Ratings by Goldman Sachs (Alexander Blostein)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/30/2026 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2026 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2026 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2026 | Tradeweb Markets | TW | Upgrade | Buy (Neutral) |
93.52 (99.90) |
6.82% | Details | |
| 6/2/2026 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Neutral (N/A) |
84.67 (98.52) |
16.36% | Details | |
| 5/5/2026 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2026 | WisdomTree Investments | WT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2026 | CBOE Holdings | CBOE | Maintain | Sell (N/A) |
|
Details | ||
| 5/4/2026 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2026 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 4/7/2026 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2026 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2026 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2026 | Artisan Partners Asset Management | APAM | Maintain | Sell (N/A) |
|
Details | ||
| 4/7/2026 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2026 | Northern Trust | NTRS | Upgrade | Neutral (Sell) |
142.25 (184.68) |
29.83% | Details | |
| 2/12/2026 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2026 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2026 | Ares Management, L.P. | ARES | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/6/2026 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | StepStone Group | STEP | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2026 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | StepStone Group | STEP | Upgrade | Buy (Neutral) |
61.10 (43.55) |
-28.72% | Details | |
| 9/12/2025 | LPL Financial Holdings | LPLA | New Coverage | Buy (N/A) |
341.86 (324.90) |
-4.96% | Details | |
| 9/2/2025 | Brookfield Corporation | BN | New Coverage | Buy (N/A) |
65.77 (43.63) |
-33.66% | Details | |
| 8/8/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2025 | Tradeweb Markets | TW | Downgrade | Neutral (Buy) |
138.31 (93.52) |
-32.38% | Details | |
| 7/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2025 | WisdomTree Investments | WT | Upgrade | Neutral (Sell) |
10.88 (20.05) |
84.28% | Details | |
| 6/27/2025 | AllianceBernstein | AB | Downgrade | Neutral (Buy) |
40.49 (37.90) |
-6.4% | Details | |
| 6/27/2025 | Affiliated Managers Group | AMG | Upgrade | Buy (Neutral) |
189.68 (369.83) |
94.98% | Details | |
| 6/27/2025 | Franklin Resources | BEN | Upgrade | Buy (Neutral) |
23.21 (32.63) |
40.59% | Details | |
| 5/28/2025 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2025 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
77.85 (101.56) |
30.46% | Details | |
| 3/26/2025 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2025 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2025 | Northern Trust | NTRS | Maintain | Sell (N/A) |
|
Details | ||
| 1/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2025 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2025 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2025 | Blue Owl Capital | OWL | Downgrade | Neutral (Buy) |
24.03 (9.52) |
-60.38% | Details | |
| 1/6/2025 | Raymond James | RJF | Upgrade | Buy (Neutral) |
157.72 (168.36) |
6.75% | Details | |
| 1/6/2025 | Janus Henderson Group | JHG | Upgrade | Neutral (Sell) |
43.49 (51.95) |
19.45% | Details | |
| 1/6/2025 | Franklin Resources | BEN | Upgrade | Neutral (Sell) |
20.41 (32.63) |
59.87% | Details | |
| 1/6/2025 | Affiliated Managers Group | AMG | Downgrade | Neutral (Buy) |
188.55 (369.83) |
96.14% | Details | |
| 1/6/2025 | CBOE Holdings | CBOE | Downgrade | Neutral (Buy) |
195.24 (273.41) |
40.04% | Details | |
| 11/27/2024 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2024 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2024 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 11/27/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/19/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/19/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2024 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2024 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2024 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2024 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 10/7/2024 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2024 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2024 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2024 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 9/30/2024 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Ameriprise Financial | AMP | Downgrade | Neutral (Buy) |
463.38 (527.87) |
13.92% | Details | |
| 9/26/2024 | Northern Trust | NTRS | Downgrade | Sell (Neutral) |
91.41 (142.25) |
55.62% | Details | |
