435
2016 Q2	$13K	Buy	596 +136	+30%	+$3.28K	﹤0.01%	3610
2016 Q1	$11K	Buy	460 +328	+248%	+$7.96K	﹤0.01%	3639
2015 Q4	$3K	Sell	132 -67	-34%	-$1.53K	﹤0.01%	4230
2015 Q3	$4K	Buy	+199	New	+$4.36K	﹤0.01%	4032

Other funds holding HLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HLI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Houlihan Lokey (HLI) stake by 50% in Q4 2019, buying an estimated $33.1K and bringing the position to 2,090 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Ladenburg Thalmann Financial Services first reported a position in HLI in Q3 2015 and has held it in 18 quarters since. 187 funds tracked by Wall St. Rank hold HLI as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,090 shares of Houlihan Lokey worth $103K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 701 Houlihan Lokey shares in Q4 2019, an estimated $33.1K.
Houlihan Lokey made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2988 holding.
Ladenburg Thalmann Financial Services first reported a position in Houlihan Lokey in Q3 2015 and has held it in 18 quarters since.
187 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.