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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 07/24/2024
| Buy Now | Get Alert | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 07/25/2024 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 21.49% | $14 → $16 | Maintains | Outperform | Get Alert |
| 07/25/2024 | CBRE | Buy Now | CBRE Group | $107.43 | 15.42% | $122 → $124 | Maintains | Strong Buy | Get Alert |
| 07/25/2024 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 9.34% | $246 → $268 | Maintains | Strong Buy | Get Alert |
| 04/26/2024 | FICO | Buy Now | Fair Isaac | $1.58K | -10.08% | $1413 → $1418 | Maintains | Outperform | Get Alert |
| 04/11/2024 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 18.67% | $39 → $41 | Maintains | Strong Buy | Get Alert |
| 04/03/2024 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 0.37% | $218 → $246 | Upgrade | Outperform → Strong Buy | Get Alert |
| 04/03/2024 | CWK | Buy Now | Cushman & Wakefield | $13.17 | -1.29% | → $13 | Downgrade | Strong Buy → Outperform | Get Alert |
| 04/02/2024 | ENV | Buy Now | Envestnet | $61.87 | -3.02% | $52 → $60 | Maintains | Outperform | Get Alert |
| 03/12/2024 | COIN | Buy Now | Coinbase Glb | $231.65 | — | — | Upgrade | Underperform → Market Perform | Get Alert |
| 02/02/2024 | BR | Buy Now | Broadridge Financial Soln | $208.07 | 2.85% | $205 → $214 | Maintains | Outperform | Get Alert |
| 01/26/2024 | FICO | Buy Now | Fair Isaac | $1.58K | -11.22% | $1214 → $1400 | Maintains | Outperform | Get Alert |
| 01/25/2024 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | -18.81% | $173 → $199 | Maintains | Outperform | Get Alert |
| 01/25/2024 | CWK | Buy Now | Cushman & Wakefield | $13.17 | -8.88% | $11 → $12 | Maintains | Strong Buy | Get Alert |
| 01/25/2024 | CBRE | Buy Now | CBRE Group | $107.43 | -4.12% | $95 → $103 | Maintains | Strong Buy | Get Alert |
| 01/18/2024 | SCHW | Buy Now | Charles Schwab | $66.24 | 13.22% | $78 → $75 | Maintains | Outperform | Get Alert |
| 01/11/2024 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 9.99% | $36 → $38 | Maintains | Strong Buy | Get Alert |
| 01/10/2024 | FICO | Buy Now | Fair Isaac | $1.58K | -23.01% | $1029 → $1214 | Maintains | Outperform | Get Alert |
| 01/09/2024 | SPGI | Buy Now | S&P Global | $483.33 | -6.48% | $422 → $452 | Maintains | Outperform | Get Alert |
| 01/08/2024 | SCHW | Buy Now | Charles Schwab | $66.24 | 17.75% | $76 → $78 | Maintains | Outperform | Get Alert |
| 01/05/2024 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -2.7% | — | Maintains | Strong Buy | Get Alert |
| 01/05/2024 | MSCI | Buy Now | MSCI | $538.21 | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/05/2024 | DNB | Buy Now | Dun & Bradstreet Hldgs | $10.53 | 70.94% | → $18 | Upgrade | Outperform → Strong Buy | Get Alert |
| 01/05/2024 | TW | Buy Now | Tradeweb Markets | $104.99 | -2.85% | $94 → $102 | Maintains | Outperform | Get Alert |
| 01/03/2024 | ENV | Buy Now | Envestnet | $61.87 | -11.1% | $46 → $55 | Maintains | Outperform | Get Alert |
| 11/09/2023 | ENV | Buy Now | Envestnet | $61.87 | -25.65% | $67 → $46 | Maintains | Outperform | Get Alert |
| 11/09/2023 | FICO | Buy Now | Fair Isaac | $1.58K | -34.75% | $975 → $1029 | Maintains | Outperform | Get Alert |
| 11/01/2023 | MSCI | Buy Now | MSCI | $538.21 | -0.97% | $577 → $533 | Maintains | Outperform | Get Alert |
