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Patrick O'Shaughnessy is an analyst at Raymond James. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 03/25/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/10/2025 | CME | Buy Now | CME Group | $262.00 | 9.54% | Patrick O'Shaughnessy75% | → $287 | Upgrade | Market Perform → Outperform | Get Alert |
| 02/07/2025 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | 14.03% | Patrick O'Shaughnessy75% | $85 → $95 | Maintains | Strong Buy | Get Alert |
| 02/05/2025 | HOOD | Buy Now | Robinhood Markets | $48.05 | — | Patrick O'Shaughnessy75% | — | Initiates | → Market Perform | Get Alert |
| 01/30/2025 | SEIC | Buy Now | SEI Inv | $78.27 | 26.49% | Patrick O'Shaughnessy75% | → $99 | Upgrade | Market Perform → Outperform | Get Alert |
| 01/24/2025 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 23.22% | Patrick O'Shaughnessy75% | $317 → $320 | Maintains | Strong Buy | Get Alert |
| 01/24/2025 | CBRE | Buy Now | CBRE Group | $133.77 | 13.63% | Patrick O'Shaughnessy75% | $155 → $152 | Downgrade | Strong Buy → Outperform | Get Alert |
| 01/09/2025 | NDAQ | Buy Now | Nasdaq | $77.67 | 8.15% | Patrick O'Shaughnessy75% | $83 → $84 | Maintains | Outperform | Get Alert |
| 10/25/2024 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | 2.03% | Patrick O'Shaughnessy75% | $79 → $85 | Maintains | Strong Buy | Get Alert |
| 10/14/2024 | ICE | Buy Now | Intercontinental Exchange | $175.63 | 5.34% | Patrick O'Shaughnessy75% | $185 → $185 | Downgrade | Strong Buy → Outperform | Get Alert |
| 10/14/2024 | NDAQ | Buy Now | Nasdaq | $77.67 | 5.57% | Patrick O'Shaughnessy75% | → $82 | Upgrade | Market Perform → Outperform | Get Alert |
| 10/07/2024 | TW | Buy Now | Tradeweb Markets | $145.54 | -8.62% | Patrick O'Shaughnessy75% | $122 → $133 | Maintains | Outperform | Get Alert |
| 10/04/2024 | ICE | Buy Now | Intercontinental Exchange | $175.63 | 5.34% | Patrick O'Shaughnessy75% | $174 → $185 | Maintains | Strong Buy | Get Alert |
| 09/23/2024 | MCO | Buy Now | Moodys | $477.24 | — | Patrick O'Shaughnessy75% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 09/23/2024 | SPGI | Buy Now | S&P Global | $513.16 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/25/2024 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 50.09% | Patrick O'Shaughnessy75% | $14 → $16 | Maintains | Outperform | Get Alert |
| 07/25/2024 | CBRE | Buy Now | CBRE Group | $133.77 | -7.3% | Patrick O'Shaughnessy75% | $122 → $124 | Maintains | Strong Buy | Get Alert |
| 07/25/2024 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 3.2% | Patrick O'Shaughnessy75% | $246 → $268 | Maintains | Strong Buy | Get Alert |
| 04/26/2024 | FICO | Buy Now | Fair Isaac | $1.92K | -26.13% | Patrick O'Shaughnessy75% | $1413 → $1418 | Maintains | Outperform | Get Alert |
| 04/11/2024 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $39 → $41 | Maintains | Strong Buy | Get Alert |
| 04/03/2024 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -5.27% | Patrick O'Shaughnessy75% | $218 → $246 | Upgrade | Outperform → Strong Buy | Get Alert |
| 04/03/2024 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 21.95% | Patrick O'Shaughnessy75% | → $13 | Downgrade | Strong Buy → Outperform | Get Alert |
| 04/02/2024 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $52 → $60 | Maintains | Outperform | Get Alert |
| 03/12/2024 | COIN | Buy Now | Coinbase Glb | $202.70 | — | Patrick O'Shaughnessy75% | — | Upgrade | Underperform → Market Perform | Get Alert |
| 02/02/2024 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -9.68% | Patrick O'Shaughnessy75% | $205 → $214 | Maintains | Outperform | Get Alert |
| 01/26/2024 | FICO | Buy Now | Fair Isaac | $1.92K | -27.07% | Patrick O'Shaughnessy75% | $1214 → $1400 | Maintains | Outperform | Get Alert |
| 01/25/2024 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -23.37% | Patrick O'Shaughnessy75% | $173 → $199 | Maintains | Outperform | Get Alert |
| 01/25/2024 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 12.57% | Patrick O'Shaughnessy75% | $11 → $12 | Maintains | Strong Buy | Get Alert |
| 01/25/2024 | CBRE | Buy Now | CBRE Group | $133.77 | -23% | Patrick O'Shaughnessy75% | $95 → $103 | Maintains | Strong Buy | Get Alert |
| 01/18/2024 | SCHW | Buy Now | Charles Schwab | $80.75 | -7.12% | Patrick O'Shaughnessy75% | $78 → $75 | Maintains | Outperform | Get Alert |
| 01/11/2024 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $36 → $38 | Maintains | Strong Buy | Get Alert |
| 01/10/2024 | FICO | Buy Now | Fair Isaac | $1.92K | -36.76% | Patrick O'Shaughnessy75% | $1029 → $1214 | Maintains | Outperform | Get Alert |
| 01/09/2024 | SPGI | Buy Now | S&P Global | $513.16 | -11.92% | Patrick O'Shaughnessy75% | $422 → $452 | Maintains | Outperform | Get Alert |
| 01/08/2024 | SCHW | Buy Now | Charles Schwab | $80.75 | -3.41% | Patrick O'Shaughnessy75% | $76 → $78 | Maintains | Outperform | Get Alert |
| 01/05/2024 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -17.44% | Patrick O'Shaughnessy75% | $135 → $145 | Maintains | Strong Buy | Get Alert |
| 01/05/2024 | MSCI | Buy Now | MSCI | $574.61 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/05/2024 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | 101.12% | Patrick O'Shaughnessy75% | → $18 | Upgrade | Outperform → Strong Buy | Get Alert |
| 01/05/2024 | TW | Buy Now | Tradeweb Markets | $145.54 | -29.92% | Patrick O'Shaughnessy75% | $94 → $102 | Maintains | Outperform | Get Alert |
| 01/03/2024 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $46 → $55 | Maintains | Outperform | Get Alert |
| 11/09/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $67 → $46 | Maintains | Outperform | Get Alert |
| 11/09/2023 | FICO | Buy Now | Fair Isaac | $1.92K | -46.4% | Patrick O'Shaughnessy75% | $975 → $1029 | Maintains | Outperform | Get Alert |
| 11/01/2023 | MSCI | Buy Now | MSCI | $574.61 | -7.24% | Patrick O'Shaughnessy75% | $577 → $533 | Maintains | Outperform | Get Alert |
| 10/31/2023 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 3.19% | Patrick O'Shaughnessy75% | $12 → $11 | Maintains | Strong Buy | Get Alert |
| 10/27/2023 | TW | Buy Now | Tradeweb Markets | $145.54 | -35.41% | Patrick O'Shaughnessy75% | $87 → $94 | Maintains | Outperform | Get Alert |
