Ratings by Jefferies (Daniel Fannon)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/6/2026 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2026 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2026 | Figure Technology | FIGR | Maintain | Hold (N/A) |
|
Details | ||
| 1/12/2026 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/12/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 1/12/2026 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2026 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 11/24/2025 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | Bullish | BLSH | Maintain | Hold (N/A) |
|
Details | ||
| 11/20/2025 | Figure Technology | FIGR | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2025 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Coinbase Global Inc. | COIN | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2025 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2025 | Coinbase Global Inc. | COIN | Maintain | Hold (N/A) |
|
Details | ||
| 10/16/2025 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2025 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | Figure Technology | FIGR | New Coverage | Hold (N/A) |
41.28 (30.48) |
-26.16% | Details | |
| 10/2/2025 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2025 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2025 | Bullish | BLSH | New Coverage | Hold (N/A) |
49.01 (34.96) |
-28.67% | Details | |
| 8/13/2025 | The Carlyle Group LP | CG | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2025 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Brookfield Asset Management | BAM | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2025 | Ares Management, L.P. | ARES | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2025 | Apollo Global Management | APO | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2025 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2025 | eToro Group | ETOR | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2025 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 7/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/14/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 7/14/2025 | Intercontinental Exchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2025 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2025 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2025 | eToro Group | ETOR | New Coverage | Buy (N/A) |
62.57 (31.82) |
-49.14% | Details | |
| 5/27/2025 | Icahn Enterprises, L.P. | IEP | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2025 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | Marex Group PLC | MRX | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2025 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2025 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2025 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2025 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2025 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 10/8/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/8/2024 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/8/2024 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/8/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 10/4/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2024 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2024 | Brookfield Asset Management | BAM | New Coverage | Hold (N/A) |
43.63 (46.07) |
5.59% | Details | |
| 7/19/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 7/9/2024 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/9/2024 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 7/9/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 7/9/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2024 | Marex Group PLC | MRX | New Coverage | Buy (N/A) |
19.00 (35.65) |
87.63% | Details | |
| 4/17/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2024 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2024 | Janus Henderson Group | JHG | Maintain | Hold (Hold) |
|
Details | ||
| 2/1/2024 | MarketAxess | MKTX | Maintain | Hold (Hold) |
|
Details | ||
| 1/18/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/17/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2023 | Icahn Enterprises, L.P. | IEP | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/19/2023 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2023 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2023 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2023 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2023 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2023 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2023 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 7/10/2023 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 7/10/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 6/7/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2023 | Affiliated Managers Group | AMG | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 3/7/2023 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2023 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2022 | Affiliated Managers Group | AMG | Upgrade | Buy (Hold) |
156.74 (285.77) |
82.32% | Details | |
| 11/22/2022 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Douglas Elliman Inc. | DOUG | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2022 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 10/10/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2022 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2022 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 5/20/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 4/11/2022 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2022 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2022 | Douglas Elliman Inc. | DOUG | New Coverage | Buy (N/A) |
6.94 (2.29) |
-67% | Details | |
| 2/14/2022 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2022 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | WisdomTree Investments | WETF | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2022 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2022 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2021 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2021 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2021 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 10/11/2021 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 10/4/2021 | Morgan Stanley | MS | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2021 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2021 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2021 | Interactive Brokers Group | IBKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | AllianceBernstein | AB | Maintain | Buy (N/A) |
|
Details | ||
| 6/9/2021 | Goldman Sachs | GS | New Coverage | Buy (N/A) |
384.70 (821.42) |
113.52% | Details | |
| 6/9/2021 | Morgan Stanley | MS | New Coverage | Buy (N/A) |
92.79 (160.27) |
72.72% | Details | |
| 4/23/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | WisdomTree Investments | WETF | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | AllianceBernstein | AB | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | Tradeweb Markets | TW | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 4/12/2021 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2021 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 4/9/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2021 | Interactive Brokers Group | IBKR | New Coverage | Buy (N/A) |
76.03 (66.70) |
-12.27% | Details | |
| 2/9/2021 | StoneX Group Inc. | SNEX | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2021 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | WisdomTree Investments | WETF | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Waddell & Reed | WDR | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2020 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2020 | Affiliated Managers Group | AMG | Maintain | Hold (N/A) |
|
Details | ||
| 11/11/2020 | StoneX Group Inc. | SNEX | New Coverage | Buy (N/A) |
58.54 (108.06) |
84.59% | Details | |
| 11/3/2020 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2020 | Brookfield Residential | BRP | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | Waddell & Reed | WDR | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | Invesco | IVZ | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | Artisan Partners Asset Management | APAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2020 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2020 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2020 | IntercontinentalExchange | ICE | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2020 | CME Group | CME | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2020 | CBOE Holdings | CBOE | Maintain | Hold (N/A) |
|
Details | ||
| 6/19/2020 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | Franklin Resources | BEN | Maintain | Hold (N/A) |
|
Details | ||
| 6/3/2020 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2020 | Brookfield Residential | BRP | Maintain | Hold (N/A) |
|
Details | ||
| 5/22/2020 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2020 | Federated Hermes Inc. | FHI | Maintain | Hold (N/A) |
|
Details | ||
| 2/24/2020 | Eaton Vance | EV | Maintain | Hold (N/A) |
|
Details | ||
| 2/24/2020 | E*TRADE | ETFC | Downgrade | Hold (Buy) |
54.73 (49.26) |
-9.99% | Details | |
| 11/18/2019 | Brookfield Residential | BRP | New Coverage | Hold (N/A) |
17.52 (32.66) |
86.42% | Details | |
| 11/6/2019 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2019 | Virtu Financial | VIRT | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2019 | Invesco | IVZ | Downgrade | Hold (Buy) |
20.62 (23.67) |
14.79% | Details | |
| 4/29/2019 | Tradeweb Markets | TW | New Coverage | Hold (N/A) |
39.80 (124.59) |
213.04% | Details | |
| 4/24/2019 | Janus Henderson Group | JHG | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2019 | Affiliated Managers Group | AMG | Downgrade | Hold (Buy) |
109.62 (285.77) |
160.69% | Details | |
| 1/29/2019 | BlackRock | BLK | Upgrade | Buy (Hold) |
409.95 (955.45) |
133.07% | Details | |
| 10/1/2018 | MarketAxess | MKTX | Maintain | Hold (N/A) |
|
Details | ||
| 9/19/2018 | E*TRADE | ETFC | Upgrade | Buy (Hold) |
53.31 (49.26) |
-7.6% | Details |

