Ratings by Morgan Stanley (Michael Cyprys)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/1/2022 StepStone Group STEP Maintain Overweight
(N/A)
 
 
  Details
6/1/2022 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
5/9/2022 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
5/3/2022 Robinhood Markets HOOD Maintain Equalweight
(N/A)
 
 
  Details
5/2/2022 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
5/2/2022 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
5/2/2022 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
4/29/2022 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
4/28/2022 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
4/27/2022 Robinhood Markets HOOD Maintain Equalweight
(N/A)
 
 
  Details
4/25/2022 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
4/21/2022 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
4/21/2022 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
4/20/2022 TPG Inc. TPG Maintain Equalweight
(N/A)
 
 
  Details
4/20/2022 StepStone Group STEP Maintain Overweight
(N/A)
 
 
  Details
4/20/2022 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
4/20/2022 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
4/20/2022 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
4/20/2022 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
4/20/2022 Bridge Investment Group BRDG Maintain Overweight
(N/A)
 
 
  Details
4/20/2022 The Blackstone Group BX Maintain Overweight
(Overweight)
 
 
  Details
4/20/2022 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
4/20/2022 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
4/14/2022 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/13/2022 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
4/13/2022 Virtu Financial VIRT Maintain Underweight
(N/A)
 
 
  Details
4/13/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
4/13/2022 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
4/13/2022 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
4/13/2022 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
4/13/2022 IntercontinentalExchange ICE Maintain Equalweight
(N/A)
 
 
  Details
4/13/2022 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
4/13/2022 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
4/8/2022 Virtus Investment Partners VRTS Downgrade Underweight
(Overweight)
221.15
(185.53)
-16.11% Details
4/8/2022 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
4/8/2022 Victory Capital Holdings, Inc. VCTR Downgrade Underweight
(Overweight)
27.87
(26.56)
-4.7% Details
4/8/2022 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
4/8/2022 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
4/8/2022 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
4/8/2022 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/6/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
4/6/2022 TPG Inc. TPG Maintain Equalweight
(N/A)
 
 
  Details
4/4/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
4/4/2022 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
3/30/2022 Robinhood Markets HOOD New Coverage Equalweight
(N/A)
12.81
(9.00)
-29.74% Details
3/14/2022 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
2/22/2022 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
2/16/2022 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
2/11/2022 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
2/10/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
2/7/2022 TPG Inc. TPG New Coverage Equalweight
(N/A)
32.74
(25.59)
-21.84% Details
2/4/2022 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
2/1/2022 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/28/2022 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
1/27/2022 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
1/26/2022 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
1/26/2022 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
1/21/2022 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
1/19/2022 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/18/2022 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 Tradeweb Markets TW Maintain Overweight
(Overweight)
 
 
  Details
1/14/2022 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
1/14/2022 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
1/14/2022 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/6/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
1/5/2022 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
1/5/2022 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
12/14/2021 Brightsphere Investment BSIG Downgrade Equalweight
(Overweight)
29.34
(18.97)
-35.34% Details
12/3/2021 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
11/19/2021 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
11/19/2021 Bridge Investment Group BRDG Maintain Overweight
(N/A)
 
 
  Details
11/15/2021 P10 Inc PX New Coverage Overweight
(N/A)
12.65
(10.81)
-14.55% Details
11/12/2021 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
11/8/2021 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
11/5/2021 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
11/4/2021 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
11/2/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
11/2/2021 IntercontinentalExchange ICE Maintain Equalweight
(N/A)
 
 
  Details
11/2/2021 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
10/28/2021 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
10/28/2021 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
10/27/2021 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/26/2021 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
10/19/2021 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
10/15/2021 StepStone Group STEP Maintain Overweight
(N/A)
 
 
  Details
10/15/2021 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
10/15/2021 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
10/15/2021 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
10/15/2021 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
10/15/2021 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
10/8/2021 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
10/8/2021 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
10/8/2021 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
10/8/2021 IntercontinentalExchange ICE Maintain Equalweight
(N/A)
 
 
  Details
10/8/2021 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
10/8/2021 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
10/8/2021 CBOE Holdings CBOE Maintain Underweight
(N/A)
 