| 10/25/2023 | FICO | Buy Now | Fair Isaac | $1.92K | -49.21% | Patrick O'Shaughnessy75% | $1007 → $975 | Maintains | Outperform | Get Alert |
| 10/17/2023 | SCHW | Buy Now | Charles Schwab | $80.75 | -5.88% | Patrick O'Shaughnessy75% | $72 → $76 | Maintains | Outperform | Get Alert |
| 10/11/2023 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $38 → $36 | Maintains | Strong Buy | Get Alert |
| 10/05/2023 | SPGI | Buy Now | S&P Global | $513.16 | -21.47% | Patrick O'Shaughnessy75% | $421 → $403 | Maintains | Outperform | Get Alert |
| 10/05/2023 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -23.13% | Patrick O'Shaughnessy75% | $137 → $135 | Maintains | Strong Buy | Get Alert |
| 10/04/2023 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -33.38% | Patrick O'Shaughnessy75% | $222 → $173 | Maintains | Outperform | Get Alert |
| 10/04/2023 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 12.57% | Patrick O'Shaughnessy75% | $18 → $12 | Maintains | Strong Buy | Get Alert |
| 10/04/2023 | CBRE | Buy Now | CBRE Group | $133.77 | -28.98% | Patrick O'Shaughnessy75% | $100 → $95 | Maintains | Strong Buy | Get Alert |
| 10/04/2023 | NMRK | Buy Now | Newmark Group | $12.74 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 10/03/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $72 → $67 | Maintains | Outperform | Get Alert |
| 09/18/2023 | SCHW | Buy Now | Charles Schwab | $80.75 | -10.84% | Patrick O'Shaughnessy75% | $77 → $72 | Maintains | Outperform | Get Alert |
| 09/06/2023 | FICO | Buy Now | Fair Isaac | $1.92K | -47.54% | Patrick O'Shaughnessy75% | → $1007 | Initiates | → Outperform | Get Alert |
| 09/05/2023 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -22% | Patrick O'Shaughnessy75% | $133 → $137 | Maintains | Strong Buy | Get Alert |
| 08/09/2023 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -21.5% | Patrick O'Shaughnessy75% | $183 → $186 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $74 → $72 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -24.27% | Patrick O'Shaughnessy75% | $130 → $133 | Maintains | Strong Buy | Get Alert |
| 08/01/2023 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 68.86% | Patrick O'Shaughnessy75% | $20 → $18 | Maintains | Strong Buy | Get Alert |
| 07/28/2023 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -14.78% | Patrick O'Shaughnessy75% | $74 → $71 | Maintains | Strong Buy | Get Alert |
| 07/28/2023 | TW | Buy Now | Tradeweb Markets | $145.54 | -40.22% | Patrick O'Shaughnessy75% | $84 → $87 | Maintains | Outperform | Get Alert |
| 07/28/2023 | CBRE | Buy Now | CBRE Group | $133.77 | -25.24% | Patrick O'Shaughnessy75% | $102 → $100 | Maintains | Strong Buy | Get Alert |
| 07/26/2023 | MSCI | Buy Now | MSCI | $574.61 | 3.03% | Patrick O'Shaughnessy75% | $574 → $592 | Maintains | Outperform | Get Alert |
| 07/24/2023 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -14.51% | Patrick O'Shaughnessy75% | $239 → $222 | Maintains | Outperform | Get Alert |
| 07/24/2023 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 87.62% | Patrick O'Shaughnessy75% | $21 → $20 | Maintains | Strong Buy | Get Alert |
| 07/24/2023 | CBRE | Buy Now | CBRE Group | $133.77 | -23.75% | Patrick O'Shaughnessy75% | $101 → $102 | Maintains | Strong Buy | Get Alert |
| 07/19/2023 | SCHW | Buy Now | Charles Schwab | $80.75 | -4.64% | Patrick O'Shaughnessy75% | $64 → $77 | Maintains | Outperform | Get Alert |
| 07/14/2023 | MSCI | Buy Now | MSCI | $574.61 | -0.11% | Patrick O'Shaughnessy75% | $570 → $574 | Maintains | Outperform | Get Alert |
| 07/12/2023 | SCHW | Buy Now | Charles Schwab | $80.75 | -20.74% | Patrick O'Shaughnessy75% | $63 → $64 | Maintains | Outperform | Get Alert |
| 07/12/2023 | SPGI | Buy Now | S&P Global | $513.16 | -17.96% | Patrick O'Shaughnessy75% | $413 → $421 | Maintains | Outperform | Get Alert |
| 07/12/2023 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $37 → $38 | Maintains | Strong Buy | Get Alert |
| 07/11/2023 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -25.98% | Patrick O'Shaughnessy75% | $127 → $130 | Maintains | Strong Buy | Get Alert |
| 07/11/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $73 → $74 | Maintains | Outperform | Get Alert |
| 05/15/2023 | SCHW | Buy Now | Charles Schwab | $80.75 | -21.98% | Patrick O'Shaughnessy75% | → $63 | Upgrade | Market Perform → Outperform | Get Alert |
| 05/08/2023 | NMRK | Buy Now | Newmark Group | $12.74 | -37.21% | Patrick O'Shaughnessy75% | $10 → $8 | Maintains | Outperform | Get Alert |
| 05/05/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $72 → $73 | Maintains | Outperform | Get Alert |
| 05/05/2023 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 97% | Patrick O'Shaughnessy75% | $23 → $21 | Maintains | Strong Buy | Get Alert |
| 04/28/2023 | SPGI | Buy Now | S&P Global | $513.16 | -19.52% | Patrick O'Shaughnessy75% | $402 → $413 | Maintains | Outperform | Get Alert |
| 04/26/2023 | MSCI | Buy Now | MSCI | $574.61 | -0.8% | Patrick O'Shaughnessy75% | $574 → $570 | Maintains | Outperform | Get Alert |
| 04/13/2023 | MSCI | Buy Now | MSCI | $574.61 | -0.11% | Patrick O'Shaughnessy75% | $549 → $574 | Maintains | Outperform | Get Alert |
| 04/11/2023 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $32 → $37 | Maintains | Strong Buy | Get Alert |
| 04/06/2023 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -27.69% | Patrick O'Shaughnessy75% | $126 → $127 | Maintains | Strong Buy | Get Alert |
| 04/06/2023 | TW | Buy Now | Tradeweb Markets | $145.54 | -42.28% | Patrick O'Shaughnessy75% | $79 → $84 | Maintains | Outperform | Get Alert |
| 04/04/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $71 → $72 | Maintains | Outperform | Get Alert |
| 02/17/2023 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | 101.12% | Patrick O'Shaughnessy75% | $21 → $18 | Maintains | Outperform | Get Alert |
| 02/17/2023 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/10/2023 | SPGI | Buy Now | S&P Global | $513.16 | -21.66% | Patrick O'Shaughnessy75% | $398 → $402 | Maintains | Outperform | Get Alert |
| 02/08/2023 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -11.18% | Patrick O'Shaughnessy75% | $63 → $74 | Maintains | Strong Buy | Get Alert |
