Ratings by Barclays (Benjamin Budish)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/13/2026 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2026 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2026 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2026 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2026 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 8/3/2026 | Franklin Resources | BEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2026 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2026 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2026 | Blue Owl Capital | OWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2026 | Coinbase | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2026 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2026 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2026 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2026 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2026 | Franklin Resources | BEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2026 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Coinbase | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/9/2026 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Blue Owl Capital | OWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2026 | Coinbase | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/21/2026 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2026 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2026 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2026 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Coinbase Global | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/7/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 5/4/2026 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Blue Owl Capital | OWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2026 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2026 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2026 | Franklin Resources | BEN | Upgrade | Equalweight (Underweight) |
27.57 (33.66) |
22.09% | Details | |
| 4/23/2026 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2026 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2026 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2026 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2026 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2026 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2026 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2026 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Blue Owl Capital | OWL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2026 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Coinbase Global Inc. | COIN | Downgrade | Underweight (Equalweight) |
174.79 (172.28) |
-1.44% | Details | |
| 3/27/2026 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2026 | TPG Inc. | TPG | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | The Carlyle Group LP | CG | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | KKR | KKR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | The Blackstone Group | BX | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/2/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | Blue Owl Capital | OWL | Downgrade | Equalweight (Overweight) |
11.22 (10.43) |
-7.04% | Details | |
| 3/2/2026 | StepStone Group | STEP | Upgrade | Overweight (Equalweight) |
46.98 (49.34) |
5.02% | Details | |
| 2/13/2026 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2026 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Tradeweb Markets | TW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/6/2026 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Blue Owl Capital | OWL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 2/5/2026 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2026 | Raymond James | RJF | New Coverage | Overweight (N/A) |
169.02 (173.53) |
2.67% | Details | |
| 1/28/2026 | TPG Inc. | TPG | New Coverage | Overweight (N/A) |
60.88 (46.93) |
-22.91% | Details | |
| 1/28/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/15/2026 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 1/15/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/15/2026 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/15/2026 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2026 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/9/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2026 | Blue Owl Capital | OWL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2026 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/9/2026 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2026 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2026 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2026 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/12/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 12/12/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/12/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | Tradeweb Markets | TW | Downgrade | Equalweight (Overweight) |
106.79 (102.47) |
-4.05% | Details | |
| 12/12/2025 | CBOE Holdings | CBOE | Upgrade | Overweight (Equalweight) |
249.06 (287.49) |
15.43% | Details | |
| 11/25/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2025 | Blue Owl Capital | OWL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/21/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 10/21/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/21/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2025 | Blue Owl Capital | OWL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/8/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | The Carlyle Group LP | CG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/10/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | Blue Owl Capital | OWL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2025 | BlackRock | BLK | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/10/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/3/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/27/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | MarketAxess | mktx | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/25/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/23/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Charles Schwab Corp. | schw | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | AllianceBernstein | AB | New Coverage | Equalweight (N/A) |
36.17 (36.38) |
0.58% | Details | |
| 4/7/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | Blue Owl Capital | OWL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2025 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2025 | Blue Owl Capital | OWL | New Coverage | Overweight (N/A) |
23.10 (10.43) |
-54.85% | Details | |
| 2/13/2025 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2025 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2025 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Intercontinental Exchange | ICE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/6/2025 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 2/5/2025 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/3/2025 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2025 | Ares Management, L.P. | ARES | New Coverage | Overweight (N/A) |
197.32 (130.63) |
-33.8% | Details | |
| 1/15/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/9/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 12/9/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/9/2024 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | Charles Schwab Corp. | SCHW | Upgrade | Overweight (Equalweight) |
81.81 (107.33) |
31.19% | Details | |
| 12/9/2024 | Robinhood Markets | HOOD | Upgrade | Overweight (Equalweight) |
38.92 (113.33) |
191.19% | Details | |
| 12/9/2024 | CBOE Holdings | CBOE | Downgrade | Equalweight (Overweight) |
208.55 (287.49) |
37.85% | Details | |
| 11/25/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2024 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2024 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/4/2024 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2024 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/25/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2024 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/14/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2024 | T. Rowe Price | TROW | Maintain | Underweight (N/A) |
