Ratings by Morgan Stanley (Michael Cyprys)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/17/2026 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Brookfield Asset Management | BAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2026 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/3/2026 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2026 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2026 | Acadian Asset Management | AAMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2026 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2026 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2026 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/22/2026 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/16/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2026 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2026 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/15/2026 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/14/2026 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 12/23/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2025 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | Tradeweb Markets | TW | Maintain | Underweight (N/A) |
|
Details | ||
| 12/22/2025 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2025 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | Gemini Space Station | GEMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2025 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2025 | Ameriprise Financial | AMP | Maintain | Underweight (N/A) |
|
Details | ||
| 12/17/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/17/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2025 | Janus Henderson Group | JHG | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2025 | Acadian Asset Management | AAMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/20/2025 | MarketAxess | MKTX | Downgrade | Equalweight (Overweight) |
172.97 (186.11) |
7.6% | Details | |
| 11/20/2025 | Nasdaq OMX Group Inc. | NDAQ | Upgrade | Overweight (Equalweight) |
85.54 (88.43) |
3.38% | Details | |
| 11/20/2025 | Apollo Global Management | APO | Upgrade | Overweight (Equalweight) |
124.32 (108.70) |
-12.56% | Details | |
| 11/6/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 11/5/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2025 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2025 | Miami International Holdings | MIAX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2025 | Janus Henderson Group | JHG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2025 | Acadian Asset Management | AAMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2025 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2025 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/21/2025 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2025 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2025 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2025 | Brookfield Asset Management | BAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2025 | Brookfield Corporation | BN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2025 | Gemini Space Station | GEMI | New Coverage | Equalweight (N/A) |
24.78 (8.94) |
-63.92% | Details | |
| 10/6/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/6/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | Janus Henderson Group | JHG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2025 | Acadian Asset Management | AAMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2025 | Miami International Holdings | MIAX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2025 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2025 | Ameriprise Financial | AMP | Maintain | Underweight (N/A) |
|
Details | ||
| 9/8/2025 | Miami International Holdings | MIAX | New Coverage | Overweight (N/A) |
35.50 (40.98) |
15.44% | Details | |
| 8/18/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2025 | Acadian Asset Management | AAMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | Janus Henderson Group | JHG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2025 | Janus Henderson Group | JHG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2025 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2025 | CME Group | CME | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2025 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/15/2025 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2025 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | Ameriprise Financial | AMP | Downgrade | Underweight (Equalweight) |
536.31 (464.89) |
-13.32% | Details | |
| 7/3/2025 | KKR | KKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/14/2025 | KKR | KKR | Upgrade | Overweight (Equalweight) |
125.22 (91.33) |
-27.06% | Details | |
| 5/14/2025 | CBOE Holdings | CBOE | Downgrade | Underweight (Overweight) |
221.12 (301.27) |
36.25% | Details | |
| 5/12/2025 | P10 Inc | PX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | MarketAxess | MKTX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2025 | Virtus Investment Partners | VRTS | Maintain | (N/A) |
|
Details | ||
| 5/6/2025 | T. Rowe Price | TROW | Maintain | (N/A) |
|
Details | ||
| 5/6/2025 | Acadian Asset Management | AAMI | Maintain | (N/A) |
|
Details | ||
| 4/22/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/22/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | Acadian Asset Management | AAMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | P10 Inc | PX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2025 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2025 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/14/2025 | TPG Inc. | TPG | Downgrade | Equalweight (Overweight) |
43.80 (43.07) |
-1.67% | Details | |
| 4/8/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2025 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2025 | Nasdaq OMX Group Inc. | NDAQ | Downgrade | Equalweight (Overweight) |
67.74 (88.43) |
30.54% | Details | |
| 4/8/2025 | Tradeweb Markets | TW | Downgrade | Equalweight (Overweight) |
130.96 (124.59) |
-4.86% | Details | |
| 4/8/2025 | Virtu Financial | VIRT | Downgrade | Underweight (Equalweight) |
35.15 (41.92) |
19.26% | Details | |
| 4/8/2025 | Charles Schwab Corp. | SCHW | Upgrade | Overweight (Equalweight) |
70.04 (95.23) |
35.97% | Details | |
| 4/8/2025 | MarketAxess | MKTX | Upgrade | Overweight (Equalweight) |
207.92 (186.11) |
-10.49% | Details | |
| 4/8/2025 | CBOE Holdings | CBOE | Upgrade | Overweight (Equalweight) |
207.27 (301.27) |
45.35% | Details | |
| 4/8/2025 | CME Group | CME | Upgrade | Overweight (Equalweight) |
252.37 (317.10) |
25.65% | Details | |
| 4/7/2025 | Acadian Asset Management | AAMI | Upgrade | Equalweight (Underweight) |
24.25 (51.18) |
111.05% | Details | |