| 10/31/2023 | CWK | Buy Now | Cushman & Wakefield | $13.17 | -16.48% | $12 → $11 | Maintains | Strong Buy | Get Alert |
| 10/27/2023 | TW | Buy Now | Tradeweb Markets | $104.99 | -10.47% | $87 → $94 | Maintains | Outperform | Get Alert |
| 10/25/2023 | FICO | Buy Now | Fair Isaac | $1.58K | -38.17% | $1007 → $975 | Maintains | Outperform | Get Alert |
| 10/17/2023 | SCHW | Buy Now | Charles Schwab | $66.24 | 14.73% | $72 → $76 | Maintains | Outperform | Get Alert |
| 10/11/2023 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 4.2% | $38 → $36 | Maintains | Strong Buy | Get Alert |
| 10/05/2023 | SPGI | Buy Now | S&P Global | $483.33 | -16.62% | $421 → $403 | Maintains | Outperform | Get Alert |
| 10/05/2023 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -9.41% | $137 → $135 | Maintains | Strong Buy | Get Alert |
| 10/04/2023 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | -29.42% | $222 → $173 | Maintains | Outperform | Get Alert |
| 10/04/2023 | CWK | Buy Now | Cushman & Wakefield | $13.17 | -8.88% | $18 → $12 | Maintains | Strong Buy | Get Alert |
| 10/04/2023 | CBRE | Buy Now | CBRE Group | $107.43 | -11.57% | $100 → $95 | Maintains | Strong Buy | Get Alert |
| 10/04/2023 | NMRK | Buy Now | Newmark Group | $12.35 | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 10/03/2023 | ENV | Buy Now | Envestnet | $61.87 | 8.29% | $72 → $67 | Maintains | Outperform | Get Alert |
| 09/18/2023 | SCHW | Buy Now | Charles Schwab | $66.24 | 8.7% | $77 → $72 | Maintains | Outperform | Get Alert |
| 09/06/2023 | FICO | Buy Now | Fair Isaac | $1.58K | -36.14% | → $1007 | Initiates | → Outperform | Get Alert |
| 09/05/2023 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -8.07% | $133 → $137 | Maintains | Strong Buy | Get Alert |
| 08/09/2023 | BR | Buy Now | Broadridge Financial Soln | $208.07 | -10.61% | $183 → $186 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ENV | Buy Now | Envestnet | $61.87 | 16.37% | $74 → $72 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -10.76% | $130 → $133 | Maintains | Strong Buy | Get Alert |
| 08/01/2023 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 36.67% | $20 → $18 | Maintains | Strong Buy | Get Alert |
| 07/28/2023 | SSNC | Buy Now | SS&C Techs Hldgs | $67.95 | 4.49% | $74 → $71 | Maintains | Strong Buy | Get Alert |
| 07/28/2023 | TW | Buy Now | Tradeweb Markets | $104.99 | -17.13% | $84 → $87 | Maintains | Outperform | Get Alert |
| 07/28/2023 | CBRE | Buy Now | CBRE Group | $107.43 | -6.92% | $102 → $100 | Maintains | Strong Buy | Get Alert |
| 07/26/2023 | MSCI | Buy Now | MSCI | $538.21 | 9.99% | $574 → $592 | Maintains | Outperform | Get Alert |
| 07/24/2023 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | -9.42% | $239 → $222 | Maintains | Outperform | Get Alert |
| 07/24/2023 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 51.86% | $21 → $20 | Maintains | Strong Buy | Get Alert |
| 07/24/2023 | CBRE | Buy Now | CBRE Group | $107.43 | -5.05% | $101 → $102 | Maintains | Strong Buy | Get Alert |
| 07/19/2023 | SCHW | Buy Now | Charles Schwab | $66.24 | 16.24% | $64 → $77 | Maintains | Outperform | Get Alert |
| 07/14/2023 | MSCI | Buy Now | MSCI | $538.21 | 6.65% | $570 → $574 | Maintains | Outperform | Get Alert |
