Ratings by BMO Capital (Brennan Hawken)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
7/17/2026 State Street STT Maintain
(N/A)
 
 
  Details
7/17/2026 Morgan Stanley MS Maintain
(N/A)
 
 
  Details
7/17/2026 Goldman Sachs GS Maintain
(N/A)
 
 
  Details
7/17/2026 The Bank of New York Mellon Corporation BNY Maintain
(N/A)
 
 
  Details
7/17/2026 BlackRock BLK Maintain
(N/A)
 
 
  Details
7/15/2026 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
7/13/2026 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
7/13/2026 Invesco IVZ Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 Franklin Resources BEN Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 TPG Inc. TPG Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 Blue Owl Capital OWL Maintain Outperform
(N/A)
 
 
  Details
7/13/2026 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
7/13/2026 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
6/29/2026 State Street STT Maintain Outperform
(N/A)
 
 
  Details
6/29/2026 Northern Trust NTRS Maintain Outperform
(N/A)
 
 
  Details
6/29/2026 The Bank of New York Mellon Corporation BNY Maintain Outperform
(N/A)
 
 
  Details
6/29/2026 Stifel Financial SF Maintain Market Perform
(N/A)
 
 
  Details
6/29/2026 Raymond James RJF Maintain Market Perform
(N/A)
 
 
  Details
6/29/2026 LPL Financial Holdings LPLA Maintain Outperform
(N/A)
 
 
  Details
6/29/2026 Interactive Brokers Group IBKR Maintain Outperform
(N/A)
 
 
  Details
6/29/2026 Ameriprise Financial AMP Maintain Market Perform
(N/A)
 
 
  Details
6/29/2026 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
6/29/2026 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
6/24/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
6/24/2026 Lazard LAZ Maintain Market Perform
(N/A)
 
 
  Details
6/24/2026 Evercore Partners EVR Maintain Market Perform
(N/A)
 
 
  Details
6/15/2026 Lincoln International LCLN New Coverage Market Perform
(N/A)
24.47
(22.02)
-10.01% Details
5/22/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
5/21/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
5/4/2026 Ares Management, L.P. ARES Maintain
(N/A)
 
 
  Details
5/4/2026 T. Rowe Price TROW Maintain
(N/A)
 
 
  Details
5/4/2026 PJT Partners PJT Maintain
(N/A)
 
 
  Details
5/4/2026 TPG Inc. TPG Maintain
(N/A)
 
 
  Details
5/4/2026 Blue Owl Capital OWL Maintain
(N/A)
 
 
  Details
5/4/2026 Moelis MC Maintain
(N/A)
 
 
  Details
5/4/2026 LPL Financial Holdings LPLA Maintain
(N/A)
 
 
  Details
5/4/2026 Invesco IVZ Maintain
(N/A)
 
 
  Details
5/4/2026 Lazard LAZ Maintain
(N/A)
 
 
  Details
5/4/2026 Franklin Resources BEN Maintain
(N/A)
 
 
  Details
5/1/2026 LPL Financial Holdings LPLA Maintain Outperform
(N/A)
 
 
  Details
4/30/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
4/27/2026 Stifel Financial SF Maintain
(N/A)
 
 
  Details
4/27/2026 Raymond James RJF Maintain
(N/A)
 
 
  Details
4/27/2026 Northern Trust NTRS Maintain
(N/A)
 
 
  Details
4/27/2026 Interactive Brokers Group IBKR Maintain
(N/A)
 
 
  Details
4/27/2026 The Blackstone Group BX Maintain
(N/A)
 
 
  Details
4/27/2026 Ameriprise Financial AMP Maintain
(N/A)
 
 
  Details
4/24/2026 Ameriprise Financial AMP Maintain Market Perform
(N/A)
 
 
  Details
4/23/2026 Raymond James RJF Maintain Market Perform
(N/A)
 
 
  Details
4/22/2026 Interactive Brokers Group IBKR Maintain Outperform
(N/A)
 
