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Ratings by BofA Securities (Michael Carrier)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/6/2022 Focus Financial Partners FOCS Maintain Buy
(N/A)
 
 
  Details
1/26/2022 Invesco IVZ Maintain Neutral
(N/A)
 
 
  Details
1/19/2022 Goldman Sachs GS Maintain Neutral
(N/A)
 
 
  Details
1/6/2022 Goldman Sachs GS Downgrade Neutral
(Buy)
398.63
(357.46)
-10.33% Details
10/18/2021 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
10/15/2021 Morgan Stanley MS Maintain Buy
(N/A)
 
 
  Details
8/25/2021 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
7/15/2021 Apollo Global Management APO Maintain Neutral
(N/A)
 
 
  Details
7/14/2021 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
6/10/2021 AllianceBernstein AB Maintain Neutral
(N/A)
 
 
  Details
6/4/2021 Morgan Stanley MS Maintain Buy
(N/A)
 
 
  Details
5/12/2021 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
5/11/2021 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
5/5/2021 KKR KKR Maintain Buy
(N/A)
 
 
  Details
5/5/2021 Apollo Global Management APO Maintain Neutral
(N/A)
 
 
  Details
4/30/2021 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
4/30/2021 AllianceBernstein AB Maintain Neutral
(N/A)
 
 
  Details
4/16/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
4/15/2021 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
4/9/2021 Victory Capital Holdings, Inc. VCTR Upgrade Buy
(Neutral)
27.00
(29.43)
9% Details
4/9/2021 Brightsphere Investment BSIG Upgrade Buy
(Neutral)
22.55
(22.72)
0.75% Details
4/9/2021 AllianceBernstein AB Downgrade Neutral
(Buy)
40.68
(37.46)
-7.92% Details
3/24/2021 CME Group CME Upgrade Buy
(Neutral)
199.93
(227.78)
13.93% Details
3/24/2021 Bank of New York Mellon BK Upgrade Buy
(Underperform)
44.37
(49.77)
12.17% Details
3/16/2021 Franklin Resources BEN Maintain Buy
(N/A)
 
 
  Details
2/12/2021 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
2/9/2021 Affiliated Managers Group AMG Maintain Underperform
(N/A)
 
 
  Details
1/28/2021 The Blackstone Group BX Maintain Neutral
(N/A)
 
 
  Details
1/12/2021 Charles Schwab Corp. SCHW Upgrade Buy
(Neutral)
60.25
(75.50)
25.31% Details
1/12/2021 Northern Trust NTRS Downgrade Underperform
(Neutral)
97.89
(95.38)
-2.56% Details
12/7/2020 KKR KKR Maintain Buy
(N/A)
 
 
  Details
12/7/2020 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
12/7/2020 The Blackstone Group BX Maintain Neutral
(N/A)
 
 
  Details
12/7/2020 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
12/7/2020 Apollo Global Management APO Maintain Neutral
(N/A)
 
 
  Details
11/20/2020 Bank of New York Mellon BK Downgrade Underperform
(Neutral)
38.49
(49.77)
29.31% Details
11/20/2020 The Carlyle Group LP CG Upgrade Buy
(Neutral)
27.80
(35.16)
26.47% Details
11/19/2020 Victory Capital Holdings, Inc. VCTR Downgrade Underperform
(Neutral)
20.18
(29.43)
45.84% Details
11/19/2020 T. Rowe Price TROW Downgrade Neutral
(Buy)
139.79
(193.69)
38.56% Details
11/19/2020 Cohen & Steers CNS Upgrade Buy
(Neutral)
67.04
(71.74)
7.01% Details
10/16/2020 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
10/15/2020 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
10/9/2020 Franklin Resources BEN Upgrade Buy
(Underperform)
22.32
(31.26)
40.05% Details
10/7/2020 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
9/30/2020 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
9/21/2020 AllianceBernstein AB Upgrade Buy
(Neutral)
27.75
(37.46)
34.99% Details
8/27/2020 Eaton Vance EV Maintain Buy
(N/A)
 
 
  Details
7/31/2020 The Carlyle Group LP CG Maintain Underperform
(N/A)
 