| 02/03/2023 | TW | Buy Now | Tradeweb Markets | $145.54 | -45.72% | Patrick O'Shaughnessy75% | $74 → $79 | Maintains | Outperform | Get Alert |
| 02/03/2023 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -28.26% | Patrick O'Shaughnessy75% | $130 → $126 | Maintains | Strong Buy | Get Alert |
| 02/03/2023 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -22.77% | Patrick O'Shaughnessy75% | $180 → $183 | Maintains | Outperform | Get Alert |
| 02/01/2023 | MCO | Buy Now | Moody's | $477.24 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/01/2023 | MSCI | Buy Now | MSCI | $574.61 | -4.46% | Patrick O'Shaughnessy75% | $539 → $549 | Maintains | Outperform | Get Alert |
| 01/20/2023 | NMRK | Buy Now | Newmark Group | $12.74 | -21.51% | Patrick O'Shaughnessy75% | $13 → $10 | Maintains | Outperform | Get Alert |
| 01/20/2023 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -7.97% | Patrick O'Shaughnessy75% | $243 → $239 | Maintains | Outperform | Get Alert |
| 01/20/2023 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 115.76% | Patrick O'Shaughnessy75% | $25 → $23 | Maintains | Strong Buy | Get Alert |
| 01/20/2023 | CBRE | Buy Now | CBRE Group | $133.77 | -24.5% | Patrick O'Shaughnessy75% | $105 → $101 | Maintains | Strong Buy | Get Alert |
| 01/11/2023 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $30 → $32 | Maintains | Strong Buy | Get Alert |
| 01/10/2023 | MCO | Buy Now | Moody's | $477.24 | -34.83% | Patrick O'Shaughnessy75% | $284 → $311 | Maintains | Outperform | Get Alert |
| 01/06/2023 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $63 → $71 | Downgrade | Strong Buy → Outperform | Get Alert |
| 12/07/2022 | TW | Buy Now | Tradeweb Markets | $145.54 | -49.15% | Patrick O'Shaughnessy75% | → $74 | Upgrade | Market Perform → Outperform | Get Alert |
| 12/06/2022 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -25.98% | Patrick O'Shaughnessy75% | $123 → $130 | Maintains | Strong Buy | Get Alert |
| 11/09/2022 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $68 → $63 | Maintains | Strong Buy | Get Alert |
| 11/04/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 134.52% | Patrick O'Shaughnessy75% | $30 → $25 | Maintains | Strong Buy | Get Alert |
| 11/04/2022 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | 134.64% | Patrick O'Shaughnessy75% | $24 → $21 | Maintains | Outperform | Get Alert |
| 11/03/2022 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -24.03% | Patrick O'Shaughnessy75% | $189 → $180 | Maintains | Outperform | Get Alert |
| 11/03/2022 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -6.43% | Patrick O'Shaughnessy75% | $267 → $243 | Maintains | Outperform | Get Alert |
| 11/02/2022 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $29 → $30 | Maintains | Strong Buy | Get Alert |
| 10/31/2022 | NMRK | Buy Now | Newmark Group | $12.74 | 2.04% | Patrick O'Shaughnessy75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 10/28/2022 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -24.38% | Patrick O'Shaughnessy75% | $83 → $63 | Maintains | Strong Buy | Get Alert |
| 10/28/2022 | SPGI | Buy Now | S&P Global | $513.16 | -22.44% | Patrick O'Shaughnessy75% | $402 → $398 | Maintains | Outperform | Get Alert |
| 10/26/2022 | MCO | Buy Now | Moody's | $477.24 | -40.49% | Patrick O'Shaughnessy75% | $303 → $284 | Maintains | Outperform | Get Alert |
| 10/26/2022 | MSCI | Buy Now | MSCI | $574.61 | -10.55% | Patrick O'Shaughnessy75% | $499 → $514 | Maintains | Outperform | Get Alert |
| 10/20/2022 | NMRK | Buy Now | Newmark Group | $12.74 | 17.74% | Patrick O'Shaughnessy75% | $16 → $15 | Maintains | Outperform | Get Alert |
| 10/20/2022 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 2.81% | Patrick O'Shaughnessy75% | $287 → $267 | Maintains | Outperform | Get Alert |
| 10/20/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 181.43% | Patrick O'Shaughnessy75% | $31 → $30 | Maintains | Strong Buy | Get Alert |
| 10/20/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -21.51% | Patrick O'Shaughnessy75% | $113 → $105 | Maintains | Strong Buy | Get Alert |
| 10/17/2022 | MSCI | Buy Now | MSCI | $574.61 | -13.16% | Patrick O'Shaughnessy75% | $510 → $499 | Maintains | Outperform | Get Alert |
| 10/11/2022 | SPGI | Buy Now | S&P Global | $513.16 | -21.66% | Patrick O'Shaughnessy75% | $417 → $402 | Maintains | Outperform | Get Alert |
| 10/11/2022 | MCO | Buy Now | Moody's | $477.24 | -36.51% | Patrick O'Shaughnessy75% | $321 → $303 | Maintains | Outperform | Get Alert |
| 10/11/2022 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $30 → $29 | Maintains | Strong Buy | Get Alert |
| 10/06/2022 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -29.97% | Patrick O'Shaughnessy75% | $129 → $123 | Maintains | Strong Buy | Get Alert |
| 10/04/2022 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $73 → $68 | Maintains | Strong Buy | Get Alert |
| 10/03/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $46 → $41 | Maintains | Outperform | Get Alert |
| 08/15/2022 | CME | Buy Now | CME Gr | $262.00 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 08/15/2022 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -20.23% | Patrick O'Shaughnessy75% | $181 → $189 | Maintains | Outperform | Get Alert |
| 08/05/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -15.53% | Patrick O'Shaughnessy75% | $110 → $113 | Maintains | Strong Buy | Get Alert |
| 08/04/2022 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 10.52% | Patrick O'Shaughnessy75% | $280 → $287 | Maintains | Outperform | Get Alert |
| 07/28/2022 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -0.37% | Patrick O'Shaughnessy75% | $93 → $83 | Maintains | Strong Buy | Get Alert |
| 07/27/2022 | MCO | Buy Now | Moody's | $477.24 | -32.74% | Patrick O'Shaughnessy75% | $327 → $321 | Maintains | Outperform | Get Alert |
| 07/27/2022 | MSCI | Buy Now | MSCI | $574.61 | -11.24% | Patrick O'Shaughnessy75% | $493 → $510 | Maintains | Outperform | Get Alert |
| 07/22/2022 | NMRK | Buy Now | Newmark Group | $12.74 | 25.59% | Patrick O'Shaughnessy75% | $18 → $16 | Maintains | Outperform | Get Alert |
| 07/22/2022 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 7.82% | Patrick O'Shaughnessy75% | $295 → $280 | Maintains | Outperform | Get Alert |
