Ratings by UBS (Brennan Hawken)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/7/2026 | Goldman Sachs | GS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2026 | Goldman Sachs | GS | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/22/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (Buy) |
|
Details | ||
| 4/22/2025 | The Blackstone Group | BX | Maintain | Buy (Buy) |
|
Details | ||
| 4/22/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (Buy) |
|
Details | ||
| 4/16/2025 | BlackRock | BLK | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/11/2025 | BlackRock | BLK | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2025 | PJT Partners | PJT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2025 | Moelis | MC | Maintain | Sell (Sell) |
|
Details | ||
| 4/9/2025 | Lazard | LAZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (Buy) |
|
Details | ||
| 4/9/2025 | Houlihan Lokey | HLI | Maintain | Buy (Buy) |
|
Details | ||
| 4/9/2025 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/28/2025 | Jefferies Group | JEF | Maintain | Buy (Buy) |
|
Details | ||
| 3/17/2025 | The Blackstone Group | BX | Upgrade | Buy (Neutral) |
136.53 (156.02) |
14.28% | Details | |
| 2/24/2025 | Janus Henderson Group | JHG | Upgrade | Buy (Neutral) |
42.66 (51.90) |
21.66% | Details | |
| 2/10/2025 | PJT Partners | PJT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | Lazard | LAZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | Janus Henderson Group | JHG | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | The Blackstone Group | BX | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | Franklin Resources | BEN | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Ameriprise Financial | AMP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | Houlihan Lokey | HLI | Maintain | Buy (Buy) |
|
Details | ||
| 1/27/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2025 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2025 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2025 | Jefferies Group | JEF | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | Goldman Sachs | GS | Downgrade | Neutral (Buy) |
574.97 (1076.91) |
87.3% | Details | |
| 1/6/2025 | Ameriprise Financial | AMP | Downgrade | Neutral (Buy) |
529.96 (460.95) |
-13.02% | Details | |
| 1/6/2025 | LPL Financial Holdings | LPLA | Upgrade | Buy (Neutral) |
328.00 (374.71) |
14.24% | Details | |
| 12/9/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 12/6/2024 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2024 | Jefferies Group | JEF | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2024 | PJT Partners | PJT | Upgrade | Neutral (Sell) |
161.09 (174.87) |
8.55% | Details | |
| 10/31/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 10/28/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2024 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2024 | Janus Henderson Group | JHG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Cohen & Steers | CNS | Upgrade | Neutral (Sell) |
98.20 (74.99) |
-23.64% | Details | |
| 10/16/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2024 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | PJT Partners | PJT | Maintain | Sell (N/A) |
|
Details | ||
| 10/8/2024 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 10/8/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Jefferies Group | JEF | New Coverage | Buy (N/A) |
58.54 (59.58) |
1.78% | Details | |
| 9/9/2024 | Janus Henderson Group | JHG | Upgrade | Neutral (Sell) |
36.46 (42.66) |
17% | Details | |
| 8/6/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2024 | PJT Partners | PJT | Maintain | Sell (N/A) |
|
Details | ||
| 7/31/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 7/10/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2024 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | PJT Partners | PJT | Maintain | Sell (N/A) |
|
Details | ||
| 7/9/2024 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2024 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 7/9/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2024 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2024 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2024 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 4/12/2024 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 4/12/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2024 | State Street | STT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2024 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Blue Owl Capital | OWL | Upgrade | Buy (Neutral) |
18.86 (16.67) |
-11.61% | Details | |
| 4/2/2024 | The Blackstone Group | BX | Downgrade | Neutral (Buy) |
131.37 (136.53) |
3.93% | Details | |
| 3/26/2024 | PJT Partners | PJT | Downgrade | Sell (Neutral) |
93.92 (161.09) |
71.52% | Details | |
| 3/26/2024 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 3/26/2024 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 1/10/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | State Street | STT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | PJT Partners | PJT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Evercore Partners | EVR | Downgrade | Neutral (Buy) |
166.59 (339.99) |
104.09% | Details | |
| 12/15/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | PJT Partners | PJT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 10/30/2023 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2023 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2023 | State Street | STT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2023 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2023 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2023 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | Morgan Stanley | MS | Downgrade | Neutral (Buy) |
79.91 (165.81) |
107.5% | Details | |
| 10/9/2023 | State Street | STT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2023 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2023 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2023 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2023 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 10/3/2023 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2023 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2023 | Interactive Brokers Group | IBKR | New Coverage | Buy (N/A) |
86.56 (92.79) |
7.2% | Details | |
| 10/2/2023 | PJT Partners | PJT | New Coverage | Neutral (N/A) |
79.44 (153.17) |
92.81% | Details | |
