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Virtu Financial’s Houlihan Lokey HLI Stock Holding History

Virtu Financial’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
2026
Q1 		$269K Sell
1,871
-3,084
-62% -$507K 0.01% 870
2025
Q4 		$863K Buy
+4,955
New +$910K 0.03% 405
2025
Q1 		– Sell
-2,139
Closed -$371K – 1639
2024
Q4 		$371K Buy
+2,139
New +$377K 0.02% 610
2023
Q2 		– Sell
-3,791
Closed -$332K – 1715
2023
Q1 		$332K Buy
+3,791
New +$357K 0.04% 502
2021
Q4 		– Sell
-2,532
Closed -$233K – 1910
2021
Q3 		$233K Buy
+2,532
New +$222K 0.02% 846
2020
Q3 		– Sell
-94,752
Closed -$5.27M – 1263
2020
Q2 		$5.27M Buy
+94,752
New +$5.52M 0.61% 24

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return