| 9/25/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2024 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2024 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2024 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | TPG Inc. | TPG | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/12/2024 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | T. Rowe Price | TROW | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2024 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2024 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2024 | IntercontinentalExchange | ICE | Upgrade | Buy (Neutral) |
136.89 (139.65) |
2.02% | Details | |
| 6/21/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 5/23/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2024 | Marex Group PLC | MRX | New Coverage | Buy (N/A) |
19.00 (60.16) |
216.63% | Details | |
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 4/25/2024 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2024 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 4/8/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2024 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 4/2/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2024 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2024 | Nasdaq OMX Group Inc. | NDAQ | Upgrade | Buy (Neutral) |
61.63 (91.64) |
48.69% | Details | |
| 3/12/2024 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 2/12/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2024 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2024 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2024 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2024 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 1/3/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2024 | Artisan Partners Asset Management | APAM | Maintain | Sell (N/A) |
|
Details | ||
| 1/3/2024 | Ameriprise Financial | AMP | Upgrade | Buy (Neutral) |
379.83 (463.38) |
22% | Details | |
| 1/3/2024 | CME Group | CME | Downgrade | Sell (Neutral) |
210.60 (245.05) |
16.36% | Details | |
| 1/3/2024 | Raymond James | RJF | Downgrade | Neutral (Buy) |
111.50 (157.72) |
41.45% | Details | |
| 1/3/2024 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Buy) |
68.80 (77.85) |
13.15% | Details | |
| 1/3/2024 | The Blackstone Group | BX | Downgrade | Neutral (Buy) |
130.92 (126.91) |
-3.06% | Details | |
| 12/6/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2023 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Neutral (N/A) |
55.84 (91.64) |
64.11% | Details | |
| 11/30/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | TPG Inc. | TPG | New Coverage | Buy (N/A) |
34.29 (43.74) |
27.56% | Details | |
| 10/25/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2023 | Northern Trust | NTRS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2023 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2023 | AllianceBernstein | AB | Upgrade | Buy (Neutral) |
30.35 (37.90) |
24.88% | Details | |
| 9/22/2023 | IntercontinentalExchange | ICE | New Coverage | Neutral (N/A) |
115.35 (136.89) |
18.67% | Details | |
| 9/14/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 7/28/2023 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 7/28/2023 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | LPL Investment | LPLA | Maintain | Buy (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 | ||
| 7/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2023 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2023 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 3/29/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2023 | Ameriprise Financial | AMP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2023 | Artisan Partners Asset Management | APAM | Downgrade | Sell (Neutral) |
33.57 (38.51) |
14.72% | Details | |
| 2/14/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Blue Owl Capital | OWL | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/13/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2023 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | KKR | KKR | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/9/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2023 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2023 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2023 | Northern Trust | NTRS | Downgrade | Neutral (Buy) |
88.49 (91.41) |
3.3% | Details | |
| 1/4/2023 | Bank of New York Mellon | BK | Upgrade | Buy (Neutral) |
45.52 (137.16) |
201.32% | Details | |
| 1/4/2023 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
83.26 (101.56) |
21.98% | Details | |
| 12/13/2022 | Brookfield Asset Management | BAM | New Coverage | Buy (N/A) |
32.00 (48.33) |
51.03% | Details | |
| 11/23/2022 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/23/2022 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 11/23/2022 | BlackRock | BLK | Maintain | Buy (Buy) |
|
Details | ||
| 11/23/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 11/23/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (Buy) |
