Ratings by TD Cowen (Bill Katz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/8/2026 | Virtus Investment Partners | VRTS | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | TPG Inc. | TPG | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Blue Owl Capital | OWL | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Marex Group PLC | MRX | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Intercontinental Exchange | ICE | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | GCM Grosvenor Inc. | GCMG | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Federated Hermes Inc. | FHI | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | eToro Group | ETOR | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | CME Group | CME | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | CBOE Holdings | CBOE | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Artisan Partners Asset Management | APAM | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | Affiliated Managers Group | AMG | Maintain | (N/A) |
|
Details | ||
| 7/8/2026 | AllianceBernstein | AB | Maintain | (N/A) |
|
Details | ||
| 6/23/2026 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2026 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 6/22/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | (N/A) |
|
Details | ||
| 6/22/2026 | Intercontinental Exchange | ICE | Maintain | (N/A) |
|
Details | ||
| 6/22/2026 | CME Group | CME | Maintain | (N/A) |
|
Details | ||
| 6/22/2026 | CBOE Holdings | CBOE | Maintain | (N/A) |
|
Details | ||
| 6/22/2026 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2026 | Brookfield Business Corp | BBUC | New Coverage | Hold (N/A) |
31.78 (31.25) |
-1.67% | Details | |
| 6/8/2026 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2026 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2026 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 5/26/2026 | GCM Grosvenor Inc. | GCMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2026 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 5/18/2026 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 5/18/2026 | Ares Management, L.P. | ARES | Maintain | (N/A) |
|
Details | ||
| 5/18/2026 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 5/18/2026 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 5/15/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2026 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | GCM Grosvenor Inc. | GCMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | The Carlyle Group LP | CG | Downgrade | Hold (Buy) |
49.01 (46.07) |
-6% | Details | |
| 5/7/2026 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2026 | Virtus Investment Partners | VRTS | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2026 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2026 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2026 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2026 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2026 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2026 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2026 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 4/20/2026 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | Virtus Investment Partners | VRTS | Maintain | Hold (N/A) |
|
Details | ||
| 4/17/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2026 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2026 | Tradeweb Markets | TW | Downgrade | Hold (Buy) |
126.44 (99.90) |
-20.99% | Details | |
| 3/27/2026 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2026 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2026 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 3/23/2026 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 3/23/2026 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2026 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Nasdaq OMX Group Inc. | NDAQ | Upgrade | Buy (Hold) |
83.99 (91.64) |
9.11% | Details | |
| 2/20/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2026 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | GCM Grosvenor Inc. | GCMG | Upgrade | Buy (Hold) |
11.46 (12.90) |
12.57% | Details | |
| 2/6/2026 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | Intercontinental Exchange | ICE | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | CME Group | CME | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Federated Hermes Inc. | FHI | Maintain | (N/A) |
|
Details | ||
| 1/30/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2026 | LPL Financial Holdings | LPLA | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2026 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2026 | Virtus Investment Partners | VRTS | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Blue Owl Capital | OWL | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Marex Group PLC | MRX | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Intercontinental Exchange | ICE | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Federated Hermes Inc. | FHI | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | eToro Group | ETOR | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | CBOE Holdings | CBOE | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Ares Management, L.P. | ARES | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Affiliated Managers Group | AMG | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | AllianceBernstein | AB | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Stifel Financial | SF | Downgrade | Hold (Buy) |
129.20 (77.16) |
-40.28% | Details | |
| 1/14/2026 | KKR | KKR | Downgrade | Hold (Buy) |
130.08 (100.94) |
-22.4% | Details | |
| 1/14/2026 | BlackRock | BLK | Downgrade | Hold (Buy) |
1089.54 (1072.20) |
-1.59% | Details | |
| 1/14/2026 | CME Group | CME | Upgrade | Buy (Hold) |
268.45 (245.05) |
-8.72% | Details | |
| 1/13/2026 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2026 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2026 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2025 | Janus Henderson Group | JHG | Downgrade | Hold (Buy) |
46.02 (51.95) |
12.89% | Details | |
| 12/16/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2025 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2025 | LPL Financial Holdings | LPLA | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2025 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Artisan Partners Asset Management | APAM | Maintain | (N/A) |
|
Details | ||
| 10/29/2025 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 10/27/2025 | Virtus Investment Partners | VRTS | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 10/23/2025 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 10/22/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Hold (N/A) |
|
Details | ||
| 10/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2025 | Virtus Investment Partners | VRTS | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Marex Group PLC | MRX | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Janus Henderson Group | JHG | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Intercontinental Exchange | ICE | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | eToro Group | ETOR | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | CME Group | CME | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | CBOE Holdings | CBOE | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Ares Management, L.P. | ARES | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Artisan Partners Asset Management | APAM | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Affiliated Managers Group | AMG | Maintain | (N/A) |
