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Michael Cyprys is an analyst at Morgan Stanley. 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 07/16/2024
| Buy Now | Get Alert | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 07/11/2024 | SCHW | Buy Now | Charles Schwab | $75.07 | -5.42% | $73 → $71 | Maintains | Equal-Weight | Get Alert |
| 05/15/2024 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -25.23% | $32 → $39 | Maintains | Underweight | Get Alert |
| 05/10/2024 | HOOD | Buy Now | Robinhood Markets | $24.27 | -21.71% | $18 → $19 | Maintains | Equal-Weight | Get Alert |
| 05/10/2024 | TPG | Buy Now | TPG | $46.20 | 12.55% | $43 → $52 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 04/17/2024 | BEN | Buy Now | Franklin Resources | $23.23 | 7.62% | $24 → $25 | Maintains | Underweight | Get Alert |
| 04/17/2024 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $16 → $17 | Maintains | Equal-Weight | Get Alert |
| 04/17/2024 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 5.27% | $114 → $125 | Maintains | Equal-Weight | Get Alert |
| 04/17/2024 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -38.65% | $30 → $32 | Maintains | Underweight | Get Alert |
| 04/17/2024 | VRTS | Buy Now | Virtus Inv | $231.54 | -3.26% | $211 → $224 | Maintains | Underweight | Get Alert |
| 04/17/2024 | WT | Buy Now | WisdomTree | $10.53 | -12.16% | $7.75 → $9.25 | Maintains | Equal-Weight | Get Alert |
| 04/17/2024 | BX | Buy Now | Blackstone | $132.99 | 9.03% | $144 → $145 | Maintains | Overweight | Get Alert |
| 04/09/2024 | VIRT | Buy Now | Virtu Finl | $23.07 | -13.31% | $19 → $20 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | TW | Buy Now | Tradeweb Markets | $106.65 | 17.21% | $122 → $125 | Maintains | Overweight | Get Alert |
| 04/09/2024 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 29.54% | $278 → $279 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -3.94% | $139 → $142 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | SCHW | Buy Now | Charles Schwab | $75.07 | -5.42% | $65 → $71 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | RJF | Buy Now | Raymond James Finl | $121.11 | 1.56% | $113 → $123 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | HOOD | Buy Now | Robinhood Markets | $24.27 | -25.83% | $11 → $18 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | AMP | Buy Now | Ameriprise Finl | $445.80 | -1.97% | $400 → $437 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | CBOE | Buy Now | Cboe Global Markets | $172.52 | 15.35% | $211 → $199 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/09/2024 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | 19.34% | $254 → $315 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 04/09/2024 | NDAQ | Buy Now | Nasdaq | $62.95 | 27.08% | $59 → $80 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/04/2024 | PX | Buy Now | P10 | $9.62 | -6.44% | $12 → $9 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/26/2024 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 46.52% | $13 → $12 | Maintains | Overweight | Get Alert |
| 02/13/2024 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -3.77% | $252 → $254 | Maintains | Equal-Weight | Get Alert |
| 02/13/2024 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -5.97% | $133 → $139 | Maintains | Equal-Weight | Get Alert |
| 02/12/2024 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -42.48% | $28 → $30 | Maintains | Underweight | Get Alert |
| 02/07/2024 | TW | Buy Now | Tradeweb Markets | $106.65 | 14.39% | $112 → $122 | Maintains | Overweight | Get Alert |
| 01/29/2024 | VIRT | Buy Now | Virtu Finl | $23.07 | -17.64% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 01/29/2024 | AMP | Buy Now | Ameriprise Finl | $445.80 | -10.27% | $394 → $400 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | TPG | Buy Now | TPG | $46.20 | -13.42% | $31 → $40 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | STEP | Buy Now | StepStone Group | $47.79 | -26.76% | $28 → $35 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | PX | Buy Now | P10 | $9.62 | 24.74% | $13 → $12 | Maintains | Overweight | Get Alert |
| 01/24/2024 | KKR | Buy Now | KKR & Co | $116.00 | -29.31% | $75 → $82 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | IVZ | Buy Now | Invesco | $16.32 | -1.96% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | HLNE | Buy Now | Hamilton Lane | $137.24 | -8.19% | $102 → $126 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | CG | Buy Now | Carlyle Group | $44.07 | -9.24% | $34 → $40 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | BX | Buy Now | Blackstone | $132.99 | 8.28% | $120 → $144 | Maintains | Overweight | Get Alert |
| 01/24/2024 | ARES | Buy Now | Ares Management | $145.98 | -19.17% | $109 → $118 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | APO | Buy Now | Apollo Global Management | $122.50 | -19.18% | $94 → $99 | Maintains | Equal-Weight | Get Alert |
| 01/19/2024 | BEN | Buy Now | Franklin Resources | $23.23 | 3.31% | $22 → $24 | Maintains | Underweight | Get Alert |
| 01/19/2024 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $15 → $17 | Maintains | Equal-Weight | Get Alert |