|
Details | ||
| 11/23/2022 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 11/23/2022 | Ameriprise Financial | AMP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/23/2022 | Artisan Partners Asset Management | APAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/21/2022 | Affiliated Managers Group | AMG | New Coverage | Buy (N/A) |
155.30 (188.55) |
21.41% | Details | |
| 11/9/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/7/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | WisdomTree Investments | WETF | Maintain | Sell (N/A) |
|
Details | ||
| 10/31/2022 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2022 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Sell (N/A) |
|
Details | ||
| 9/30/2022 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | WisdomTree Investments | WETF | Maintain | Sell (N/A) |
|
Details | ||
| 9/30/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 9/30/2022 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 9/30/2022 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 9/30/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2022 | CBOE Holdings | CBOE | Upgrade | Neutral (Sell) |
117.73 (195.24) |
65.84% | Details | |
| 8/10/2022 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2022 | Blue Owl Capital | OWL | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 7/21/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2022 | Franklin Resources | BEN | New Coverage | Sell (N/A) |
25.13 (20.41) |
-18.78% | Details | |
| 6/24/2022 | Ameriprise Financial | AMP | Downgrade | Neutral (Buy) |
239.56 (527.87) |
120.35% | Details | |
| 5/23/2022 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 3/30/2022 | Northern Trust | NTRS | Upgrade | Buy (Neutral) |
118.19 (184.68) |
56.26% | Details | |
| 2/10/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | New Coverage | Neutral (N/A) |
32.74 (43.74) |
33.6% | Details | |
| 1/31/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2022 | Northern Trust | NTRS | Upgrade | Neutral (Sell) |
119.61 (184.68) |
54.4% | Details | |
| 1/4/2022 | Nasdaq OMX Group Inc. | NDAQ | Downgrade | Sell (Neutral) |
70.00 (91.64) |
30.91% | Details | |
| 1/4/2022 | T. Rowe Price | TROW | Downgrade | Neutral (Buy) |
196.64 (117.35) |
-40.32% | Details | |
| 1/4/2022 | Blue Owl Capital | OWL | Upgrade | Conviction Buy (Buy) |
14.91 (24.03) |
61.17% | Details | |
| 11/10/2021 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2021 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/23/2021 | IntercontinentalExchange | ICE | Upgrade | Conviction Buy (Buy) |
114.45 (139.65) |
22.02% | Details | |
| 6/23/2021 | LPL Investment | LPLA | Downgrade | Buy (Conviction Buy) |
137.65 (341.86) |
148.35% | Details | |
| 6/11/2021 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
15.70 (9.52) |
-39.36% | Details | |
| 6/10/2021 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2021 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2021 | Northern Trust | NTRS | Maintain | Sell (N/A) |
|
Details | ||
| 4/15/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2021 | AllianceBernstein | AB | Downgrade | Neutral (Buy) |
40.00 (30.35) |
-24.13% | Details | |
| 3/4/2021 | MarketAxess | MKTX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2021 | IntercontinentalExchange | ICE | Maintain | Buy (Buy) |
|
Details | ||
| 3/4/2021 | CME Group | CME | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2021 | Tradeweb Markets | TW | Maintain | Buy (Buy) |
|
Details | ||
| 2/22/2021 | Tradeweb Markets | TW | Upgrade | Buy (Neutral) |
69.00 (138.31) |
100.45% | Details | |
| 2/10/2021 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2021 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2021 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Stifel Financial | SF | Downgrade | Neutral (Buy) |
48.96 (77.16) |
57.6% | Details | |
| 1/5/2021 | Raymond James | RJF | Upgrade | Buy (Sell) |
94.03 (168.36) |
79.05% | Details | |
| 1/5/2021 | Northern Trust | NTRS | Downgrade | Sell (Neutral) |
92.50 (184.68) |
99.65% | Details | |
| 1/5/2021 | Ares Management, L.P. | ARES | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 1/5/2021 | T. Rowe Price | TROW | Upgrade | Neutral (Sell) |
147.69 (117.35) |
-20.54% | Details | |
| 1/5/2021 | Janus Henderson Group | JHG | Downgrade | Sell (Neutral) |
31.38 (51.95) |
65.55% | Details | |
| 12/1/2020 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2020 | Raymond James | RJF | Maintain | Sell (N/A) |
|
Details | ||
| 12/1/2020 | LPL Investment | LPLA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 12/1/2020 | Janus Henderson Group | JHG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2020 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2020 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 11/6/2020 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2020 | IntercontinentalExchange | ICE | New Coverage | Buy (N/A) |
