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Ratings by Barclays (Benjamin Budish)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
4/16/2025 Charles Schwab Corp. schw Maintain Overweight
(N/A)
 
 
  Details
4/16/2025 Virtus Investment Partners VRTS Maintain Underweight
(N/A)
 
 
  Details
4/16/2025 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
4/16/2025 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
4/16/2025 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
4/16/2025 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
4/16/2025 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
4/16/2025 AllianceBernstein AB Maintain Equalweight
(N/A)
 
 
  Details
4/11/2025 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
4/8/2025 AllianceBernstein AB New Coverage Equalweight
(N/A)
36.17
(36.90)
2.02% Details
4/7/2025 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 Charles Schwab Corp. SCHW Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
4/7/2025 Robinhood Markets HOOD Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
4/7/2025 Marex Group PLC MRX Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
4/7/2025 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
4/7/2025 CBOE Holdings CBOE Maintain Equalweight
(N/A)
 
 
  Details
4/7/2025 Blue Owl Capital OWL Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
4/7/2025 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
4/7/2025 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
3/7/2025 Marex Group PLC MRX Maintain Overweight
(N/A)
 
 
  Details
3/3/2025 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
2/24/2025 Blue Owl Capital OWL New Coverage Overweight
(N/A)
23.10
(17.41)
-24.63% Details
2/13/2025 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
2/13/2025 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
2/13/2025 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
2/13/2025 Robinhood Markets HOOD Maintain Overweight
(N/A)
 
 
  Details
2/12/2025 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
2/10/2025 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
2/10/2025 CBOE Holdings CBOE Maintain Equalweight
(N/A)
 
 
  Details
2/7/2025 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
2/7/2025 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
2/7/2025 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
2/7/2025 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
2/7/2025 Intercontinental Exchange ICE Maintain Overweight
(Overweight)
 
 
  Details
2/6/2025 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
2/5/2025 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
2/5/2025 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
2/5/2025 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
2/3/2025 Virtus Investment Partners VRTS Maintain Underweight
(N/A)
 
 
  Details
2/3/2025 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
1/31/2025 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
1/30/2025 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
1/30/2025 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
1/29/2025 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
1/24/2025 Ares Management, L.P. ARES New Coverage Overweight
(N/A)
197.32
(141.24)
-28.42% Details
1/15/2025 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 Virtus Investment Partners VRTS Maintain Underweight
(N/A)
 
 
  Details
12/9/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
12/9/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
12/9/2024 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
12/9/2024 Marex Group PLC MRX Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 Intercontinental Exchange ICE Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
12/9/2024 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
12/9/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
12/9/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
12/9/2024 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
12/9/2024 AllianceBernstein AB Maintain Equalweight
(N/A)
 
 
  Details
12/9/2024 Charles Schwab Corp. SCHW Upgrade Overweight
(Equalweight)
81.81
(76.15)
-6.92% Details
12/9/2024 Robinhood Markets HOOD Upgrade Overweight
(Equalweight)
38.92
(41.18)
5.81% Details
12/9/2024 CBOE Holdings CBOE Downgrade Equalweight
(Overweight)
208.55
(217.07)
4.09% Details
11/25/2024 Robinhood Markets HOOD Maintain Equalweight
(N/A)
 
 
  Details
11/11/2024 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
11/11/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
11/11/2024 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
11/7/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
11/6/2024 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
11/4/2024 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
11/4/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
11/1/2024 Intercontinental Exchange ICE Maintain Overweight
(N/A)
 
 
  Details
10/31/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
10/31/2024 Robinhood Markets HOOD Maintain Equalweight
(N/A)
 
 
  Details
10/31/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
10/31/2024 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
10/28/2024 Robinhood Markets HOOD Maintain Equalweight
(N/A)
 
 
  Details
10/28/2024 Virtus Investment Partners VRTS Maintain Underweight
(N/A)
 
 
  Details
10/25/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
10/25/2024 AllianceBernstein AB Maintain Equalweight
(N/A)
 
 
  Details
10/24/2024 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
10/24/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
10/23/2024 Invesco IVZ Maintain Equalweight
(N/A)
 
 
  Details
10/18/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
10/16/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
10/16/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
10/14/2024 Virtus Investment Partners VRTS Maintain Underweight
(N/A)
 
 
  Details
10/14/2024 Victory Capital Holdings, Inc. VCTR Maintain Equalweight
(N/A)
 
 
  Details
10/14/2024 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
10/14/2024 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
10/14/2024 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/14/2024 AllianceBernstein AB Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 Robinhood Markets HOOD Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 Marex Group PLC MRX Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 KKR KKR Maintain Overweight
(Overweight)
 