 
  Details
4/20/2026 State Street STT Maintain
(N/A)
 
 
  Details
4/20/2026 Charles Schwab Corp. SCHW Maintain
(N/A)
 
 
  Details
4/20/2026 Morgan Stanley MS Maintain
(N/A)
 
 
  Details
4/20/2026 Goldman Sachs GS Maintain
(N/A)
 
 
  Details
4/20/2026 BlackRock BLK Maintain
(N/A)
 
 
  Details
4/20/2026 Bank of New York Mellon BK Maintain
(N/A)
 
 
  Details
4/13/2026 TPG Inc. TPG Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 Blue Owl Capital OWL Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 The Blackstone Group BX Maintain Outperform
(N/A)
 
 
  Details
4/13/2026 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
4/13/2026 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
4/10/2026 T. Rowe Price TROW Maintain
(N/A)
 
 
  Details
4/10/2026 Invesco IVZ Maintain
(N/A)
 
 
  Details
4/10/2026 BlackRock BLK Maintain
(N/A)
 
 
  Details
4/6/2026 PJT Partners PJT Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 Lazard LAZ Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 Evercore Partners EVR Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 Houlihan Lokey HLI Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 State Street STT Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Bank of New York Mellon BK Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Stifel Financial SF Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Raymond James RJF Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 LPL Financial Holdings LPLA Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Interactive Brokers Group IBKR Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Ameriprise Financial AMP Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
4/6/2026 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
4/6/2026 Northern Trust NTRS Upgrade Outperform
(Market Perform)
141.41
(184.68)
30.6% Details
4/1/2026 TPG Inc. TPG Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 Blue Owl Capital OWL Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 The Blackstone Group BX Maintain Outperform
(N/A)
 
 
  Details
4/1/2026 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
4/1/2026 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
3/24/2026 TPG Inc. TPG Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 Blue Owl Capital OWL Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 The Blackstone Group BX Maintain Outperform
(N/A)
 
 
  Details
3/24/2026 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
3/24/2026 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
3/23/2026 Jefferies Group JEF Maintain Market Perform
(N/A)
 
 
  Details
3/5/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
3/3/2026 Ameriprise Financial AMP Maintain Market Perform
(N/A)
 
 
  Details
2/12/2026 PJT Partners PJT Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
2/12/2026 TPG Inc. TPG Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 Blue Owl Capital OWL Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
2/12/2026 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 Evercore Partners EVR Maintain Market Perform
(N/A)
 
 
  Details
2/12/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
2/12/2026 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
2/6/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
2/5/2026 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
2/2/2026 Stifel Financial SF Maintain
(N/A)
 
 
  Details
2/2/2026 Lazard LAZ Maintain
(N/A)
 
 
  Details
2/2/2026 Houlihan Lokey HLI Maintain
(N/A)
 
 
  Details
2/2/2026 The Blackstone Group BX Maintain
(N/A)
 
 
  Details
2/2/2026 Franklin Resources BEN Maintain
(N/A)
 
 
  Details
2/2/2026 Ameriprise Financial AMP Maintain
(N/A)
 
 
  Details
1/29/2026 Houlihan Lokey HLI Maintain Outperform
(N/A)
 
 
  Details
1/26/2026 Northern Trust NTRS Maintain
(N/A)
 
 
  Details
1/26/2026 Interactive Brokers Group IBKR Maintain
(N/A)
 
 
  Details
1/21/2026 Interactive Brokers Group IBKR Maintain Outperform
(N/A)
 
 
  Details
1/20/2026 State Street STT Maintain
(N/A)
 
 
  Details
1/20/2026 Morgan Stanley MS Maintain
(N/A)
 
 
  Details
1/20/2026 Goldman Sachs GS Maintain
(N/A)
 
 
  Details
1/20/2026 BlackRock BLK Maintain
(N/A)
 
 
  Details
1/20/2026 Bank of New York Mellon BK Maintain
(N/A)
 
