Ratings by JPMorgan (Kenneth Worthington)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/18/2026 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/12/2026 | Brookfield Corporation | BN | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Miami International Holdings | MIAX | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/5/2026 | Coinbase Global Inc. | COIN | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/4/2026 | Federated Hermes Inc. | FHI | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/1/2026 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2026 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/28/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2026 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/23/2026 | CME Group | CME | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/17/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2026 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2026 | Federated Hermes Inc. | FHI | Downgrade | Underweight (Neutral) |
58.00 (60.04) |
3.52% | Details | |
| 4/16/2026 | Hamilton Lane Inc. | HLNE | Upgrade | Overweight (Neutral) |
101.56 (79.51) |
-21.71% | Details | |
| 3/13/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2026 | Robinhood Markets | HOOD | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2026 | Coinbase Global Inc. | COIN | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2026 | Circle Internet Group | CRCL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2026 | Bullish | BLSH | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/6/2026 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | CME Group | CME | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/4/2026 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/30/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/27/2026 | Bullish | BLSH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/20/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/13/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/6/2026 | Wealthfront Corporation | WLTH | New Coverage | Overweight (N/A) |
13.22 (8.22) |
-37.82% | Details | |
| 11/13/2025 | Circle Internet Group | CRCL | Upgrade | Overweight (Underweight) |
98.30 (79.95) |
-18.67% | Details | |
| 11/11/2025 | Circle Internet Group | CRCL | Maintain | Underweight (Underweight) |
|
Details | ||
| 11/10/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | Coinbase Global Inc. | COIN | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Fiserv | FI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Fiserv | FI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/24/2025 | Circle Internet Group | CRCL | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/24/2025 | Coinbase Global Inc. | COIN | Upgrade | Overweight (Neutral) |
320.33 (164.84) |
-48.54% | Details | |
| 10/23/2025 | Fiserv | FI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/23/2025 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/20/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/15/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/14/2025 | CME Group | CME | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/7/2025 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2025 | Federated Hermes Inc. | FHI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/3/2025 | Brookfield Corporation | BN | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/25/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/25/2025 | CME Group | CME | Maintain | Underweight (Underweight) |
|
Details | ||
| 9/8/2025 | Bullish | BLSH | New Coverage | Neutral (N/A) |
49.01 (25.09) |
-48.81% | Details | |
| 8/19/2025 | Circle Internet Group | CRCL | Maintain | Underweight (N/A) |
|
Details | ||
| 8/12/2025 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/4/2025 | Federated Hermes Inc. | FHI | Upgrade | Neutral (Underweight) |
49.57 (60.04) |
21.12% | Details | |
| 8/1/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/1/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | Robinhood Markets | HOOD | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/25/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2025 | Fiserv | FI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2025 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2025 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/18/2025 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/17/2025 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/11/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2025 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/30/2025 | Circle Internet Group | CRCL | New Coverage | Underweight (N/A) |
0.00 (98.30) |
0% | Details | |
| 6/13/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2025 | Fiserv | FI | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/13/2025 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/9/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/9/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/9/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/2/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | P10 Inc | PX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/23/2025 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/22/2025 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | CME Group | CME | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/22/2025 | CBOE Holdings | CBOE | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/17/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/17/2025 | Brookfield Corporation | BN | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2025 | Invesco | IVZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/4/2025 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/18/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | P10 Inc | PX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/13/2025 | CME Group | CME | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/11/2025 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | CBOE Holdings | CBOE | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/11/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2025 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/7/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2025 | Federated Hermes Inc. | FHI | Downgrade | Underweight (Neutral) |
39.37 (49.57) |
25.91% | Details | |
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/23/2025 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2025 | Raymond James | RJF | Downgrade | Neutral (Overweight) |
157.72 (156.65) |
-0.68% | Details | |
| 1/7/2025 | LPL Financial Holdings | LPLA | Upgrade | Overweight (Neutral) |
333.09 (297.62) |
-10.65% | Details | |
| 1/7/2025 | Robinhood Markets | HOOD | Upgrade | Neutral (Underweight) |