| 3/4/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/4/2025 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/24/2025 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2025 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2025 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/6/2025 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2025 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | P10 Inc | PX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | Bridge Investment Group | BRDG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2025 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2025 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2025 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Intercontinental Exchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2025 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/14/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2024 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/20/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2024 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2024 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2024 | Brightsphere Investment | BSIG | Maintain | Underweight (N/A) |
|
Details | ||
| 12/20/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2024 | Robinhood Markets | HOOD | Upgrade | Overweight (Equalweight) |
35.09 (77.09) |
119.69% | Details | |
| 11/13/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | Bridge Investment Group | BRDG | Downgrade | Equalweight (Overweight) |
10.00 (9.60) |
-4% | Details | |
| 11/6/2024 | CBOE Holdings | CBOE | Downgrade | Underweight (Equalweight) |
209.60 (207.27) |
-1.11% | Details | |
| 11/5/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2024 | Victory Capital Holdings, Inc. | VCTR | Upgrade | Equalweight (Underweight) |
60.31 (69.93) |
15.95% | Details | |
| 10/18/2024 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2024 | Brightsphere Investment | BSIG | Downgrade | Underweight (Equalweight) |
27.00 (26.34) |
-2.44% | Details | |
| 10/18/2024 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | P10 Inc | PX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2024 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2024 | P10 Inc | PX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/13/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/13/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/13/2024 | TPG Inc. | TPG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2024 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | LPL Financial Holdings | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2024 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/17/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/14/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/10/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2024 | TPG Inc. | TPG | Upgrade | Overweight (Equalweight) |
43.52 (43.80) |
0.64% | Details | |
| 5/8/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2024 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2024 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2024 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2024 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2024 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2024 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2024 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2024 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2024 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2024 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2024 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | CBOE Holdings | CBOE | Downgrade | Equalweight (Overweight) |
180.93 (209.60) |
15.85% | Details | |
| 4/9/2024 | LPL Financial Holdings | LPLA | Upgrade | Overweight (Equalweight) |
260.30 (313.56) |
20.46% | Details | |
| 4/9/2024 | Nasdaq OMX Group Inc. | NDAQ | Upgrade | Overweight (Equalweight) |
62.04 (67.74) |
9.19% | Details | |
| 3/4/2024 | P10 Inc | PX | Downgrade | Equalweight (Overweight) |
9.27 (10.54) |
13.7% | Details | |
| 2/26/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2024 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2024 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2024 | LPL Financial Holdings | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2024 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2024 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2024 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2024 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2024 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/5/2024 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/1/2024 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2024 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2024 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2024 | Ameriprise Financial | AMP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/22/2024 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/18/2024 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2023 | Ameriprise Financial | AMP | New Coverage | Equalweight (N/A) |
372.78 (464.89) |
24.71% | Details | |
| 12/1/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/28/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2023 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2023 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/21/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/21/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 11/1/2023 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/30/2023 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | LPL Financial Holdings | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2023 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2023 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | LPL Financial Holdings | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2023 | WisdomTree Investments | WT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2023 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/6/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/6/2023 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2023 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2023 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/5/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2023 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2023 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2023 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2023 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2023 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | Raymond James | RJF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2023 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2023 | Virtus Investment Partners | VRTS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | Raymond James | RJF | New Coverage | Equalweight (N/A) |
109.59 (152.05) |
38.74% | Details | |
| 7/18/2023 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2023 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2023 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/18/2023 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/8/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2023 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2023 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2023 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2023 | Virtu Financial | VIRT | Upgrade | Equalweight (Underweight) |
18.67 (35.15) |
88.27% | Details | |
| 4/11/2023 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2023 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2023 | Nasdaq OMX Group Inc. | NDAQ | Downgrade | Equalweight (Overweight) |
54.90 (88.43) |
61.07% | Details | |
