Ratings by Wolfe Research (Steven Chubak)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/21/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2026 | Goldman Sachs | GS | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/9/2026 | Houlihan Lokey | HLI | Upgrade | Peerperform (Underperform) |
139.12 (141.25) |
1.53% | Details | |
| 6/15/2026 | Lincoln International | LCLN | New Coverage | Outperform (N/A) |
24.84 (22.73) |
-8.49% | Details | |
| 6/8/2026 | Interactive Brokers Group | IBKR | New Coverage | Outperform (N/A) |
84.40 (92.27) |
9.32% | Details | |
| 5/1/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Goldman Sachs | GS | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/12/2026 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Robinhood Markets | HOOD | Upgrade | Outperform (Peerperform) |
82.82 (95.65) |
15.49% | Details | |
| 1/7/2026 | U.S. Bancorp | USB | Downgrade | Peerperform (Outperform) |
55.49 (63.49) |
14.42% | Details | |
| 1/7/2026 | M&T Bank | MTB | Downgrade | Peerperform (Outperform) |
209.45 (248.28) |
18.54% | Details | |
| 1/7/2026 | JPMorgan | JPM | Downgrade | Peerperform (Outperform) |
332.54 (356.20) |
7.11% | Details | |
| 1/7/2026 | Bank of America | BAC | Downgrade | Peerperform (Outperform) |
56.89 (62.13) |
9.21% | Details | |
| 12/17/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2025 | Morgan Stanley | MS | Upgrade | Outperform (Peerperform) |
158.17 (214.56) |
35.65% | Details | |
| 10/7/2025 | Wells Fargo | WFC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Northern Trust | NTRS | Upgrade | Peerperform (Underperform) |
126.53 (182.52) |
44.25% | Details | |
| 7/10/2025 | Piper Sandler | PIPR | Upgrade | Outperform (Peerperform) |
289.78 (76.21) |
-73.7% | Details | |
| 6/20/2025 | TPG Inc. | TPG | New Coverage | Outperform (N/A) |
48.85 (42.96) |
-12.06% | Details | |
| 4/24/2025 | Stifel Financial | SF | Upgrade | Outperform (Peerperform) |
86.08 (82.37) |
-4.31% | Details | |
| 2/17/2025 | Robinhood Markets | HOOD | Downgrade | Peerperform (Outperform) |
63.80 (82.82) |
29.81% | Details | |
| 2/10/2025 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2025 | State Street | STT | Upgrade | Peerperform (Underperform) |
97.54 (184.66) |
89.32% | Details | |
| 1/3/2025 | Bank of New York Mellon | BK | Downgrade | Peerperform (Outperform) |
76.83 (137.16) |
78.52% | Details | |
| 1/3/2025 | JPMorgan | JPM | Upgrade | Outperform (Peerperform) |
239.71 (356.20) |
48.6% | Details | |
| 1/3/2025 | The Carlyle Group LP | CG | Upgrade | Outperform (Peerperform) |
50.49 (46.28) |
-8.34% | Details | |
| 10/8/2024 | State Street | STT | Maintain | Underperform (N/A) |
|
Details | ||
| 10/8/2024 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | Northern Trust | NTRS | Maintain | Underperform (N/A) |
|
Details | ||
| 10/8/2024 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | Bank of New York Mellon | BK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | Wells Fargo | WFC | Upgrade | Outperform (Peerperform) |
56.96 (87.27) |
53.21% | Details | |
| 9/25/2024 | Apollo Global Management | APO | New Coverage | Outperform (N/A) |
125.23 (124.24) |
-0.79% | Details | |
| 7/22/2024 | Stifel Financial | SF | Downgrade | Peerperform (Outperform) |
82.96 (86.08) |
3.76% | Details | |
| 7/15/2024 | Goldman Sachs | GS | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/8/2024 | State Street | STT | Downgrade | Underperform (Peerperform) |
74.14 (97.54) |
31.56% | Details | |
| 7/8/2024 | JPMorgan | JPM | Downgrade | Peerperform (Outperform) |
207.54 (356.20) |
71.63% | Details | |
| 7/8/2024 | Raymond James | RJF | Downgrade | Peerperform (Outperform) |
120.73 (173.60) |
43.79% | Details | |
| 6/26/2024 | Robinhood Markets | HOOD | Upgrade | Outperform (Peerperform) |
21.37 (63.80) |
198.55% | Details | |
| 4/19/2024 | Bank of America | BAC | Upgrade | Outperform (Peerperform) |
35.23 (62.13) |
76.36% | Details | |
