Private Wealth Management Group, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 2011342
PRINCETON, NJ
Position in HLI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,816
-$200 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 514 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $478,604 across 17 Capital Markets names. HLI ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
279 | $282,172 | |
| 2 | SCHW |
Schwab Charles Corp
|
481 | $44,381 | |
| 3 | MS |
Morgan Stanley
|
158 | $33,028 | |
| 4 | SNEX |
StoneX Group Inc.
|
296 | $23,344 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
226 | $22,663 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
49 | $13,802 | |
| 7 | EVR |
Evercore Inc.
|
32 | $10,926 | |
| 8 | MC |
Moelis & Co
|
147 | $9,616 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816 | 21 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,016 | 21 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,657 | 21 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,311 | 21 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,778 | 21 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,391 | 21 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,646 | 21 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,318 | 21 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,832 | 21 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,691 | 21 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,518 | 21 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||