| 07/22/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 190.81% | Patrick O'Shaughnessy75% | $35 → $31 | Maintains | Strong Buy | Get Alert |
| 07/22/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -17.77% | Patrick O'Shaughnessy75% | $122 → $110 | Upgrade | Outperform → Strong Buy | Get Alert |
| 07/15/2022 | MSCI | Buy Now | MSCI | $574.61 | -14.2% | Patrick O'Shaughnessy75% | $515 → $493 | Maintains | Outperform | Get Alert |
| 07/12/2022 | SPGI | Buy Now | S&P Global | $513.16 | -18.74% | Patrick O'Shaughnessy75% | $462 → $417 | Maintains | Outperform | Get Alert |
| 07/12/2022 | MCO | Buy Now | Moody's | $477.24 | -31.48% | Patrick O'Shaughnessy75% | $364 → $327 | Maintains | Outperform | Get Alert |
| 07/12/2022 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $36 → $30 | Maintains | Strong Buy | Get Alert |
| 07/08/2022 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $90 → $73 | Maintains | Strong Buy | Get Alert |
| 07/06/2022 | CME | Buy Now | CME Gr | $262.00 | -10.31% | Patrick O'Shaughnessy75% | $254 → $235 | Maintains | Outperform | Get Alert |
| 06/22/2022 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -28.26% | Patrick O'Shaughnessy75% | $142 → $126 | Maintains | Strong Buy | Get Alert |
| 06/17/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $60 → $45 | Maintains | Outperform | Get Alert |
| 05/10/2022 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | 168.16% | Patrick O'Shaughnessy75% | $27 → $24 | Maintains | Outperform | Get Alert |
| 05/06/2022 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $111 → $90 | Maintains | Strong Buy | Get Alert |
| 05/06/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 228.33% | Patrick O'Shaughnessy75% | $32 → $35 | Maintains | Strong Buy | Get Alert |
| 05/06/2022 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -19.15% | Patrick O'Shaughnessy75% | $157 → $142 | Maintains | Strong Buy | Get Alert |
| 05/06/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -8.8% | Patrick O'Shaughnessy75% | $111 → $122 | Maintains | Outperform | Get Alert |
| 05/04/2022 | SPGI | Buy Now | S&P Global | $513.16 | -9.97% | Patrick O'Shaughnessy75% | $475 → $462 | Maintains | Outperform | Get Alert |
| 05/04/2022 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -23.61% | Patrick O'Shaughnessy75% | $192 → $181 | Maintains | Outperform | Get Alert |
| 05/03/2022 | MCO | Buy Now | Moody's | $477.24 | -23.73% | Patrick O'Shaughnessy75% | $417 → $364 | Maintains | Outperform | Get Alert |
| 04/29/2022 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $37 → $36 | Maintains | Strong Buy | Get Alert |
| 04/28/2022 | MSCI | Buy Now | MSCI | $574.61 | -10.37% | Patrick O'Shaughnessy75% | → $515 | Upgrade | Market Perform → Outperform | Get Alert |
| 04/28/2022 | CME | Buy Now | CME Gr | $262.00 | -3.05% | Patrick O'Shaughnessy75% | $265 → $254 | Maintains | Outperform | Get Alert |
| 04/26/2022 | NMRK | Buy Now | Newmark Group | $12.74 | 41.29% | Patrick O'Shaughnessy75% | $21 → $18 | Maintains | Outperform | Get Alert |
| 04/26/2022 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 13.6% | Patrick O'Shaughnessy75% | $329 → $295 | Maintains | Outperform | Get Alert |
| 04/26/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 200.19% | Patrick O'Shaughnessy75% | $38 → $32 | Maintains | Strong Buy | Get Alert |
| 04/26/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -17.02% | Patrick O'Shaughnessy75% | $126 → $111 | Maintains | Outperform | Get Alert |
| 04/12/2022 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $45 → $37 | Maintains | Strong Buy | Get Alert |
| 04/08/2022 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $101 → $111 | Maintains | Strong Buy | Get Alert |
| 04/07/2022 | SPGI | Buy Now | S&P Global | $513.16 | -7.44% | Patrick O'Shaughnessy75% | $497 → $475 | Maintains | Outperform | Get Alert |
| 04/07/2022 | MCO | Buy Now | Moody's | $477.24 | -12.62% | Patrick O'Shaughnessy75% | $439 → $417 | Maintains | Outperform | Get Alert |
| 04/06/2022 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 04/06/2022 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -10.61% | Patrick O'Shaughnessy75% | $161 → $157 | Maintains | Strong Buy | Get Alert |
| 04/05/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $66 → $60 | Maintains | Outperform | Get Alert |
| 04/05/2022 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | 11.63% | Patrick O'Shaughnessy75% | $95 → $93 | Maintains | Strong Buy | Get Alert |
| 03/25/2022 | MKTW | Buy Now | Marketwise | $0.53 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 03/11/2022 | MKTW | Buy Now | Marketwise | $0.53 | 937.74% | Patrick O'Shaughnessy75% | $11 → $5.5 | Maintains | Outperform | Get Alert |
| 02/25/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 256.47% | Patrick O'Shaughnessy75% | $35 → $38 | Maintains | Strong Buy | Get Alert |
| 02/25/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -5.81% | Patrick O'Shaughnessy75% | $124 → $126 | Maintains | Outperform | Get Alert |
| 02/18/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $70 → $66 | Maintains | Outperform | Get Alert |
| 02/10/2022 | CME | Buy Now | CME Gr | $262.00 | 1.15% | Patrick O'Shaughnessy75% | $240 → $265 | Maintains | Outperform | Get Alert |
| 02/04/2022 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -8.33% | Patrick O'Shaughnessy75% | $158 → $161 | Maintains | Strong Buy | Get Alert |
| 01/21/2022 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 22.45% | Patrick O'Shaughnessy75% | $302 → $318 | Maintains | Outperform | Get Alert |
| 01/21/2022 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 228.33% | Patrick O'Shaughnessy75% | $31 → $35 | Maintains | Strong Buy | Get Alert |
| 01/21/2022 | CBRE | Buy Now | CBRE Group | $133.77 | -7.3% | Patrick O'Shaughnessy75% | $118 → $124 | Maintains | Outperform | Get Alert |
| 01/10/2022 | MCO | Buy Now | Moody's | $477.24 | -8.01% | Patrick O'Shaughnessy75% | $436 → $439 | Maintains | Outperform | Get Alert |
| 01/06/2022 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 120.69% | Patrick O'Shaughnessy75% | $476 → $471 | Maintains | Outperform | Get Alert |
