Ratings by Barclays (Benjamin Budish)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (9.89) |
-11.85% | Details | |
| 3/2/2026 | StepStone Group | STEP | Upgrade | Overweight (Equalweight) |
46.98 (45.66) |
-2.81% | 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 (152.05) |
-10.04% | Details | |
| 1/28/2026 | TPG Inc. | TPG | New Coverage | Overweight (N/A) |
60.88 (43.07) |
-29.25% | 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 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | Robinhood Markets | HOOD | Maintain | Overweight (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 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2025 | Interactive Brokers Group | IBKR | Maintain | Overweight (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 (124.59) |
16.67% | Details | |
| 12/12/2025 | CBOE Holdings | CBOE | Upgrade | Overweight (Equalweight) |
249.06 (301.27) |
20.96% | 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 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | MarketAxess | MKTX | Maintain | Equalweight (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 (37.91) |
4.81% | 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 (9.89) |
-57.19% | 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 (110.01) |
-44.25% | 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 | Coinbase Global Inc. | COIN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | Franklin Resources | BEN | Maintain | Underweight (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 (95.23) |
16.4% | Details | |
| 12/9/2024 | Robinhood Markets | HOOD | Upgrade | Overweight (Equalweight) |
38.92 (77.09) |
98.07% | Details | |
| 12/9/2024 | CBOE Holdings | CBOE | Downgrade | Equalweight (Overweight) |
208.55 (301.27) |
44.46% | 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 (77.09) |
303.4% | Details | |
| 9/6/2024 | Coinbase Global Inc. | COIN | Upgrade | Equalweight (Underweight) |
163.22 (197.22) |
20.83% | Details | |
| 8/27/2024 | Virtus Investment Partners | VRTS | New Coverage | Underweight (N/A) |
216.74 (134.08) |
-38.14% | Details | |
| 8/27/2024 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Equalweight (N/A) |
54.69 (69.93) |
27.87% | Details | |
| 8/27/2024 | T. Rowe Price | TROW | New Coverage | Underweight (N/A) |
109.62 (90.40) |
-17.53% | Details | |
| 8/27/2024 | Invesco | IVZ | New Coverage | Equalweight (N/A) |
17.20 (23.67) |
37.62% | Details | |
| 8/27/2024 | Franklin Resources | BEN | New Coverage | Underweight (N/A) |
20.94 (26.24) |
25.31% | Details | |
| 8/27/2024 | BlackRock | BLK | New Coverage | Overweight (N/A) |
882.84 (955.45) |
8.22% | Details | |
| 8/27/2024 | AllianceBernstein | AB | New Coverage | Equalweight (N/A) |
34.96 (37.91) |
8.44% | 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 (35.65) |
87.63% | 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 (88.43) |
39.13% | 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 (186.11) |
-32.42% | Details | |
| 1/8/2024 | IntercontinentalExchange | ICE | Upgrade | Overweight (Equalweight) |
125.62 (166.19) |
32.3% | Details | |
| 1/8/2024 | CME Group | CME | Downgrade | Equalweight (Overweight) |
202.74 (317.10) |
56.41% | Details | |
| 1/8/2024 | CBOE Holdings | CBOE | Upgrade | Overweight (Equalweight) |
173.55 (301.27) |
73.59% | 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 (313.56) |
34.36% | 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 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (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 (197.22) |
121.22% | Details | |
| 6/28/2023 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
68.46 (124.59) |
81.99% | Details | |
| 6/28/2023 | MarketAxess | MKTX | New Coverage | Overweight (N/A) |
262.76 (186.11) |
-29.17% | Details | |
| 6/28/2023 | IntercontinentalExchange | ICE | New Coverage | Equalweight (N/A) |
110.13 (166.19) |
50.9% | Details | |
| 6/28/2023 | CME Group | CME | New Coverage | Overweight (N/A) |
178.89 (317.10) |
77.26% | Details | |
| 6/28/2023 | CBOE Holdings | CBOE | New Coverage | Equalweight (N/A) |
133.75 (301.27) |
125.25% | 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 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2023 | StepStone Group | STEP | 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 (48.90) |
42.15% | Details | |
| 3/2/2023 | KKR | KKR | New Coverage | Overweight (N/A) |
56.35 (91.33) |
62.08% | 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 (110.01) |
50.02% | Details | |
| 8/31/2022 | StepStone Group | STEP | New Coverage | Equalweight (N/A) |
27.47 (45.66) |
66.22% | Details | |
| 8/31/2022 | Apollo Global Management | APO | New Coverage | Overweight (N/A) |
55.67 (108.70) |
95.26% | Details | |
| 8/31/2022 | The Blackstone Group | BX | New Coverage | Overweight (N/A) |
96.19 (110.40) |
14.77% | Details | |
| 8/31/2022 | Robinhood Markets | HOOD | New Coverage | Underweight (N/A) |
9.38 (77.09) |
721.86% | Details | |
| 8/31/2022 | Charles Schwab Corp. | SCHW | New Coverage | Equalweight (N/A) |
71.94 (95.23) |
32.37% | Details | |
| 8/31/2022 | Coinbase Global Inc. | COIN | New Coverage | Equalweight (N/A) |
66.34 (197.22) |
197.29% | 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 (66.70) |
9.15% | Details |
