Ratings by Citi (William Katz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/6/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2022 | Federated Hermes Inc. | FHI | Maintain | Sell (N/A) |
|
Details | ||
| 4/29/2022 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 4/28/2022 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2022 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 4/12/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | Bridge Investment Group | BRDG | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | Federated Hermes Inc. | FHI | Downgrade | Sell (Neutral) |
32.59 (34.95) |
7.24% | Details | |
| 4/12/2022 | Franklin Resources | BEN | Downgrade | Neutral (Buy) |
26.18 (25.10) |
-4.13% | Details | |
| 3/28/2022 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2022 | Bridge Investment Group | BRDG | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2022 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 1/26/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Brookfield Asset Management | BAM | Downgrade | Neutral (Buy) |
53.85 (38.95) |
-27.67% | Details | |
| 1/24/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 1/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 1/12/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | Invesco | IVZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2022 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2022 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2022 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2021 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 11/19/2021 | KKR | KKR | New Coverage | Buy (N/A) |
78.41 (96.63) |
23.24% | Details | |
| 11/9/2021 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2021 | Artisan Partners Asset Management | APAM | New Coverage | Neutral (N/A) |
49.90 (40.66) |
-18.52% | Details | |
| 11/2/2021 | Franklin Resources | BEN | Upgrade | Buy (Neutral) |
35.15 (25.10) |
-28.59% | Details | |
| 11/1/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2021 | The RMR Group Inc. | RMR | New Coverage | Neutral (N/A) |
35.59 (22.61) |
-36.47% | Details | |
| 10/22/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2021 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2021 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2021 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2021 | AllianceBernstein | AB | Upgrade | Buy (Neutral) |
48.27 (33.61) |
-30.37% | Details | |
| 8/2/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2021 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2021 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | Invesco | IVZ | Upgrade | Buy (Neutral) |
26.33 (14.27) |
-45.8% | Details | |
| 7/7/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2021 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/24/2021 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2021 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2021 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2021 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2021 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2021 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2021 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2021 | T. Rowe Price | TROW | Maintain | Sell (N/A) |
|
Details | ||
| 4/30/2021 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2021 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Artisan Partners Asset Management | APAM | Downgrade | Neutral (Buy) |
56.50 (49.90) |
-11.68% | Details | |
| 4/23/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2021 | T. Rowe Price | TROW | Downgrade | Sell (Neutral) |
176.93 (110.62) |
-37.48% | Details | |
| 4/12/2021 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2021 | AllianceBernstein | AB | Downgrade | Neutral (Buy) |
40.00 (33.61) |
-15.98% | Details | |
| 3/22/2021 | Apollo Global Management | APO | Upgrade | Buy (Neutral) |
47.29 (113.08) |
139.12% | Details | |
| 3/15/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2021 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | KKR | KKR | Maintain | Buy () |
|
Details | ||
| 2/9/2021 | Affiliated Managers Group | AMG | Upgrade | Buy (Neutral) |
132.10 (161.95) |
22.6% | Details | |
| 2/8/2021 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2021 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2021 | Raymond James | RJF | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2020 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
46.89 (75.33) |
60.65% | Details | |
| 11/17/2020 | Raymond James | RJF | Upgrade | Buy (Neutral) |
87.72 (127.38) |
45.21% | Details | |
| 11/17/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2020 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2020 | Brookfield Asset Management | BAM | Upgrade | Buy (Neutral) |
33.74 (38.95) |
15.44% | Details | |
| 10/14/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Waddell & Reed | WDR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Brookfield Asset Management | BAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Invesco | IVZ | Upgrade | Neutral (Sell) |
13.11 (14.27) |
8.85% | Details | |
| 10/12/2020 | The Carlyle Group LP | CG | Upgrade | Buy (Neutral) |
26.80 (45.60) |
70.15% | Details | |
| 9/25/2020 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 9/15/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2020 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2020 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 7/29/2020 | Waddell & Reed | WDR | Upgrade | Neutral (Sell) |
14.66 (24.98) |
70.4% | Details | |
| 7/24/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2020 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2020 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 7/14/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | The RMR Group Inc. | RMR | Upgrade | Neutral (Sell) |
