Ratings by BMO Capital (Brennan Hawken)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/29/2026 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Northern Trust | NTRS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | The Bank of New York Mellon Corporation | BNY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Stifel Financial | SF | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/29/2026 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/29/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/29/2026 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/24/2026 | Evercore Partners | EVR | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/15/2026 | Lincoln International | LCLN | New Coverage | Market Perform (N/A) |
24.47 (24.62) |
0.61% | Details | |
| 5/22/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Ares Management, L.P. | ARES | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | TPG Inc. | TPG | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Blue Owl Capital | OWL | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 5/4/2026 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 4/27/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 4/24/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/23/2026 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/22/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Morgan Stanley | MS | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Goldman Sachs | GS | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 4/20/2026 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 4/13/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/13/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/10/2026 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 4/10/2026 | Invesco | IVZ | Maintain | (N/A) |
|
Details | ||
| 4/10/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 4/6/2026 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Lazard | LAZ | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Evercore Partners | EVR | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Bank of New York Mellon | BK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Stifel Financial | SF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/6/2026 | Northern Trust | NTRS | Upgrade | Outperform (Market Perform) |
141.41 (176.50) |
24.81% | Details | |
| 4/1/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/1/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/24/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | The Blackstone Group | BX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/24/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/23/2026 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/5/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Ameriprise Financial | AMP | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Evercore Partners | EVR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | The Blackstone Group | BX | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Franklin Resources | BEN | Maintain | (N/A) |
|
Details | ||
| 2/2/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 1/29/2026 | Houlihan Lokey | HLI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 1/26/2026 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 1/21/2026 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | Morgan Stanley | MS | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | Goldman Sachs | GS | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 1/20/2026 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 1/13/2026 | T. Rowe Price | TROW | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2026 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Franklin Resources | BEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | BlackRock | BLK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | TPG Inc. | TPG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Ares Management, L.P. | ARES | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/13/2026 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2026 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Lazard | LAZ | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Evercore Partners | EVR | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Northern Trust | NTRS | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Stifel Financial | SF | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Charles Schwab Corp. | SCHW | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Raymond James | RJF | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 1/6/2026 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/6/2026 | Goldman Sachs | GS | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/10/2025 | Invesco | IVZ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Apollo Global Management | APO | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/10/2025 | StepStone Group | STEP | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | PJT Partners | PJT | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | KKR | KKR | Maintain | (N/A) |
