Sowell Financial Services LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in HLI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$332,910

-$495,777 QoQ

Shares Held

2,482

-57.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#53

of 123 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. HLI ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	40,917	$8,553,289
2	GS	Goldman Sachs Group Inc	6,214	$6,284,653
3	IBKR	Interactive Brokers Group, Inc.	26,868	$2,338,590
4	SCHW	Schwab Charles Corp	13,600	$1,254,872
5	HOOD	Robinhood Markets, Inc.	8,217	$824,000
6	TW	Tradeweb Markets Inc.	3,580	$356,782
7	SF	Stifel Financial Corp	4,928	$343,826
8	HLI	Houlihan Lokey, Inc. This page	2,482	$332,910

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,910	2,482	-57.0%	Shares	Sole	2026-07-20
2026-03-31	$828,687	5,770	+5.3%	Shares	Sole	2026-04-20
2025-12-31	$954,212	5,478	+19.8%	Shares	Sole	2026-01-21
2025-09-30	$938,517	4,571	+1.2%	Shares	Sole	2025-10-17
2025-06-30	$812,654	4,516	+132.9%	Shares	Sole	2025-07-14
2025-03-31	$313,148	1,939	-48.8%	Shares	Sole	2025-04-17
2021-03-31	$252,072	3,790	-13.3%	Shares	Sole	2021-05-07
2020-12-31	$293,795	4,370	+4.4%	Shares	Sole	2021-01-13
2020-09-30	$247,124	4,185	+25.9%	Shares	Sole	2020-11-12
2020-06-30	$184,891	3,323	0.0%	Shares	Sole	2020-08-13
2020-03-31	$173,194	3,323	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.