| 01/05/2022 | CME | Buy Now | CME Gr | $262.00 | -8.4% | Patrick O'Shaughnessy75% | $230 → $240 | Maintains | Outperform | Get Alert |
| 11/22/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 190.81% | Patrick O'Shaughnessy75% | → $31 | Upgrade | Outperform → Strong Buy | Get Alert |
| 11/12/2021 | MKTW | Buy Now | Marketwise | $0.53 | 1975.47% | Patrick O'Shaughnessy75% | $15 → $11 | Maintains | Outperform | Get Alert |
| 11/10/2021 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $41 → $45 | Maintains | Strong Buy | Get Alert |
| 11/09/2021 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $93 → $101 | Maintains | Strong Buy | Get Alert |
| 11/09/2021 | BKI | Buy Now | Black Knight | — | — | Patrick O'Shaughnessy75% | $83 → $91 | Maintains | Outperform | Get Alert |
| 11/08/2021 | NMRK | Buy Now | Newmark Group | $12.74 | 64.84% | Patrick O'Shaughnessy75% | $20 → $21 | Maintains | Outperform | Get Alert |
| 11/05/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 190.81% | Patrick O'Shaughnessy75% | $24 → $31 | Maintains | Outperform | Get Alert |
| 11/05/2021 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $64 → $70 | Maintains | Outperform | Get Alert |
| 11/05/2021 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | 201.68% | Patrick O'Shaughnessy75% | $26 → $27 | Maintains | Outperform | Get Alert |
| 11/04/2021 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 123.03% | Patrick O'Shaughnessy75% | $500 → $476 | Maintains | Outperform | Get Alert |
| 11/04/2021 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 16.29% | Patrick O'Shaughnessy75% | $282 → $302 | Maintains | Outperform | Get Alert |
| 11/04/2021 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -18.97% | Patrick O'Shaughnessy75% | $187 → $192 | Maintains | Outperform | Get Alert |
| 10/29/2021 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | 14.03% | Patrick O'Shaughnessy75% | $94 → $95 | Maintains | Strong Buy | Get Alert |
| 10/28/2021 | CME | Buy Now | CME Gr | $262.00 | -12.21% | Patrick O'Shaughnessy75% | $225 → $230 | Maintains | Outperform | Get Alert |
| 10/27/2021 | SPGI | Buy Now | S&P Global | $513.16 | -3.15% | Patrick O'Shaughnessy75% | $457 → $497 | Maintains | Outperform | Get Alert |
| 10/22/2021 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | 8.59% | Patrick O'Shaughnessy75% | $279 → $282 | Maintains | Outperform | Get Alert |
| 10/22/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 125.14% | Patrick O'Shaughnessy75% | $23 → $24 | Maintains | Outperform | Get Alert |
| 10/22/2021 | CBRE | Buy Now | CBRE Group | $133.77 | -19.26% | Patrick O'Shaughnessy75% | $103 → $108 | Maintains | Outperform | Get Alert |
| 10/06/2021 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 134.28% | Patrick O'Shaughnessy75% | $530 → $500 | Maintains | Outperform | Get Alert |
| 10/06/2021 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $87 → $93 | Maintains | Strong Buy | Get Alert |
| 10/06/2021 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -18.01% | Patrick O'Shaughnessy75% | $140 → $144 | Maintains | Strong Buy | Get Alert |
| 10/05/2021 | SPGI | Buy Now | S&P Global | $513.16 | -10.94% | Patrick O'Shaughnessy75% | $455 → $457 | Maintains | Outperform | Get Alert |
| 10/05/2021 | MCO | Buy Now | Moody's | $477.24 | -12.83% | Patrick O'Shaughnessy75% | $406 → $416 | Maintains | Outperform | Get Alert |
| 09/30/2021 | BKI | Buy Now | Black Knight | — | — | Patrick O'Shaughnessy75% | → $83 | Upgrade | Market Perform → Outperform | Get Alert |
| 08/18/2021 | MKTW | Buy Now | Marketwise | $0.53 | 2730.19% | Patrick O'Shaughnessy75% | → $15 | Initiates | → Outperform | Get Alert |
| 08/13/2021 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -21.08% | Patrick O'Shaughnessy75% | $185 → $187 | Maintains | Outperform | Get Alert |
| 08/09/2021 | NMRK | Buy Now | Newmark Group | $12.74 | 56.99% | Patrick O'Shaughnessy75% | $18 → $20 | Maintains | Outperform | Get Alert |
| 08/06/2021 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $86 → $87 | Maintains | Strong Buy | Get Alert |
| 08/06/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 115.76% | Patrick O'Shaughnessy75% | $20 → $23 | Maintains | Outperform | Get Alert |
| 07/30/2021 | SPGI | Buy Now | S&P Global | $513.16 | -11.33% | Patrick O'Shaughnessy75% | $443 → $455 | Maintains | Outperform | Get Alert |
| 07/30/2021 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -20.29% | Patrick O'Shaughnessy75% | $136 → $140 | Maintains | Strong Buy | Get Alert |
| 07/30/2021 | CBRE | Buy Now | CBRE Group | $133.77 | -23% | Patrick O'Shaughnessy75% | $93 → $103 | Maintains | Outperform | Get Alert |
| 07/29/2021 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | 12.83% | Patrick O'Shaughnessy75% | $93 → $94 | Maintains | Strong Buy | Get Alert |
| 07/29/2021 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $38 → $41 | Maintains | Strong Buy | Get Alert |
| 07/29/2021 | MCO | Buy Now | Moody's | $477.24 | -14.93% | Patrick O'Shaughnessy75% | $394 → $406 | Maintains | Outperform | Get Alert |
| 07/13/2021 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $34 → $38 | Maintains | Strong Buy | Get Alert |
| 07/07/2021 | SPGI | Buy Now | S&P Global | $513.16 | -13.67% | Patrick O'Shaughnessy75% | $410 → $443 | Maintains | Outperform | Get Alert |
| 07/07/2021 | MCO | Buy Now | Moody's | $477.24 | -17.44% | Patrick O'Shaughnessy75% | $341 → $394 | Maintains | Outperform | Get Alert |
| 07/07/2021 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 148.34% | Patrick O'Shaughnessy75% | $580 → $530 | Maintains | Outperform | Get Alert |
| 06/10/2021 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | 190.5% | Patrick O'Shaughnessy75% | → $26 | Upgrade | Market Perform → Outperform | Get Alert |
| 06/09/2021 | COIN | Buy Now | Coinbase Glb | $202.70 | — | Patrick O'Shaughnessy75% | — | Initiates | → Underperform | Get Alert |
| 05/11/2021 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | → $34 | Upgrade | Outperform → Strong Buy | Get Alert |
| 05/07/2021 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $91 → $86 | Maintains | Strong Buy | Get Alert |
| 05/07/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 87.62% | Patrick O'Shaughnessy75% | $19 → $20 | Maintains | Outperform | Get Alert |