 
  Details
10/6/2021 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
10/6/2021 Virtus Investment Partners VRTS Maintain Overweight
(N/A)
 
 
  Details
10/6/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
10/6/2021 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
9/23/2021 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
9/15/2021 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
9/10/2021 Ares Management, L.P. ARES New Coverage Equalweight
(N/A)
79.99
(59.62)
-25.47% Details
8/20/2021 Bridge Investment Group BRDG Maintain Overweight
(N/A)
 
 
  Details
8/19/2021 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
8/12/2021 StepStone Group STEP Maintain Overweight
(N/A)
 
 
  Details
8/10/2021 Bridge Investment Group BRDG New Coverage Overweight
(N/A)
15.68
(14.71)
-6.19% Details
8/5/2021 Virtus Investment Partners VRTS Upgrade Overweight
(Equalweight)
281.61
(185.53)
-34.12% Details
8/4/2021 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
8/2/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
8/2/2021 IntercontinentalExchange ICE Maintain Equalweight
(N/A)
 
 
  Details
7/30/2021 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
7/30/2021 Brightsphere Investment BSIG Maintain Overweight
(N/A)
 
 
  Details
7/28/2021 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
7/23/2021 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
7/23/2021 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
7/20/2021 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
7/20/2021 StepStone Group STEP Maintain Overweight
(N/A)
 
 
  Details
7/20/2021 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
7/20/2021 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
7/20/2021 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
7/19/2021 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
7/16/2021 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
7/16/2021 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
7/9/2021 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
7/9/2021 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
7/9/2021 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
7/9/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
7/9/2021 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/1/2021 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
7/1/2021 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
7/1/2021 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
6/11/2021 Nasdaq OMX Group Inc. NDAQ New Coverage Overweight
(N/A)
169.12
(155.97)
-7.78% Details
6/11/2021 IntercontinentalExchange ICE New Coverage Equalweight
(N/A)
110.85
(97.51)
-12.03% Details
6/11/2021 CME Group CME New Coverage Equalweight
(N/A)
215.51
(207.68)
-3.63% Details
6/11/2021 CBOE Holdings CBOE New Coverage Underweight
(N/A)
104.20
(115.00)
10.36% Details
5/28/2021 Hamilton Lane Inc. HLNE Maintain Equalweight
(Equalweight)
 
 
  Details
5/11/2021 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(Underweight)
 
 
  Details
5/10/2021 KKR KKR Maintain Equalweight
(Equalweight)
 
 
  Details
5/5/2021 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
5/4/2021 Virtus Investment Partners VRTS Maintain Equalweight
(Equalweight)
 
 
  Details
5/4/2021 The Carlyle Group LP CG Maintain Equalweight
(Equalweight)
 
 
  Details
5/3/2021 WisdomTree Investments WETF Maintain Equalweight
(Equalweight)
 
 
  Details
5/3/2021 LPL Investment LPLA Maintain Overweight
(Overweight)
 
 
  Details
4/30/2021 T. Rowe Price TROW Maintain Equalweight
(Equalweight)
 
 
  Details
4/30/2021 Tradeweb Markets TW Maintain Overweight
(Overweight)
 
 
  Details
4/30/2021 Brightsphere Investment BSIG Maintain Overweight
(Overweight)
 
 
  Details
4/16/2021 KKR KKR Maintain Equalweight
(Equalweight)
 
 
  Details
4/16/2021 Invesco IVZ Maintain Equalweight
(Equalweight)
 
 
  Details
4/16/2021 Hamilton Lane Inc. HLNE Maintain Equalweight
(Equalweight)
 
 
  Details
4/16/2021 The Carlyle Group LP CG Maintain Equalweight
(Equalweight)
 
 
  Details
4/16/2021 BlackRock BLK Maintain Overweight
(Overweight)
 
 
  Details
4/15/2021 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
4/15/2021 Virtus Investment Partners VRTS Maintain Equalweight
(Equalweight)
 
