Ratings by Compass Point (Chris Allen)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/19/2023 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Coinbase Global Inc. | COIN | Upgrade | Buy (Neutral) |
65.59 (209.64) |
219.62% | Details | |
| 10/26/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2022 | MarketAxess | MKTX | Upgrade | Neutral (Sell) |
273.93 (162.11) |
-40.82% | Details | |
| 4/12/2022 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
81.58 (104.33) |
27.89% | Details | |
| 2/28/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2022 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | MarketAxess | MKTX | Downgrade | Sell (Neutral) |
332.65 (162.11) |
-51.27% | Details | |
| 10/29/2021 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2021 | CBOE Holdings | CBOE | Upgrade | Buy (Neutral) |
104.20 (300.74) |
188.62% | Details | |
| 10/1/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/1/2021 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 9/20/2021 | Fintech Acquisition Corp V | FTCV | New Coverage | Neutral (N/A) |
10.27 (10.06) |
-2.04% | Details | |
| 8/10/2021 | Compass Inc. | COMP | Upgrade | Buy (Neutral) |
15.28 (11.75) |
-23.1% | Details | |
| 7/22/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2021 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2021 | Coinbase Global Inc. | COIN | New Coverage | Neutral (N/A) |
283.61 (186.49) |
-34.24% | Details | |
| 4/14/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2021 | Compass Inc. | COMP | New Coverage | Neutral (N/A) |
16.81 (11.75) |
-30.1% | Details | |
| 4/9/2021 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2021 | Cowen Group | COWN | Upgrade | Buy (Neutral) |
34.34 (38.99) |
13.54% | Details | |
| 3/11/2021 | Cowen Group | COWN | New Coverage | Neutral (N/A) |
42.17 (38.99) |
-7.54% | Details | |
| 1/20/2021 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2021 | Tradeweb Markets | TW | Upgrade | Buy (Neutral) |
64.98 (107.04) |
64.73% | Details | |
| 12/2/2020 | Interactive Brokers Group | IBKR | Upgrade | Buy (Neutral) |
53.98 (93.87) |
73.9% | Details | |
| 7/22/2020 | Interactive Brokers Group | IBKR | Downgrade | Neutral (Buy) |
51.35 (93.87) |
82.8% | Details | |
| 5/1/2020 | Raymond James | RJF | Downgrade | Neutral (Buy) |
65.92 (175.20) |
165.78% | Details | |
| 4/22/2020 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | LPL Investment | LPLA | Upgrade | Buy (Neutral) |
57.97 (361.35) |
523.34% | Details | |
| 2/10/2020 | CBOE Holdings | CBOE | Downgrade | Neutral (Buy) |
104.20 (300.74) |
188.62% | Details | |
| 10/2/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/2/2019 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2019 | Interactive Brokers Group | IBKR | Upgrade | Buy (Neutral) |
55.78 (93.87) |
68.29% | Details |