| 05/05/2021 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $33 → $34 | Maintains | Outperform | Get Alert |
| 04/30/2021 | SPGI | Buy Now | S&P Global | $513.16 | -20.1% | Patrick O'Shaughnessy75% | $402 → $410 | Maintains | Outperform | Get Alert |
| 04/30/2021 | CBRE | Buy Now | CBRE Group | $133.77 | -30.48% | Patrick O'Shaughnessy75% | $89 → $93 | Maintains | Outperform | Get Alert |
| 04/27/2021 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -23.76% | Patrick O'Shaughnessy75% | $186 → $198 | Maintains | Outperform | Get Alert |
| 04/27/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 78.24% | Patrick O'Shaughnessy75% | $20 → $19 | Maintains | Outperform | Get Alert |
| 04/27/2021 | CBRE | Buy Now | CBRE Group | $133.77 | -33.47% | Patrick O'Shaughnessy75% | $82 → $89 | Maintains | Outperform | Get Alert |
| 04/27/2021 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | 11.63% | Patrick O'Shaughnessy75% | $78 → $93 | Maintains | Strong Buy | Get Alert |
| 04/13/2021 | BKI | Buy Now | Black Knight | — | — | Patrick O'Shaughnessy75% | — | Initiates | → Market Perform | Get Alert |
| 04/06/2021 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 178.79% | Patrick O'Shaughnessy75% | $599 → $595 | Maintains | Outperform | Get Alert |
| 04/01/2021 | SPGI | Buy Now | S&P Global | $513.16 | -21.66% | Patrick O'Shaughnessy75% | → $402 | Upgrade | Market Perform → Outperform | Get Alert |
| 04/01/2021 | MCO | Buy Now | Moody's | $477.24 | -29.39% | Patrick O'Shaughnessy75% | → $337 | Upgrade | Market Perform → Outperform | Get Alert |
| 03/23/2021 | DNB | Buy Now | Dun & Bradstreet Hldgs | $8.95 | — | Patrick O'Shaughnessy75% | — | Initiates | → Market Perform | Get Alert |
| 02/26/2021 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $105 → $91 | Maintains | Strong Buy | Get Alert |
| 02/26/2021 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 87.62% | Patrick O'Shaughnessy75% | $18 → $20 | Maintains | Outperform | Get Alert |
| 02/12/2021 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $32 → $33 | Maintains | Outperform | Get Alert |
| 02/11/2021 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -6.37% | Patrick O'Shaughnessy75% | $71 → $78 | Maintains | Strong Buy | Get Alert |
| 02/03/2021 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -33.74% | Patrick O'Shaughnessy75% | $155 → $157 | Maintains | Outperform | Get Alert |
| 01/22/2021 | NMRK | Buy Now | Newmark Group | $12.74 | -13.66% | Patrick O'Shaughnessy75% | $10 → $11 | Maintains | Outperform | Get Alert |
| 01/22/2021 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -31.84% | Patrick O'Shaughnessy75% | $142 → $177 | Maintains | Outperform | Get Alert |
| 01/22/2021 | CBRE | Buy Now | CBRE Group | $133.77 | -47.67% | Patrick O'Shaughnessy75% | $59 → $70 | Maintains | Outperform | Get Alert |
| 01/11/2021 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $44 → $50 | Maintains | Outperform | Get Alert |
| 11/19/2020 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -28.83% | Patrick O'Shaughnessy75% | $115 → $125 | Upgrade | Outperform → Strong Buy | Get Alert |
| 11/06/2020 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $100 → $105 | Maintains | Strong Buy | Get Alert |
| 11/06/2020 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 68.86% | Patrick O'Shaughnessy75% | $17 → $18 | Maintains | Outperform | Get Alert |
| 10/30/2020 | CBRE | Buy Now | CBRE Group | $133.77 | -55.89% | Patrick O'Shaughnessy75% | $55 → $59 | Maintains | Outperform | Get Alert |
| 10/29/2020 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -14.78% | Patrick O'Shaughnessy75% | $67 → $71 | Maintains | Strong Buy | Get Alert |
| 10/22/2020 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -46.47% | Patrick O'Shaughnessy75% | $144 → $139 | Maintains | Outperform | Get Alert |
| 10/22/2020 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 59.47% | Patrick O'Shaughnessy75% | $18 → $17 | Maintains | Outperform | Get Alert |
| 10/13/2020 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $31 → $32 | Maintains | Outperform | Get Alert |
| 09/18/2020 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 68.86% | Patrick O'Shaughnessy75% | → $18 | Initiates | → Outperform | Get Alert |
| 09/17/2020 | CWK | Buy Now | Cushman & Wakefield | $10.66 | 68.86% | Patrick O'Shaughnessy75% | → $18 | Initiates | → Outperform | Get Alert |
| 08/07/2020 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $85 → $100 | Maintains | Strong Buy | Get Alert |
| 07/29/2020 | NMRK | Buy Now | Newmark Group | $12.74 | -21.51% | Patrick O'Shaughnessy75% | $14 → $10 | Maintains | Outperform | Get Alert |
| 07/29/2020 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -43.78% | Patrick O'Shaughnessy75% | $172 → $146 | Maintains | Outperform | Get Alert |
| 07/29/2020 | CBRE | Buy Now | CBRE Group | $133.77 | -60.38% | Patrick O'Shaughnessy75% | $57 → $53 | Maintains | Outperform | Get Alert |
| 07/29/2020 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -19.58% | Patrick O'Shaughnessy75% | $63 → $67 | Maintains | Strong Buy | Get Alert |
| 07/24/2020 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -40.91% | Patrick O'Shaughnessy75% | $126 → $140 | Maintains | Outperform | Get Alert |
| 07/21/2020 | NDAQ | Buy Now | Nasdaq | $77.67 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/15/2020 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $27 → $31 | Maintains | Outperform | Get Alert |
| 07/10/2020 | NDAQ | Buy Now | Nasdaq | $77.67 | 67.37% | Patrick O'Shaughnessy75% | $39 → $43.33 | Maintains | Outperform | Get Alert |
| 07/07/2020 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $33 → $36 | Maintains | Outperform | Get Alert |
| 07/07/2020 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $80 → $85 | Maintains | Strong Buy | Get Alert |
| 05/08/2020 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $86 → $80 | Maintains | Strong Buy | Get Alert |
| 05/06/2020 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $26 → $27 | Maintains | Outperform | Get Alert |
| 03/30/2020 | CME | Buy Now | CME Gr | $262.00 | -25.95% | Patrick O'Shaughnessy75% | → $194 | Upgrade | Market Perform → Outperform | Get Alert |
