Ratings by Raymond James (Patrick O'Shaughnessy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/3/2024 | Jones Lang LaSalle | JLL | Upgrade | Strong Buy (Outperform) |
189.14 (180.51) |
-4.56% | Details | |
| 4/3/2024 | Cushman & Wakefield | CWK | Downgrade | Outperform (Strong Buy) |
10.07 (9.57) |
-4.97% | Details | |
| 3/12/2024 | Coinbase Global Inc. | COIN | Upgrade | Market Perform (Underperform) |
256.62 (223.61) |
-12.86% | Details | |
| 1/5/2024 | Dun & Bradstreet | DNB | Upgrade | Strong Buy (Outperform) |
11.53 (9.24) |
-19.86% | Details | |
| 10/11/2023 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/5/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2023 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2023 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/4/2023 | CBRE Group | CBRE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/4/2023 | Newmark Group, Inc. | NMRK | Downgrade | Market Perform (Outperform) |
5.86 (9.66) |
64.85% | Details | |
| 10/3/2023 | Envestnet | ENV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Fair Isaac | FICO | New Coverage | Outperform (N/A) |
896.56 (1193.66) |
33.14% | Details | |
| 8/4/2023 | Envestnet | ENV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/28/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/24/2023 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/24/2023 | CBRE Group | CBRE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/12/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/11/2023 | IntercontinentalExchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/11/2023 | Envestnet | ENV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Envestnet | ENV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/11/2023 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/17/2023 | Focus Financial Partners | FOCS | Downgrade | Market Perform (Outperform) |
50.21 (52.99) |
5.54% | Details | |
| 2/8/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/20/2023 | Newmark Group, Inc. | NMRK | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/20/2023 | Jones Lang LaSalle | JLL | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/20/2023 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/20/2023 | CBRE Group | CBRE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/11/2023 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/10/2023 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2023 | Envestnet | ENV | Downgrade | Outperform (Strong Buy) |
62.66 (62.36) |
-0.48% | Details | |
| 12/7/2022 | Tradeweb Markets | TW | Upgrade | Outperform (Market Perform) |
63.96 (102.15) |
59.71% | Details | |
| 12/6/2022 | IntercontinentalExchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/9/2022 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/4/2022 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/2/2022 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/28/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/20/2022 | Newmark Group, Inc. | NMRK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2022 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2022 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/20/2022 | CBRE Group | CBRE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 8/12/2022 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2022 | CBRE Group | CBRE | Upgrade | Strong Buy (Outperform) |
81.26 (87.02) |
7.09% | Details | |
| 7/12/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2022 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/12/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2022 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 6/22/2022 | IntercontinentalExchange | ICE | Maintain | Strong Buy (N/A) |
|
Details | ||
| 6/16/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | Dun & Bradstreet | DNB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/12/2022 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/7/2022 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2022 | MarketAxess | MKTX | Downgrade | Market Perform (Outperform) |
307.60 (201.58) |
-34.47% | Details | |
| 4/5/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/5/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2022 | MarketWise Inc. | MKTW | Downgrade | Market Perform (Outperform) |
5.68 (1.61) |
-71.65% | Details | |
| 2/25/2022 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/21/2022 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2022 | Cushman & Wakefield | CWK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/21/2022 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | MarketAxess | MKTX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Cushman & Wakefield | CWK | Upgrade | Strong Buy (Outperform) |
18.01 (9.57) |
-46.86% | Details | |
| 11/12/2021 | MarketWise Inc. | MKTW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/5/2021 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | MarketAxess | MKTX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/22/2021 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2021 | MarketAxess | MKTX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2021 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/5/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2021 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2021 | MarketWise Inc. | MKTW | New Coverage | Outperform (N/A) |
9.36 (1.61) |
-82.8% | Details | |
| 7/29/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/29/2021 | AssetMark Financial Holdings Inc. | AMK | Maintain | Strong Buy (N/A) |
|
Details | ||
| 6/10/2021 | Dun & Bradstreet | DNB | Upgrade | Outperform (Market Perform) |
20.85 (9.24) |
-55.68% | Details | |
| 5/11/2021 | AssetMark Financial Holdings Inc. | AMK | Upgrade | Strong Buy (Outperform) |
23.46 (33.89) |
44.46% | Details | |
| 5/7/2021 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 5/7/2021 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2021 | Jones Lang LaSalle | JLL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2021 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2021 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 4/6/2021 | MarketAxess | MKTX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2021 | Moody's Corp | MCO | Upgrade | Outperform (Market Perform) |
297.53 (322.75) |
8.48% | Details | |
| 4/1/2021 | S&P Global | SPGI | Upgrade | Outperform (Market Perform) |
352.78 (415.50) |
17.78% | Details | |
| 3/23/2021 | Dun & Bradstreet | DNB | New Coverage | Market Perform (N/A) |
24.21 (9.24) |
-61.83% | Details | |
| 2/26/2021 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/26/2021 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/19/2020 | IntercontinentalExchange | ICE | Upgrade | Strong Buy (Outperform) |
100.03 (131.82) |
31.78% | Details | |
| 11/6/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/6/2020 | Cushman & Wakefield | CWK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/13/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 7/24/2020 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2020 | Nasdaq OMX Group Inc. | NDAQ | Downgrade | Market Perform (Outperform) |
42.81 (60.29) |
40.83% | Details | |
| 7/15/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 5/6/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | BGC Partners | BGCP | Downgrade | Market Perform (Strong Buy) |
3.23 (4.43) |
37.15% | Details | |
| 3/13/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 3/13/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | MarketAxess | MKTX | Upgrade | Outperform (Market Perform) |
333.65 (201.58) |
-39.58% | Details | |
| 2/28/2020 | Broadridge Financial | BR | Upgrade | Market Perform (Outperform) |
112.54 (195.56) |
73.77% | Details | |
| 2/27/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2020 | E*TRADE | ETFC | Downgrade | Market Perform (Outperform) |
50.38 (49.26) |
-2.22% | Details | |
| 2/21/2020 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 2/13/2020 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 1/17/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2020 | S&P Global | SPGI | Downgrade | Market Perform (Outperform) |
294.38 (415.50) |
41.14% | Details | |
| 1/16/2020 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2019 | TD Ameritrade | AMTD | Downgrade | Market Perform (Outperform) |
50.79 (1.72) |
-96.61% | Details | |
| 11/8/2019 | Envestnet | ENV | Maintain | Strong Buy (N/A) |
|
Details | ||
| 11/1/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Strong Buy (N/A) |
|
Details | ||
| 10/18/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2019 | AssetMark Financial Holdings Inc. | AMK | Maintain | Outperform (N/A) |
|
Details |