| 8/7/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 7/31/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 7/31/2023 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | State Street | STT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | State Street | STT | Downgrade | Neutral (Buy) |
68.10 (168.87) |
147.97% | Details | |
| 7/11/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2023 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 7/11/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2023 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2023 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2023 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | Northern Trust | NTRS | Downgrade | Neutral (Buy) |
74.32 (173.93) |
134.03% | Details | |
| 5/1/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 4/12/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Evercore Partners | EVR | Upgrade | Buy (Sell) |
115.21 (353.19) |
206.56% | Details | |
| 4/12/2023 | Goldman Sachs | GS | Upgrade | Buy (Neutral) |
324.96 (1076.91) |
231.4% | Details | |
| 4/4/2023 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2023 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2023 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2023 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2023 | Evercore Partners | EVR | Maintain | Sell (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 1/26/2023 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 1/10/2023 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2023 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2023 | Invesco | IVZ | Downgrade | Neutral (Buy) |
19.17 (25.97) |
35.47% | Details | |
| 1/9/2023 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 1/9/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | Evercore Partners | EVR | Maintain | Sell (N/A) |
|
Details | ||
| 1/9/2023 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2022 | LPL Investment | LPLA | Downgrade | Neutral (Buy) |
218.42 (282.15) |
29.18% | Details | |
| 11/7/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Moelis | MC | Maintain | Sell (N/A) |
|
Details | ||
| 10/31/2022 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | Evercore Partners | EVR | Maintain | Sell (N/A) |
|
Details | ||
| 10/26/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2022 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2022 | BlackRock | BLK | Downgrade | Neutral (Buy) |
545.54 (1071.31) |
96.38% | Details | |
| 10/11/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 10/11/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/23/2022 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2022 | Moelis | MC | Downgrade | Sell (Neutral) |
37.04 (69.59) |
87.88% | Details | |
| 9/23/2022 | Evercore Partners | EVR | Downgrade | Sell (Neutral) |
86.50 (353.19) |
308.31% | Details | |
| 9/16/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2022 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 7/18/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2022 | WisdomTree Investments | WETF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | T. Rowe Price | TROW | Downgrade | Sell (Neutral) |
115.96 (105.20) |
-9.28% | Details | |
| 7/6/2022 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2022 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2022 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2022 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2022 | Moelis | MC | Downgrade | Neutral (Buy) |
39.66 (65.15) |
64.27% | Details | |
| 6/21/2022 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
60.86 (94.16) |
54.72% | Details | |
| 5/13/2022 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Neutral (N/A) |
28.33 (83.48) |
194.67% | Details | |
| 4/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2022 | WisdomTree Investments | WETF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2022 | Morgan Stanley | MS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2022 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2022 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2022 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | Moelis | MC | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | Houlihan Lokey | HLI | Upgrade | Buy (Neutral) |
103.52 (177.56) |
71.52% | Details | |
| 12/10/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Evercore Partners | EVR | Downgrade | Neutral (Buy) |
154.30 (353.19) |
128.9% | Details | |
| 11/1/2021 | WisdomTree Investments | WETF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2021 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | Moelis | MC | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2021 | WisdomTree Investments | WETF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2021 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2021 | Northern Trust | NTRS | Upgrade | Buy (Neutral) |
112.95 (173.93) |
53.99% | Details | |
| 7/22/2021 | Moelis | MC | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2021 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2021 | State Street | STT | Upgrade | Buy (Neutral) |
79.59 (168.87) |
112.17% | Details | |
| 7/7/2021 | WisdomTree Investments | WETF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2021 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2021 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2021 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2021 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2021 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2021 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2021 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2021 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2021 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2021 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2021 | Northern Trust | NTRS | Upgrade | Neutral (Sell) |
105.71 (173.93) |
64.54% | Details | |
| 4/1/2021 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2021 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2021 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | Goldman Sachs | GS | Downgrade | Neutral (Buy) |
332.01 (1076.91) |
224.36% | Details | |
| 3/19/2021 | Ameriprise Financial | AMP | New Coverage | Buy (N/A) |
226.90 (460.95) |
103.15% | Details | |
| 3/19/2021 | LPL Investment | LPLA | New Coverage | Buy (N/A) |
144.17 (282.15) |
95.71% | Details | |
| 2/8/2021 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2021 | Invesco | IVZ | Upgrade | Buy (Neutral) |
20.94 (25.97) |
24.02% | Details | |
| 1/5/2021 | Moelis | MC | Upgrade | Buy (Neutral) |
45.93 (65.15) |
41.85% | Details | |
| 1/5/2021 | State Street | STT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Northern Trust | NTRS | Maintain | Sell (N/A) |