 
  Details
7/31/2020 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
7/31/2020 Apollo Global Management APO Maintain Neutral
(N/A)
 
 
  Details
7/30/2020 T. Rowe Price TROW Maintain Buy
(N/A)
 
 
  Details
7/29/2020 Brightsphere Investment BSIG Upgrade Neutral
(Underperform)
13.86
(22.72)
63.92% Details
7/24/2020 The Blackstone Group BX Maintain Neutral
(N/A)
 
 
  Details
7/20/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
7/10/2020 State Street STT Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Northern Trust NTRS Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Bank of New York Mellon BK Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 WisdomTree Investments WETF Maintain Underperform
(N/A)
 
 
  Details
7/10/2020 Waddell & Reed WDR Maintain Underperform
(N/A)
 
 
  Details
7/10/2020 Virtus Investment Partners VRTS Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Victory Capital Holdings, Inc. VCTR Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Invesco IVZ Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Brightsphere Investment BSIG Maintain Underperform
(N/A)
 
 
  Details
7/10/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Artisan Partners Asset Management APAM Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Affiliated Managers Group AMG Maintain Underperform
(N/A)
 
 
  Details
7/10/2020 AllianceBernstein AB Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 KKR KKR Maintain Buy
(N/A)
 
 
  Details
7/10/2020 The Carlyle Group LP CG Maintain Underperform
(N/A)
 
 
  Details
7/10/2020 The Blackstone Group BX Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Apollo Global Management APO Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/10/2020 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 CBOE Holdings CBOE Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Focus Financial Partners FOCS Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
7/10/2020 Morgan Stanley MS Maintain Buy
(N/A)
 
 
  Details
7/10/2020 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
6/10/2020 Invesco IVZ Maintain Neutral
(N/A)
 
 
  Details
6/2/2020 Eaton Vance EV Upgrade Buy
(Neutral)
37.25
(73.07)
96.16% Details
5/21/2020 Focus Financial Partners FOCS Upgrade Buy
(Underperform)
25.81
(43.95)
70.28% Details
5/21/2020 Charles Schwab Corp. SCHW Downgrade Neutral
(Buy)
33.69
(75.50)
124.1% Details
5/7/2020 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
5/4/2020 Apollo Global Management APO Maintain Neutral
(N/A)
 
 
  Details
4/30/2020 Artisan Partners Asset Management APAM Maintain Buy
(N/A)
 
 
  Details
4/24/2020 Cohen & Steers CNS Upgrade Neutral
(Underperform)
49.20
(71.74)
45.81% Details
4/17/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
3/26/2020 Federated Hermes Inc. FHI Upgrade Buy
(Underperform)
16.05
(38.43)
139.44% Details
3/26/2020 Artisan Partners Asset Management APAM Upgrade Buy
(Underperform)
19.99
(35.94)
79.79% Details
3/23/2020 State Street STT Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Northern Trust NTRS Maintain Neutral
(N/A)
 
 
  Details
3/23/2020 T. Rowe Price TROW Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Janus Henderson Group JHG Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 Federated Hermes Inc. FHI Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 Eaton Vance EV Maintain Neutral
(N/A)
 
 
  Details
3/23/2020 Cohen & Steers CNS Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 Brightsphere Investment BSIG Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 Franklin Resources BEN Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 The RMR Group Inc. RMR Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 KKR KKR Maintain Buy
(N/A)
 
 
  Details
3/23/2020 The Blackstone Group BX Maintain Neutral
(N/A)
 
 
  Details
3/23/2020 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
3/23/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
3/23/2020 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
3/23/2020 CBOE Holdings CBOE Maintain Neutral
(N/A)
 
 
  Details
3/23/2020 Focus Financial Partners FOCS Maintain Underperform
(N/A)
 
 
  Details
3/23/2020 Goldman Sachs GS Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Morgan Stanley MS Maintain Buy
(N/A)
 
 
  Details
3/23/2020 The Carlyle Group LP CG Downgrade Underperform
(Neutral)
19.39
(35.16)
81.33% Details
3/23/2020 AllianceBernstein AB Downgrade Neutral
(Buy)
17.06
(37.46)
119.58% Details
3/23/2020 Apollo Global Management APO Downgrade Neutral
(Buy)
26.84
(69.26)
158.05% Details
3/23/2020 Charles Schwab Corp. SCHW Upgrade Buy
(Neutral)
30.75
(33.69)
9.56% Details
3/12/2020 Focus Financial Partners FOCS Downgrade Neutral
(Underperform)
21.59
(25.81)
19.55% Details
3/6/2020 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
3/6/2020 State Street STT Maintain Buy
(N/A)
 
