Position in HLI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,790
-$1,471 QoQ
Shares Held
155
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#421
of 517 holders
Holding Since
Mar 2025
5 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, 2026Millstone Evans Group, LLC holds $696,790 across 8 Capital Markets names. HLI ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
350 | $353,979 | |
| 2 | MS |
Morgan Stanley
|
1,101 | $230,153 | |
| 3 | SCHW |
Schwab Charles Corp
|
659 | $60,805 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
87 | $24,506 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
155 | $20,790 | |
| 6 | SF |
Stifel Financial Corp
|
72 | $5,023 | |
| 7 | PJT |
PJT Partners Inc.
|
6 | $905 | |
| 8 | LAZ |
Lazard, Inc.
|
15 | $629 |
All Filings in HLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,790 | 155 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $22,261 | 155 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,012 | 46 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,444 | 46 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $5,814 | 36 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||