| 4/11/2023 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2023 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2023 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2023 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/30/2023 | Charles Schwab Corp. | SCHW | Downgrade | Equalweight (Overweight) |
53.85 (70.04) |
30.06% | Details | |
| 3/22/2023 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 2/13/2023 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2023 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2023 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2023 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2023 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2023 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2023 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | Virtus Investment Partners | VRTS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/19/2023 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2023 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2023 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2023 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2022 | LPL Investment | LPLA | Downgrade | Equalweight (Overweight) |
234.98 (313.56) |
33.44% | Details | |
| 11/7/2022 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | StepStone Group | STEP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/17/2022 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | CBOE Holdings | CBOE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2022 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2022 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2022 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2022 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2022 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2022 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | StepStone Group | STEP | Downgrade | Equalweight (Overweight) |
24.30 (45.66) |
87.9% | Details | |
| 7/19/2022 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | KKR | KKR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/19/2022 | The Carlyle Group LP | CG | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/19/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | Apollo Global Management | APO | Downgrade | Equalweight (Overweight) |
50.85 (108.70) |
113.77% | Details | |
| 7/19/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | CBOE Holdings | CBOE | Upgrade | Overweight (Underweight) |
118.98 (301.27) |
153.21% | Details | |
| 7/19/2022 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2022 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/5/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/5/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2022 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2022 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2022 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2022 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2022 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2022 | Robinhood Markets | HOOD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2022 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2022 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2022 | P10 Inc | PX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2022 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2022 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2022 | The Blackstone Group | BX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2022 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2022 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | Virtu Financial | VIRT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/13/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2022 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2022 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2022 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/8/2022 | Virtus Investment Partners | VRTS | Downgrade | Underweight (Overweight) |
221.15 (134.08) |
-39.37% | Details | |
| 4/8/2022 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2022 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Underweight (Overweight) |
27.87 (69.93) |
150.91% | Details | |
| 4/8/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2022 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2022 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2022 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | TPG Inc. | TPG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/4/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/30/2022 | Robinhood Markets | HOOD | New Coverage | Equalweight (N/A) |
12.81 (35.09) |
173.93% | Details | |
| 3/14/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/16/2022 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | New Coverage | Equalweight (N/A) |
32.74 (43.07) |
31.55% | Details | |
| 2/4/2022 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/26/2022 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2022 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2022 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2022 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/14/2022 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2022 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2022 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2021 | Brightsphere Investment | BSIG | Downgrade | Equalweight (Overweight) |
29.34 (26.34) |
-10.22% | Details | |
| 12/3/2021 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/19/2021 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 11/19/2021 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2021 | P10 Inc | PX | New Coverage | Overweight (N/A) |
12.65 (10.54) |
-16.68% | Details | |
| 11/12/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2021 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2021 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2021 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2021 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 10/28/2021 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2021 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2021 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2021 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2021 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2021 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2021 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2021 | CBOE Holdings | CBOE | Maintain | Underweight (N/A) |
|
Details | ||
| 10/6/2021 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2021 | Virtus Investment Partners | VRTS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2021 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/23/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2021 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2021 | Ares Management, L.P. | ARES | New Coverage | Equalweight (N/A) |
79.99 (110.01) |
37.53% | Details | |
| 8/20/2021 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/12/2021 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2021 | Bridge Investment Group | BRDG | New Coverage | Overweight (N/A) |
15.68 (10.00) |
-36.22% | Details | |