| 07/12/2023 | SCHW | Buy Now | Charles Schwab | $66.24 | -3.38% | $63 → $64 | Maintains | Outperform | Get Alert |
| 07/12/2023 | SPGI | Buy Now | S&P Global | $483.33 | -12.9% | $413 → $421 | Maintains | Outperform | Get Alert |
| 07/12/2023 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 9.99% | $37 → $38 | Maintains | Strong Buy | Get Alert |
| 07/11/2023 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -12.77% | $127 → $130 | Maintains | Strong Buy | Get Alert |
| 07/11/2023 | ENV | Buy Now | Envestnet | $61.87 | 19.61% | $73 → $74 | Maintains | Outperform | Get Alert |
| 05/15/2023 | SCHW | Buy Now | Charles Schwab | $66.24 | -4.89% | → $63 | Upgrade | Market Perform → Outperform | Get Alert |
| 05/08/2023 | NMRK | Buy Now | Newmark Group | $12.35 | -35.22% | $10 → $8 | Maintains | Outperform | Get Alert |
| 05/05/2023 | ENV | Buy Now | Envestnet | $61.87 | 17.99% | $72 → $73 | Maintains | Outperform | Get Alert |
| 05/05/2023 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 59.45% | $23 → $21 | Maintains | Strong Buy | Get Alert |
| 04/28/2023 | SPGI | Buy Now | S&P Global | $483.33 | -14.55% | $402 → $413 | Maintains | Outperform | Get Alert |
| 04/26/2023 | MSCI | Buy Now | MSCI | $538.21 | 5.91% | $574 → $570 | Maintains | Outperform | Get Alert |
| 04/13/2023 | MSCI | Buy Now | MSCI | $538.21 | 6.65% | $549 → $574 | Maintains | Outperform | Get Alert |
| 04/11/2023 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 7.09% | $32 → $37 | Maintains | Strong Buy | Get Alert |
| 04/06/2023 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -14.78% | $126 → $127 | Maintains | Strong Buy | Get Alert |
| 04/06/2023 | TW | Buy Now | Tradeweb Markets | $104.99 | -19.99% | $79 → $84 | Maintains | Outperform | Get Alert |
| 04/04/2023 | ENV | Buy Now | Envestnet | $61.87 | 16.37% | $71 → $72 | Maintains | Outperform | Get Alert |
| 02/17/2023 | DNB | Buy Now | Dun & Bradstreet Hldgs | $10.53 | 70.94% | $21 → $18 | Maintains | Outperform | Get Alert |
| 02/17/2023 | FOCS | Buy Now | Focus Finl Partners | — | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/10/2023 | SPGI | Buy Now | S&P Global | $483.33 | -16.83% | $398 → $402 | Maintains | Outperform | Get Alert |
| 02/08/2023 | SSNC | Buy Now | SS&C Techs Hldgs | $67.95 | 8.9% | $63 → $74 | Maintains | Strong Buy | Get Alert |
| 02/03/2023 | TW | Buy Now | Tradeweb Markets | $104.99 | -24.75% | $74 → $79 | Maintains | Outperform | Get Alert |
| 02/03/2023 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -15.45% | $130 → $126 | Maintains | Strong Buy | Get Alert |
| 02/03/2023 | BR | Buy Now | Broadridge Financial Soln | $208.07 | -12.05% | $180 → $183 | Maintains | Outperform | Get Alert |
| 02/01/2023 | MCO | Buy Now | Moody's | $437.21 | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/01/2023 | MSCI | Buy Now | MSCI | $538.21 | 2% | $539 → $549 | Maintains | Outperform | Get Alert |
| 01/20/2023 | NMRK | Buy Now | Newmark Group | $12.35 | -19.03% | $13 → $10 | Maintains | Outperform | Get Alert |
| 01/20/2023 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | -2.49% | $243 → $239 | Maintains | Outperform | Get Alert |
| 01/20/2023 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 74.64% | $25 → $23 | Maintains | Strong Buy | Get Alert |
| 01/20/2023 | CBRE | Buy Now | CBRE Group | $107.43 | -5.99% | $105 → $101 | Maintains | Strong Buy | Get Alert |
