LPL Financial’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 | $11.6M | Sell |
81,026
-34,427
| -30% | -$5.66M | ﹤0.01% | 1868 |
|
|
2025
Q4 | $20.1M | Buy |
115,453
+10,205
| +10% | +$1.87M | 0.01% | 1407 |
|
|
2025
Q3 | $21.6M | Buy |
105,248
+7,374
| +8% | +$1.45M | 0.01% | 1319 |
|
|
2025
Q2 | $17.6M | Buy |
97,874
+2,836
| +3% | +$476K | 0.01% | 1348 |
|
|
2025
Q1 | $15.3M | Buy |
95,038
+10,879
| +13% | +$1.87M | 0.01% | 1326 |
|
|
2024
Q4 | $14.6M | Buy |
84,159
+28,398
| +51% | +$5M | 0.01% | 1269 |
|
|
2024
Q3 | $8.81M | Buy |
55,761
+10,775
| +24% | +$1.61M | ﹤0.01% | 1550 |
|
|
2024
Q2 | $6.07M | Buy |
44,986
+2,332
| +5% | +$305K | ﹤0.01% | 1715 |
|
|
2024
Q1 | $5.47M | Buy |
42,654
+6,153
| +17% | +$761K | ﹤0.01% | 1709 |
|
|
2023
Q4 | $4.38M | Buy |
36,501
+1,665
| +5% | +$181K | ﹤0.01% | 1775 |
|
|
2023
Q3 | $3.73M | Buy |
34,836
+3,917
| +13% | +$404K | ﹤0.01% | 1775 |
|
|
2023
Q2 | $3.04M | Buy |
30,919
+984
| +3% | +$89K | ﹤0.01% | 1907 |
|
|
2023
Q1 | $2.62M | Buy |
29,935
+2,484
| +9% | +$234K | ﹤0.01% | 1930 |
|
|
2022
Q4 | $2.39M | Sell |
27,451
-370
| -1% | -$33.3K | ﹤0.01% | 1936 |
|
|
2022
Q3 | $2.1M | Buy |
27,821
+714
| +3% | +$57.9K | ﹤0.01% | 1944 |
|
|
2022
Q2 | $2.14M | Sell |
27,107
-14,215
| -34% | -$1.19M | ﹤0.01% | 1974 |
|
|
2022
Q1 | $3.63M | Buy |
41,322
+16,119
| +64% | +$1.66M | ﹤0.01% | 1637 |
|
|
2021
Q4 | $2.61M | Buy |
25,203
+5,005
| +25% | +$534K | ﹤0.01% | 1894 |
|
|
2021
Q3 | $1.86M | Buy |
20,198
+3,619
| +22% | +$317K | ﹤0.01% | 2107 |
|
|
2021
Q2 | $1.36M | Buy |
16,579
+2,115
| +15% | +$153K | ﹤0.01% | 2315 |
|
|
2021
Q1 | $962K | Buy |
14,464
+3,896
| +37% | +$263K | ﹤0.01% | 2426 |
|
|
2020
Q4 | $711K | Buy |
10,568
+1,084
| +11% | +$70.3K | ﹤0.01% | 2454 |
|
|
2020
Q3 | $560K | Buy |
9,484
+386
| +4% | +$22.1K | ﹤0.01% | 2369 |
|
|
2020
Q2 | $506K | Buy |
9,098
+1,241
| +16% | +$72.3K | ﹤0.01% | 2374 |
|
|
2020
Q1 | $410K | Sell |
7,857
-1,321
| -14% | -$68.5K | ﹤0.01% | 2226 |
|
|
2019
Q4 | $449K | Buy |
+9,178
| New | +$433K | ﹤0.01% | 2470 |
|
Other funds holding HLI
VPM
VCM