| 01/19/2024 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -9.5% | $20 → $22 | Maintains | Equal-Weight | Get Alert |
| 01/19/2024 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -10.73% | $101 → $106 | Maintains | Equal-Weight | Get Alert |
| 01/19/2024 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -46.32% | $26 → $28 | Maintains | Underweight | Get Alert |
| 01/19/2024 | VRTS | Buy Now | Virtus Inv | $231.54 | -14.05% | $170 → $199 | Maintains | Underweight | Get Alert |
| 12/22/2023 | AMP | Buy Now | Ameriprise Finl | $445.80 | -14.09% | $365 → $383 | Assumes | → Equal-Weight | Get Alert |
| 12/01/2023 | KKR | Buy Now | KKR & Co | $116.00 | -35.34% | $65 → $75 | Maintains | Equal-Weight | Get Alert |
| 11/28/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -16.11% | $119 → $124 | Maintains | Equal-Weight | Get Alert |
| 11/24/2023 | HOOD | Buy Now | Robinhood Markets | $24.27 | -54.68% | $12 → $11 | Maintains | Equal-Weight | Get Alert |
| 11/22/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -17.64% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 11/22/2023 | STEP | Buy Now | StepStone Group | $47.79 | -41.41% | $29 → $28 | Maintains | Equal-Weight | Get Alert |
| 11/21/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -25.68% | $95 → $102 | Maintains | Equal-Weight | Get Alert |
| 11/02/2023 | BEN | Buy Now | Franklin Resources | $23.23 | -5.29% | $23 → $22 | Maintains | Underweight | Get Alert |
| 11/01/2023 | ARES | Buy Now | Ares Management | $145.98 | -25.33% | $114 → $109 | Maintains | Equal-Weight | Get Alert |
| 10/30/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -26.58% | $163 → $170 | Maintains | Underweight | Get Alert |
| 10/30/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -14.94% | $109 → $101 | Maintains | Equal-Weight | Get Alert |
| 10/30/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -4.53% | $260 → $252 | Maintains | Equal-Weight | Get Alert |
| 10/27/2023 | TW | Buy Now | Tradeweb Markets | $106.65 | 2.2% | $101 → $109 | Maintains | Overweight | Get Alert |
| 10/27/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 31.86% | $308 → $284 | Maintains | Equal-Weight | Get Alert |
| 10/25/2023 | IVZ | Buy Now | Invesco | $16.32 | -8.09% | $16 → $15 | Maintains | Equal-Weight | Get Alert |
| 10/23/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -29.6% | $162 → $163 | Maintains | Underweight | Get Alert |
| 10/20/2023 | BX | Buy Now | Blackstone | $132.99 | -9.77% | $125 → $120 | Maintains | Overweight | Get Alert |
| 10/19/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | -12.63% | $54 → $55 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | TPG | Buy Now | TPG | $46.20 | -32.9% | $30 → $31 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | STEP | Buy Now | StepStone Group | $47.79 | -39.32% | $27 → $29 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | PX | Buy Now | P10 | $9.62 | 35.14% | $14 → $13 | Maintains | Overweight | Get Alert |
| 10/18/2023 | KKR | Buy Now | KKR & Co | $116.00 | -43.97% | $63 → $65 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -30.78% | $89 → $95 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | CG | Buy Now | Carlyle Group | $44.07 | -22.85% | $35 → $34 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | ARES | Buy Now | Ares Management | $145.98 | -21.91% | $105 → $114 | Maintains | Equal-Weight | Get Alert |
| 10/18/2023 | APO | Buy Now | Apollo Global Management | $122.50 | -23.27% | $88 → $94 | Maintains | Equal-Weight | Get Alert |
| 10/11/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -13.31% | $21 → $20 | Maintains | Equal-Weight | Get Alert |
| 10/11/2023 | TW | Buy Now | Tradeweb Markets | $106.65 | -5.3% | $94 → $101 | Maintains | Overweight | Get Alert |
| 10/11/2023 | HOOD | Buy Now | Robinhood Markets | $24.27 | -50.56% | $13 → $12 | Maintains | Equal-Weight | Get Alert |
| 10/11/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | -14.22% | $55 → $54 | Maintains | Equal-Weight | Get Alert |
| 10/11/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -1.5% | $243 → $260 | Maintains | Equal-Weight | Get Alert |
| 10/11/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -19.5% | $118 → $119 | Maintains | Equal-Weight | Get Alert |
| 10/11/2023 | SCHW | Buy Now | Charles Schwab | $75.07 | -14.75% | $71 → $64 | Maintains | Equal-Weight | Get Alert |
| 10/06/2023 | WT | Buy Now | WisdomTree | $10.53 | -31.15% | $7.5 → $7.25 | Maintains | Equal-Weight | Get Alert |
| 10/06/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -30.03% | $173 → $162 | Maintains | Underweight | Get Alert |
| 10/06/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -52.07% | $26 → $25 | Maintains | Underweight | Get Alert |
| 10/06/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -8.2% | $118 → $109 | Maintains | Equal-Weight | Get Alert |
| 10/06/2023 | IVZ | Buy Now | Invesco | $16.32 | -1.96% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 10/06/2023 | BEN | Buy Now | Franklin Resources | $23.23 | -0.99% | $24 → $23 | Maintains | Underweight | Get Alert |
| 10/06/2023 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -17.73% | $21 → $20 | Maintains | Equal-Weight | Get Alert |