| 01/11/2023 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | -7.38% | $30 → $32 | Maintains | Strong Buy | Get Alert |
| 01/10/2023 | MCO | Buy Now | Moody's | $437.21 | -28.87% | $284 → $311 | Maintains | Outperform | Get Alert |
| 01/06/2023 | ENV | Buy Now | Envestnet | $61.87 | 14.76% | $63 → $71 | Downgrade | Strong Buy → Outperform | Get Alert |
| 12/07/2022 | TW | Buy Now | Tradeweb Markets | $104.99 | -29.52% | → $74 | Upgrade | Market Perform → Outperform | Get Alert |
| 12/06/2022 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -12.77% | $123 → $130 | Maintains | Strong Buy | Get Alert |
| 11/09/2022 | ENV | Buy Now | Envestnet | $61.87 | 1.83% | $68 → $63 | Maintains | Strong Buy | Get Alert |
| 11/04/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 89.83% | $30 → $25 | Maintains | Strong Buy | Get Alert |
| 11/04/2022 | DNB | Buy Now | Dun & Bradstreet Hldgs | $10.53 | 99.43% | $24 → $21 | Maintains | Outperform | Get Alert |
| 11/03/2022 | BR | Buy Now | Broadridge Financial Soln | $208.07 | -13.49% | $189 → $180 | Maintains | Outperform | Get Alert |
| 11/03/2022 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | -0.86% | $267 → $243 | Maintains | Outperform | Get Alert |
| 11/02/2022 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | -13.17% | $29 → $30 | Maintains | Strong Buy | Get Alert |
| 10/31/2022 | NMRK | Buy Now | Newmark Group | $12.35 | 5.26% | $15 → $13 | Maintains | Outperform | Get Alert |
| 10/28/2022 | SSNC | Buy Now | SS&C Techs Hldgs | $67.95 | -7.28% | $83 → $63 | Maintains | Strong Buy | Get Alert |
| 10/28/2022 | SPGI | Buy Now | S&P Global | $483.33 | -17.65% | $402 → $398 | Maintains | Outperform | Get Alert |
| 10/26/2022 | MCO | Buy Now | Moody's | $437.21 | -35.04% | $303 → $284 | Maintains | Outperform | Get Alert |
| 10/26/2022 | MSCI | Buy Now | MSCI | $538.21 | -4.5% | $499 → $514 | Maintains | Outperform | Get Alert |
| 10/20/2022 | NMRK | Buy Now | Newmark Group | $12.35 | 21.46% | $16 → $15 | Maintains | Outperform | Get Alert |
| 10/20/2022 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 8.94% | $287 → $267 | Maintains | Outperform | Get Alert |
| 10/20/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 127.79% | $31 → $30 | Maintains | Strong Buy | Get Alert |
| 10/20/2022 | CBRE | Buy Now | CBRE Group | $107.43 | -2.26% | $113 → $105 | Maintains | Strong Buy | Get Alert |
| 10/17/2022 | MSCI | Buy Now | MSCI | $538.21 | -7.29% | $510 → $499 | Maintains | Outperform | Get Alert |
| 10/11/2022 | SPGI | Buy Now | S&P Global | $483.33 | -16.83% | $417 → $402 | Maintains | Outperform | Get Alert |
| 10/11/2022 | MCO | Buy Now | Moody's | $437.21 | -30.7% | $321 → $303 | Maintains | Outperform | Get Alert |
| 10/11/2022 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | -16.06% | $30 → $29 | Maintains | Strong Buy | Get Alert |
| 10/06/2022 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -17.47% | $129 → $123 | Maintains | Strong Buy | Get Alert |
| 10/04/2022 | ENV | Buy Now | Envestnet | $61.87 | 9.91% | $73 → $68 | Maintains | Strong Buy | Get Alert |
| 10/03/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | $46 → $41 | Maintains | Outperform | Get Alert |
| 08/15/2022 | CME | Buy Now | CME Gr | $199.38 | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 08/15/2022 | BR | Buy Now | Broadridge Financial Soln | $208.07 | -9.17% | $181 → $189 | Maintains | Outperform | Get Alert |
