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Houlihan Lokey Inc cl a shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Houlihan Lokey Inc cl a by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 235 174.19

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View all positions for Atlantic Edge Private Wealth Management

Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
Earnest Partners
State Street Corporation
FMR
Geode Capital Management
Wellington Management Company
Burgundy Asset Management
Bamco
Mayflower Financial Advisors
Capital Research Global Investors
Raymond James Financial
Invesco
Thrivent Financial for Lutherans

View all funds holding Houlihan Lokey Inc cl a