Ratings by Deutsche Bank (Brian Bedell)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/19/2026 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2026 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2026 | CME Group | CME | Downgrade | Hold (Buy) |
271.54 (279.83) |
3.05% | Details | |
| 7/24/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2026 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2026 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2026 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2026 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2026 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 3/6/2026 | Intercontinental Exchange | ICE | Upgrade | Buy (Hold) |
164.00 (158.29) |
-3.48% | Details | |
| 3/6/2026 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2026 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Circle Internet Group | CRCL | Maintain | Hold (N/A) |
|
Details | ||
| 2/24/2026 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | Blue Owl Capital | OWL | Downgrade | Hold (Buy) |
10.44 (11.76) |
12.64% | Details | |
| 2/18/2026 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2026 | BitGo Holdings | BTGO | New Coverage | Buy (N/A) |
10.76 (7.00) |
-34.94% | Details | |
| 2/13/2026 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2026 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/9/2026 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 2/9/2026 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Intercontinental Exchange | ICE | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2026 | Bullish | BLSH | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Ares Management, L.P. | ARES | Upgrade | Buy (Hold) |
121.87 (139.99) |
14.87% | Details | |
| 2/2/2026 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 2/2/2026 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2025 | Invesco | IVZ | Upgrade | Buy (Hold) |
26.03 (32.25) |
23.9% | Details | |
| 11/19/2025 | Bullish | BLSH | Upgrade | Buy (Hold) |
37.76 (33.33) |
-11.73% | Details | |
| 11/13/2025 | Circle Internet Group | CRCL | Maintain | Hold (N/A) |
|
Details | ||
| 11/11/2025 | eToro Group | ETOR | Upgrade | Buy (Hold) |
34.88 (31.83) |
-8.74% | Details | |
| 11/10/2025 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 11/10/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/10/2025 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2025 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2025 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2025 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2025 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2025 | CME Group | CME | Upgrade | Buy (Hold) |
267.81 (279.83) |
4.49% | Details | |
| 10/22/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | Bullish | BLSH | Maintain | Hold (N/A) |
|
Details | ||
| 9/16/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2025 | Bullish | BLSH | New Coverage | Hold (N/A) |
52.35 (37.76) |
-27.87% | Details | |
| 8/7/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | Brookfield Asset Management | BAM | Downgrade | Hold (Buy) |
61.54 (50.10) |
-18.59% | Details | |
| 7/31/2025 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2025 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 7/16/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2025 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2025 | Circle Internet Group | CRCL | New Coverage | Hold (N/A) |
0.00 (88.86) |
0% | Details | |
| 6/9/2025 | eToro Group | ETOR | New Coverage | Hold (N/A) |
68.70 (34.88) |
-49.23% | Details | |
| 3/11/2025 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Intercontinental Exchange | ICE | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2025 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2025 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | Federated Hermes Inc. | FHI | Downgrade | Hold (Buy) |
39.26 (62.18) |
58.38% | Details | |
| 1/8/2025 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2025 | Nasdaq OMX Group Inc. | NDAQ | Upgrade | Buy (Hold) |
76.82 (96.24) |
25.28% | Details | |
| 12/19/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2024 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 11/21/2024 | Intercontinental Exchange | ICE | Maintain | Hold (N/A) |
|
Details | ||
| 11/21/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2024 | CBOE Holdings | CBOE | Upgrade | Buy (Hold) |
196.86 (297.47) |
51.11% | Details | |
| 11/6/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 11/5/2024 | Brookfield Asset Management | BAM | Maintain | (N/A) |
|
Details | ||
| 11/5/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2024 | Ares Management, L.P. | ARES | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2024 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2024 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2024 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2024 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Robinhood Markets | HOOD | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2024 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 9/23/2024 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 9/23/2024 | Bank of New York Mellon | BK | Upgrade | Buy (Hold) |
71.82 (137.16) |
90.98% | Details | |
| 8/20/2024 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 8/20/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 8/15/2024 | Robinhood Markets | HOOD | Upgrade | Buy (Buy) |
18.41 (105.91) |
475.29% | Details | |
| 8/8/2024 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | IntercontinentalExchange | ICE | Downgrade | Hold (Buy) |
151.00 (158.29) |
4.83% | Details | |
| 7/29/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2024 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2024 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 7/15/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 6/20/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2024 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 6/13/2024 | Ares Management, L.P. | ARES | New Coverage | Hold (N/A) |
135.78 (139.99) |
3.1% | Details | |
| 6/10/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
16.73 (11.76) |
-29.71% | Details | |
| 5/28/2024 | Ares Management, L.P. | ARES | New Coverage | Buy (N/A) |
146.01 (135.78) |
-7.01% | Details | |