| 03/27/2020 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | — | Downgrade | Strong Buy → Market Perform | Get Alert |
| 03/13/2020 | FOCS | Buy Now | Focus Finl Partners | — | — | Patrick O'Shaughnessy75% | $50 → $43 | Maintains | Outperform | Get Alert |
| 03/13/2020 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $95 → $87 | Maintains | Strong Buy | Get Alert |
| 03/13/2020 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $33 → $29 | Maintains | Outperform | Get Alert |
| 03/13/2020 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 73.84% | Patrick O'Shaughnessy75% | → $371 | Upgrade | Market Perform → Outperform | Get Alert |
| 02/28/2020 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -45.13% | Patrick O'Shaughnessy75% | → $130 | Upgrade | Market Perform → Outperform | Get Alert |
| 02/27/2020 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | $34 → $33 | Maintains | Outperform | Get Alert |
| 02/26/2020 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/21/2020 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $83 → $95 | Maintains | Strong Buy | Get Alert |
| 02/13/2020 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -8.77% | Patrick O'Shaughnessy75% | $65 → $76 | Maintains | Strong Buy | Get Alert |
| 01/24/2020 | CBRE | Buy Now | CBRE Group | $133.77 | -46.18% | Patrick O'Shaughnessy75% | → $72 | Downgrade | Strong Buy → Outperform | Get Alert |
| 01/17/2020 | SPGI | Buy Now | S&P Global | $513.16 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/14/2020 | NDAQ | Buy Now | Nasdaq | $77.67 | 46.77% | Patrick O'Shaughnessy75% | $37.67 → $38 | Maintains | Outperform | Get Alert |
| 12/09/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.18 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 11/01/2019 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -21.98% | Patrick O'Shaughnessy75% | $60 → $65 | Maintains | Strong Buy | Get Alert |
| 08/12/2019 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | Patrick O'Shaughnessy75% | → $31 | Initiates | → Outperform | Get Alert |
| 08/02/2019 | SPGI | Buy Now | S&P Global | $513.16 | -47% | Patrick O'Shaughnessy75% | $246 → $272 | Maintains | Outperform | Get Alert |
| 08/02/2019 | CBRE | Buy Now | CBRE Group | $133.77 | -49.91% | Patrick O'Shaughnessy75% | $65 → $67 | Maintains | Strong Buy | Get Alert |
| 07/31/2019 | BR | Buy Now | Broadridge Financial Soln | $236.94 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/30/2019 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -27.98% | Patrick O'Shaughnessy75% | $78 → $60 | Maintains | Strong Buy | Get Alert |
| 07/11/2019 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $82 → $83 | Maintains | Strong Buy | Get Alert |
| 07/10/2019 | SPGI | Buy Now | S&P Global | $513.16 | -52.06% | Patrick O'Shaughnessy75% | $226 → $246 | Maintains | Outperform | Get Alert |
| 07/10/2019 | NDAQ | Buy Now | Nasdaq | $77.67 | 39.05% | Patrick O'Shaughnessy75% | $32 → $36 | Maintains | Outperform | Get Alert |
| 07/05/2019 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -46.48% | Patrick O'Shaughnessy75% | $89 → $94 | Maintains | Outperform | Get Alert |
| 05/20/2019 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -46.4% | Patrick O'Shaughnessy75% | $125 → $127 | Maintains | Outperform | Get Alert |
| 05/09/2019 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $77 → $82 | Maintains | Strong Buy | Get Alert |
| 04/09/2019 | SPGI | Buy Now | S&P Global | $513.16 | -55.96% | Patrick O'Shaughnessy75% | $209 → $226 | Maintains | Outperform | Get Alert |
| 03/13/2019 | BR | Buy Now | Broadridge Financial Soln | $236.94 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 03/05/2019 | NDAQ | Buy Now | Nasdaq | $77.67 | 23.6% | Patrick O'Shaughnessy75% | $32.33 → $32 | Maintains | Outperform | Get Alert |
| 02/13/2019 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -27.61% | Patrick O'Shaughnessy75% | $178 → $188 | Maintains | Outperform | Get Alert |
| 01/08/2019 | SPGI | Buy Now | S&P Global | $513.16 | -59.27% | Patrick O'Shaughnessy75% | $215 → $209 | Maintains | Outperform | Get Alert |
| 01/03/2019 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $71 → $60 | Maintains | Strong Buy | Get Alert |
| 01/02/2019 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -19.58% | Patrick O'Shaughnessy75% | $68 → $67 | Maintains | Strong Buy | Get Alert |
| 11/20/2018 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -18.38% | Patrick O'Shaughnessy75% | $67 → $68 | Maintains | Strong Buy | Get Alert |
| 11/01/2018 | ICE | Buy Now | Intercontinental Exchange | $175.63 | -51.03% | Patrick O'Shaughnessy75% | $81 → $86 | Maintains | Outperform | Get Alert |
| 10/30/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | → $64 | Downgrade | Strong Buy → Outperform | Get Alert |
| 10/26/2018 | SPGI | Buy Now | S&P Global | $513.16 | -58.1% | Patrick O'Shaughnessy75% | $222 → $215 | Maintains | Outperform | Get Alert |
| 10/26/2018 | NMRK | Buy Now | Newmark Group | $12.74 | 41.29% | Patrick O'Shaughnessy75% | $20 → $18 | Maintains | Outperform | Get Alert |
| 10/26/2018 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | $17 → $16 | Maintains | Strong Buy | Get Alert |
| 10/19/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | $70 → $64 | Maintains | Strong Buy | Get Alert |
| 10/04/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | $75 → $70 | Maintains | Strong Buy | Get Alert |
| 09/27/2018 | NMRK | Buy Now | Newmark Group | $12.74 | 56.99% | Patrick O'Shaughnessy75% | $21 → $20 | Maintains | Outperform | Get Alert |
| 07/13/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.18 | 5916.95% | Patrick O'Shaughnessy75% | $74 → $71 | Maintains | Outperform | Get Alert |
| 07/13/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | $77 → $75 | Maintains | Strong Buy | Get Alert |
| 07/10/2018 | SPGI | Buy Now | S&P Global | $513.16 | -57.52% | Patrick O'Shaughnessy75% | $206 → $218 | Maintains | Outperform | Get Alert |
| 07/10/2018 | NDAQ | Buy Now | Nasdaq | $77.67 | 28.75% | Patrick O'Shaughnessy75% | $31.33 → $33.33 | Maintains | Outperform | Get Alert |
| 05/10/2018 | CBRE | Buy Now | CBRE Group | $133.77 | — | Patrick O'Shaughnessy75% | — | Upgrade | Outperform → Strong Buy | Get Alert |