 
  Details
3/6/2020 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
3/6/2020 Northern Trust NTRS Maintain Neutral
(N/A)
 
 
  Details
3/6/2020 Morgan Stanley MS Maintain Buy
(N/A)
 
 
  Details
3/6/2020 Janus Henderson Group JHG Maintain Underperform
(N/A)
 
 
  Details
3/6/2020 Invesco IVZ Maintain Neutral
(N/A)
 
 
  Details
3/6/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
3/6/2020 Focus Financial Partners FOCS Maintain Neutral
(N/A)
 
 
  Details
3/6/2020 Federated Hermes Inc. FHI Maintain Underperform
(N/A)
 
 
  Details
3/6/2020 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
3/6/2020 Brightsphere Investment BSIG Maintain Underperform
(N/A)
 
 
  Details
3/6/2020 Bank of New York Mellon BK Maintain Neutral
(N/A)
 
 
  Details
3/6/2020 Artisan Partners Asset Management APAM Maintain Underperform
(N/A)
 
 
  Details
2/13/2020 AllianceBernstein AB Maintain Buy
(N/A)
 
 
  Details
2/13/2020 Tradeweb Markets TW Maintain Buy
(N/A)
 
 
  Details
2/13/2020 KKR KKR Maintain Buy
(N/A)
 
 
  Details
1/17/2020 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
1/17/2020 Morgan Stanley MS Maintain Buy
(N/A)
 
 
  Details
1/17/2020 Bank of New York Mellon BK Maintain Neutral
(N/A)
 
 
  Details
1/16/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
1/13/2020 WisdomTree Investments WETF Maintain Underperform
(N/A)
 
 
  Details
1/13/2020 The RMR Group Inc. RMR Maintain Underperform
(N/A)
 
 
  Details
1/13/2020 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
1/13/2020 E*TRADE ETFC Maintain Buy
(N/A)
 
 
  Details
1/13/2020 KKR KKR Maintain Buy
(N/A)
 
 
  Details
1/13/2020 Artisan Partners Asset Management APAM Maintain Underperform
(N/A)
 
 
  Details
1/13/2020 Cohen & Steers CNS Maintain Underperform
(N/A)
 
 
  Details
1/13/2020 T. Rowe Price TROW Maintain Buy
(N/A)
 
 
  Details
1/13/2020 The Blackstone Group BX Maintain Neutral
(N/A)
 
 
  Details
1/13/2020 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
1/13/2020 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
1/13/2020 Focus Financial Partners FOCS Maintain Neutral
(N/A)
 
 
  Details
1/13/2020 The Carlyle Group LP CG Maintain Neutral
(N/A)
 
 
  Details
1/9/2020 Goldman Sachs GS Upgrade Buy
(Neutral)
237.76
(357.46)
50.34% Details
11/26/2019 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
10/28/2019 Federated Investors FII Maintain Underperform
(N/A)
 
 
  Details
10/28/2019 Virtus Investment Partners VRTS Maintain Buy
(N/A)
 
 
  Details
10/14/2019 Virtus Investment Partners VRTS Upgrade Buy
(Neutral)
90.90
(209.08)
130.01% Details
10/14/2019 The Blackstone Group BX Downgrade Neutral
(Buy)
47.11
(94.90)
101.44% Details
10/8/2019 Invesco IVZ Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 WisdomTree Investments WETF Maintain Underperform
(N/A)
 
 
  Details
10/8/2019 Affiliated Managers Group AMG Maintain Underperform
(N/A)
 
 
  Details
10/8/2019 Virtus Investment Partners VRTS Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 TD Ameritrade AMTD Maintain Underperform
(N/A)
 
 
  Details
10/8/2019 Charles Schwab Corp. SCHW Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 Victory Capital Holdings, Inc. VCTR Maintain Buy
(N/A)
 