| 4/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2024 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2024 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | LPL Financial Holdings | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2024 | PJT Partners | PJT | Downgrade | Underperform (Peerperform) |
101.87 (168.82) |
65.72% | Details | |
| 1/3/2024 | Northern Trust | NTRS | Downgrade | Underperform (Peerperform) |
84.38 (126.53) |
49.95% | Details | |
| 1/3/2024 | Citi | C | Upgrade | Outperform (Peerperform) |
51.44 (133.10) |
158.75% | Details | |
| 1/3/2024 | Lazard | LAZ | Upgrade | Outperform (Peerperform) |
34.80 (42.99) |
23.53% | Details | |
| 11/3/2023 | Moelis | MC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/20/2023 | Morgan Stanley | MS | Upgrade | Peerperform (Underperform) |
74.88 (158.17) |
111.23% | Details | |
| 10/16/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | PJT Partners | PJT | Downgrade | Peerperform (Outperform) |
77.92 (168.82) |
116.66% | Details | |
| 7/7/2023 | Wells Fargo | WFC | Downgrade | Peerperform (Outperform) |
42.89 (56.96) |
32.8% | Details | |
| 7/7/2023 | JPMorgan | JPM | Upgrade | Outperform (Peerperform) |
143.21 (207.54) |
44.92% | Details | |
| 7/3/2023 | Lazard | LAZ | Upgrade | Peerperform (Underperform) |
31.53 (42.99) |
36.35% | Details | |
| 6/26/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | Raymond James | RJF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Morgan Stanley | MS | Maintain | Underperform (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2023 | Bank of New York Mellon | BK | Upgrade | Outperform (Peerperform) |
45.52 (137.16) |
201.32% | Details | |
| 1/4/2023 | Morgan Stanley | MS | Downgrade | Underperform (Outperform) |
85.02 (214.56) |
152.36% | Details | |
| 1/4/2023 | Goldman Sachs | GS | Downgrade | Peerperform (Outperform) |
343.38 (1048.23) |
205.27% | Details | |
| 10/26/2022 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Cowen Group | COWN | Downgrade | Peerperform (Outperform) |
35.49 (38.99) |
9.86% | Details | |
| 7/27/2022 | PJT Partners | PJT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2022 | Piper Sandler | PIPR | Downgrade | Peerperform (Outperform) |
112.61 (76.21) |
-32.32% | Details | |
| 7/11/2022 | Moelis | MC | Downgrade | Underperform (Peerperform) |
40.56 (67.78) |
67.11% | Details | |
| 7/11/2022 | Lazard | LAZ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/11/2022 | Houlihan Lokey | HLI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/11/2022 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2022 | Robinhood Markets | HOOD | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/13/2022 | Houlihan Lokey | HLI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2022 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2022 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2022 | Raymond James | RJF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2022 | LPL Investment | LPLA | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/1/2022 | Ameriprise Financial | AMP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Robinhood Markets | HOOD | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/27/2022 | Northern Trust | NTRS | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/7/2022 | Cowen Group | COWN | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/7/2022 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Lazard | LAZ | Downgrade | Underperform (Peerperform) |
34.71 (42.99) |
23.85% | Details | |
| 4/7/2022 | Piper Sandler | PIPR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Houlihan Lokey | HLI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/7/2022 | PJT Partners | PJT | Upgrade | Outperform (Peerperform) |
63.06 (168.82) |
167.71% | Details | |
| 3/31/2022 | Bank of New York Mellon | BK | Downgrade | Peerperform (Outperform) |
51.84 (137.16) |
164.58% | Details | |
| 3/31/2022 | State Street | STT | Downgrade | Peerperform (Outperform) |
92.11 (74.14) |
-19.51% | Details | |