 
  Details
10/7/2024 Intercontinental Exchange ICE Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
10/7/2024 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
9/27/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
9/9/2024 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
9/6/2024 Robinhood Markets HOOD Upgrade Equalweight
(Underweight)
19.11
(41.18)
115.49% Details
9/6/2024 Coinbase Global Inc. COIN Upgrade Equalweight
(Underweight)
163.22
(175.03)
7.24% Details
8/27/2024 Virtus Investment Partners VRTS New Coverage Underweight
(N/A)
216.74
(148.96)
-31.27% Details
8/27/2024 Victory Capital Holdings, Inc. VCTR New Coverage Equalweight
(N/A)
54.69
(56.28)
2.91% Details
8/27/2024 T. Rowe Price TROW New Coverage Underweight
(N/A)
109.62
(86.11)
-21.45% Details
8/27/2024 Invesco IVZ New Coverage Equalweight
(N/A)
17.20
(12.80)
-25.58% Details
8/27/2024 Franklin Resources BEN New Coverage Underweight
(N/A)
20.94
(17.61)
-15.9% Details
8/27/2024 BlackRock BLK New Coverage Overweight
(N/A)
882.84
(875.78)
-0.8% Details
8/27/2024 AllianceBernstein AB New Coverage Equalweight
(N/A)
34.96
(36.90)
5.55% Details
8/19/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
8/15/2024 Marex Group PLC MRX Maintain Overweight
(N/A)
 
 
  Details
8/12/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
8/12/2024 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
8/12/2024 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
8/7/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
8/6/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
8/5/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
8/5/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
8/2/2024 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
8/2/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
8/2/2024 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
8/1/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
7/26/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
7/26/2024 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
7/26/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
7/25/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
7/22/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
7/19/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
7/17/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
7/17/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
7/10/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
7/10/2024 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
7/10/2024 Nasdaq OMX Group Inc. NDAQ Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
7/10/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
7/10/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
7/10/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
7/10/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
7/10/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
7/2/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
6/27/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
5/28/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
5/24/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
5/23/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
5/20/2024 Marex Group PLC MRX New Coverage Overweight
(N/A)
19.00
(38.61)
103.21% Details
5/9/2024 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
5/8/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
5/6/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
5/6/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
5/3/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
5/3/2024 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
5/3/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
5/3/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
5/2/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
5/2/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
5/1/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
4/25/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
4/19/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
4/17/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
4/16/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
4/11/2024 Nasdaq OMX Group Inc. NDAQ New Coverage Overweight
(N/A)
63.56
(72.18)
13.56% Details
4/8/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
4/8/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
4/8/2024 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
4/8/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
4/8/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
4/8/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
4/8/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
4/8/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
4/8/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
3/4/2024 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
2/26/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
2/23/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
2/20/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
2/20/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
2/20/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
2/16/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
2/15/2024 CME Group CME Maintain Equalweight
(N/A)
 
 
  Details
2/14/2024 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
2/12/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
2/12/2024 IntercontinentalExchange ICE Maintain Overweight
(N/A)
 
 
  Details
2/12/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
2/12/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
2/8/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
2/7/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
2/7/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
2/5/2024 CBOE Holdings CBOE Maintain Overweight
(N/A)
 
 
  Details
2/1/2024 MarketAxess MKTX Maintain Equalweight
(N/A)
 
 
  Details
1/18/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
1/17/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
1/8/2024 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
1/8/2024 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
1/8/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
1/8/2024 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
1/8/2024 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 MarketAxess MKTX Downgrade Equalweight
(Overweight)
275.39
(225.16)
-18.24% Details
1/8/2024 IntercontinentalExchange ICE Upgrade Overweight
(Equalweight)
125.62
(158.64)
26.29% Details
1/8/2024 CME Group CME Downgrade Equalweight
(Overweight)
202.74
(262.53)
29.49% Details
1/8/2024 CBOE Holdings CBOE Upgrade Overweight
(Equalweight)
173.55
(217.07)
25.08% Details
11/30/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
11/6/2023 CBOE Holdings CBOE Maintain Equalweight
(N/A)
 
 
  Details
11/3/2023 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
11/1/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
10/27/2023 Tradeweb Markets TW Maintain Overweight
(N/A)
 
 
  Details
10/26/2023 MarketAxess MKTX Maintain Overweight
(N/A)
 
 
  Details
10/26/2023 CME Group CME Maintain Overweight
(N/A)
 
 
  Details
10/18/2023 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
9/22/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
9/18/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
9/11/2023 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
9/7/2023 LPL Financial Holdings LPLA New Coverage Overweight
(N/A)
233.37
(306.02)
31.13% Details
8/30/2023 Coinbase Global Inc. COIN Maintain Underweight
(N/A)
 
 
  Details
8/14/2023 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
8/8/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
8/7/2023 CBOE Holdings CBOE Maintain Equalweight
(N/A)
 
 
  Details
8/4/2023 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
8/4/2023 IntercontinentalExchange ICE Maintain Equalweight
(N/A)
 