 
  Details
4/8/2021 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
4/8/2021 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
4/8/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
4/8/2021 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
4/8/2021 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/8/2021 WisdomTree Investments WETF Upgrade Equalweight
(Underweight)
6.65
(5.50)
-17.29% Details
4/8/2021 Brightsphere Investment BSIG Upgrade Overweight
(Equalweight)
20.44
(18.97)
-7.19% Details
3/31/2021 Virtu Financial VIRT Maintain Underweight
(Underweight)
 
 
  Details
3/31/2021 MarketAxess MKTX Maintain Equalweight
(Equalweight)
 
 
  Details
3/31/2021 LPL Investment LPLA Maintain Overweight
(Overweight)
 
 
  Details
3/31/2021 Charles Schwab Corp. SCHW Maintain Overweight
(Overweight)
 
 
  Details
3/16/2021 The Blackstone Group BX Maintain Overweight
(Overweight)
 
 
  Details
3/2/2021 Tradeweb Markets TW New Coverage Overweight
(N/A)
72.79
(72.57)
-0.3% Details
2/25/2021 The Carlyle Group LP CG Maintain Equalweight
(Equalweight)
 
 
  Details
2/12/2021 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(Underweight)
 
 
  Details
2/10/2021 Charles Schwab Corp. SCHW Maintain Overweight
(Overweight)
 
 
  Details
2/10/2021 StepStone Group STEP Maintain Overweight
(Overweight)
 
 
  Details
2/9/2021 LPL Investment LPLA Maintain Overweight
(Overweight)
 
 
  Details
2/8/2021 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
2/4/2021 Virtus Investment Partners VRTS Maintain Equalweight
(Equalweight)
 
 
  Details
2/4/2021 Hamilton Lane Inc. HLNE Maintain Equalweight
(Equalweight)
 
 
  Details
2/1/2021 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
1/29/2021 T. Rowe Price TROW Maintain Equalweight
(Equalweight)
 
 
  Details
1/27/2021 Invesco IVZ Maintain Equalweight
(Equalweight)
 
 
  Details
1/26/2021 The Blackstone Group BX Maintain Overweight
(Overweight)
 
 
  Details
1/26/2021 StepStone Group STEP Maintain Overweight
(Overweight)
 
 
  Details
1/26/2021 KKR KKR Maintain Equalweight
(Equalweight)
 
 
  Details
1/26/2021 Hamilton Lane Inc. HLNE Downgrade Equalweight
(Overweight)
81.46
(69.24)
-15% Details
1/26/2021 The Carlyle Group LP CG Maintain Equalweight
(Equalweight)
 
 
  Details
1/26/2021 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
1/20/2021 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
1/20/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
1/20/2021 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
1/11/2021 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
1/11/2021 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
1/11/2021 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
1/11/2021 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
1/11/2021 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
1/11/2021 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
1/11/2021 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/11/2021 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
1/11/2021 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
1/11/2021 WisdomTree Investments WETF Downgrade Underweight
(Equalweight)
5.68
(5.50)
-3.17% Details
1/11/2021 Virtu Financial VIRT Downgrade Underweight
(Equalweight)
25.60
(23.98)
-6.33% Details
12/21/2020 MarketAxess MKTX New Coverage Equalweight
(N/A)
577.35
(265.67)
-53.98% Details
12/4/2020 Waddell & Reed WDR Upgrade Equalweight
(Underweight)
17.01
(24.98)
46.85% Details
11/19/2020 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
11/17/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
11/6/2020 Apollo Global Management APO Upgrade Overweight
(Equalweight)
40.73
(51.66)
26.84% Details
10/29/2020 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
10/20/2020 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
10/20/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
10/20/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
10/15/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/14/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/9/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/9/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
10/9/2020 Waddell & Reed WDR Maintain Underweight
(N/A)
 
 
  Details
10/9/2020 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
10/9/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/9/2020 WisdomTree Investments WETF Downgrade Equalweight
(Overweight)
3.74
(5.50)
47.06% Details
8/6/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
8/3/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
7/31/2020 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
7/31/2020 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
7/28/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
7/28/2020 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
7/24/2020 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
7/24/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
7/21/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/15/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
7/15/2020 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
7/14/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
7/14/2020 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
7/14/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
7/2/2020 WisdomTree Investments WETF Maintain Overweight
(N/A)
 
