LLBH Private Wealth Management »

Houlihan Lokey Inc cl a shares owned by LLBH Private Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 1.1k 205.32
2025-03-31 $234k 1.5k 161.50

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

Top funds holding Houlihan Lokey Inc cl a

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

View all funds holding Houlihan Lokey Inc cl a