Ratings by William Blair (Jeff Schmitt)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2026 | StoneX Group Inc. | SNEX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2025 | Miami International Holdings | MIAX | New Coverage | Outperform (N/A) |
34.95 (40.84) |
16.85% | Details | |
| 7/25/2025 | Ameriprise Financial | AMP | Downgrade | Market Perform (Outperform) |
517.10 (489.16) |
-5.4% | Details | |
| 3/26/2025 | StoneX Group Inc. | SNEX | New Coverage | Outperform (N/A) |
81.61 (120.55) |
47.71% | Details | |
| 2/10/2025 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/9/2025 | CBOE Holdings | CBOE | New Coverage | Market Perform (N/A) |
190.84 (248.99) |
30.47% | Details | |
| 11/25/2024 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Outperform (N/A) |
81.07 (84.66) |
4.43% | Details | |
| 7/11/2024 | Envestnet | ENV | Downgrade | Market Perform (Outperform) |
61.70 (63.14) |
2.33% | Details | |
| 5/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2024 | AssetMark Financial Holdings Inc. | AMK | Downgrade | Market Perform (Outperform) |
34.90 (35.24) |
0.97% | Details | |
| 4/9/2024 | Tradeweb Markets | TW | New Coverage | Outperform (N/A) |
102.02 (102.79) |
0.75% | Details | |
| 9/11/2023 | Avantax, Inc. | AVTA | Downgrade | Market Perform (Outperform) |
19.95 (25.99) |
30.28% | Details | |
| 4/11/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | Avantax, Inc. | AVTA | New Coverage | Outperform (N/A) |
25.20 (25.99) |
3.13% | Details | |
| 2/28/2023 | Focus Financial Partners | FOCS | Downgrade | Market Perform (Outperform) |
50.20 (52.99) |
5.56% | Details | |
| 1/17/2023 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
82.98 (97.00) |
16.9% | Details | |
| 1/17/2023 | LPL Investment | LPLA | New Coverage | Outperform (N/A) |
230.29 (295.18) |
28.18% | Details | |
| 1/17/2023 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
42.95 (52.99) |
23.38% | Details | |
| 11/10/2022 | Primerica | PRI | Downgrade | Market Perform (Outperform) |
138.71 (297.06) |
114.16% | Details | |
| 7/25/2022 | SS&C Technologies Holdings, Inc. | SSNC | New Coverage | Outperform (N/A) |
62.79 (65.52) |
4.35% | Details | |
| 7/25/2022 | SEI Investments | SEIC | New Coverage | Market Perform (N/A) |
54.39 (91.43) |
68.1% | Details | |
| 7/25/2022 | Envestnet | ENV | New Coverage | Outperform (N/A) |
55.38 (63.14) |
14.01% | Details | |
| 7/25/2022 | AssetMark Financial Holdings Inc. | AMK | New Coverage | Outperform (N/A) |
18.53 (35.24) |
90.18% | Details | |
| 9/20/2021 | Primerica | PRI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Assurant | AIZ | New Coverage | Outperform (N/A) |
152.41 (279.48) |
83.37% | Details |
