Ratings by BMO Capital (Brennan Hawken)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/24/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2026 | Evercore Partners | EVR | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/15/2026 | Lincoln International | LCLN | New Coverage | Market Perform (N/A) |
24.47 (23.65) |
-3.35% | Details | |
| 5/22/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Ares Management, L.P. | ARES | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | TPG Inc. | TPG | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Blue Owl Capital | OWL | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 4/24/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/23/2026 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Morgan Stanley | MS | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Goldman Sachs | GS | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 4/13/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/10/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 4/10/2026 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 4/10/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 4/6/2026 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Evercore Partners | EVR | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Bank of New York Mellon | BK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Stifel Financial | SF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
141.41 (175.40) |
24.04% | Details | |
| 4/1/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/1/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/24/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/24/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/23/2026 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/5/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Evercore Partners | EVR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 1/29/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 1/26/2026 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 1/21/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | Morgan Stanley | MS | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | Goldman Sachs | GS | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 1/13/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2026 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Franklin Resources | BEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2026 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Evercore Partners | EVR | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2026 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/10/2025 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2025 | StepStone Group | STEP | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Evercore Partners | EVR | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2025 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/20/2025 | Jefferies Group | JEF | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 10/17/2025 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2025 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2025 | BlackRock | BLK | New Coverage | Outperform (N/A) |
1141.07 (983.69) |
-13.79% | Details | |
| 10/3/2025 | Interactive Brokers Group | IBKR | New Coverage | Outperform (N/A) |
68.78 (94.59) |
37.53% | Details | |
| 10/3/2025 | State Street | STT | New Coverage | Outperform (N/A) |
113.38 (170.78) |
50.63% | Details | |
| 10/3/2025 | Stifel Financial | SF | New Coverage | Market Perform (N/A) |
111.81 (73.08) |
-34.64% | Details | |
| 10/3/2025 | StepStone Group | STEP | New Coverage | Outperform (N/A) |
64.05 (42.10) |
-34.27% | Details | |
| 10/3/2025 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
92.25 (91.63) |
-0.67% | Details | |
| 10/3/2025 | T. Rowe Price | TROW | New Coverage | Market Perform (N/A) |
101.07 (105.48) |
4.36% | Details | |
| 10/3/2025 | Ares Management, L.P. | ARES | New Coverage | Market Perform (N/A) |
154.14 (118.33) |
-23.23% | Details | |
| 10/3/2025 | Raymond James | RJF | New Coverage | Market Perform (N/A) |
165.90 (156.21) |
-5.84% | Details | |
| 10/3/2025 | Blue Owl Capital | OWL | New Coverage | Outperform (N/A) |
16.14 (8.69) |
-46.16% | Details | |
| 10/3/2025 | Northern Trust | NTRS | New Coverage | Market Perform (N/A) |
131.20 (141.41) |
7.78% | Details | |
| 10/3/2025 | Moelis | MC | New Coverage | Market Perform (N/A) |
68.70 (66.02) |
-3.9% | Details | |
| 10/3/2025 | PJT Partners | PJT | New Coverage | Outperform (N/A) |
173.72 (153.66) |
-11.55% | Details | |
| 10/3/2025 | Morgan Stanley | MS | New Coverage | Outperform (N/A) |
156.89 (222.05) |
41.53% | Details | |
| 10/3/2025 | Invesco | IVZ | New Coverage | Outperform (N/A) |
23.09 (25.91) |
12.21% | Details | |
| 10/3/2025 | Jefferies Group | JEF | New Coverage | Market Perform (N/A) |
63.49 (58.60) |
-7.7% | Details | |
| 10/3/2025 | KKR | KKR | New Coverage | Outperform (N/A) |
127.47 (92.32) |
-27.58% | Details | |
| 10/3/2025 | LPL Financial Holdings | LPLA | New Coverage | Outperform (N/A) |
317.00 (283.84) |
-10.46% | Details | |
| 10/3/2025 | Janus Henderson Group | JHG | New Coverage | Outperform (N/A) |
44.11 (51.92) |
17.71% | Details | |
| 10/3/2025 | Lazard | LAZ | New Coverage | Market Perform (N/A) |
51.53 (40.86) |
-20.71% | Details | |
| 10/3/2025 | Evercore Partners | EVR | New Coverage | Market Perform (N/A) |
330.91 (362.58) |
9.57% | Details | |
| 10/3/2025 | The Blackstone Group | BX | New Coverage | Outperform (N/A) |
168.10 (116.19) |
-30.88% | Details | |
| 10/3/2025 | Hamilton Lane Inc. | HLNE | New Coverage | Outperform (N/A) |
128.80 (75.01) |
-41.76% | Details | |
| 10/3/2025 | Houlihan Lokey | HLI | New Coverage | Outperform (N/A) |
200.74 (139.70) |
-30.41% | Details | |
| 10/3/2025 | Goldman Sachs | GS | New Coverage | Market Perform (N/A) |
785.51 (1081.92) |
37.73% | Details | |
| 10/3/2025 | The Carlyle Group LP | CG | New Coverage | Outperform (N/A) |
60.78 (41.99) |
-30.91% | Details | |
| 10/3/2025 | Bank of New York Mellon | BK | New Coverage | Outperform (N/A) |
106.83 (137.16) |
28.39% | Details | |
| 10/3/2025 | Apollo Global Management | APO | New Coverage | Market Perform (N/A) |
129.95 (126.26) |
-2.84% | Details | |
| 10/3/2025 | Franklin Resources | BEN | New Coverage | Outperform (N/A) |
22.54 (33.02) |
46.5% | Details | |
| 10/3/2025 | Ameriprise Financial | AMP | New Coverage | Market Perform (N/A) |
486.60 (462.16) |
-5.02% | Details |