 
  Details
8/4/2023 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
8/3/2023 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
8/3/2023 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
8/2/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
7/27/2023 CME Group CME Maintain Overweight
(Overweight)
 
 
  Details
7/21/2023 MarketAxess MKTX Maintain Overweight
(N/A)
 
 
  Details
7/21/2023 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
7/19/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
7/13/2023 IntercontinentalExchange ICE Maintain Equalweight
(N/A)
 
 
  Details
7/13/2023 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
7/13/2023 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
7/13/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
7/13/2023 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
7/13/2023 Coinbase Global Inc. COIN Downgrade Underweight
(Equalweight)
89.15
(175.03)
96.33% Details
6/28/2023 Tradeweb Markets TW New Coverage Overweight
(N/A)
68.46
(134.38)
96.29% Details
6/28/2023 MarketAxess MKTX New Coverage Overweight
(N/A)
262.76
(225.16)
-14.31% Details
6/28/2023 IntercontinentalExchange ICE New Coverage Equalweight
(N/A)
110.13
(158.64)
44.05% Details
6/28/2023 CME Group CME New Coverage Overweight
(N/A)
178.89
(262.53)
46.75% Details
6/28/2023 CBOE Holdings CBOE New Coverage Equalweight
(N/A)
133.75
(217.07)
62.3% Details
5/25/2023 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
5/15/2023 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
5/12/2023 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
5/9/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
5/5/2023 The Carlyle Group LP CG Maintain Overweight
(N/A)
 
 
  Details
5/5/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
5/1/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
4/21/2023 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
4/20/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
4/19/2023 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
4/14/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
4/14/2023 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
4/14/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
4/14/2023 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
4/14/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
4/14/2023 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
4/14/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
3/27/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
3/22/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
3/22/2023 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
3/22/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
3/22/2023 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
3/22/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
3/22/2023 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
3/2/2023 The Carlyle Group LP CG New Coverage Overweight
(N/A)
34.40
(35.84)
4.19% Details
3/2/2023 KKR KKR New Coverage Overweight
(N/A)
56.35
(103.37)
83.44% Details
2/22/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
2/14/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
2/10/2023 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
2/10/2023 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
2/10/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
2/10/2023 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
1/30/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
1/27/2023 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
1/19/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
1/18/2023 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
1/12/2023 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
1/12/2023 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
1/12/2023 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
1/12/2023 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
1/12/2023 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
12/19/2022 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
12/19/2022 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
12/19/2022 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
12/19/2022 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
12/19/2022 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
12/19/2022 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
12/19/2022 The Blackstone Group BX Maintain Equalweight
(N/A)
 
 
  Details
12/19/2022 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
12/19/2022 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
12/2/2022 The Blackstone Group BX Downgrade Equalweight
(Overweight)
91.53
(130.39)
42.46% Details
11/22/2022 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
11/11/2022 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
11/9/2022 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
11/9/2022 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
11/4/2022 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
11/3/2022 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
11/3/2022 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
10/28/2022 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
10/28/2022 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
10/21/2022 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
10/19/2022 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
10/18/2022 Charles Schwab Corp. SCHW Maintain Equalweight
(N/A)
 
 
  Details
10/10/2022 StepStone Group STEP Maintain Equalweight
(N/A)
 
 
  Details
10/10/2022 Robinhood Markets HOOD Maintain Underweight
(N/A)
 
 
  Details
10/10/2022 P10 Inc PX Maintain Overweight
(N/A)
 
 
  Details
10/10/2022 Interactive Brokers Group IBKR Maintain Overweight
(N/A)
 
 
  Details
10/10/2022 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
10/10/2022 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
10/10/2022 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
9/7/2022 Coinbase Global Inc. COIN Maintain Equalweight
(N/A)
 
 
  Details
8/31/2022 Ares Management, L.P. ARES New Coverage Overweight
(N/A)
73.33
(141.24)
92.61% Details
8/31/2022 StepStone Group STEP New Coverage Equalweight
(N/A)
27.47
(47.06)
71.31% Details
8/31/2022 Apollo Global Management APO New Coverage Overweight
(N/A)
55.67
(126.78)
127.73% Details
8/31/2022 The Blackstone Group BX New Coverage Overweight
(N/A)
96.19
(130.39)
35.55% Details
8/31/2022 Robinhood Markets HOOD New Coverage Underweight
(N/A)
9.38
(41.18)
339.02% Details
8/31/2022 Charles Schwab Corp. SCHW New Coverage Equalweight
(N/A)
71.94
(76.15)
5.85% Details
8/31/2022 Coinbase Global Inc. COIN New Coverage Equalweight
(N/A)
66.34
(175.03)
163.84% Details
8/31/2022 P10 Inc PX New Coverage Overweight
(N/A)
12.71
(11.02)
-13.3% Details
8/31/2022 Interactive Brokers Group IBKR New Coverage Overweight
(N/A)
61.11
(159.52)
161.04% Details