 
  Details
1/13/2026 T. Rowe Price TROW Maintain Market Perform
(N/A)
 
 
  Details
1/13/2026 Invesco IVZ Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 Franklin Resources BEN Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 BlackRock BLK Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 TPG Inc. TPG Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 StepStone Group STEP Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 Hamilton Lane Inc. HLNE Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
1/13/2026 Ares Management, L.P. ARES Maintain Market Perform
(N/A)
 
 
  Details
1/13/2026 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
1/6/2026 PJT Partners PJT Maintain
(N/A)
 
 
  Details
1/6/2026 Moelis MC Maintain
(N/A)
 
 
  Details
1/6/2026 Lazard LAZ Maintain
(N/A)
 
 
  Details
1/6/2026 Houlihan Lokey HLI Maintain
(N/A)
 
 
  Details
1/6/2026 Evercore Partners EVR Maintain
(N/A)
 
 
  Details
1/6/2026 State Street STT Maintain
(N/A)
 
 
  Details
1/6/2026 Northern Trust NTRS Maintain
(N/A)
 
 
  Details
1/6/2026 Bank of New York Mellon BK Maintain
(N/A)
 
 
  Details
1/6/2026 Stifel Financial SF Maintain
(N/A)
 
 
  Details
1/6/2026 Charles Schwab Corp. SCHW Maintain
(N/A)
 
 
  Details
1/6/2026 Raymond James RJF Maintain
(N/A)
 
 
  Details
1/6/2026 LPL Financial Holdings LPLA Maintain
(N/A)
 
 
  Details
1/6/2026 Interactive Brokers Group IBKR Maintain
(N/A)
 
 
  Details
1/6/2026 Ameriprise Financial AMP Maintain
(N/A)
 
 
  Details
1/6/2026 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
1/6/2026 Jefferies Group JEF Maintain Market Perform
(N/A)
 
 
  Details
1/6/2026 Goldman Sachs GS Maintain Market Perform
(N/A)
 
 
  Details
12/10/2025 Invesco IVZ Maintain Outperform
(N/A)
 
 
  Details
11/25/2025 Apollo Global Management APO Maintain Market Perform
(N/A)
 
 
  Details
11/10/2025 StepStone Group STEP Maintain
(N/A)
 
 
  Details
11/10/2025 PJT Partners PJT Maintain
(N/A)
 
 
  Details
11/10/2025 KKR KKR Maintain
(N/A)
 
 
  Details
11/10/2025 Apollo Global Management APO Maintain
(N/A)
 
 
  Details
11/3/2025 Moelis MC Maintain
(N/A)
 
 
  Details
11/3/2025 LPL Financial Holdings LPLA Maintain
(N/A)
 
 
  Details
11/3/2025 Houlihan Lokey HLI Maintain
(N/A)
 
 
  Details
11/3/2025 Evercore Partners EVR Maintain
(N/A)
 
 
  Details
11/3/2025 The Carlyle Group LP CG Maintain
(N/A)
 
 
  Details
11/3/2025 Ameriprise Financial AMP Maintain
(N/A)
 
 
  Details
10/30/2025 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
10/30/2025 Moelis MC Maintain Market Perform
(N/A)
 
 
  Details
10/23/2025 Raymond James RJF Maintain Market Perform
(N/A)
 
 
  Details
10/20/2025 Jefferies Group JEF Maintain
(N/A)
 
 
  Details
10/20/2025 State Street STT Maintain
(N/A)
 
 
  Details
10/20/2025 Interactive Brokers Group IBKR Maintain
(N/A)
 
 
  Details
10/20/2025 Bank of New York Mellon BK Maintain
(N/A)
 
 
  Details
10/20/2025 BlackRock BLK Maintain
(N/A)
 
 
  Details
10/17/2025 Jefferies Group JEF Maintain Market Perform
(N/A)
 
 
  Details
10/17/2025 Interactive Brokers Group IBKR Maintain Outperform
(N/A)
 
