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Houlihan Lokey Inc cl a shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 2.1k 128.19
2023-12-31 $209k 1.7k 119.91
2023-06-30 $3.5M 35k 98.31

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Top funds holding Houlihan Lokey Inc cl a

Vanguard Group
BlackRock
Earnest Partners
Wellington Management Company
Bamco
Fiduciary Management
ClearBridge Advisors
Neuberger Berman Group
Bank of America Corporation
Alliancebernstein
Van Berkom & Associates
Sei Investments
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Houlihan Lokey Inc cl a