 
  Details
7/2/2020 Waddell & Reed WDR Maintain Underweight
(N/A)
 
 
  Details
7/2/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
7/2/2020 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
7/2/2020 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
7/2/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
7/2/2020 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
7/2/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/1/2020 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
7/1/2020 LPL Investment LPLA Maintain Overweight
(N/A)
 
 
  Details
7/1/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
6/11/2020 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
6/9/2020 LPL Investment LPLA Upgrade Overweight
(Equalweight)
82.06
(191.29)
133.11% Details
5/14/2020 Victory Capital Holdings, Inc. VCTR Maintain Underweight
(N/A)
 
 
  Details
5/12/2020 Brightsphere Investment BSIG Upgrade Equalweight
(Underweight)
8.41
(18.97)
125.56% Details
5/8/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
5/6/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
5/5/2020 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
5/4/2020 WisdomTree Investments WETF Maintain Overweight
(N/A)
 
 
  Details
5/4/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
5/1/2020 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
5/1/2020 Brightsphere Investment BSIG Maintain Underweight
(N/A)
 
 
  Details
4/29/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
4/29/2020 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
4/27/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
4/17/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
4/17/2020 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
4/17/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
4/17/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/8/2020 WisdomTree Investments WETF Maintain Overweight
(N/A)
 
 
  Details
4/8/2020 Waddell & Reed WDR Maintain Underweight
(N/A)
 
 
  Details
4/8/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
4/8/2020 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
4/8/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
4/8/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/8/2020 Victory Capital Holdings, Inc. VCTR Downgrade Underweight
(Equalweight)
16.00
(26.56)
66% Details
4/8/2020 Brightsphere Investment BSIG Downgrade Underweight
(Equalweight)
6.49
(18.97)
192.3% Details
4/1/2020 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
4/1/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
3/13/2020 WisdomTree Investments WETF Maintain Underweight
(N/A)
 
 
  Details
3/13/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
3/13/2020 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
3/13/2020 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
3/13/2020 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
3/13/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
3/13/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
3/13/2020 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
3/13/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
3/13/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
2/12/2020 WisdomTree Investments WETF Upgrade Overweight
(Equalweight)
4.39
(5.50)
25.28% Details
2/10/2020 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
2/3/2020 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
1/30/2020 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
1/23/2020 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
1/23/2020 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
1/23/2020 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
1/23/2020 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
1/23/2020 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
1/23/2020 Apollo Global Management APO Maintain Equalweight
(N/A)
 
 
  Details
1/10/2020 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
1/10/2020 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
1/10/2020 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/8/2020 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
1/8/2020 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
1/8/2020 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
1/8/2020 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
12/12/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
12/12/2019 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
12/5/2019 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
12/5/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
11/18/2019 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
11/18/2019 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
11/18/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
11/6/2019 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
11/5/2019 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
11/5/2019 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
10/28/2019 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
10/28/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
10/28/2019 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
10/25/2019 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
10/25/2019 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/21/2019 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/21/2019 E*TRADE ETFC Maintain Overweight
(N/A)
 
 
  Details
10/21/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
10/16/2019 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
10/16/2019 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
10/16/2019 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/14/2019 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
10/14/2019 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
10/14/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
10/8/2019 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
10/8/2019 Waddell & Reed WDR Maintain Underweight
(N/A)
 
 
  Details
10/8/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
10/8/2019 Virtu Financial VIRT 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
9/27/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
8/8/2019 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
8/6/2019 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
8/5/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
8/1/2019 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
7/30/2019 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
7/22/2019 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/11/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
7/11/2019 TD Ameritrade AMTD Downgrade Equalweight
(Overweight)
51.25
(1.11)
-97.83% Details
7/9/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
7/9/2019 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
7/9/2019 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
7/9/2019 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
7/9/2019 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
7/9/2019 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
6/5/2019 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
6/5/2019 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
5/31/2019 Hamilton Lane Inc. HLNE Maintain Overweight
(N/A)
 
