Ratings by Keefe, Bruyette & Woods (Kyle Voigt)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/6/2026 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2025 | Brookfield Asset Management | BAM | Maintain | Underperform (N/A) |
|
Details | ||
| 11/7/2025 | Marex Group PLC | MRX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Miami International Holdings | MIAX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/5/2025 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2025 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/31/2025 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2025 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | SEI Investments | SEIC | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | Perella Weinberg Partners | PWP | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | Evercore Partners | EVR | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 10/13/2025 | Hamilton Lane Inc. | HLNE | Upgrade | Outperform (Market Perform) |
118.26 (103.16) |
-12.77% | Details | |
| 10/8/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2025 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2025 | Miami International Holdings | MIAX | New Coverage | Market Perform (N/A) |
35.50 (40.62) |
14.42% | Details | |
| 8/13/2025 | eToro Group | ETOR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | Brookfield Asset Management | BAM | Maintain | Underperform (N/A) |
|
Details | ||
| 8/6/2025 | Hamilton Lane Inc. | HLNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2025 | SEI Investments | SEIC | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/24/2025 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2025 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2025 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2025 | Moelis | MC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2025 | eToro Group | ETOR | New Coverage | Market Perform (N/A) |
62.57 (31.85) |
-49.1% | Details | |
| 6/4/2025 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/2/2025 | Hamilton Lane Inc. | HLNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2025 | Blue Owl Capital | OWL | Upgrade | Outperform (Market Perform) |
19.49 (11.60) |
-40.48% | Details | |
| 5/16/2025 | Marex Group PLC | MRX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2025 | PJT Partners | PJT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Houlihan Lokey | HLI | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2025 | The Carlyle Group LP | CG | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/9/2025 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/4/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/3/2025 | Marex Group PLC | MRX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/14/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/12/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/7/2025 | Marex Group PLC | MRX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/25/2025 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/18/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/14/2025 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/13/2025 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2025 | Tradeweb Markets | TW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/5/2025 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2025 | Interactive Brokers Group | IBKR | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/30/2025 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2025 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Brookfield Asset Management | BAM | Maintain | Underperform (N/A) |
|
Details | ||
| 1/13/2025 | Interactive Brokers Group | IBKR | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2025 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2025 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/9/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | Intercontinental Exchange | ICE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | TPG Inc. | TPG | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Blue Owl Capital | OWL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Marex Group PLC | MRX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | MarketAxess | MKTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | Interactive Brokers Group | IBKR | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | CME Group | CME | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | CBOE Holdings | CBOE | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | The Blackstone Group | BX | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/20/2024 | Brookfield Asset Management | BAM | Maintain | Underperform (N/A) |
|
Details | ||
| 12/20/2024 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/11/2024 | Interactive Brokers Group | IBKR | Downgrade | Market Perform (Outperform) |
124.82 (89.12) |
-28.6% | Details | |
| 7/8/2024 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Market Perform) |
74.13 (108.24) |
46.01% | Details | |
| 6/4/2024 | Charles Schwab Corp. | SCHW | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/29/2024 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2024 | Marex Group PLC | MRX | New Coverage | Outperform (N/A) |
19.00 (71.67) |
277.21% | Details | |
| 5/16/2024 | Robinhood Markets | HOOD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/3/2024 | Robinhood Markets | HOOD | New Coverage | Market Perform (N/A) |
19.41 (106.99) |
451.21% | Details | |
| 4/3/2024 | Coinbase Global Inc. | COIN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/16/2024 | Coinbase Global Inc. | COIN | Upgrade | Market Perform (Underperform) |
165.67 (174.96) |
5.61% | Details | |
| 1/18/2024 | Charles Schwab Corp. | SCHW | Downgrade | Market Perform (Outperform) |
64.31 (74.13) |
15.27% | Details | |
| 3/2/2023 | Focus Financial Partners | FOCS | Downgrade | Market Perform (Outperform) |
51.86 (52.99) |
2.18% | Details | |
| 12/19/2022 | Raymond James | RJF | Downgrade | Market Perform (Outperform) |
106.75 (175.95) |
64.82% | Details | |
| 8/10/2022 | Coinbase Global Inc. | COIN | Downgrade | Underperform (Market Perform) |
87.68 (165.67) |
88.95% | Details | |
| 4/21/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2022 | Interactive Brokers Group | IBKR | Upgrade | Outperform (Market Perform) |
74.75 (89.12) |
19.22% | Details | |
| 5/4/2021 | Coinbase Global Inc. | COIN | New Coverage | Market Perform (N/A) |
297.64 (174.96) |
-41.22% | Details | |
| 3/1/2021 | CME Group | CME | Upgrade | Market Perform (Underperform) |
204.80 (277.77) |
35.63% | Details | |
| 4/14/2020 | CME Group | CME | Downgrade | Underperform (Market Perform) |
190.16 (277.77) |
46.07% | Details | |
| 4/8/2020 | TD Ameritrade | AMTD | Downgrade | Market Perform (Outperform) |
37.43 (0.76) |
-97.97% | Details | |
| 4/8/2020 | Charles Schwab Corp. | SCHW | Downgrade | Market Perform (Outperform) |
36.08 (108.24) |
200% | Details | |
| 12/12/2019 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Market Perform) |
49.60 (108.24) |
118.23% | Details | |
| 7/17/2019 | Charles Schwab Corp. | SCHW | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/12/2019 | Charles Schwab Corp. | SCHW | Downgrade | Market Perform (Outperform) |
39.66 (49.60) |
25.06% | Details | |
| 7/12/2019 | Focus Financial Partners | FOCS | Upgrade | Outperform (Market Perform) |
27.80 (52.99) |
90.61% | Details | |
| 8/27/2018 | Euronext NV | EUXTF | Upgrade | Outperform (Market Perform) |
60.49 (180.70) |
198.73% | Details |