| 8/5/2021 | Virtus Investment Partners | VRTS | Upgrade | Overweight (Equalweight) |
281.61 (134.08) |
-52.39% | Details | |
| 8/4/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2021 | IntercontinentalExchange | ICE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2021 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Brightsphere Investment | BSIG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2021 | StepStone Group | STEP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2021 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2021 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2021 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2021 | Nasdaq OMX Group Inc. | NDAQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/9/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | Tradeweb Markets | TW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | CME Group | CME | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/11/2021 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Overweight (N/A) |
56.37 (88.43) |
56.87% | Details | |
| 6/11/2021 | IntercontinentalExchange | ICE | New Coverage | Equalweight (N/A) |
110.85 (166.19) |
49.92% | Details | |
| 6/11/2021 | CME Group | CME | New Coverage | Equalweight (N/A) |
215.51 (252.37) |
17.1% | Details | |
| 6/11/2021 | CBOE Holdings | CBOE | New Coverage | Underweight (N/A) |
104.20 (301.27) |
189.13% | Details | |
| 5/28/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/11/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/10/2021 | KKR | KKR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/5/2021 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/4/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/4/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/3/2021 | WisdomTree Investments | WETF | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/3/2021 | LPL Investment | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2021 | T. Rowe Price | TROW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/30/2021 | Tradeweb Markets | TW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2021 | Brightsphere Investment | BSIG | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/16/2021 | KKR | KKR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/16/2021 | Invesco | IVZ | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/16/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/16/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/16/2021 | BlackRock | BLK | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2021 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/8/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/8/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2021 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2021 | WisdomTree Investments | WETF | Upgrade | Equalweight (Underweight) |
6.65 (5.25) |
-21.05% | Details | |
| 4/8/2021 | Brightsphere Investment | BSIG | Upgrade | Overweight (Equalweight) |
20.44 (26.34) |
28.86% | Details | |
| 3/31/2021 | Virtu Financial | VIRT | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/31/2021 | MarketAxess | MKTX | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/31/2021 | LPL Investment | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/16/2021 | The Blackstone Group | BX | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2021 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
72.79 (130.96) |
79.91% | Details | |
| 2/25/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/12/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/10/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2021 | StepStone Group | STEP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/9/2021 | LPL Investment | LPLA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/8/2021 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/4/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/1/2021 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2021 | T. Rowe Price | TROW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/27/2021 | Invesco | IVZ | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/26/2021 | The Blackstone Group | BX | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/26/2021 | StepStone Group | STEP | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/26/2021 | KKR | KKR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/26/2021 | Hamilton Lane Inc. | HLNE | Downgrade | Equalweight (Overweight) |
81.46 (106.57) |
30.82% | Details | |
| 1/26/2021 | The Carlyle Group LP | CG | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/26/2021 | Apollo Global Management | APO | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/20/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2021 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2021 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2021 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/11/2021 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2021 | MarketAxess | MKTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2021 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | WisdomTree Investments | WETF | Downgrade | Underweight (Equalweight) |
5.68 (5.25) |
-7.57% | Details | |
| 1/11/2021 | Virtu Financial | VIRT | Downgrade | Underweight (Equalweight) |
25.60 (41.92) |
63.75% | Details | |
| 12/21/2020 | MarketAxess | MKTX | New Coverage | Equalweight (N/A) |
577.35 (207.92) |
-63.99% | Details | |
| 12/4/2020 | Waddell & Reed | WDR | Upgrade | Equalweight (Underweight) |
17.01 (24.98) |
46.85% | Details | |
| 11/19/2020 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Apollo Global Management | APO | Upgrade | Overweight (Equalweight) |
40.73 (108.70) |
166.88% | Details | |
| 10/29/2020 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2020 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2020 | Waddell & Reed | WDR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/9/2020 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2020 | WisdomTree Investments | WETF | Downgrade | Equalweight (Overweight) |
3.74 (5.25) |
40.37% | Details | |
| 8/6/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2020 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2020 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2020 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2020 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2020 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2020 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/2/2020 | WisdomTree Investments | WETF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2020 | Waddell & Reed | WDR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/2/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/2/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/2/2020 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/2/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/2/2020 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/2/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2020 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/1/2020 | LPL Investment | LPLA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2020 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2020 | LPL Investment | LPLA | Upgrade | Overweight (Equalweight) |
82.06 (313.56) |
282.11% | Details | |