| 08/05/2022 | CBRE | Buy Now | CBRE Group | $107.43 | 5.18% | $110 → $113 | Maintains | Strong Buy | Get Alert |
| 08/04/2022 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 17.1% | $280 → $287 | Maintains | Outperform | Get Alert |
| 07/28/2022 | SSNC | Buy Now | SS&C Techs Hldgs | $67.95 | 22.15% | $93 → $83 | Maintains | Strong Buy | Get Alert |
| 07/27/2022 | MCO | Buy Now | Moody's | $437.21 | -26.58% | $327 → $321 | Maintains | Outperform | Get Alert |
| 07/27/2022 | MSCI | Buy Now | MSCI | $538.21 | -5.24% | $493 → $510 | Maintains | Outperform | Get Alert |
| 07/22/2022 | NMRK | Buy Now | Newmark Group | $12.35 | 29.55% | $18 → $16 | Maintains | Outperform | Get Alert |
| 07/22/2022 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 14.24% | $295 → $280 | Maintains | Outperform | Get Alert |
| 07/22/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 135.38% | $35 → $31 | Maintains | Strong Buy | Get Alert |
| 07/22/2022 | CBRE | Buy Now | CBRE Group | $107.43 | 2.39% | $122 → $110 | Upgrade | Outperform → Strong Buy | Get Alert |
| 07/15/2022 | MSCI | Buy Now | MSCI | $538.21 | -8.4% | $515 → $493 | Maintains | Outperform | Get Alert |
| 07/12/2022 | SPGI | Buy Now | S&P Global | $483.33 | -13.72% | $462 → $417 | Maintains | Outperform | Get Alert |
| 07/12/2022 | MCO | Buy Now | Moody's | $437.21 | -25.21% | $364 → $327 | Maintains | Outperform | Get Alert |
| 07/12/2022 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | -13.17% | $36 → $30 | Maintains | Strong Buy | Get Alert |
| 07/08/2022 | ENV | Buy Now | Envestnet | $61.87 | 17.99% | $90 → $73 | Maintains | Strong Buy | Get Alert |
| 07/06/2022 | CME | Buy Now | CME Gr | $199.38 | 17.87% | $254 → $235 | Maintains | Outperform | Get Alert |
| 06/22/2022 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -15.45% | $142 → $126 | Maintains | Strong Buy | Get Alert |
| 06/17/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | $60 → $45 | Maintains | Outperform | Get Alert |
| 05/10/2022 | DNB | Buy Now | Dun & Bradstreet Hldgs | $10.53 | 127.92% | $27 → $24 | Maintains | Outperform | Get Alert |
| 05/06/2022 | ENV | Buy Now | Envestnet | $61.87 | 45.47% | $111 → $90 | Maintains | Strong Buy | Get Alert |
| 05/06/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 165.76% | $32 → $35 | Maintains | Strong Buy | Get Alert |
| 05/06/2022 | ICE | Buy Now | Intercontinental Exchange | $149.03 | -4.72% | $157 → $142 | Maintains | Strong Buy | Get Alert |
| 05/06/2022 | CBRE | Buy Now | CBRE Group | $107.43 | 13.56% | $111 → $122 | Maintains | Outperform | Get Alert |
| 05/04/2022 | SPGI | Buy Now | S&P Global | $483.33 | -4.41% | $475 → $462 | Maintains | Outperform | Get Alert |
| 05/04/2022 | BR | Buy Now | Broadridge Financial Soln | $208.07 | -13.01% | $192 → $181 | Maintains | Outperform | Get Alert |
| 05/03/2022 | MCO | Buy Now | Moody's | $437.21 | -16.74% | $417 → $364 | Maintains | Outperform | Get Alert |
| 04/29/2022 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 4.2% | $37 → $36 | Maintains | Strong Buy | Get Alert |
| 04/28/2022 | MSCI | Buy Now | MSCI | $538.21 | -4.31% | → $515 | Upgrade | Market Perform → Outperform | Get Alert |
| 04/28/2022 | CME | Buy Now | CME Gr | $199.38 | 27.39% | $265 → $254 | Maintains | Outperform | Get Alert |