|
Details | ||
| 10/8/2025 | Stifel Financial | SF | Upgrade | Buy (Hold) |
110.99 (77.16) |
-30.48% | Details | |
| 9/26/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2025 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2025 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 9/5/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2025 | Affiliated Managers Group | AMG | Upgrade | Buy (Hold) |
207.06 (369.83) |
78.61% | Details | |
| 8/1/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Invesco | IVZ | Upgrade | Buy (Hold) |
17.28 (29.63) |
71.47% | Details | |
| 7/9/2025 | LPL Financial Holdings | LPLA | Downgrade | Hold (Buy) |
383.60 (324.90) |
-15.3% | Details | |
| 6/30/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2025 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2025 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2025 | eToro Group | ETOR | New Coverage | Buy (N/A) |
68.70 (35.98) |
-47.63% | Details | |
| 6/5/2025 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2025 | The Carlyle Group LP | CG | Upgrade | Buy (Hold) |
45.97 (49.01) |
6.61% | Details | |
| 5/14/2025 | Franklin Resources | BEN | Upgrade | Buy (Hold) |
21.58 (32.63) |
51.2% | Details | |
| 5/14/2025 | Federated Hermes Inc. | FHI | Downgrade | Hold (Buy) |
42.82 (58.69) |
37.06% | Details | |
| 5/9/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2025 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/21/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Bridge Investment Group | BRDG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | Invesco | IVZ | Downgrade | Hold (Buy) |
12.14 (17.28) |
42.34% | Details | |
| 4/8/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2025 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | Bridge Investment Group | BRDG | Maintain | Hold (N/A) |
|
Details | ||
| 2/25/2025 | AllianceBernstein | AB | Downgrade | Hold (Buy) |
35.73 (37.90) |
6.07% | Details | |
| 2/18/2025 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Hold) |
80.34 (101.56) |
26.41% | Details | |
| 2/12/2025 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2025 | GCM Grosvenor Inc. | GCMG | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 2/7/2025 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2025 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2025 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2025 | Raymond James | RJF | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2025 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2025 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2025 | Blue Owl Capital | OWL | Upgrade | Buy (Hold) |
22.91 (9.52) |
-58.45% | Details | |
| 1/15/2025 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | Blue Owl Capital | OWL | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | LPL Financial Holdings | LPLA | Upgrade | Buy (Hold) |
322.06 (383.60) |
19.11% | Details | |
| 12/9/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | The Blackstone Group | BX | Upgrade | Buy (Hold) |
187.00 (126.91) |
-32.13% | Details | |
| 11/25/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2024 | GCM Grosvenor Inc. | GCMG | Downgrade | Hold (Buy) |
11.86 (11.46) |
-3.37% | Details | |
| 11/6/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2024 | Affiliated Managers Group | AMG | Downgrade | Hold (Buy) |
140.71 (369.83) |
162.83% | Details | |
| 11/4/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2024 | Federated Hermes Inc. | FHI | Upgrade | Buy (Hold) |
38.63 (58.69) |
51.93% | Details | |
| 10/25/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 10/23/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2024 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 10/4/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2024 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 9/27/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | CBOE Holdings | CBOE | New Coverage | Hold (N/A) |
206.74 (273.41) |
32.25% | Details | |
| 9/26/2024 | IntercontinentalExchange | ICE | New Coverage | Buy (N/A) |
158.75 (139.65) |
-12.03% | Details | |
| 9/26/2024 | Tradeweb Markets | TW | New Coverage | Buy (N/A) |
121.92 (99.90) |
-18.06% | Details | |
| 9/26/2024 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Hold (N/A) |
73.67 (83.99) |
14.01% | Details | |
| 9/26/2024 | CME Group | CME | New Coverage | Hold (N/A) |
218.16 (268.45) |
23.05% | Details | |
| 9/25/2024 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 9/24/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 9/12/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 9/12/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2024 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 8/9/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 8/5/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2024 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | Stifel Financial | SF | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/19/2024 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2024 | Blue Owl Capital | OWL | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2024 | Charles Schwab Corp. | SCHW | Downgrade | Hold (Buy) |
67.43 (101.56) |
50.62% | Details | |
| 7/16/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2024 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2024 | Blue Owl Capital | OWL | Downgrade | Hold (Buy) |
17.69 (9.52) |
-46.18% | Details | |
| 7/8/2024 | Stifel Financial | SF | Downgrade | Hold (Buy) |
82.41 (110.99) |
34.68% | Details | |
| 7/1/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2024 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Janus Henderson Group | JHG | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 6/12/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | Ares Management, L.P. | ARES | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2024 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2024 | Janus Henderson Group | JHG | Upgrade | Buy (Hold) |
33.79 (51.95) |
53.74% | Details | |
| 5/9/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2024 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 5/3/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2024 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2024 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2024 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2024 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | GCM Grosvenor Inc. | GCMG | Upgrade | Buy (Hold) |
8.54 (11.86) |
38.88% | Details | |
| 2/9/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2024 | Invesco | IVZ | New Coverage | Buy (N/A) |
17.75 (29.63) |
66.93% | Details | |
| 1/4/2024 | AllianceBernstein | AB | New Coverage | Buy (N/A) |
30.75 (37.90) |
23.25% | Details | |
| 1/4/2024 | Stifel Financial | SF | New Coverage | Buy (N/A) |
69.30 (82.41) |
18.92% | Details | |
| 1/4/2024 | Apollo Global Management | APO | New Coverage | Buy (N/A) |
91.33 (120.47) |
31.91% | Details |