| 5/28/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2024 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2024 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/19/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | US Steel | X | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/5/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | CME Group | CME | Downgrade | Hold (Buy) |
212.21 (267.81) |
26.2% | Details | |
| 3/19/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2024 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 3/14/2024 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 3/6/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 2/12/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | US Steel | X | Maintain | Hold (N/A) |
|
Details | ||
| 2/7/2024 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | US Steel | X | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | Brookfield Asset Management | BAM | Upgrade | Buy (Hold) |
37.98 (50.10) |
31.91% | Details | |
| 12/18/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2023 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2023 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 11/6/2023 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | US Steel | X | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 10/18/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2023 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2023 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | CBOE Holdings | CBOE | Downgrade | Hold (Buy) |
161.55 (196.86) |
21.86% | Details | |
| 8/23/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 8/17/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 8/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | US Steel | X | Maintain | Hold (N/A) |
|
Details | ||
| 8/17/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 8/17/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 8/17/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2023 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 7/19/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2023 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 6/27/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 6/27/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 6/27/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 5/30/2023 | Brookfield Asset Management | BAM | New Coverage | Hold (N/A) |
30.75 (50.10) |
62.93% | Details | |
| 5/15/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2023 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/21/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | US Steel | X | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2023 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/16/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 2/8/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2023 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/1/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2023 | Nasdaq OMX Group Inc. | NDAQ | Downgrade | Hold (Buy) |
61.92 (96.24) |
55.43% | Details | |
| 1/25/2023 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 1/23/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 1/20/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 1/19/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2023 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2023 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2023 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 12/16/2022 | Invesco | IVZ | Downgrade | Hold (Buy) |
19.00 (26.03) |
37% | Details | |
| 11/15/2022 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | T. Rowe Price | TROW | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/15/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Northern Trust | NTRS | Downgrade | Hold (Buy) |
87.61 (185.02) |
111.19% | Details | |
| 10/18/2022 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2022 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Janus Henderson Group | JHG | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Tradeweb Markets | TW | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | MarketAxess | MKTX | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Affiliated Managers Group | AMG | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Blue Owl Capital | OWL | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2022 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | TPG Inc. | TPG | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Federated Hermes Inc. | FHI | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | IntercontinentalExchange | ICE | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | CBOE Holdings | CBOE | Maintain | (N/A) |
|
Details | ||
| 10/12/2022 | CME Group | CME | Upgrade | Buy (Hold) |
169.95 (212.21) |
24.87% | Details | |
| 9/27/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 9/27/2022 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 9/27/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2022 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 9/13/2022 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
11.56 (16.73) |
44.72% | Details | |
| 8/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2022 | Affiliated Managers Group | AMG | Maintain | (N/A) |
|
Details | ||
| 8/1/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2022 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2022 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 6/28/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 6/28/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 6/28/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | State Street | STT | Downgrade | Hold (Buy) |
66.27 (191.06) |
188.31% | Details | |
| 5/19/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 5/19/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | Bank of New York Mellon | BK | Downgrade | Hold (Buy) |
43.29 (71.82) |
65.9% | Details | |
| 5/13/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/11/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 5/3/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 4/27/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/21/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 3/29/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 2/10/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 2/9/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 1/13/2022 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/13/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/13/2022 | MarketAxess | MKTX | Maintain | Sell (N/A) |
