Ratings by Citi (Chris Allen)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 11/3/2025 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2025 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 9/29/2025 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/29/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2025 | CME Group | CME | Upgrade | Buy (Neutral) |
264.43 (271.54) |
2.69% | Details | |
| 9/24/2025 | LPL Financial Holdings | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2025 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2025 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Stifel Financial | SF | Upgrade | Buy (Neutral) |
114.08 (83.73) |
-26.6% | Details | |
| 7/25/2025 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2025 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2025 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2025 | The Carlyle Group LP | CG | Upgrade | Buy (Neutral) |
56.87 (48.37) |
-14.95% | Details | |
| 7/9/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2025 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2025 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2025 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2025 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2025 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2025 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/3/2025 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2025 | LPL Financial Holdings | LPLA | Downgrade | Neutral (Buy) |
380.07 (368.73) |
-2.98% | Details | |
| 6/9/2025 | Interactive Brokers Group | IBKR | Downgrade | Neutral (Buy) |
206.82 (90.56) |
-56.21% | Details | |
| 5/15/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2025 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2025 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2025 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2025 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2025 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2025 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2025 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2025 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2025 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2025 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2025 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
77.67 (111.68) |
43.79% | Details | |
| 3/7/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | CME Group | CME | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2025 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2025 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2025 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
25.53 (11.59) |
-54.6% | Details | |
| 1/22/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | CME Group | CME | Downgrade | Neutral (Buy) |
232.50 (264.43) |
13.73% | Details | |
| 11/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2024 | Marex Group PLC | MRX | New Coverage | Buy (N/A) |
27.25 (71.88) |
163.78% | Details | |
| 11/5/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2024 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2024 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2024 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/1/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/1/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/3/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2024 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2024 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/18/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2024 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2024 | Marex Group PLC | MRX | New Coverage | Buy (N/A) |
19.08 (27.25) |
42.82% | Details | |
| 5/14/2024 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
18.55 (25.53) |
37.63% | Details | |
| 4/24/2024 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2024 | CME Group | CME | Maintain | Buy () |
|
Details | ||
| 2/12/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | The Blackstone Group | BX | Downgrade | Neutral (Buy) |
117.09 (140.59) |
20.07% | Details | |
| 1/19/2024 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2024 | Tradeweb Markets | TW | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2024 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Buy) |
66.75 (77.67) |
16.36% | Details | |
| 1/10/2024 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2023 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | CBOE Holdings | CBOE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | T. Rowe Price | TROW | Upgrade | Neutral (Sell) |
90.02 (110.32) |
22.55% | Details | |
| 10/31/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2023 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 9/22/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 9/14/2023 | Virtu Financial | VIRT | Upgrade | Buy (Neutral) |
16.89 (41.92) |
148.19% | Details | |
| 8/4/2023 | IntercontinentalExchange | ICE | Upgrade | Buy (Neutral) |
112.07 (156.18) |
39.36% | Details | |
| 7/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2023 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 7/13/2023 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2023 | TPG Inc. | TPG | New Coverage | Buy (N/A) |
27.57 (52.02) |
88.68% | Details | |
| 5/19/2023 | The Carlyle Group LP | CG | New Coverage | Buy (N/A) |
27.05 (56.87) |
110.24% | Details | |
| 5/19/2023 | T. Rowe Price | TROW | New Coverage | Sell (N/A) |
105.44 (90.02) |
-14.62% | Details | |
| 5/19/2023 | Invesco | IVZ | New Coverage | Neutral (N/A) |
15.21 (32.38) |
112.89% | Details | |
| 5/19/2023 | KKR | KKR | New Coverage | Buy (N/A) |
49.39 (107.19) |
117.03% | Details | |
| 5/19/2023 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
9.99 (18.55) |
85.69% | Details | |
| 5/19/2023 | The Blackstone Group | BX | New Coverage | Buy (N/A) |
83.72 (140.59) |
67.93% | Details | |
| 5/19/2023 | BlackRock | BLK | New Coverage | Buy (N/A) |
650.64 (1154.35) |
77.42% | Details | |
| 5/19/2023 | Air Products & Chemicals Inc. | APD | New Coverage | Buy (N/A) |
276.20 (303.23) |
9.79% | Details | |
| 4/28/2023 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2023 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
58.70 (111.68) |
90.26% | Details | |
| 1/27/2023 | Virtu Financial | VIRT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | MarketAxess | MKTX | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | Virtu Financial | VIRT | Downgrade | Neutral (Buy) |
20.61 (41.92) |
103.4% | Details | |
| 10/12/2022 | Stifel Financial | SF | New Coverage | Neutral (N/A) |
53.53 (83.73) |
56.42% | Details | |
| 10/12/2022 | Raymond James | RJF | New Coverage | Neutral (N/A) |
107.35 (179.30) |
67.02% | Details | |
| 10/12/2022 | Charles Schwab Corp. | SCHW | New Coverage | Neutral (N/A) |
73.56 (58.70) |
-20.2% | Details | |
| 10/12/2022 | LPL Investment | LPLA | New Coverage | Buy (N/A) |
243.99 (380.07) |
55.77% | Details | |
| 10/12/2022 | Interactive Brokers Group | IBKR | New Coverage | Buy (N/A) |
69.44 (206.82) |
197.84% | Details | |
| 10/12/2022 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Sell (N/A) |
57.70 (96.71) |
67.61% | Details | |
| 10/12/2022 | IntercontinentalExchange | ICE | New Coverage | Neutral (N/A) |
90.26 (156.18) |
73.03% | Details | |
| 10/12/2022 | CBOE Holdings | CBOE | New Coverage | Neutral (N/A) |
118.71 (290.99) |
145.13% | Details | |
| 10/12/2022 | Virtu Financial | VIRT | New Coverage | Buy (N/A) |
21.80 (41.92) |
92.29% | Details | |
| 10/12/2022 | Tradeweb Markets | TW | New Coverage | Buy (N/A) |
53.08 (105.47) |
98.7% | Details | |
| 10/12/2022 | MarketAxess | MKTX | New Coverage | Buy (N/A) |
232.81 (162.57) |
-30.17% | Details | |
| 10/12/2022 | CME Group | CME | New Coverage | Buy (N/A) |
169.46 (232.50) |
37.2% | Details |
