Ratings by Barclays (Jeremy Campbell)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/5/2021 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/23/2021 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Ameriprise Financial | AMP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2021 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2021 | Ameriprise Financial | AMP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 1/25/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2021 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2021 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/15/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2020 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2020 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Ameriprise Financial | AMP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2020 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 10/28/2020 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/14/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2020 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2020 | Ameriprise Financial | AMP | New Coverage | Overweight (N/A) |
162.55 (564.79) |
247.46% | Details | |
| 8/13/2020 | Invesco | IVZ | Downgrade | Underweight (Equalweight) |
10.94 (32.43) |
196.44% | Details | |
| 8/6/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2020 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2020 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2020 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | E*TRADE | ETFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2020 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/15/2020 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/15/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2020 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2020 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2020 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | MarketAxess | MKTX | Upgrade | Overweight (Equalweight) |
316.13 (161.89) |
-48.79% | Details | |
| 2/3/2020 | Virtus Investment Partners | VRTS | Upgrade | Overweight (Equalweight) |
126.53 (168.02) |
32.79% | Details | |
| 2/3/2020 | KKR | KKR | Upgrade | Overweight (Equalweight) |
30.39 (110.94) |
265.05% | Details | |
| 11/27/2019 | E*TRADE | ETFC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/27/2019 | Charles Schwab Corp. | SCHW | Upgrade | Equalweight (Underweight) |
49.31 (111.08) |
125.27% | Details | |
| 11/27/2019 | TD Ameritrade | AMTD | Upgrade | Equalweight (Underweight) |
51.78 (0.75) |
-98.55% | Details | |
| 11/8/2019 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2019 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2019 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2019 | TD Ameritrade | AMTD | Maintain | Underweight (N/A) |
|
Details | ||
| 10/21/2019 | Charles Schwab Corp. | SCHW | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2019 | E*TRADE | ETFC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2019 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2019 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2019 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2019 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2019 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/8/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2019 | Charles Schwab Corp. | SCHW | Downgrade | Overweight (Underweight) |
41.83 (111.08) |
165.55% | Details | |
| 10/2/2019 | TD Ameritrade | AMTD | Downgrade | Overweight (Underweight) |
46.70 (0.75) |
-98.39% | Details | |
| 10/2/2019 | E*TRADE | ETFC | Downgrade | Overweight (Underweight) |
43.69 (49.26) |
12.75% | Details | |
| 10/1/2019 | Tradeweb Markets | TW | Upgrade | Overweight (Equalweight) |
36.52 (105.94) |
190.09% | Details | |
| 9/6/2019 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Overweight (N/A) |
16.12 (117.17) |
626.86% | Details | |
| 8/9/2019 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2019 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2019 | The Carlyle Group LP | CG | New Coverage | Equalweight (N/A) |
23.28 (49.46) |
112.46% | Details | |
| 8/5/2019 | KKR | KKR | New Coverage | Equalweight (N/A) |
25.57 (110.94) |
333.87% | Details | |
| 8/5/2019 | Apollo Global Management | APO | New Coverage | Overweight (N/A) |
31.65 (134.13) |
323.79% | Details | |
| 8/5/2019 | Ares Management, L.P. | ARES | New Coverage | Overweight (N/A) |
28.66 (143.86) |
401.95% | Details | |
| 8/5/2019 | The Blackstone Group | BX | New Coverage | Overweight (N/A) |
46.82 (144.90) |
209.48% | Details | |
| 7/31/2019 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2019 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2019 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2019 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/11/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | E*TRADE | ETFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2019 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2019 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2019 | Tradeweb Markets | TW | New Coverage | Equalweight (N/A) |
39.80 (36.52) |
-8.24% | Details | |
| 4/26/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/18/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2019 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2019 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 3/14/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2019 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2019 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2019 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2019 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2019 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2019 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2019 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2019 | Invesco | IVZ | Downgrade | Equalweight (Overweight) |
19.06 (32.43) |
70.15% | Details | |
| 1/29/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2018 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2018 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2018 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2018 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 12/13/2018 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2018 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2018 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2018 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2018 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/13/2018 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2018 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | CME Group | CME | New Coverage | Overweight (N/A) |
190.08 (270.62) |
42.37% | Details | |
| 12/3/2018 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2018 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2018 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2018 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2018 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2018 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/25/2018 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2018 | Legg Mason | LM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2018 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2018 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | Invesco | IVZ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2018 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | MarketAxess | MKTX | New Coverage | Equalweight (N/A) |
191.19 (161.89) |
-15.33% | Details |
