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Salem Investment Counselors’s Houlihan Lokey HLI Stock Holding History

Salem Investment Counselors’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
2025
Q2 		– Sell
-14
Closed -$2.26K – 1219
2025
Q1 		$2.26K Hold
14
– – ﹤0.01% 1020
2024
Q4 		$2.43K Hold
14
– – ﹤0.01% 1002
2024
Q3 		$2.21K Hold
14
– – ﹤0.01% 1015
2024
Q2 		$1.89K Hold
14
– – ﹤0.01% 1027
2024
Q1 		$1.79K Sell
14
-26
-65% -$3.22K ﹤0.01% 1043
2023
Q4 		$4.8K Hold
40
– – ﹤0.01% 908
2023
Q3 		$4.29K Hold
40
– – ﹤0.01% 911
2023
Q2 		$3.93K Buy
+40
New +$3.62K ﹤0.01% 942

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Salem Investment Counselors's HLI Position: Q2 2025 in Review

Salem Investment Counselors sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 14 shares — an estimated $2.26K sold.

Salem Investment Counselors first reported a position in HLI in Q2 2023 and held it in 8 quarters. The position peaked at $4.8K in Q4 2023. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Salem Investment Counselors reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 14 Houlihan Lokey shares in Q2 2025, an estimated $2.26K.
  • Salem Investment Counselors first reported a position in Houlihan Lokey in Q2 2023 and held it in 8 quarters.
  • Salem Investment Counselors's Houlihan Lokey position peaked at $4.8K in Q4 2023.
  • 548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.