Ratings by Keefe, Bruyette & Woods (Aidan Hall)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 11/3/2025 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/13/2025 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 2/10/2025 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2025 | Moelis | MC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2025 | Hamilton Lane Inc. | HLNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/5/2025 | PJT Partners | PJT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2025 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/31/2025 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2025 | SEI Investments | SEIC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2025 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/29/2025 | Houlihan Lokey | HLI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/16/2025 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2025 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2025 | Hamilton Lane Inc. | HLNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | WisdomTree Investments | WT | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2025 | PJT Partners | PJT | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Houlihan Lokey | HLI | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Hamilton Lane Inc. | HLNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | SEI Investments | SEIC | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | PJT Partners | PJT | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Invesco | IVZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Houlihan Lokey | HLI | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Evercore Partners | EVR | Upgrade | Outperform (Market Perform) |
270.57 (291.89) |
7.88% | Details | |
| 12/20/2024 | Moelis | MC | Upgrade | Outperform (Market Perform) |
70.99 (69.41) |
-2.23% | Details | |
| 12/20/2024 | Tradeweb Markets | TW | Upgrade | Outperform (Market Perform) |
130.44 (107.04) |
-17.94% | Details | |
| 12/20/2024 | Ares Management, L.P. | ARES | Upgrade | Outperform (Market Perform) |
169.22 (141.25) |
-16.53% | Details | |
| 6/12/2024 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/11/2024 | T. Rowe Price | TROW | Upgrade | Market Perform (Underperform) |
116.58 (111.51) |
-4.35% | Details |