|
Details | ||
| 1/13/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Federated Hermes Inc. | FHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2022 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Federated Hermes Inc. | FHI | Upgrade | Buy (Hold) |
36.52 (62.18) |
70.26% | Details | |
| 11/19/2021 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/19/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2021 | Apollo Global Management | APO | Upgrade | Buy (Hold) |
77.29 (133.12) |
72.23% | Details | |
| 11/3/2021 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2021 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2021 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/20/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 9/24/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2021 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 9/24/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2021 | Robinhood Markets | HOOD | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | The Carlyle Group LP | CG | Upgrade | Buy (Hold) |
47.20 (46.88) |
-0.68% | Details | |
| 8/11/2021 | The Blackstone Group | BX | Upgrade | Buy (Hold) |
113.82 (137.91) |
21.16% | Details | |
| 8/11/2021 | KKR | KKR | Upgrade | Buy (Hold) |
65.80 (108.12) |
64.32% | Details | |
| 8/4/2021 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 7/12/2021 | Affiliated Managers Group | AMG | Upgrade | Buy (Hold) |
176.78 (369.62) |
109.08% | Details | |
| 6/11/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2021 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2021 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/3/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 5/3/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 4/28/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (Buy) |
|
Details | ||
| 4/16/2021 | BlackRock | BLK | Maintain | Buy (Buy) |
|
Details | ||
| 4/14/2021 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 4/13/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | CBOE Holdings | CBOE | Maintain | (N/A) |
|
Details | ||
| 4/9/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/24/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 2/12/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2021 | CME Group | CME | Maintain | Hold (N/A) |
|
Details | ||
| 2/9/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 2/8/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2021 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2021 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2021 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2021 | CME Group | CME | Downgrade | Hold (Buy) |
193.38 (169.95) |
-12.12% | Details | |
| 12/18/2020 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 12/18/2020 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | Northern Trust | NTRS | Upgrade | Buy (Hold) |
92.10 (87.61) |
-4.88% | Details | |
| 11/20/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2020 | State Street | STT | Upgrade | Buy (Hold) |
70.10 (191.06) |
172.55% | Details | |
| 11/11/2020 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Hold) |
44.96 (109.24) |
142.97% | Details | |
| 11/11/2020 | Bank of New York Mellon | BK | Upgrade | Buy (Hold) |
39.16 (137.16) |
250.26% | Details | |
| 11/2/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2020 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 10/22/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2020 | BlackRock | BLK | Upgrade | Buy (Hold) |
554.80 (1134.96) |
104.57% | Details | |
| 10/1/2020 | Eaton Vance | EV | Upgrade | Buy (Hold) |
38.10 (21.85) |
-42.65% | Details | |
| 9/17/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 8/5/2020 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2020 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2020 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2020 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2020 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/8/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2020 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2020 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 4/28/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2020 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 4/17/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Brookfield Asset Management | BAM | New Coverage | Hold (N/A) |
56.76 (50.10) |
-11.73% | Details | |
| 3/5/2020 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | State Street | STT | Downgrade | Hold (Buy) |
65.85 (191.06) |
190.14% | Details | |
| 2/27/2020 | Eaton Vance | EV | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 2/20/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2020 | Legg Mason | LM | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | Legg Mason | LM | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | BlackRock | BLK | Downgrade | Hold (Buy) |
572.48 (1134.96) |
98.25% | Details | |
| 2/7/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2020 | MGIC Investment | MTG | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2020 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2020 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2020 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2020 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2020 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 1/23/2020 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2019 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2019 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Legg Mason | LM | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | KKR | KKR | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2019 | Federated Investors | FII | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2019 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2019 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2019 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 12/19/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2019 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | Federated Investors | FII | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2019 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 11/26/2019 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 11/26/2019 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 11/26/2019 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 11/6/2019 | Invesco | IVZ | Upgrade | Buy (Hold) |
