Apriem Advisors

Position in HLI — Houlihan Lokey, Inc.

CIK 1425165 IRVINE, CA

Position in HLI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$601,036

-$42,525 QoQ

Shares Held

4,481

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#265

of 517 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Apriem Advisors holds $14,846,268 across 4 Capital Markets names. HLI ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,602	$12,745,284
2	MS	Morgan Stanley	4,241	$886,538
3	SCHW	Schwab Charles Corp	6,648	$613,410
4	HLI	Houlihan Lokey, Inc. This page	4,481	$601,036

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,036	4,481	0.0%	Shares	Sole	2026-08-14
2026-03-31	$643,561	4,481	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.