27.48 (22.61) |
-17.72% | Details | |
| 7/14/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | Brookfield Asset Management | BAM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2020 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2020 | The Blackstone Group | BX | Downgrade | Neutral (Buy) |
58.95 (122.87) |
108.43% | Details | |
| 5/28/2020 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 5/4/2020 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2020 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 4/29/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2020 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2020 | TD Ameritrade | AMTD | Downgrade | Neutral (Buy) |
36.72 (1.76) |
-95.21% | Details | |
| 4/24/2020 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2020 | Invesco | IVZ | Maintain | Sell (N/A) |
|
Details | ||
| 4/16/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 4/15/2020 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Buy) |
36.21 (75.33) |
108.04% | Details | |
| 4/15/2020 | The Carlyle Group LP | CG | Upgrade | Buy (Neutral) |
24.01 (29.66) |
23.53% | Details | |
| 4/15/2020 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | Invesco | IVZ | Downgrade | Sell (Neutral) |
9.81 (14.27) |
45.46% | Details | |
| 4/15/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Brookfield Asset Management | BAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2020 | LPL Investment | LPLA | Upgrade | Buy (Neutral) |
51.79 (266.57) |
414.71% | Details | |
| 3/25/2020 | Raymond James | RJF | Upgrade | Neutral (Sell) |
59.42 (127.38) |
114.37% | Details | |
| 3/25/2020 | Charles Schwab Corp. | SCHW | Upgrade | Buy (Neutral) |
30.72 (75.33) |
145.21% | Details | |
| 3/25/2020 | TD Ameritrade | AMTD | Upgrade | Buy (Neutral) |
31.42 (36.72) |
16.87% | Details | |
| 3/18/2020 | The Blackstone Group | BX | Upgrade | Buy (Neutral) |
41.44 (58.95) |
42.25% | Details | |
| 3/5/2020 | Southwest | LUV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | Raymond James | RJF | Downgrade | Sell (Neutral) |
80.23 (127.38) |
58.77% | Details | |
| 3/4/2020 | LPL Investment | LPLA | Downgrade | Neutral (Buy) |
75.41 (266.57) |
253.49% | Details | |
| 2/28/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2020 | Legg Mason | LM | Downgrade | Neutral (Buy) |
50.66 (49.99) |
-1.32% | Details | |
| 2/14/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | The Carlyle Group LP | CG | Downgrade | Neutral (Buy) |
32.66 (45.60) |
39.62% | Details | |
| 2/4/2020 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2020 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2020 | Bank of New York Mellon | BK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2020 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2020 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 1/13/2020 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2020 | Legg Mason | LM | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2020 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2020 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2020 | Artisan Partners Asset Management | APAM | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2019 | TD Ameritrade | AMTD | Upgrade | Neutral (Sell) |
51.78 (1.76) |
-96.6% | Details | |
| 11/25/2019 | The RMR Group Inc. | RMR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/20/2019 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2019 | Brookfield Asset Management | BAM | Downgrade | Neutral (Buy) |
57.42 (38.95) |
-32.17% | Details | |
| 11/11/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2019 | Artisan Partners Asset Management | APAM | Upgrade | Buy (Neutral) |
29.40 (56.50) |
92.18% | Details | |
| 11/1/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | Legg Mason | LM | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2019 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2019 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 10/15/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2019 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2019 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2019 | Franklin Resources | BEN | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2019 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2019 | TD Ameritrade | AMTD | Downgrade | Sell (Neutral) |
35.28 (51.78) |
46.77% | Details | |
| 10/2/2019 | TD Ameritrade | AMTD | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2019 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/1/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/1/2019 | LPL Investment | LPLA | Maintain | Buy (Buy) |
|
Details | ||
| 9/19/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 9/19/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2019 | The Blackstone Group | BX | Downgrade | Neutral (Buy) |
53.52 (41.44) |
-22.57% | Details | |
| 9/10/2019 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2019 | The RMR Group Inc. | RMR | New Coverage | Neutral (N/A) |
46.81 (33.70) |
-28.01% | Details | |
| 8/28/2019 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2019 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 7/31/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2019 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2019 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2019 | Legg Mason | LM | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2019 | Legg Mason | LM | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2019 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2019 | Och-Ziff Capital Management Group | OZM | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2019 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2019 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2019 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2019 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2019 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2019 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2019 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2019 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2019 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2019 | WisdomTree Investments | WETF | Maintain | Sell (N/A) |
