Ratings by BofA Securities (Craig Siegenthaler)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/24/2026 | Pershing Square Inc | PS | New Coverage | Neutral (N/A) |
37.72 (30.90) |
-18.08% | Details | |
| 5/6/2026 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2026 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2026 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2026 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 4/22/2026 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2026 | MarketAxess | MKTX | Maintain | Underperform (N/A) |
|
Details | ||
| 4/22/2026 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 4/22/2026 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2026 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/15/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2026 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | Figure Technology | FIGR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/23/2026 | eToro Group | ETOR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2026 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2026 | eToro Group | ETOR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2026 | Figure Technology | FIGR | Downgrade | Underperform (Neutral) |
52.31 (27.40) |
-47.62% | Details | |
| 1/5/2026 | Janus Henderson Group | JHG | Downgrade | Neutral (Buy) |
47.78 (51.90) |
8.62% | Details | |
| 11/17/2025 | Figure Technology | FIGR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2025 | eToro Group | ETOR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/10/2025 | Brookfield Asset Management | BAM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Virtu Financial | VIRT | Upgrade | Buy (Neutral) |
41.92 (41.92) |
0% | Details | |
| 10/23/2025 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | Figure Technology | FIGR | New Coverage | Neutral (N/A) |
40.30 (52.31) |
29.8% | Details | |
| 10/6/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Brookfield Asset Management | BAM | Downgrade | Neutral (Buy) |
58.51 (44.90) |
-23.26% | Details | |
| 9/2/2025 | Affiliated Managers Group | AMG | Upgrade | Buy (Neutral) |
224.82 (339.10) |
50.83% | Details | |
| 8/4/2025 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 8/4/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2025 | Cohen & Steers | CNS | New Coverage | Underperform (N/A) |
78.11 (74.99) |
-3.99% | Details | |
| 6/9/2025 | eToro Group | ETOR | New Coverage | Neutral (N/A) |
68.70 (36.53) |
-46.83% | Details | |
| 5/15/2025 | Virtu Financial | VIRT | Downgrade | Neutral (Buy) |
42.20 (41.92) |
-0.66% | Details | |
| 4/16/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Brookfield Asset Management | BAM | Upgrade | Buy (Neutral) |
47.02 (58.51) |
24.44% | Details | |
| 4/10/2025 | CBOE Holdings | CBOE | Downgrade | Neutral (Buy) |
205.81 (249.59) |
21.27% | Details | |
| 4/3/2025 | AllianceBernstein | AB | Downgrade | Neutral (Buy) |
39.01 (35.16) |
-9.87% | Details | |
| 4/3/2025 | Janus Henderson Group | JHG | Upgrade | Buy (Neutral) |
0.00 (51.90) |
0% | Details | |
| 2/26/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2025 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/22/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 10/7/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2024 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 10/2/2024 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | Nasdaq OMX Group Inc. | NDAQ | Upgrade | Buy (Underperform) |
71.39 (81.61) |
14.32% | Details | |
| 9/3/2024 | CME Group | CME | Downgrade | Underperform (Neutral) |
215.74 (231.68) |
7.39% | Details | |
| 8/12/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | Brookfield Asset Management | BAM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2024 | Apollo Global Management | APO | Upgrade | Buy (Neutral) |
99.16 (122.60) |
23.64% | Details | |
| 7/30/2024 | LPL Financial Holdings | LPLA | Upgrade | Buy (Neutral) |
215.51 (282.15) |
30.92% | Details | |
| 7/24/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 6/12/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2024 | Robinhood Markets | HOOD | Upgrade | Buy (Underperform) |
17.90 (97.19) |
442.96% | Details | |
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Underperform (N/A) |
|
Details | ||
| 4/30/2024 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/24/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/12/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/2/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Robinhood Markets | HOOD | Maintain | Underperform (N/A) |
|
Details | ||
| 4/2/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Underperform (N/A) |
|
Details | ||
| 4/2/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 2/9/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Underperform (N/A) |
|
Details | ||
| 1/18/2024 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 1/17/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2023 | Virtu Financial | VIRT | New Coverage | Buy (N/A) |
17.76 (42.20) |
137.61% | Details | |
| 11/3/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Janus Henderson Group | JHG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2023 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Underperform (N/A) |
|
Details | ||
| 10/11/2023 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2023 | Brookfield Asset Management | BAM | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2023 | CBOE Holdings | CBOE | New Coverage | Buy (N/A) |
153.56 (249.59) |
62.54% | Details | |
| 9/7/2023 | Brookfield Asset Management | BAM | New Coverage | Neutral (N/A) |
34.24 (44.90) |
31.13% | Details | |
| 9/6/2023 | CME Group | CME | Upgrade | Neutral (Underperform) |
202.53 (231.68) |
14.39% | Details | |
| 9/5/2023 | AllianceBernstein | AB | Upgrade | Buy (Neutral) |
31.21 (35.16) |
12.66% | Details | |
| 8/16/2023 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2023 | Patria Investments | PAX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Robinhood Markets | HOOD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/31/2023 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 7/31/2023 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 7/27/2023 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 7/26/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 7/19/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | The Carlyle Group LP | CG | Maintain | Underperform (N/A) |
|
Details | ||
