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Houlihan Lokey Inc cl a shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Pacific Capital Wealth Advisors 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6k 48 158.02
2024-06-30 $6.5k 48 134.85
2024-03-31 $6.2k 48 128.19

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Ishares Tr Ishares Biotech (IBB)
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View all positions for Pacific Capital Wealth Advisors

Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
BlackRock
BlackRock
Earnest Partners
Kayne Anderson Rudnick Investment Management
State Street Corporation
T. Rowe Price Investment Management
Bamco
Burgundy Asset Management
Bank of America Corporation
Geode Capital Management
Neuberger Berman Group
ClearBridge Advisors
Capital Research and Management Company - Division 3
Sei Investments

View all funds holding Houlihan Lokey Inc cl a