|
Details | ||
| 4/15/2019 | Waddell & Reed | WDR | Maintain | Sell (N/A) |
|
Details | ||
| 4/15/2019 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2019 | Och-Ziff Capital Management Group | OZM | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | Legg Mason | LM | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2019 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | Brightsphere Investment | BSIG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2019 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2019 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2019 | Artisan Partners Asset Management | APAM | Upgrade | Neutral (Sell) |
27.56 (29.40) |
6.68% | Details | |
| 4/15/2019 | Franklin Resources | BEN | Upgrade | Neutral (Sell) |
35.03 (35.15) |
0.34% | Details | |
| 3/28/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2019 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2019 | Franklin Resources | BEN | Maintain | Sell (N/A) |
|
Details | ||
| 3/11/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2019 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2019 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2019 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2019 | Brookfield Asset Management | BAM | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2019 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2019 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2019 | Artisan Partners Asset Management | APAM | Maintain | Sell (N/A) |
|
Details | ||
| 2/6/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2019 | Legg Mason | LM | Upgrade | Buy (Neutral) |
29.89 (50.66) |
69.49% | Details | |
| 2/4/2019 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2019 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2019 | WisdomTree Investments | WETF | Downgrade | Sell (Neutral) |
6.70 (5.25) |
-21.64% | Details | |
| 2/1/2019 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2019 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2019 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2019 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2019 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2019 | Federated Investors | FII | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2019 | Franklin Resources | BEN | Downgrade | Sell (Neutral) |
30.33 (35.03) |
15.5% | Details | |
| 1/14/2019 | Waddell & Reed | WDR | Downgrade | Sell (Neutral) |
16.97 (24.98) |
47.2% | Details | |
| 1/14/2019 | Affiliated Managers Group | AMG | Downgrade | Neutral (Buy) |
102.11 (161.95) |
58.6% | Details | |
| 1/14/2019 | Brightsphere Investment | BSIG | Downgrade | Neutral (Buy) |
11.33 (23.17) |
104.5% | Details | |
| 1/14/2019 | Artisan Partners Asset Management | APAM | Downgrade | Sell (Neutral) |
22.18 (27.56) |
24.26% | Details | |
| 12/18/2018 | Federated Investors | FII | Upgrade | Neutral (Sell) |
24.65 (36.23) |
46.98% | Details | |
| 12/18/2018 | WisdomTree Investments | WETF | Upgrade | Neutral (Sell) |
6.52 (6.70) |
2.76% | Details | |
| 12/18/2018 | Brightsphere Investment | BSIG | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2018 | Och-Ziff Capital Management Group | OZM | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2018 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2018 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2018 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/26/2018 | Charles Schwab Corp. | SCHW | Upgrade | Neutral (Sell) |
44.87 (75.33) |
67.89% | Details | |
| 11/21/2018 | Brightsphere Investment | BSIG | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2018 | Eaton Vance | EV | Downgrade | Neutral (Buy) |
43.06 (23.39) |
-45.68% | Details | |
| 11/12/2018 | Brookfield Asset Management | BAM | New Coverage | Buy (N/A) |
41.40 (57.42) |
38.7% | Details | |
| 11/5/2018 | Och-Ziff Capital Management Group | OZM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2018 | Brightsphere Investment | BSIG | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2018 | Apollo Global Management | APO | Maintain | Buy () |
|
Details | ||
| 11/1/2018 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2018 | Waddell & Reed | WDR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2018 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2018 | LPL Investment | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2018 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2018 | Raymond James | RJF | Downgrade | Neutral (Buy) |
78.48 (127.38) |
62.31% | Details | |
| 10/25/2018 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2018 | Apollo Global Management | APO | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2018 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | Waddell & Reed | WDR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | T. Rowe Price | TROW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 10/9/2018 | Legg Mason | LM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | KKR | KKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2018 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | Federated Investors | FII | Maintain | Sell (N/A) |
|
Details | ||
| 10/9/2018 | The Carlyle Group LP | CG | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2018 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2018 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2018 | Eaton Vance | EV | Maintain | Buy (N/A) |
|
Details |