| 6/2/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Patria Investments | PAX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2023 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/27/2023 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/13/2023 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | (N/A) |
|
Details | ||
| 4/5/2023 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 4/5/2023 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 4/5/2023 | Affiliated Managers Group | AMG | Maintain | (N/A) |
|
Details | ||
| 4/5/2023 | AllianceBernstein | AB | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | TPG Inc. | TPG | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | Patria Investments | PAX | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | Ares Management, L.P. | ARES | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | IntercontinentalExchange | ICE | Maintain | (N/A) |
|
Details | ||
| 4/4/2023 | CME Group | CME | Maintain | (N/A) |
|
Details | ||
| 4/3/2023 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/3/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2023 | Robinhood Markets | HOOD | Maintain | Underperform (N/A) |
|
Details | ||
| 4/3/2023 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2023 | Charles Schwab Corp. | SCHW | Downgrade | Underperform (Buy) |
81.38 (91.39) |
12.3% | Details | |
| 12/6/2022 | Patria Investments | PAX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2022 | IntercontinentalExchange | ICE | Upgrade | Buy (Neutral) |
104.02 (130.02) |
25% | Details | |
| 11/2/2022 | KKR | KKR | Upgrade | Buy (Neutral) |
49.47 (91.51) |
84.98% | Details | |
| 10/31/2022 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 10/31/2022 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2022 | Nasdaq OMX Group Inc. | NDAQ | Downgrade | Underperform (Buy) |
58.55 (81.61) |
39.39% | Details | |
| 10/14/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/5/2022 | The Carlyle Group LP | CG | Maintain | Underperform (N/A) |
|
Details | ||
| 10/5/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 10/5/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 10/5/2022 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/5/2022 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/23/2022 | Apollo Global Management | APO | Upgrade | Neutral (Underperform) |
51.51 (122.60) |
138.01% | Details | |
| 9/8/2022 | Franklin Resources | BEN | Downgrade | Underperform (Neutral) |
26.05 (32.47) |
24.64% | Details | |
| 9/7/2022 | AllianceBernstein | AB | New Coverage | Neutral (N/A) |
42.65 (35.16) |
-17.56% | Details | |
| 9/7/2022 | Janus Henderson Group | JHG | New Coverage | Neutral (N/A) |
23.26 (51.90) |
123.13% | Details | |
| 9/7/2022 | Ameriprise Financial | AMP | New Coverage | Buy (N/A) |
268.49 (460.95) |
71.68% | Details | |
| 9/7/2022 | Patria Investments | PAX | New Coverage | Neutral (N/A) |
13.84 (10.76) |
-22.25% | Details | |
| 9/6/2022 | The Carlyle Group LP | CG | Downgrade | Underperform (Buy) |
32.26 (41.06) |
27.28% | Details | |
| 8/8/2022 | IntercontinentalExchange | ICE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 7/21/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2022 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2022 | Robinhood Markets | HOOD | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2022 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2022 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2022 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 4/5/2022 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2022 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2022 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2022 | IntercontinentalExchange | ICE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2022 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 3/10/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2022 | IntercontinentalExchange | ICE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2022 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 2/15/2022 | Apollo Global Management | APO | Maintain | Underperform (N/A) |
|
Details | ||
| 2/10/2022 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | New Coverage | Buy (N/A) |
33.08 (38.74) |
17.11% | Details | |
| 2/7/2022 | IntercontinentalExchange | ICE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Robinhood Markets | HOOD | Maintain | Underperform (N/A) |
|
Details | ||
| 1/28/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2022 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Buy (N/A) |
31.36 (83.48) |
166.2% | Details | |
| 1/24/2022 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
12.20 (8.47) |
-30.57% | Details | |
| 1/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | CME Group | CME | Maintain | Underperform (N/A) |
|
Details | ||
| 1/11/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2021 | Charles Schwab Corp. | SCHW | New Coverage | Buy (N/A) |
81.60 (91.39) |
12% | Details | |
| 12/16/2021 | Apollo Global Management | APO | New Coverage | Underperform (N/A) |
70.16 (122.60) |
74.74% | Details | |
| 12/16/2021 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Buy (N/A) |
66.92 (58.55) |
-12.51% | Details | |
| 12/16/2021 | The Carlyle Group LP | CG | New Coverage | Buy (N/A) |
53.23 (41.06) |
-22.86% | Details | |
| 12/16/2021 | KKR | KKR | New Coverage | Neutral (N/A) |
73.94 (91.51) |
23.76% | Details | |
| 12/16/2021 | LPL Investment | LPLA | New Coverage | Neutral (N/A) |
163.36 (282.15) |
72.72% | Details | |
| 12/16/2021 | Ares Management, L.P. | ARES | New Coverage | Buy (N/A) |
77.72 (113.87) |
46.51% | Details | |
| 12/16/2021 | CME Group | CME | New Coverage | Underperform (N/A) |
227.78 (231.68) |
1.71% | Details | |
| 12/16/2021 | T. Rowe Price | TROW | New Coverage | Underperform (N/A) |
193.69 (105.20) |
-45.69% | Details | |
| 12/16/2021 | IntercontinentalExchange | ICE | New Coverage | Neutral (N/A) |
135.12 (130.02) |
-3.77% | Details | |
| 12/16/2021 | Tradeweb Markets | TW | New Coverage | Buy (N/A) |
94.70 (96.05) |
1.43% | Details | |
| 12/16/2021 | Affiliated Managers Group | AMG | New Coverage | Neutral (N/A) |
163.02 (224.82) |
37.91% | Details | |
| 12/16/2021 | Interactive Brokers Group | IBKR | New Coverage | Buy (N/A) |
75.96 (92.79) |
22.16% | Details | |
| 12/16/2021 | Robinhood Markets | HOOD | New Coverage | Underperform (N/A) |
19.13 (97.19) |
408.05% | Details | |
| 11/3/2021 | BlackRock | BLK | New Coverage | Buy (N/A) |
947.85 (982.60) |
3.67% | Details |
