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Houlihan Lokey Inc cl a shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 8.1k 159.59
2024-06-30 $1.1M 8.0k 135.35

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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