Ratings by BofA Securities (Craig Siegenthaler)
| Date | Company | Symbol | 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 |
