Ratings by BofA Securities (Michael Carrier)
Date | Company | Symbol | 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 |