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	–	507
2022 Q2	$1.14M	Buy	14,474 +244	+2%	+$20.4K	0.1%	138
2022 Q1	$1.25M	Buy	+14,230	New	+$1.47M	0.09%	155
2018 Q4	–	Sell	-20,224	Closed	-$909K	–	500
2018 Q3	$909K	Sell	20,224 -1,371	-6%	-$66.4K	0.09%	169
2018 Q2	$1.11M	Sell	21,595 -268	-1%	-$12.8K	0.11%	136
2018 Q1	$975K	Sell	21,863 -2,155	-9%	-$102K	0.1%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheaff Brock Investment Advisors's HLI Position: Q3 2022 in Review

Sheaff Brock Investment Advisors sold out of Houlihan Lokey (HLI) in Q3 2022, closing a stake of 14,474 shares — an estimated $1.14M sold.

Sheaff Brock Investment Advisors first reported a position in HLI in Q2 2017 and held it in 8 quarters. The position peaked at $1.25M in Q1 2022. 323 funds tracked by Wall St. Rank hold HLI as of Q3 2022.

Sheaff Brock Investment Advisors reported no remaining Houlihan Lokey position as of Q3 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 14,474 Houlihan Lokey shares in Q3 2022, an estimated $1.14M.
Sheaff Brock Investment Advisors first reported a position in Houlihan Lokey in Q2 2017 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Houlihan Lokey position peaked at $1.25M in Q1 2022.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.