Ratings by William Blair (Jeff Schmitt)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2026 | StoneX Group Inc. | SNEX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2025 | Miami International Holdings | MIAX | New Coverage | Outperform (N/A) |
34.95 (42.89) |
22.72% | Details | |
| 7/25/2025 | Ameriprise Financial | AMP | Downgrade | Market Perform (Outperform) |
517.10 (533.21) |
3.12% | Details | |
| 3/26/2025 | StoneX Group Inc. | SNEX | New Coverage | Outperform (N/A) |
81.61 (110.88) |
35.87% | Details | |
| 2/10/2025 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/9/2025 | CBOE Holdings | CBOE | New Coverage | Market Perform (N/A) |
190.84 (277.89) |
45.61% | Details | |
| 11/25/2024 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Outperform (N/A) |
81.07 (94.25) |
16.26% | Details | |
| 7/11/2024 | Envestnet | ENV | Downgrade | Market Perform (Outperform) |
61.70 (63.14) |
2.33% | Details | |
| 5/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2024 | AssetMark Financial Holdings Inc. | AMK | Downgrade | Market Perform (Outperform) |
34.90 (35.24) |
0.97% | Details | |
| 4/9/2024 | Tradeweb Markets | TW | New Coverage | Outperform (N/A) |
102.02 (101.19) |
-0.81% | Details | |
| 9/11/2023 | Avantax, Inc. | AVTA | Downgrade | Market Perform (Outperform) |
19.95 (25.99) |
30.28% | Details | |
| 4/11/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | Avantax, Inc. | AVTA | New Coverage | Outperform (N/A) |
25.20 (25.99) |
3.13% | Details | |
| 2/28/2023 | Focus Financial Partners | FOCS | Downgrade | Market Perform (Outperform) |
50.20 (52.99) |
5.56% | Details | |
| 1/17/2023 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
82.98 (102.80) |
23.89% | Details | |
| 1/17/2023 | LPL Investment | LPLA | New Coverage | Outperform (N/A) |
230.29 (330.77) |
43.63% | Details | |
| 1/17/2023 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
42.95 (52.99) |
23.38% | Details | |
| 11/10/2022 | Primerica | PRI | Downgrade | Market Perform (Outperform) |
138.71 (312.75) |
125.47% | Details | |
| 7/25/2022 | SS&C Technologies Holdings, Inc. | SSNC | New Coverage | Outperform (N/A) |
62.79 (70.57) |
12.39% | Details | |
| 7/25/2022 | SEI Investments | SEIC | New Coverage | Market Perform (N/A) |
54.39 (100.26) |
84.34% | Details | |
| 7/25/2022 | Envestnet | ENV | New Coverage | Outperform (N/A) |
55.38 (63.14) |
14.01% | Details | |
| 7/25/2022 | AssetMark Financial Holdings Inc. | AMK | New Coverage | Outperform (N/A) |
18.53 (35.24) |
90.18% | Details | |
| 9/20/2021 | Primerica | PRI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Assurant | AIZ | New Coverage | Outperform (N/A) |
152.41 (275.44) |
80.72% | Details |