 
  Details
10/8/2019 Northern Trust NTRS Maintain Neutral
(N/A)
 
 
  Details
10/8/2019 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
10/8/2019 Franklin Resources BEN Maintain Underperform
(N/A)
 
 
  Details
10/8/2019 Ares Management, L.P. ARES Maintain Buy
(N/A)
 
 
  Details
10/8/2019 KKR KKR Maintain Buy
(N/A)
 
 
  Details
10/8/2019 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
10/8/2019 Cohen & Steers CNS Maintain Underperform
(N/A)
 
 
  Details
10/8/2019 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
10/1/2019 TD Ameritrade AMTD Downgrade Underperform
(Buy)
46.70
(1.70)
-96.36% Details
9/23/2019 KKR KKR Upgrade Buy
(Neutral)
29.15
(54.43)
86.72% Details
9/13/2019 Waddell & Reed WDR Downgrade Underperform
(Neutral)
18.07
(24.98)
38.24% Details
9/13/2019 CBOE Holdings CBOE Downgrade Underperform
(Buy)
104.20
(104.20)
0% Details
9/13/2019 Tradeweb Markets TW Upgrade Buy
(Neutral)
39.77
(94.70)
138.12% Details
7/17/2019 Goldman Sachs GS Maintain Neutral
(N/A)
 
 
  Details
7/12/2019 Charles Schwab Corp. SCHW Downgrade Neutral
(Buy)
39.66
(75.50)
90.37% Details
4/12/2019 Waddell & Reed WDR Upgrade Neutral
(Underperform)
18.02
(18.07)
0.28% Details
4/9/2019 Waddell & Reed WDR Maintain Underperform
(N/A)
 
 
  Details
4/9/2019 Virtus Investment Partners VRTS Maintain Neutral
(N/A)
 
 
  Details
4/9/2019 T. Rowe Price TROW Maintain Buy
(N/A)
 
 
  Details
4/9/2019 Janus Henderson Group JHG Maintain Underperform
(N/A)
 
 
  Details
4/9/2019 Federated Investors FII Maintain Underperform
(N/A)
 
 
  Details
4/9/2019 Cohen & Steers CNS Maintain Underperform
(N/A)
 
 
  Details
4/9/2019 Franklin Resources BEN Maintain Underperform
(N/A)
 
 
  Details
4/9/2019 Artisan Partners Asset Management APAM Maintain Underperform
(N/A)
 
 
  Details
4/9/2019 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
4/9/2019 CME Group CME Maintain Neutral
(N/A)
 
 
  Details
4/9/2019 Focus Financial Partners FOCS Maintain Neutral
(N/A)
 
 
  Details
4/9/2019 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/9/2019 TD Ameritrade AMTD Maintain Buy
(N/A)
 
 
  Details
4/2/2019 Victory Capital Holdings, Inc. VCTR Maintain Buy
(N/A)
 
 
  Details
3/29/2019 The Carlyle Group LP CG Downgrade Neutral
(Buy)
18.25
(35.16)
92.66% Details
2/4/2019 KKR KKR Maintain Neutral
(N/A)
 
 
  Details
1/11/2019 CME Group CME Downgrade Neutral
(Buy)
178.56
(175.96)
-1.46% Details
1/11/2019 Franklin Resources BEN Downgrade Underperform
(Neutral)
30.32
(31.26)
3.1% Details
1/11/2019 State Street STT Upgrade Buy
(Neutral)
66.78
(90.15)
35% Details
1/11/2019 Northern Trust NTRS Downgrade Neutral
(Buy)
85.09
(95.38)
12.09% Details
1/11/2019 Legg Mason LM Upgrade Neutral
(Underperform)
27.00
(49.99)
85.15% Details
11/30/2018 Goldman Sachs GS Downgrade Neutral
(Buy)
197.55
(357.46)
80.95% Details
11/5/2018 CME Group CME New Coverage Buy
(N/A)
183.75
(178.56)
-2.82% Details
10/10/2018 KKR KKR Downgrade Neutral
(Buy)
26.06
(29.15)
11.86% Details
9/24/2018 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
8/20/2018 Focus Financial Partners FOCS New Coverage Neutral
(N/A)
38.48
(43.95)
14.22% Details