Ratings by Raymond James (Patrick O'Shaughnessy)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/18/2021 MarketWise Inc. MKTW New Coverage Outperform
(N/A)
9.36
(8.50)
-9.19% 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
(16.93)
-18.8% Details
5/11/2021 AssetMark Financial Holdings Inc. AMK Upgrade Strong Buy
(Outperform)
23.46
(25.15)
7.2% 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
(368.93)
24% Details
4/1/2021 S&P Global SPGI Upgrade Outperform
(Market Perform)
352.78
(444.87)
26.1% Details
3/23/2021 Dun & Bradstreet DNB New Coverage Market Perform
(N/A)
24.21
(16.93)
-30.07% 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
(116.83)
16.79% 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)
128.44
(190.98)
48.69% 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
(4.90)
51.7% 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
(425.48)
27.52% Details
2/28/2020 Broadridge Financial BR Upgrade Market Perform
(Outperform)
112.54
(164.44)
46.12% 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
(444.87)
51.12% 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
(39.97)
-21.3% 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