| 04/19/2018 | SPGI | Buy Now | S&P Global | $513.16 | -59.86% | Patrick O'Shaughnessy75% | $210 → $206 | Maintains | Outperform | Get Alert |
| 04/10/2018 | NDAQ | Buy Now | Nasdaq | $77.67 | 18.45% | Patrick O'Shaughnessy75% | $29 → $30.67 | Maintains | Outperform | Get Alert |
| 03/12/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | — | Upgrade | Outperform → Strong Buy | Get Alert |
| 02/06/2018 | JLL | Buy Now | Jones Lang LaSalle | $259.69 | -32.61% | Patrick O'Shaughnessy75% | → $175 | Initiates | → Outperform | Get Alert |
| 02/06/2018 | CBG | Buy Now | CBRE Group | — | — | Patrick O'Shaughnessy75% | → $55 | Initiates | → Outperform | Get Alert |
| 02/06/2018 | NMRK | Buy Now | Newmark Group | $12.74 | 64.84% | Patrick O'Shaughnessy75% | → $21 | Initiates | → Outperform | Get Alert |
| 01/22/2018 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 11/21/2017 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | — | Patrick O'Shaughnessy75% | — | Upgrade | Outperform → Strong Buy | Get Alert |
| 11/03/2017 | FNGN | Buy Now | Financial Engines | — | — | Patrick O'Shaughnessy75% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 08/09/2017 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | $44 → $48 | Maintains | Buy | Get Alert |
| 07/27/2017 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | 2.61% | Patrick O'Shaughnessy75% | $216 → $219 | Maintains | Outperform | Get Alert |
| 04/20/2017 | SEIC | Buy Now | SEI Inv | $78.27 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 04/17/2017 | SPGI | Buy Now | S&P Global | $513.16 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 01/03/2017 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 07/15/2016 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 06/07/2016 | BR | Buy Now | Broadridge Financial Soln | $236.94 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 05/17/2016 | FNGN | Buy Now | Financial Engines | — | — | Patrick O'Shaughnessy75% | — | Upgrade | Underperform → Market Perform | Get Alert |
| 03/23/2016 | NDAQ | Buy Now | Nasdaq | $77.67 | -9.88% | Patrick O'Shaughnessy75% | $22.33 → $23.33 | Downgrade | Strong Buy → Outperform | Get Alert |
| 02/09/2016 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 10/26/2015 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 10/08/2015 | NDAQ | Buy Now | Nasdaq | $77.67 | -21.46% | Patrick O'Shaughnessy75% | $20 → $20.33 | Maintains | Strong Buy | Get Alert |
| 08/06/2015 | FNGN | Buy Now | Financial Engines | — | — | Patrick O'Shaughnessy75% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 07/06/2015 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | — | Upgrade | Outperform → Strong Buy | Get Alert |
| 06/05/2015 | SEIC | Buy Now | SEI Inv | $78.27 | -31.01% | Patrick O'Shaughnessy75% | → $54 | Initiates | → Outperform | Get Alert |
| 04/02/2015 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | $10 → $12 | Maintains | Outperform | Get Alert |
| 03/23/2015 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 03/23/2015 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/02/2015 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/30/2014 | FNGN | Buy Now | Financial Engines, Inc. | — | — | Patrick O'Shaughnessy75% | — | Upgrade | Underperform → Market Perform | Get Alert |
| 07/24/2014 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | $24 → $27.5 | Maintains | Outperform | Get Alert |
| 07/24/2014 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | -70.48% | Patrick O'Shaughnessy75% | → $63 | Upgrade | Market Perform → Outperform | Get Alert |
| 07/23/2014 | BR | Buy Now | Broadridge Financial Soln | $236.94 | -80.59% | Patrick O'Shaughnessy75% | → $46 | Initiates | → Outperform | Get Alert |
| 07/09/2014 | MCO | Buy Now | Moody's | $477.24 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/01/2014 | FNGN | Buy Now | Financial Engines, Inc. | — | — | Patrick O'Shaughnessy75% | — | Initiates | → Underperform | Get Alert |
| 06/25/2014 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | → $54 | Initiates | → Outperform | Get Alert |
| 06/24/2014 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | $7.5 → $8 | Maintains | Outperform | Get Alert |
| 06/24/2014 | ENV | Buy Now | Envestnet | — | — | Patrick O'Shaughnessy75% | → $54 | Initiates | → Outperform | Get Alert |
| 06/13/2014 | SSNC | Buy Now | SS&C Techs Hldgs | $83.31 | -41.78% | Patrick O'Shaughnessy75% | $21.25 → $24.25 | Maintains | Outperform | Get Alert |
| 05/19/2014 | ETFC | Buy Now | E*TRADE Financial | — | — | Patrick O'Shaughnessy75% | → $24 | Upgrade | Market Perform → Outperform | Get Alert |
| 05/09/2014 | ICE | Buy Now | Intercontinental Exchange | $175.63 | 28.11% | Patrick O'Shaughnessy75% | $9.4 → $9 | Maintains | Outperform | Get Alert |
| 11/11/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.18 | 2696.61% | Patrick O'Shaughnessy75% | → $198 | Upgrade | Market Perform → Outperform | Get Alert |
| 08/21/2013 | NDAQ | Buy Now | Nasdaq | $77.67 | -51.08% | Patrick O'Shaughnessy75% | $12 → $12.67 | Upgrade | Outperform → Strong Buy | Get Alert |
| 07/26/2013 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | — | Patrick O'Shaughnessy75% | — | Downgrade | Strong Buy → Market Perform | Get Alert |
| 07/02/2013 | CME | Buy Now | CME Gr | $262.00 | — | Patrick O'Shaughnessy75% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 05/31/2013 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | → $7 | Downgrade | Strong Buy → Outperform | Get Alert |
| 05/06/2013 | MCO | Buy Now | Moody's | $477.24 | -85.96% | Patrick O'Shaughnessy75% | $62 → $67 | Downgrade | Strong Buy → Outperform | Get Alert |
| 04/15/2013 | MKTX | Buy Now | MarketAxess Holdings | $213.42 | -77.98% | Patrick O'Shaughnessy75% | → $47 | Upgrade | Market Perform → Strong Buy | Get Alert |
| 02/06/2013 | MCO | Buy Now | Moody's | $477.24 | -88.48% | Patrick O'Shaughnessy75% | → $55 | Upgrade | Outperform → Strong Buy | Get Alert |
| 01/31/2013 | NDAQ | Buy Now | Nasdaq | $77.67 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 11/19/2012 | BGCP | Buy Now | BGC Partners | — | — | Patrick O'Shaughnessy75% | — | Upgrade | Outperform → Strong Buy | Get Alert |
| 10/26/2012 | CME | Buy Now | CME Gr | $262.00 | — | Patrick O'Shaughnessy75% | — | Upgrade | Market Perform → Outperform | Get Alert |