|
Details | ||
| 10/14/2024 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/14/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | AllianceBernstein | AB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | KKR | KKR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/7/2024 | Intercontinental Exchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Robinhood Markets | HOOD | Upgrade | Equalweight (Underweight) |
19.11 (113.33) |
493.04% | Details | |
| 9/6/2024 | Coinbase Global Inc. | COIN | Upgrade | Equalweight (Underweight) |
163.22 (174.79) |
7.09% | Details | |
| 8/27/2024 | Virtus Investment Partners | VRTS | New Coverage | Underweight (N/A) |
216.74 (151.82) |
-29.95% | Details | |
| 8/27/2024 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Equalweight (N/A) |
54.69 (111.06) |
103.07% | Details | |
| 8/27/2024 | T. Rowe Price | TROW | New Coverage | Underweight (N/A) |
109.62 (107.55) |
-1.89% | Details | |
| 8/27/2024 | Invesco | IVZ | New Coverage | Equalweight (N/A) |
17.20 (31.93) |
85.64% | Details | |
| 8/27/2024 | Franklin Resources | BEN | New Coverage | Underweight (N/A) |
20.94 (33.66) |
60.74% | Details | |
| 8/27/2024 | BlackRock | BLK | New Coverage | Overweight (N/A) |
882.84 (1062.40) |
20.34% | Details | |
| 8/27/2024 | AllianceBernstein | AB | New Coverage | Equalweight (N/A) |
34.96 (36.38) |
4.06% | Details | |
| 8/19/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/15/2024 | Marex Group PLC | MRX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/12/2024 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 8/12/2024 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2024 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/17/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/17/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2024 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/10/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/28/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/24/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/23/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/20/2024 | Marex Group PLC | MRX | New Coverage | Overweight (N/A) |
19.00 (74.09) |
289.95% | Details | |
| 5/9/2024 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 5/8/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/3/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2024 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Overweight (N/A) |
63.56 (92.01) |
44.76% | Details | |
| 4/8/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2024 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 4/8/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/8/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2024 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/15/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2024 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 2/12/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2024 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2024 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 1/8/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/8/2024 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | MarketAxess | MKTX | Downgrade | Equalweight (Overweight) |
275.39 (163.09) |
-40.78% | Details | |
| 1/8/2024 | IntercontinentalExchange | ICE | Upgrade | Overweight (Equalweight) |
125.62 (155.81) |
24.03% | Details | |
| 1/8/2024 | CME Group | CME | Downgrade | Equalweight (Overweight) |
202.74 (274.07) |
35.18% | Details | |
| 1/8/2024 | CBOE Holdings | CBOE | Upgrade | Overweight (Equalweight) |
173.55 (287.49) |
65.65% | Details | |
| 11/30/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2023 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2023 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 11/1/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/11/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2023 | LPL Financial Holdings | LPLA | New Coverage | Overweight (N/A) |
233.37 (347.26) |
48.8% | Details | |
| 8/30/2023 | Coinbase Global Inc. | COIN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/14/2023 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | CBOE Holdings | CBOE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2023 | CME Group | CME | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/21/2023 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Coinbase Global Inc. | COIN | Downgrade | Underweight (Equalweight) |
89.15 (172.28) |
93.25% | Details | |
| 6/28/2023 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
68.46 (102.47) |
49.68% | Details | |
| 6/28/2023 | MarketAxess | MKTX | New Coverage | Overweight (N/A) |
262.76 (163.09) |
-37.93% | Details | |
| 6/28/2023 | IntercontinentalExchange | ICE | New Coverage | Equalweight (N/A) |
110.13 (155.81) |
41.48% | Details | |
| 6/28/2023 | CME Group | CME | New Coverage | Overweight (N/A) |
178.89 (274.07) |
53.21% | Details | |
| 6/28/2023 | CBOE Holdings | CBOE | New Coverage | Equalweight (N/A) |
133.75 (287.49) |
114.95% | Details | |
| 5/25/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/15/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2023 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 5/9/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2023 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2023 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2023 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/22/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/22/2023 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 3/22/2023 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2023 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/22/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | The Carlyle Group LP | CG | New Coverage | Overweight (N/A) |
34.40 (43.07) |
25.2% | Details | |
| 3/2/2023 | KKR | KKR | New Coverage | Overweight (N/A) |
56.35 (100.87) |
79.01% | Details | |
| 2/22/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2023 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 2/10/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2023 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2023 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2023 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2023 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2022 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2022 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 12/19/2022 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2022 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2022 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2022 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2022 | The Blackstone Group | BX | Downgrade | Equalweight (Overweight) |
91.53 (110.92) |
21.18% | Details | |
| 11/22/2022 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2022 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 11/9/2022 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2022 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2022 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2022 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 10/10/2022 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2022 | Interactive Brokers Group | IBKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2022 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2022 | Ares Management, L.P. | ARES | New Coverage | Overweight (N/A) |
73.33 (130.63) |
78.14% | Details | |
| 8/31/2022 | StepStone Group | STEP | New Coverage | Equalweight (N/A) |
27.47 (49.34) |
79.61% | Details | |
| 8/31/2022 | Apollo Global Management | APO | New Coverage | Overweight (N/A) |
55.67 (127.91) |
129.76% | Details | |
| 8/31/2022 | The Blackstone Group | BX | New Coverage | Overweight (N/A) |
96.19 (125.41) |
30.38% | Details | |
| 8/31/2022 | Robinhood Markets | HOOD | New Coverage | Underweight (N/A) |
9.38 (113.33) |
1108.21% | Details | |
| 8/31/2022 | Charles Schwab Corp. | SCHW | New Coverage | Equalweight (N/A) |
71.94 (107.33) |
49.19% | Details | |
| 8/31/2022 | Coinbase Global Inc. | COIN | New Coverage | Equalweight (N/A) |
66.34 (172.28) |
159.69% | Details | |
| 8/31/2022 | P10 Inc | PX | New Coverage | Overweight (N/A) |
12.71 (10.54) |
-17.07% | Details | |
| 8/31/2022 | Interactive Brokers Group | IBKR | New Coverage | Overweight (N/A) |
61.11 (89.42) |
46.33% | Details |