| 2/18/2022 | Perella Weinberg Partners | PWP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2022 | Cowen Group | COWN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Piper Sandler | PIPR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2022 | Moelis | MC | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/4/2022 | Lazard | LAZ | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/3/2022 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | PJT Partners | PJT | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/27/2022 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Cowen Group | COWN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Robinhood Markets | HOOD | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/4/2022 | PJT Partners | PJT | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/4/2022 | Raymond James | RJF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Houlihan Lokey | HLI | Maintain | Underperform (N/A) |
|
Details | ||
| 1/4/2022 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Wells Fargo | WFC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | State Street | STT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Citi | C | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/4/2022 | Bank of America | BAC | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/4/2022 | JPMorgan | JPM | Downgrade | Peerperform (Outperform) |
161.70 (356.20) |
120.28% | Details | |
| 12/2/2021 | Piper Sandler | PIPR | New Coverage | Outperform (N/A) |
163.39 (76.21) |
-53.36% | Details | |
| 10/29/2021 | Houlihan Lokey | HLI | Maintain | Underperform (N/A) |
|
Details | ||
| 10/29/2021 | Raymond James | RJF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Moelis | MC | Maintain | Underperform (N/A) |
|
Details | ||
| 10/28/2021 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2021 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2021 | Wells Fargo | WFC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2021 | Bank of America | BAC | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/14/2021 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/12/2021 | Ameriprise Financial | AMP | New Coverage | Outperform (N/A) |
277.23 (538.01) |
94.07% | Details | |
| 10/7/2021 | Bank of America | BAC | Downgrade | Peerperform (Outperform) |
44.24 (62.13) |
40.44% | Details | |
| 10/7/2021 | State Street | STT | Upgrade | Outperform (Peerperform) |
88.47 (184.66) |
108.73% | Details | |
| 10/7/2021 | Northern Trust | NTRS | Upgrade | Peerperform (Underperform) |
111.23 (182.52) |
64.09% | Details | |
| 8/31/2021 | Robinhood Markets | HOOD | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/5/2021 | Robinhood Markets | HOOD | New Coverage | Peerperform (N/A) |
46.80 (95.65) |
104.38% | Details | |
| 7/19/2021 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2021 | State Street | STT | Upgrade | Peerperform (Underperform) |
81.40 (184.66) |
126.86% | Details | |
| 6/28/2021 | Perella Weinberg Partners | PWP | New Coverage | Outperform (N/A) |
13.28 (16.17) |
21.76% | Details | |
| 6/23/2021 | Stifel Financial | SF | Upgrade | Outperform (Underperform) |
62.25 (82.96) |
33.27% | Details | |
| 6/17/2021 | Moelis | MC | Upgrade | Peerperform (Underperform) |
54.72 (67.78) |
23.87% | Details | |
| 5/18/2021 | Fintech Acquisition Corp. | FTIV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2021 | Fintech Acquisition Corp. | FTIV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2021 | Houlihan Lokey | HLI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2021 | Fintech Acquisition Corp. | FTIV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2021 | PJT Partners | PJT | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/3/2021 | Moelis | MC | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2021 | Lazard | LAZ | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/3/2021 | Evercore Partners | EVR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2021 | PJT Partners | PJT | Downgrade | Peerperform (Outperform) |
69.28 (168.82) |
143.68% | Details | |
