Ratings by BofA Securities (Craig Siegenthaler)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/27/2022 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
5/26/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
5/24/2022 Blue Owl Capital OWL Maintain Buy
(N/A)
 
 
  Details
5/4/2022 KKR KKR Maintain Neutral
(N/A)
 
 
  Details
5/2/2022 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
5/2/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
5/2/2022 Robinhood Markets HOOD Maintain Underperform
(N/A)
 
 
  Details
4/29/2022 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
4/29/2022 T. Rowe Price TROW Maintain Underperform
(N/A)
 
 
  Details
4/29/2022 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
4/22/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/22/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
4/21/2022 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
4/20/2022 Interactive Brokers Group IBKR Maintain Buy
(N/A)
 
 
  Details
4/19/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/14/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
4/5/2022 T. Rowe Price TROW Maintain Underperform
(N/A)
 
 
  Details
4/5/2022 Affiliated Managers Group AMG Maintain Neutral
(N/A)
 
 
  Details
4/5/2022 Franklin Resources BEN Maintain Neutral
(N/A)
 
 
  Details
4/5/2022 Invesco IVZ Maintain Neutral
(N/A)
 
 
  Details
4/5/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
4/5/2022 Victory Capital Holdings, Inc. VCTR Maintain Buy
(N/A)
 
 
  Details
4/5/2022 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
4/5/2022 Interactive Brokers Group IBKR Maintain Buy
(N/A)
 
 
  Details
4/5/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/4/2022 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
4/4/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
4/4/2022 IntercontinentalExchange ICE Maintain Neutral
(N/A)
 
 
  Details
4/4/2022 CME Group CME Maintain Underperform
(N/A)
 
 
  Details
3/10/2022 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
3/10/2022 IntercontinentalExchange ICE Maintain Neutral
(N/A)
 
 
  Details
3/10/2022 CME Group CME Maintain Underperform
(N/A)
 
 
  Details
2/15/2022 Apollo Global Management APO Maintain Underperform
(N/A)
 
 
  Details
2/10/2022 CME Group CME Maintain Underperform
(N/A)
 
 
  Details
2/7/2022 TPG Inc. TPG New Coverage Buy
(N/A)
33.08
(25.77)
-22.1% Details
2/7/2022 IntercontinentalExchange ICE Maintain Neutral
(N/A)
 
 
  Details
2/4/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
2/4/2022 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
2/4/2022 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
1/31/2022 Robinhood Markets HOOD Maintain Buy
(N/A)
 
 
  Details
1/31/2022 Robinhood Markets HOOD Maintain Underperform
(N/A)
 
 
  Details
1/28/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
1/27/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/24/2022 Victory Capital Holdings, Inc. VCTR New Coverage Buy
(N/A)
31.36
(26.40)
-15.82% Details
1/24/2022 Blue Owl Capital OWL New Coverage Buy
(N/A)
12.20
(10.85)
-11.07% Details
1/19/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
1/17/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
1/11/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/11/2022 CME Group CME Maintain Underperform
(N/A)
 
 
  Details
1/11/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
12/16/2021 Charles Schwab Corp. SCHW New Coverage Buy
(N/A)
81.60
(64.43)
-21.04% Details
12/16/2021 Apollo Global Management APO New Coverage Underperform
(N/A)
70.16
(52.00)
-25.88% Details
12/16/2021 Nasdaq OMX Group Inc. NDAQ New Coverage Buy
(N/A)
200.75
(159.28)
-20.66% Details
12/16/2021 The Carlyle Group LP CG New Coverage Buy
(N/A)
53.23
(34.11)
-35.92% Details
12/16/2021 KKR KKR New Coverage Neutral
(N/A)
73.94
(48.57)
-34.31% Details
12/16/2021 LPL Investment LPLA New Coverage Neutral
(N/A)
163.36
(188.82)
15.59% Details
12/16/2021 Ares Management, L.P. ARES New Coverage Buy
(N/A)
77.72
(59.93)
-22.89% Details
12/16/2021 CME Group CME New Coverage Underperform
(N/A)
227.78
(210.00)
-7.81% Details
12/16/2021 T. Rowe Price TROW New Coverage Underperform
(N/A)
193.69
(121.50)
-37.27% Details
12/16/2021 IntercontinentalExchange ICE New Coverage Neutral
(N/A)
135.12
(97.91)
-27.54% Details
12/16/2021 Tradeweb Markets TW New Coverage Buy
(N/A)
94.70
(74.08)
-21.77% Details
12/16/2021 Affiliated Managers Group AMG New Coverage Neutral
(N/A)
163.02
(124.04)
-23.91% Details
12/16/2021 Interactive Brokers Group IBKR New Coverage Buy
(N/A)
75.96
(58.31)
-23.24% Details
12/16/2021 Robinhood Markets HOOD New Coverage Underperform
(N/A)
19.13
(8.00)
-58.18% Details
11/3/2021 BlackRock BLK New Coverage Buy
(N/A)
947.85
(647.78)
-31.66% Details