|
Details | ||
| 11/10/2025 | Apollo Global Management | APO | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Moelis | MC | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | LPL Financial Holdings | LPLA | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Houlihan Lokey | HLI | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Evercore Partners | EVR | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | The Carlyle Group LP | CG | Maintain | (N/A) |
|
Details | ||
| 11/3/2025 | Ameriprise Financial | AMP | Maintain | (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/30/2025 | Moelis | MC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/23/2025 | Raymond James | RJF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/20/2025 | Jefferies Group | JEF | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | State Street | STT | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | Interactive Brokers Group | IBKR | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | Bank of New York Mellon | BK | Maintain | (N/A) |
|
Details | ||
| 10/20/2025 | BlackRock | BLK | Maintain | (N/A) |
|
Details | ||
| 10/17/2025 | Jefferies Group | JEF | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2025 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2025 | BlackRock | BLK | New Coverage | Outperform (N/A) |
1141.07 (995.73) |
-12.74% | Details | |
| 10/3/2025 | Interactive Brokers Group | IBKR | New Coverage | Outperform (N/A) |
68.78 (91.33) |
32.79% | Details | |
| 10/3/2025 | State Street | STT | New Coverage | Outperform (N/A) |
113.38 (170.69) |
50.55% | Details | |
| 10/3/2025 | Stifel Financial | SF | New Coverage | Market Perform (N/A) |
111.81 (73.17) |
-34.56% | Details | |
| 10/3/2025 | StepStone Group | STEP | New Coverage | Outperform (N/A) |
64.05 (41.13) |
-35.78% | Details | |
| 10/3/2025 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
92.25 (97.00) |
5.15% | Details | |
| 10/3/2025 | T. Rowe Price | TROW | New Coverage | Market Perform (N/A) |
101.07 (118.55) |
17.29% | Details | |
| 10/3/2025 | Ares Management, L.P. | ARES | New Coverage | Market Perform (N/A) |
154.14 (116.90) |
-24.16% | Details | |
| 10/3/2025 | Raymond James | RJF | New Coverage | Market Perform (N/A) |
165.90 (162.66) |
-1.95% | Details | |
| 10/3/2025 | Blue Owl Capital | OWL | New Coverage | Outperform (N/A) |
16.14 (9.04) |
-43.99% | Details | |
| 10/3/2025 | Northern Trust | NTRS | New Coverage | Market Perform (N/A) |
131.20 (141.41) |
7.78% | Details | |
| 10/3/2025 | Moelis | MC | New Coverage | Market Perform (N/A) |
68.70 (68.55) |
-0.22% | Details | |
| 10/3/2025 | PJT Partners | PJT | New Coverage | Outperform (N/A) |
173.72 (162.99) |
-6.18% | Details | |
| 10/3/2025 | Morgan Stanley | MS | New Coverage | Outperform (N/A) |
156.89 (213.93) |
36.36% | Details | |
| 10/3/2025 | Invesco | IVZ | New Coverage | Outperform (N/A) |
23.09 (27.01) |
16.98% | Details | |
| 10/3/2025 | Jefferies Group | JEF | New Coverage | Market Perform (N/A) |
63.49 (52.62) |
-17.12% | Details | |
| 10/3/2025 | KKR | KKR | New Coverage | Outperform (N/A) |
127.47 (93.84) |
-26.38% | Details | |
| 10/3/2025 | LPL Financial Holdings | LPLA | New Coverage | Outperform (N/A) |
317.00 (295.18) |
-6.88% | Details | |
| 10/3/2025 | Janus Henderson Group | JHG | New Coverage | Outperform (N/A) |
44.11 (51.95) |
17.77% | Details | |
| 10/3/2025 | Lazard | LAZ | New Coverage | Market Perform (N/A) |
51.53 (41.54) |
-19.39% | Details | |
| 10/3/2025 | Evercore Partners | EVR | New Coverage | Market Perform (N/A) |
330.91 (342.64) |
3.54% | Details | |
| 10/3/2025 | The Blackstone Group | BX | New Coverage | Outperform (N/A) |
168.10 (122.78) |
-26.96% | Details | |
| 10/3/2025 | Hamilton Lane Inc. | HLNE | New Coverage | Outperform (N/A) |
128.80 (79.76) |
-38.07% | Details | |
| 10/3/2025 | Houlihan Lokey | HLI | New Coverage | Outperform (N/A) |
200.74 (140.15) |
-30.18% | Details | |
| 10/3/2025 | Goldman Sachs | GS | New Coverage | Market Perform (N/A) |
785.51 (1021.00) |
29.98% | Details | |
| 10/3/2025 | The Carlyle Group LP | CG | New Coverage | Outperform (N/A) |
60.78 (42.83) |
-29.53% | Details | |
| 10/3/2025 | Bank of New York Mellon | BK | New Coverage | Outperform (N/A) |
106.83 (137.16) |
28.39% | Details | |
| 10/3/2025 | Apollo Global Management | APO | New Coverage | Market Perform (N/A) |
129.95 (118.61) |
-8.73% | Details | |
| 10/3/2025 | Franklin Resources | BEN | New Coverage | Outperform (N/A) |
22.54 (34.11) |
51.33% | Details | |
| 10/3/2025 | Ameriprise Financial | AMP | New Coverage | Market Perform (N/A) |
486.60 (489.16) |
0.53% | Details |