101.30 (139.65) |
37.86% | Details | |
| 10/5/2020 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/23/2020 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2020 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 8/5/2020 | KKR | KKR | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 6/26/2020 | Ameriprise Financial | AMP | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2020 | Ameriprise Financial | AMP | Upgrade | Buy (Neutral) |
148.61 (239.56) |
61.2% | Details | |
| 6/23/2020 | CBOE Holdings | CBOE | Downgrade | Sell (Neutral) |
104.20 (117.73) |
12.98% | Details | |
| 6/22/2020 | Tradeweb Markets | TW | Downgrade | Neutral (Buy) |
63.66 (99.90) |
56.93% | Details | |
| 6/17/2020 | LPL Investment | LPLA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 6/17/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2020 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 6/4/2020 | MarketAxess | MKTX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2020 | IntercontinentalExchange | ICE | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 5/13/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Janus Henderson Group | JHG | Upgrade | Neutral (Sell) |
16.06 (51.95) |
223.47% | Details | |
| 3/24/2020 | T. Rowe Price | TROW | Downgrade | Sell (Neutral) |
85.42 (117.35) |
37.38% | Details | |
| 3/24/2020 | Raymond James | RJF | Downgrade | Sell (Neutral) |
55.10 (168.36) |
205.55% | Details | |
| 3/24/2020 | IntercontinentalExchange | ICE | Upgrade | Conviction Buy (Buy) |
66.85 (139.65) |
108.9% | Details | |
| 3/24/2020 | LPL Investment | LPLA | Upgrade | Conviction Buy (Buy) |
41.52 (324.90) |
682.51% | Details | |
| 3/24/2020 | MarketAxess | MKTX | Upgrade | Neutral (Sell) |
281.31 (113.80) |
-59.55% | Details | |
| 3/9/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | KKR | KKR | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 3/4/2020 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 3/4/2020 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | Ares Management, L.P. | ARES | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/11/2020 | KKR | KKR | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 1/6/2020 | Virtu Financial | VIRT | Downgrade | Neutral (Buy) |
16.28 (41.92) |
157.49% | Details | |
| 12/5/2019 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2019 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 12/5/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2019 | CBOE Holdings | CBOE | Downgrade | Neutral (Conviction Buy) |
104.20 (104.20) |
0% | Details | |
| 11/20/2019 | Tradeweb Markets | TW | Upgrade | Buy (Neutral) |
43.53 (99.90) |
129.5% | Details | |
| 9/19/2019 | KKR | KKR | Upgrade | Conviction Buy (Buy) |
28.00 (100.94) |
260.5% | Details | |
| 8/12/2019 | AssetMark Financial Holdings Inc. | AMK | New Coverage | Buy (N/A) |
26.68 (35.24) |
32.08% | Details | |
| 7/23/2019 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Buy (N/A) |
17.94 (84.67) |
371.96% | Details | |
| 6/12/2019 | AllianceBernstein | AB | Upgrade | Buy (Neutral) |
28.28 (37.90) |
34.02% | Details | |
| 5/9/2019 | Stifel Financial | SF | Upgrade | Buy (Neutral) |
58.57 (77.16) |
31.74% | Details | |
| 5/3/2019 | Janus Henderson Group | JHG | Downgrade | Sell (Neutral) |
25.12 (16.06) |
-36.07% | Details | |
| 4/29/2019 | Tradeweb Markets | TW | New Coverage | Neutral (N/A) |
39.80 (99.90) |
151.01% | Details | |
| 4/2/2019 | LPL Investment | LPLA | Downgrade | Buy (Conviction Buy) |
69.65 (324.90) |
366.48% | Details | |
| 1/4/2019 | IntercontinentalExchange | ICE | Downgrade | Buy (Conviction Buy) |
75.33 (139.65) |
85.38% | Details | |
| 1/4/2019 | KKR | KKR | Downgrade | Buy (Conviction Buy) |
19.62 (28.00) |
42.71% | Details | |
| 1/4/2019 | T. Rowe Price | TROW | Downgrade | Neutral (Buy) |
91.84 (117.35) |
27.78% | Details | |
| 1/4/2019 | The Carlyle Group LP | CG | Upgrade | Buy (Neutral) |
16.02 (46.07) |
187.58% | Details | |
| 1/4/2019 | Virtu Financial | VIRT | Upgrade | Buy (Neutral) |
26.71 (16.28) |
-39.05% | Details | |
| 1/4/2019 | Ares Management, L.P. | ARES | Upgrade | Conviction Buy (Neutral) |
17.10 (125.68) |
634.97% | Details | |
| 1/4/2019 | CBOE Holdings | CBOE | Upgrade | Conviction Buy (Neutral) |
104.20 (273.41) |
162.39% | Details | |
| 11/27/2018 | Stifel Financial | SF | New Coverage | Neutral (N/A) |
48.48 (58.57) |
20.81% | Details | |
| 11/27/2018 | Raymond James | RJF | New Coverage | Neutral (N/A) |
76.64 (168.36) |
119.68% | Details | |
| 11/27/2018 | LPL Investment | LPLA | New Coverage | Conviction Buy (N/A) |
60.65 (69.65) |
14.84% | Details | |
| 11/7/2018 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2018 | MarketAxess | MKTX | New Coverage | Sell (N/A) |
208.59 (113.80) |
-45.44% | Details | |
| 10/17/2018 | BlackRock | BLK | Downgrade | Buy (Conviction Buy) |
426.94 (1072.20) |
151.14% | Details |