|
Details | ||
| 1/5/2021 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2020 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2020 | Northern Trust | NTRS | Maintain | Sell (N/A) |
|
Details | ||
| 10/22/2020 | Evercore Partners | EVR | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2020 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2020 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2020 | Evercore Partners | EVR | Upgrade | Buy (Neutral) |
65.46 (154.30) |
135.72% | Details | |
| 10/2/2020 | Moelis | MC | Upgrade | Neutral (Sell) |
35.14 (45.93) |
30.71% | Details | |
| 10/2/2020 | Houlihan Lokey | HLI | Downgrade | Neutral (Buy) |
59.05 (138.00) |
133.7% | Details | |
| 9/24/2020 | Goldman Sachs | GS | Upgrade | Buy (Neutral) |
191.62 (1076.91) |
462% | Details | |
| 9/17/2020 | Invesco | IVZ | Upgrade | Neutral (Sell) |
10.89 (25.97) |
138.48% | Details | |
| 8/3/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2020 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2020 | Northern Trust | NTRS | Maintain | Sell (N/A) |
|
Details | ||
| 7/2/2020 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 7/2/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2020 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/23/2020 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2020 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2020 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2020 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2020 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2020 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2020 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2020 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2020 | Moelis | MC | Downgrade | Sell (Neutral) |
29.22 (65.15) |
122.96% | Details | |
| 4/7/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 4/7/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2020 | Northern Trust | NTRS | Downgrade | Sell (Neutral) |
76.92 (173.93) |
126.12% | Details | |
| 3/25/2020 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/25/2020 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2020 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2020 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 2/27/2020 | E*TRADE | ETFC | Downgrade | Neutral (Buy) |
48.52 (49.26) |
1.53% | Details | |
| 2/4/2020 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2020 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2020 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2020 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2019 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2019 | Charles Schwab Corp. | SCHW | Maintain | Sell (N/A) |
|
Details | ||
| 10/7/2019 | E*TRADE | ETFC | Upgrade | Buy (Neutral) |
36.40 (49.26) |
35.33% | Details | |
| 10/7/2019 | TD Ameritrade | AMTD | Downgrade | Neutral (Buy) |
33.70 (1.00) |
-97.03% | Details | |
| 10/2/2019 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2019 | Northern Trust | NTRS | Downgrade | Neutral (Buy) |
94.11 (76.92) |
-18.27% | Details | |
| 8/28/2019 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 8/28/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2019 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2019 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2019 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2019 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2019 | Morgan Stanley | MS | Maintain | Buy (Buy) |
|
Details | ||
| 7/8/2019 | Greenhill | GHL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2019 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2019 | T. Rowe Price | TROW | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2019 | State Street | STT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2019 | BlackRock | BLK | Maintain | Buy (Buy) |
|
Details | ||
| 7/8/2019 | Bank of New York Mellon | BK | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2019 | Franklin Resources | BEN | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/26/2019 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2019 | Bank of New York Mellon | BK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2019 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2019 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2019 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2019 | Invesco | IVZ | Downgrade | Sell (Neutral) |
20.81 (25.97) |
24.8% | Details | |
| 5/9/2019 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2019 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2019 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2019 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2019 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2019 | E*TRADE | ETFC | Downgrade | Neutral (Buy) |
48.65 (36.40) |
-25.18% | Details | |
| 2/20/2019 | Charles Schwab Corp. | SCHW | Downgrade | Sell (Neutral) |
47.06 (49.50) |
5.18% | Details | |
| 2/15/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2019 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2019 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2019 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2019 | Goldman Sachs | GS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2018 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2018 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2018 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2018 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2018 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Buy) |
46.96 (47.06) |
0.21% | Details | |
| 11/19/2018 | TD Ameritrade | AMTD | Upgrade | Buy (Neutral) |
52.61 (33.70) |
-35.94% | Details | |
| 10/30/2018 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2018 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2018 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2018 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2018 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2018 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2018 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2018 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | Houlihan Lokey | HLI | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2018 | Evercore Partners | EVR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2018 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2018 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2018 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2018 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details |