| 5/14/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/12/2020 | Brightsphere Investment | BSIG | Upgrade | Equalweight (Underweight) |
8.41 (26.34) |
213.2% | Details | |
| 5/8/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2020 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2020 | WisdomTree Investments | WETF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2020 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2020 | Brightsphere Investment | BSIG | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | WisdomTree Investments | WETF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Waddell & Reed | WDR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/8/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2020 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Underweight (Equalweight) |
16.00 (69.93) |
337.06% | Details | |
| 4/8/2020 | Brightsphere Investment | BSIG | Downgrade | Underweight (Equalweight) |
6.49 (26.34) |
305.86% | Details | |
| 4/1/2020 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/1/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | WisdomTree Investments | WETF | Maintain | Underweight (N/A) |
|
Details | ||
| 3/13/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2020 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2020 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2020 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2020 | WisdomTree Investments | WETF | Upgrade | Overweight (Equalweight) |
4.39 (5.25) |
19.59% | Details | |
| 2/10/2020 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2020 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2020 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2020 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2020 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2020 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2020 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2020 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2020 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/12/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/5/2019 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/5/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2019 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2019 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2019 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2019 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2019 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2019 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Waddell & Reed | WDR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/8/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Virtu Financial | VIRT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/8/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2019 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2019 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2019 | TD Ameritrade | AMTD | Downgrade | Equalweight (Overweight) |
51.25 (1.02) |
-98.01% | Details | |
| 7/9/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2019 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2019 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2019 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2019 | Hamilton Lane Inc. | HLNE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2019 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2019 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2019 | Tradeweb Markets | TW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2019 | Hamilton Lane Inc. | HLNE | Upgrade | Overweight (Equalweight) |
43.96 (106.57) |
142.42% | Details | |
| 4/11/2019 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Overweight (Equalweight) |
15.81 (69.93) |
342.31% | Details | |
| 3/14/2019 | Oaktree Capital Group | OAK | Downgrade | Equalweight (Overweight) |
43.83 (51.52) |
17.55% | Details | |
| 2/28/2019 | Brightsphere Investment | BSIG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2019 | The Carlyle Group LP | CG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2019 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2019 | Oaktree Capital Group | OAK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2019 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2019 | Apollo Global Management | APO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2019 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2019 | Charles Schwab Corp. | SCHW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2019 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2019 | TD Ameritrade | AMTD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2019 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/4/2019 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/4/2019 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2018 | LPL Investment | LPLA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2018 | KKR | KKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2018 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2018 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2018 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2018 | Oaktree Capital Group | OAK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2018 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2018 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2018 | Legg Mason | LM | Maintain | Underweight (N/A) |
|
Details | ||
| 11/14/2018 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2018 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2018 | TD Ameritrade | AMTD | Upgrade | Overweight (Equalweight) |
51.61 (51.25) |
-0.7% | Details | |
| 11/14/2018 | The Carlyle Group LP | CG | Downgrade | Equalweight (Overweight) |
19.42 (48.90) |
151.8% | Details | |
| 11/14/2018 | Apollo Global Management | APO | Downgrade | Equalweight (Overweight) |
29.45 (108.70) |
269.1% | Details | |
| 10/9/2018 | Virtus Investment Partners | VRTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | WisdomTree Investments | WETF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | TD Ameritrade | AMTD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2018 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2018 | Oaktree Capital Group | OAK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2018 | Ares Management, L.P. | ARES | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | Victory Capital Holdings, Inc. | VCTR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2018 | T. Rowe Price | TROW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | Legg Mason | LM | Maintain | Underweight (N/A) |
|
Details | ||
| 10/9/2018 | Invesco | IVZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | Hamilton Lane Inc. | HLNE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2018 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2018 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2018 | E*TRADE | ETFC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2018 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2018 | The Carlyle Group LP | CG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2018 | The Blackstone Group | BX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2018 | Oaktree Capital Group | OAK | Maintain | Overweight (N/A) |
|
Details |