| 04/26/2022 | NMRK | Buy Now | Newmark Group | $12.35 | 45.75% | $21 → $18 | Maintains | Outperform | Get Alert |
| 04/26/2022 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 20.36% | $329 → $295 | Maintains | Outperform | Get Alert |
| 04/26/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 142.98% | $38 → $32 | Maintains | Strong Buy | Get Alert |
| 04/26/2022 | CBRE | Buy Now | CBRE Group | $107.43 | 3.32% | $126 → $111 | Maintains | Outperform | Get Alert |
| 04/12/2022 | AMK | Buy Now | AssetMark Financial Hldgs | $34.55 | 7.09% | $45 → $37 | Maintains | Strong Buy | Get Alert |
| 04/08/2022 | ENV | Buy Now | Envestnet | $61.87 | 79.41% | $101 → $111 | Maintains | Strong Buy | Get Alert |
| 04/07/2022 | SPGI | Buy Now | S&P Global | $483.33 | -1.72% | $497 → $475 | Maintains | Outperform | Get Alert |
| 04/07/2022 | MCO | Buy Now | Moody's | $437.21 | -4.62% | $439 → $417 | Maintains | Outperform | Get Alert |
| 04/06/2022 | MKTX | Buy Now | MarketAxess Holdings | $220.86 | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 04/06/2022 | ICE | Buy Now | Intercontinental Exchange | $149.03 | 5.35% | $161 → $157 | Maintains | Strong Buy | Get Alert |
| 04/05/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | $66 → $60 | Maintains | Outperform | Get Alert |
| 04/05/2022 | SSNC | Buy Now | SS&C Techs Hldgs | $67.95 | 36.87% | $95 → $93 | Maintains | Strong Buy | Get Alert |
| 03/25/2022 | MKTW | Buy Now | Marketwise | $1.15 | — | — | Downgrade | Outperform → Market Perform | Get Alert |
| 03/11/2022 | MKTW | Buy Now | Marketwise | $1.15 | 378.26% | $11 → $5.5 | Maintains | Outperform | Get Alert |
| 02/25/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 188.53% | $35 → $38 | Maintains | Strong Buy | Get Alert |
| 02/25/2022 | CBRE | Buy Now | CBRE Group | $107.43 | 17.29% | $124 → $126 | Maintains | Outperform | Get Alert |
| 02/18/2022 | FOCS | Buy Now | Focus Finl Partners | — | — | $70 → $66 | Maintains | Outperform | Get Alert |
| 02/10/2022 | CME | Buy Now | CME Gr | $199.38 | 32.91% | $240 → $265 | Maintains | Outperform | Get Alert |
| 02/04/2022 | ICE | Buy Now | Intercontinental Exchange | $149.03 | 8.03% | $158 → $161 | Maintains | Strong Buy | Get Alert |
| 01/21/2022 | JLL | Buy Now | Jones Lang LaSalle | $245.10 | 29.74% | $302 → $318 | Maintains | Outperform | Get Alert |
| 01/21/2022 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 165.76% | $31 → $35 | Maintains | Strong Buy | Get Alert |
| 01/21/2022 | CBRE | Buy Now | CBRE Group | $107.43 | 15.42% | $118 → $124 | Maintains | Outperform | Get Alert |
| 01/10/2022 | MCO | Buy Now | Moody's | $437.21 | 0.41% | $436 → $439 | Maintains | Outperform | Get Alert |
| 01/06/2022 | MKTX | Buy Now | MarketAxess Holdings | $220.86 | 113.26% | $476 → $471 | Maintains | Outperform | Get Alert |
| 01/05/2022 | CME | Buy Now | CME Gr | $199.38 | 20.37% | $230 → $240 | Maintains | Outperform | Get Alert |
| 11/22/2021 | CWK | Buy Now | Cushman & Wakefield | $13.17 | 135.38% | — | Upgrade | Outperform → Strong Buy | Get Alert |
| 11/12/2021 | MKTW | Buy Now | Marketwise | $1.15 | 856.52% | — | Maintains | Outperform | Get Alert |
| 11/11/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.55 | 2028.07% | → $198 | Upgrade | Market Perform → Outperform | Get Alert |