 
  Details
5/9/2019 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
5/9/2019 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
5/9/2019 Apollo Global Management APO Maintain Equalweight
(N/A)
 
 
  Details
5/2/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
4/29/2019 Tradeweb Markets TW Maintain Equalweight
(N/A)
 
 
  Details
4/26/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
4/22/2019 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
4/17/2019 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/11/2019 Hamilton Lane Inc. HLNE Upgrade Overweight
(Equalweight)
43.96
(69.24)
57.51% Details
4/11/2019 Victory Capital Holdings, Inc. VCTR Downgrade Overweight
(Equalweight)
15.81
(26.56)
67.99% Details
3/14/2019 Oaktree Capital Group OAK Downgrade Equalweight
(Overweight)
43.83
(51.52)
17.55% Details
2/28/2019 Brightsphere Investment BSIG Maintain Equalweight
(N/A)
 
 
  Details
2/11/2019 The Carlyle Group LP CG Maintain Equalweight
(N/A)
 
 
  Details
2/11/2019 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
2/11/2019 Oaktree Capital Group OAK Maintain Overweight
(N/A)
 
 
  Details
2/11/2019 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
2/11/2019 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
2/11/2019 Apollo Global Management APO Maintain Equalweight
(N/A)
 
 
  Details
2/8/2019 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
2/8/2019 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
2/8/2019 Victory Capital Holdings, Inc. VCTR Maintain Overweight
(N/A)
 
 
  Details
2/8/2019 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
2/8/2019 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
2/8/2019 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
2/6/2019 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
1/29/2019 E*TRADE ETFC Maintain Overweight
(N/A)
 
 
  Details
1/29/2019 TD Ameritrade AMTD Maintain Overweight
(N/A)
 
 
  Details
1/22/2019 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
1/17/2019 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
1/4/2019 TD Ameritrade AMTD Maintain Overweight
(N/A)
 
 
  Details
1/4/2019 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
1/4/2019 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
1/4/2019 E*TRADE ETFC Maintain Overweight
(N/A)
 
 
  Details
11/14/2018 LPL Investment LPLA Maintain Equalweight
(N/A)
 
 
  Details
11/14/2018 KKR KKR Maintain Equalweight
(N/A)
 
 
  Details
11/14/2018 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
11/14/2018 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
11/14/2018 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
11/14/2018 Oaktree Capital Group OAK Maintain Overweight
(N/A)
 
 
  Details
11/14/2018 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
11/14/2018 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
11/14/2018 Legg Mason LM Maintain Underweight
(N/A)
 
 
  Details
11/14/2018 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
11/14/2018 E*TRADE ETFC Maintain Overweight
(N/A)
 
 
  Details
11/14/2018 TD Ameritrade AMTD Upgrade Overweight
(Equalweight)
51.61
(51.25)
-0.7% Details
11/14/2018 The Carlyle Group LP CG Downgrade Equalweight
(Overweight)
19.42
(33.30)
71.47% Details
11/14/2018 Apollo Global Management APO Downgrade Equalweight
(Overweight)
29.45
(51.66)
75.42% Details
10/9/2018 Virtus Investment Partners VRTS Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 WisdomTree Investments WETF Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 TD Ameritrade AMTD Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 E*TRADE ETFC Maintain Overweight
(N/A)
 
 
  Details
10/9/2018 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
10/9/2018 Oaktree Capital Group OAK Maintain Overweight
(N/A)
 
 
  Details
10/9/2018 Ares Management, L.P. ARES Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 Victory Capital Holdings, Inc. VCTR Maintain Overweight
(N/A)
 
 
  Details
10/9/2018 T. Rowe Price TROW Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 Legg Mason LM Maintain Underweight
(N/A)
 
 
  Details
10/9/2018 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 Hamilton Lane Inc. HLNE Maintain Equalweight
(N/A)
 
 
  Details
10/9/2018 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
9/24/2018 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
9/18/2018 E*TRADE ETFC Maintain Overweight
(N/A)
 
 
  Details
9/14/2018 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
8/14/2018 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
8/14/2018 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
8/14/2018 Oaktree Capital Group OAK Maintain Overweight
(N/A)
 
 
  Details