 
  Details
10/3/2025 BlackRock BLK New Coverage Outperform
(N/A)
1141.07
(1072.20)
-6.04% Details
10/3/2025 Interactive Brokers Group IBKR New Coverage Outperform
(N/A)
68.78
(90.53)
31.62% Details
10/3/2025 State Street STT New Coverage Outperform
(N/A)
113.38
(182.50)
60.96% Details
10/3/2025 Stifel Financial SF New Coverage Market Perform
(N/A)
111.81
(77.16)
-30.99% Details
10/3/2025 StepStone Group STEP New Coverage Outperform
(N/A)
64.05
(43.55)
-32.01% Details
10/3/2025 Charles Schwab Corp. SCHW New Coverage Outperform
(N/A)
92.25
(101.56)
10.09% Details
10/3/2025 T. Rowe Price TROW New Coverage Market Perform
(N/A)
101.07
(117.35)
16.11% Details
10/3/2025 Ares Management, L.P. ARES New Coverage Market Perform
(N/A)
154.14
(125.68)
-18.46% Details
10/3/2025 Raymond James RJF New Coverage Market Perform
(N/A)
165.90
(168.36)
1.48% Details
10/3/2025 Blue Owl Capital OWL New Coverage Outperform
(N/A)
16.14
(9.52)
-41.02% Details
10/3/2025 Northern Trust NTRS New Coverage Market Perform
(N/A)
131.20
(141.41)
7.78% Details
10/3/2025 Moelis MC New Coverage Market Perform
(N/A)
68.70
(67.51)
-1.73% Details
10/3/2025 PJT Partners PJT New Coverage Outperform
(N/A)
173.72
(166.62)
-4.09% Details
10/3/2025 Morgan Stanley MS New Coverage Outperform
(N/A)
156.89
(215.50)
37.36% Details
10/3/2025 Invesco IVZ New Coverage Outperform
(N/A)
23.09
(29.63)
28.32% Details
10/3/2025 Jefferies Group JEF New Coverage Market Perform
(N/A)
63.49
(54.87)
-13.58% Details
10/3/2025 KKR KKR New Coverage Outperform
(N/A)
127.47
(100.94)
-20.81% Details
10/3/2025 LPL Financial Holdings LPLA New Coverage Outperform
(N/A)
317.00
(324.90)
2.49% Details
10/3/2025 Janus Henderson Group JHG New Coverage Outperform
(N/A)
44.11
(51.95)
17.77% Details
10/3/2025 Lazard LAZ New Coverage Market Perform
(N/A)
51.53
(43.16)
-16.24% Details
10/3/2025 Evercore Partners EVR New Coverage Market Perform
(N/A)
330.91
(341.54)
3.21% Details
10/3/2025 The Blackstone Group BX New Coverage Outperform
(N/A)
168.10
(126.91)
-24.5% Details
10/3/2025 Hamilton Lane Inc. HLNE New Coverage Outperform
(N/A)
128.80
(85.85)
-33.35% Details
10/3/2025 Houlihan Lokey HLI New Coverage Outperform
(N/A)
200.74
(140.01)
-30.25% Details
10/3/2025 Goldman Sachs GS New Coverage Market Perform
(N/A)
785.51
(1065.22)
35.61% Details
10/3/2025 The Carlyle Group LP CG New Coverage Outperform
(N/A)
60.78
(46.07)
-24.2% Details
10/3/2025 Bank of New York Mellon BK New Coverage Outperform
(N/A)
106.83
(137.16)
28.39% Details
10/3/2025 Apollo Global Management APO New Coverage Market Perform
(N/A)
129.95
(120.47)
-7.3% Details
10/3/2025 Franklin Resources BEN New Coverage Outperform
(N/A)
22.54
(32.63)
44.76% Details
10/3/2025 Ameriprise Financial AMP New Coverage Market Perform
(N/A)
486.60
(527.87)
8.48% Details