41.35 (105.71) |
155.65% | Details | |
| 1/7/2025 | Forge Global Holdings Inc | FRGE | Downgrade | Underweight (Neutral) |
0.95 (45.00) |
4636.84% | Details | |
| 1/7/2025 | CBOE Holdings | CBOE | Downgrade | Underweight (Neutral) |
195.24 (255.98) |
31.11% | Details | |
| 1/7/2025 | Federated Hermes Inc. | FHI | Downgrade | Neutral (Overweight) |
41.08 (39.37) |
-4.16% | Details | |
| 1/7/2025 | Bridge Investment Group | BRDG | Downgrade | Neutral (Overweight) |
8.25 (9.60) |
16.36% | Details | |
| 1/7/2025 | P10 Inc | PX | Upgrade | Overweight (Neutral) |
12.90 (10.54) |
-18.29% | Details | |
| 11/8/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | CME Group | CME | Maintain | Underweight (N/A) |
|
Details | ||
| 10/17/2024 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | CBOE Holdings | CBOE | Upgrade | Neutral (Underweight) |
185.75 (255.98) |
37.81% | Details | |
| 7/31/2024 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | CME Group | CME | Maintain | Underweight (N/A) |
|
Details | ||
| 7/17/2024 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 7/11/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | CME Group | CME | Downgrade | Underweight (Neutral) |
196.53 (245.20) |
24.76% | Details | |
| 6/13/2024 | Blue Owl Capital | OWL | New Coverage | Neutral (N/A) |
17.64 (9.23) |
-47.68% | Details | |
| 6/6/2024 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 5/31/2024 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2024 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/13/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/11/2024 | Hamilton Lane Inc. | HLNE | Downgrade | Neutral (Overweight) |
116.52 (101.56) |
-12.84% | Details | |
| 3/15/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | Coinbase Global Inc. | COIN | Upgrade | Neutral (Underweight) |
140.39 (320.33) |
128.17% | Details | |
| 2/12/2024 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Coinbase Global Inc. | COIN | Downgrade | Underweight (Neutral) |
124.75 (164.84) |
32.14% | Details | |
| 1/18/2024 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2023 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2023 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2023 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2023 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2023 | Hamilton Lane Inc. | HLNE | Upgrade | Overweight (Neutral) |
64.76 (79.51) |
22.78% | Details | |
| 3/10/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 3/2/2023 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2023 | GCM Grosvenor Inc. | GCMG | Downgrade | Neutral (Overweight) |
8.95 (12.13) |
35.53% | Details | |
| 2/14/2023 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2023 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2023 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/5/2023 | Forge Global Holdings Inc | FRGE | New Coverage | Neutral (N/A) |
1.72 (45.00) |
2516.28% | Details | |
| 11/10/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 11/7/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 7/7/2022 | Blue Owl Capital | OWL | New Coverage | Neutral (N/A) |
10.23 (17.64) |
72.43% | Details | |
| 6/16/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2022 | Coinbase Global Inc. | COIN | Downgrade | Neutral (Overweight) |
52.01 (164.84) |
216.94% | Details | |
| 5/2/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Coinbase Global Inc. | COIN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | Coinbase Global Inc. | COIN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Houlihan Lokey | HLI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2021 | Bridge Investment Group | BRDG | New Coverage | Overweight (N/A) |
15.68 (9.60) |
-38.78% | Details | |
| 8/9/2021 | Coinbase Global Inc. | COIN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2021 | GCM Grosvenor Inc. | GCMG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Coinbase Global Inc. | COIN | New Coverage | Overweight (N/A) |
224.35 (164.84) |
-26.53% | Details | |
| 4/23/2021 | GCM Grosvenor Inc. | GCMG | Upgrade | Overweight (Underweight) |
11.71 (8.95) |
-23.57% | Details | |
| 3/4/2021 | Charles Schwab Corp. | SCHW | New Coverage | Overweight (N/A) |
64.96 (92.03) |
41.67% | Details | |
| 1/7/2021 | Moelis | MC | Upgrade | Neutral (Underweight) |
46.24 (66.94) |
44.77% | Details | |
| 7/10/2020 | Houlihan Lokey | HLI | Downgrade | Neutral (Overweight) |
55.33 (140.93) |
154.71% | Details | |
| 7/7/2020 | Moelis | MC | Downgrade | Underweight (Neutral) |
30.73 (66.94) |
117.83% | Details | |
| 3/23/2020 | Moelis | MC | Downgrade | Neutral (Overweight) |
25.16 (66.94) |
166.06% | Details | |
| 2/28/2020 | Gain Capital Holdings | GCAP | Downgrade | Neutral (Overweight) |
3.53 (6.04) |
71.1% | Details | |
| 1/10/2020 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2019 | Frank's International | FI | Downgrade | Neutral (Overweight) |
5.38 (63.80) |
1085.87% | Details | |
| 12/13/2019 | AssetMark Financial Holdings Inc. | AMK | Upgrade | Overweight (Neutral) |
26.88 (35.24) |
31.1% | Details | |
| 12/13/2019 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Neutral (Overweight) |
21.50 (87.19) |
305.53% | Details | |
| 12/13/2019 | Eaton Vance | EV | Upgrade | Neutral (Underweight) |
46.67 (21.85) |
-53.18% | Details | |
| 9/12/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2019 | Invesco | IVZ | Downgrade | Neutral (Overweight) |
17.04 (28.78) |
68.9% | Details | |
| 9/12/2019 | Franklin Resources | BEN | Upgrade | Neutral (Underweight) |
28.45 (33.93) |
19.26% | Details | |
| 9/3/2019 | Virtu Financial | VIRT | New Coverage | Overweight (N/A) |
18.80 (41.92) |
122.98% | Details | |
| 8/15/2019 | Gain Capital Holdings | GCAP | Upgrade | Overweight (Neutral) |
4.32 (6.04) |
39.81% | Details | |
| 6/21/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2019 | Federated Investors | FII | Upgrade | Overweight (Neutral) |
31.93 (36.23) |
13.47% | Details | |
| 4/29/2019 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
39.80 (98.20) |
146.73% | Details | |
| 2/25/2019 | CBOE Holdings | CBOE | Upgrade | Overweight (Neutral) |
104.20 (255.98) |
145.66% | Details | |
| 11/28/2018 | Eaton Vance | EV | Downgrade | Underweight (Neutral) |
41.79 (21.85) |
-47.71% | Details | |
| 11/1/2018 | Hamilton Lane Inc. | HLNE | Downgrade | Neutral (Overweight) |
37.40 (79.51) |
112.59% | Details | |
| 9/17/2018 | Federated Investors | FII | Upgrade | Neutral (Underweight) |
8.45 (31.93) |
277.87% | Details | |
| 9/6/2018 | Franklin Resources | BEN | Downgrade | Underweight (Neutral) |
31.26 (28.45) |
-8.99% | Details | |
| 8/31/2018 | Gain Capital Holdings | GCAP | New Coverage | Neutral (N/A) |
7.16 (4.32) |
-39.66% | Details |