17.78 (32.25) |
81.38% | Details | |
| 11/6/2019 | State Street | STT | Upgrade | Buy (Hold) |
70.86 (191.06) |
169.63% | Details | |
| 11/6/2019 | BlackRock | BLK | Upgrade | Buy (Hold) |
476.53 (1134.96) |
138.17% | Details | |
| 11/1/2019 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 10/28/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2019 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2019 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2019 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2019 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2019 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2019 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2019 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2019 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 10/9/2019 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 10/2/2019 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 10/2/2019 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 10/2/2019 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2019 | State Street | STT | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2019 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2019 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2019 | E*TRADE | ETFC | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2019 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 8/21/2019 | TD Ameritrade | AMTD | Maintain | Hold (N/A) |
|
Details | ||
| 8/14/2019 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 8/9/2019 | T. Rowe Price | TROW | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | Legg Mason | LM | Maintain | Hold (N/A) |
|
Details | ||
| 8/9/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 8/9/2019 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2019 | Bank of New York Mellon | BK | Maintain | Hold (N/A) |
|
Details | ||
| 8/9/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 7/30/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2019 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2019 | Northern Trust | NTRS | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2019 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 7/19/2019 | The Blackstone Group | BX | Maintain | Hold (N/A) |
|
Details | ||
| 7/17/2019 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2019 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2019 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2019 | Legg Mason | LM | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2019 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2019 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 7/11/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 6/18/2019 | Charles Schwab Corp. | SCHW | Downgrade | Hold (Buy) |
41.01 (109.24) |
166.37% | Details | |
| 6/18/2019 | Bank of New York Mellon | BK | Downgrade | Hold (Buy) |
44.49 (137.16) |
208.29% | Details | |
| 6/5/2019 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 6/5/2019 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 6/5/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 6/5/2019 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 6/5/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2019 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2019 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2019 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 6/5/2019 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/7/2019 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2019 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2019 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/25/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2019 | State Street | STT | Downgrade | Hold (Buy) |
69.85 (191.06) |
173.53% | Details | |
| 2/6/2019 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2019 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2019 | T. Rowe Price | TROW | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2019 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2019 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 1/31/2019 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/24/2019 | Northern Trust | NTRS | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2019 | BlackRock | BLK | Maintain | Hold (N/A) |
|
Details | ||
| 1/17/2019 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2019 | Affiliated Managers Group | AMG | Downgrade | Hold (Buy) |
103.50 (369.62) |
257.12% | Details | |
| 1/11/2019 | Invesco | IVZ | Downgrade | Hold (Buy) |
17.32 (32.25) |
86.2% | Details | |
| 1/11/2019 | Eaton Vance | EV | Downgrade | Hold (Buy) |
36.72 (21.85) |
-40.5% | Details | |
| 1/11/2019 | BlackRock | BLK | Downgrade | Hold (Buy) |
400.19 (1134.96) |
183.61% | Details | |
| 1/10/2019 | Legg Mason | LM | Downgrade | Hold (Buy) |
27.00 (49.99) |
85.15% | Details | |
| 11/28/2018 | Eaton Vance | EV | Maintain | Buy (Buy) |
|
Details | ||
| 11/8/2018 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2018 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2018 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Hold) |
43.19 (41.01) |
-5.05% | Details | |
| 10/29/2018 | WisdomTree Investments | WETF | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2018 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2018 | Legg Mason | LM | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2018 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2018 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 10/19/2018 | Bank of New York Mellon | BK | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2018 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2018 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2018 | Northern Trust | NTRS | Upgrade | Buy (Hold) |
99.38 (85.87) |
-13.59% | Details | |
| 10/4/2018 | State Street | STT | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2018 | Charles Schwab Corp. | SCHW | Maintain | Hold (N/A) |
|
Details | ||
| 10/4/2018 | Eaton Vance | EV | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2018 | CBOE Holdings | CBOE | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2018 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2018 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2018 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2018 | T. Rowe Price | TROW | Downgrade | Hold (Buy) |
114.50 (109.96) |
-3.97% | Details |