| 4/5/2021 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Peerperform) |
66.44 (104.18) |
56.8% | Details | |
| 4/5/2021 | Citi | C | Downgrade | Peerperform (Outperform) |
73.14 (133.10) |
81.98% | Details | |
| 2/22/2021 | Charles Schwab Corp. | SCHW | Upgrade | Peerperform (Underperform) |
61.93 (66.44) |
7.28% | Details | |
| 2/1/2021 | Fintech Acquisition Corp. | FTIV | New Coverage | Outperform (N/A) |
11.51 (13.28) |
15.38% | Details | |
| 1/19/2021 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2021 | Wells Fargo | WFC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2021 | Evercore Partners | EVR | Upgrade | Outperform (Peerperform) |
108.08 (340.11) |
214.68% | Details | |
| 1/5/2021 | Raymond James | RJF | Upgrade | Outperform (Peerperform) |
94.03 (120.73) |
28.4% | Details | |
| 1/5/2021 | Bank of America | BAC | Upgrade | Outperform (Peerperform) |
30.03 (62.13) |
106.89% | Details | |
| 1/5/2021 | Houlihan Lokey | HLI | Downgrade | Underperform (Peerperform) |
66.89 (139.12) |
107.98% | Details | |
| 1/5/2021 | Stifel Financial | SF | Downgrade | Underperform (Peerperform) |
48.96 (62.25) |
27.14% | Details | |
| 1/5/2021 | Charles Schwab Corp. | SCHW | Downgrade | Underperform (Peerperform) |
52.76 (61.93) |
17.38% | Details | |
| 1/5/2021 | State Street | STT | Downgrade | Underperform (Peerperform) |
72.25 (184.66) |
155.58% | Details | |
| 10/2/2020 | Lazard | LAZ | Upgrade | Peerperform (Outperform) |
33.10 (42.99) |
29.88% | Details | |
| 9/14/2020 | Wells Fargo | WFC | Upgrade | Outperform (Peerperform) |
24.27 (87.27) |
259.58% | Details | |
| 7/22/2020 | Moelis | MC | New Coverage | Underperform (N/A) |
31.96 (54.72) |
71.21% | Details | |
| 7/22/2020 | Houlihan Lokey | HLI | New Coverage | Peerperform (N/A) |
57.15 (141.25) |
147.16% | Details | |
| 7/22/2020 | Cowen Group | COWN | New Coverage | Outperform (N/A) |
17.72 (38.99) |
120.03% | Details | |
| 7/22/2020 | PJT Partners | PJT | New Coverage | Outperform (N/A) |
53.36 (168.82) |
216.38% | Details | |
| 7/9/2020 | State Street | STT | Downgrade | Peerperform (Outperform) |
64.95 (184.66) |
184.31% | Details | |
| 7/9/2020 | Northern Trust | NTRS | Downgrade | Underperform (Peerperform) |
80.16 (182.52) |
127.69% | Details | |
| 7/9/2020 | Evercore Partners | EVR | Downgrade | Peerperform (Outperform) |
56.74 (340.11) |
499.42% | Details | |
| 7/9/2020 | Wells Fargo | WFC | Upgrade | Peerperform (Underperform) |
24.55 (87.27) |
255.48% | Details | |
| 7/9/2020 | Charles Schwab Corp. | SCHW | Upgrade | Peerperform (Underperform) |
34.43 (104.18) |
202.58% | Details | |
| 7/9/2020 | JPMorgan | JPM | Upgrade | Outperform (Peerperform) |
93.30 (356.20) |
281.78% | Details | |
| 7/9/2020 | TD Ameritrade | AMTD | Upgrade | Peerperform (Underperform) |
37.19 (0.77) |
-97.93% | Details | |
| 6/8/2020 | Charles Schwab Corp. | SCHW | Downgrade | Underperform (Outperform) |
42.82 (104.18) |
143.3% | Details | |
| 6/8/2020 | TD Ameritrade | AMTD | Downgrade | Underperform (Outperform) |
46.23 (0.77) |
-98.33% | Details | |
| 5/18/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2020 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2020 | Lazard | LAZ | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2020 | Raymond James | RJF | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/1/2020 | Stifel Financial | SF | Downgrade | Peerperform (Outperform) |
44.28 (82.37) |
86.02% | Details | |
| 3/25/2020 | Evercore Partners | EVR | Upgrade | Outperform (Peerperform) |
43.79 (340.11) |
676.68% | Details | |
| 3/25/2020 | Northern Trust | NTRS | Upgrade | Peerperform (Underperform) |
69.86 (182.52) |
161.27% | Details | |
| 3/25/2020 | Lazard | LAZ | Downgrade | Underperform (Peerperform) |
23.80 (42.99) |
80.63% | Details | |
| 3/25/2020 | Raymond James | RJF | Downgrade | Peerperform (Outperform) |
59.42 (173.60) |
192.16% | Details | |
| 3/25/2020 | Bank of America | BAC | Downgrade | Peerperform (Outperform) |
21.03 (62.13) |
195.44% | Details | |
| 1/6/2020 | Lazard | LAZ | Upgrade | Peerperform (Underperform) |
