Position in HLI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,755
-$266 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 514 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $3,345,217 across 8 Capital Markets names. HLI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,633 | $2,264,771 | |
| 2 | GS |
Goldman Sachs Group Inc
|
727 | $735,265 | |
| 3 | MS |
Morgan Stanley
|
1,198 | $250,429 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
932 | $46,581 | |
| 5 | SCHW |
Schwab Charles Corp
|
447 | $41,244 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
28 | $3,755 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 | |
| 8 | IREN |
IREN Ltd
|
8 | $365 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,755 | 28 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $4,021 | 28 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $5,399 | 31 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $18,684 | 91 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $16,375 | 91 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $15,342 | 95 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $15,976 | 92 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $16,592 | 105 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $14,160 | 105 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $13,459 | 105 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $14,509 | 121 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $17,032 | 159 | Shares | Other | 2023-10-18 | |
| 2023-06-30 | $15,631 | 159 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $13,910 | 159 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $12,202 | 140 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $21,031 | 279 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $22,021 | 279 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $24,496 | 279 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $28,882 | 279 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||