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Sheaff Brock Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Sheaff Brock Investment Advisors’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
2022
Q3 		– Sell
-14,474
Closed -$1.14M – 508
2022
Q2 		$1.14M Buy
14,474
+244
+2% +$20.4K 0.13% 138
2022
Q1 		$1.25M Buy
+14,230
New +$1.47M 0.11% 155
2018
Q4 		– Sell
-20,224
Closed -$909K – 500
2018
Q3 		$909K Sell
20,224
-1,371
-6% -$66.4K 0.12% 169
2018
Q2 		$1.11M Sell
21,595
-268
-1% -$12.8K 0.15% 136
2018
Q1 		$975K Sell
21,863
-2,155
-9% -$102K 0.13% 154
2017
Q4 		$1.09M Sell
24,018
-931
-4% -$39.8K 0.14% 138
2017
Q3 		$976K Sell
24,949
-877
-3% -$32K 0.13% 145
2017
Q2 		$901K Buy
+25,826
New +$877K 0.12% 169

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return