40.43 (42.99) |
6.33% | Details | |
| 1/6/2020 | TD Ameritrade | AMTD | Upgrade | Outperform (Peerperform) |
49.24 (0.77) |
-98.44% | Details | |
| 1/6/2020 | State Street | STT | Upgrade | Outperform (Peerperform) |
79.57 (184.66) |
132.07% | Details | |
| 1/6/2020 | Bank of New York Mellon | BK | Upgrade | Outperform (Peerperform) |
50.27 (137.16) |
172.85% | Details | |
| 1/6/2020 | Evercore Partners | EVR | Downgrade | Peerperform (Outperform) |
73.38 (340.11) |
363.49% | Details | |
| 1/6/2020 | JPMorgan | JPM | Downgrade | Peerperform (Outperform) |
138.34 (356.20) |
157.48% | Details | |
| 10/25/2019 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2019 | TD Ameritrade | AMTD | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/18/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2019 | Bank of New York Mellon | BK | Upgrade | Peerperform (Underperform) |
42.83 (137.16) |
220.24% | Details | |
| 10/2/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2019 | Wells Fargo | WFC | Downgrade | Underperform (Peerperform) |
47.83 (87.27) |
82.46% | Details | |
| 6/6/2019 | Evercore Partners | EVR | Upgrade | Outperform (Peerperform) |
84.33 (340.11) |
303.31% | Details | |
| 5/1/2019 | Stifel Financial | SF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2019 | TD Ameritrade | AMTD | Upgrade | Peerperform (Underperform) |
49.64 (0.77) |
-98.45% | Details | |
| 1/8/2019 | Evercore Partners | EVR | Upgrade | Peerperform (Underperform) |
75.01 (84.33) |
12.43% | Details | |
| 1/8/2019 | Charles Schwab Corp. | SCHW | Upgrade | Peerperform (Underperform) |
42.44 (104.18) |
145.48% | Details | |
| 1/8/2019 | Northern Trust | NTRS | Downgrade | Underperform (Peerperform) |
84.75 (182.52) |
115.36% | Details | |
| 1/8/2019 | Wells Fargo | WFC | Downgrade | Peerperform (Outperform) |
47.64 (47.83) |
0.4% | Details | |
| 1/8/2019 | Lazard | LAZ | Downgrade | Underperform (Peerperform) |
38.45 (42.99) |
11.81% | Details | |
| 11/2/2018 | Stifel Financial | SF | Upgrade | Outperform (Peerperform) |
45.72 (82.37) |
80.16% | Details | |
| 11/2/2018 | E*TRADE | ETFC | Upgrade | Outperform (Peerperform) |
49.42 (49.26) |
-0.32% | Details | |
| 9/25/2018 | Wells Fargo | WFC | New Coverage | Outperform (N/A) |
54.26 (47.64) |
-12.2% | Details | |
| 9/25/2018 | State Street | STT | New Coverage | Peerperform (N/A) |
87.05 (184.66) |
112.13% | Details | |
| 9/25/2018 | Stifel Financial | SF | New Coverage | Peerperform (N/A) |
54.05 (45.72) |
-15.41% | Details | |
| 9/25/2018 | Charles Schwab Corp. | SCHW | New Coverage | Underperform (N/A) |
51.56 (42.44) |
-17.69% | Details | |
| 9/25/2018 | Raymond James | RJF | New Coverage | Outperform (N/A) |
93.45 (173.60) |
85.77% | Details | |
| 9/25/2018 | Northern Trust | NTRS | New Coverage | Peerperform (N/A) |
105.34 (84.75) |
-19.55% | Details | |
| 9/25/2018 | Morgan Stanley | MS | New Coverage | Outperform (N/A) |
48.56 (214.56) |
341.85% | Details | |
| 9/25/2018 | LPL Investment | LPLA | New Coverage | Outperform (N/A) |
65.09 (331.72) |
409.63% | Details | |
| 9/25/2018 | Lazard | LAZ | New Coverage | Peerperform (N/A) |
48.98 (38.45) |
-21.5% | Details | |
| 9/25/2018 | JPMorgan | JPM | New Coverage | Outperform (N/A) |
116.72 (356.20) |
205.17% | Details | |
| 9/25/2018 | Goldman Sachs | GS | New Coverage | Outperform (N/A) |
232.90 (1048.23) |
350.08% | Details | |
| 9/25/2018 | Evercore Partners | EVR | New Coverage | Underperform (N/A) |
102.55 (75.01) |
-26.86% | Details | |
| 9/25/2018 | E*TRADE | ETFC | New Coverage | Peerperform (N/A) |
54.41 (49.42) |
-9.17% | Details | |
| 9/25/2018 | Citi | C | New Coverage | Outperform (N/A) |
73.84 (73.14) |
-0.95% | Details | |
| 9/25/2018 | Bank of New York Mellon | BK | New Coverage | Underperform (N/A) |
52.37 (42.83) |
-18.22% | Details | |
| 9/25/2018 | Bank of America | BAC | New Coverage | Outperform (N/A) |
30.74 (62.13) |
102.11% | Details | |
| 9/25/2018 | TD Ameritrade | AMTD | New Coverage | Underperform (N/A) |
54.88 (49.64) |
-9.55% | Details |