| 09/06/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -20.17% | $124 → $118 | Maintains | Equal-Weight | Get Alert |
| 09/05/2023 | BX | Buy Now | Blackstone | $132.99 | -6.01% | $125 → $125 | Reiterates | Overweight → Overweight | Get Alert |
| 08/14/2023 | TPG | Buy Now | TPG | $46.20 | -35.06% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 08/14/2023 | PX | Buy Now | P10 | $9.62 | 45.53% | $13 → $14 | Maintains | Overweight | Get Alert |
| 08/09/2023 | TPG | Buy Now | TPG | $46.20 | -39.39% | $29 → $28 | Maintains | Equal-Weight | Get Alert |
| 08/09/2023 | KKR | Buy Now | KKR & Co | $116.00 | -45.69% | $59 → $63 | Maintains | Equal-Weight | Get Alert |
| 08/08/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -50.15% | $25 → $26 | Maintains | Underweight | Get Alert |
| 08/08/2023 | STEP | Buy Now | StepStone Group | $47.79 | -43.5% | $26 → $27 | Maintains | Equal-Weight | Get Alert |
| 08/08/2023 | BEN | Buy Now | Franklin Resources | $23.23 | 3.31% | $23 → $24 | Maintains | Underweight | Get Alert |
| 08/08/2023 | APO | Buy Now | Apollo Global Management | $122.50 | -28.16% | $81 → $88 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -13.62% | $22 → $21 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | HOOD | Buy Now | Robinhood Markets | $24.27 | -46.44% | $13 → $13 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 08/03/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -35.15% | $84 → $89 | Maintains | Equal-Weight | Get Alert |
| 08/03/2023 | CG | Buy Now | Carlyle Group | $44.07 | -20.58% | $34 → $35 | Maintains | Equal-Weight | Get Alert |
| 08/02/2023 | ARES | Buy Now | Ares Management | $145.98 | -28.07% | $100 → $105 | Maintains | Equal-Weight | Get Alert |
| 08/01/2023 | WT | Buy Now | WisdomTree | $10.53 | -28.77% | $7.5 → $7.5 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 08/01/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -25.28% | $159 → $173 | Maintains | Underweight | Get Alert |
| 08/01/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -0.62% | $108 → $118 | Maintains | Equal-Weight | Get Alert |
| 08/01/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -7.94% | $238 → $243 | Maintains | Equal-Weight | Get Alert |
| 07/31/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -25.28% | $159 → $173 | Maintains | Underweight | Get Alert |
| 07/31/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -0.62% | $108 → $118 | Maintains | Equal-Weight | Get Alert |
| 07/31/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -7.94% | $238 → $243 | Maintains | Equal-Weight | Get Alert |
| 07/28/2023 | TW | Buy Now | Tradeweb Markets | $106.65 | -11.86% | $87 → $94 | Maintains | Overweight | Get Alert |
| 07/28/2023 | SCHW | Buy Now | Charles Schwab | $75.07 | -5.42% | $68 → $71 | Maintains | Equal-Weight | Get Alert |
| 07/27/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -8.97% | $21 → $21 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/27/2023 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $17 → $17 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/25/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -31.33% | $153 → $159 | Maintains | Underweight | Get Alert |
| 07/25/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -52.07% | $25 → $25 | Reiterates | Underweight → Underweight | Get Alert |
| 07/25/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -9.04% | $108 → $108 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/25/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | -12.63% | $55 → $55 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/25/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 43% | $308 → $308 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/25/2023 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $17 → $17 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/25/2023 | BEN | Buy Now | Franklin Resources | $23.23 | -0.99% | $23 → $23 | Reiterates | Underweight → Underweight | Get Alert |
| 07/21/2023 | BX | Buy Now | Blackstone | $132.99 | -6.01% | $116 → $125 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PX | Buy Now | P10 | $9.62 | 35.14% | $13 → $13 | Reiterates | Overweight → Overweight | Get Alert |
| 07/18/2023 | TPG | Buy Now | TPG | $46.20 | -30.74% | $31 → $32 | Maintains | Equal-Weight | Get Alert |
| 07/18/2023 | STEP | Buy Now | StepStone Group | $47.79 | -45.6% | $26 → $26 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/18/2023 | KKR | Buy Now | KKR & Co | $116.00 | -49.14% | $54 → $59 | Maintains | Equal-Weight | Get Alert |
| 07/18/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -38.79% | $77 → $84 | Maintains | Equal-Weight | Get Alert |
| 07/18/2023 | CG | Buy Now | Carlyle Group | $44.07 | -22.85% | $29 → $34 | Maintains | Equal-Weight | Get Alert |
| 07/18/2023 | BX | Buy Now | Blackstone | $132.99 | -12.78% | $115 → $116 | Maintains | Overweight | Get Alert |
| 07/18/2023 | APO | Buy Now | Apollo Global Management | $122.50 | -33.88% | $68 → $81 | Maintains | Equal-Weight | Get Alert |
| 07/13/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -8.97% | $21 → $21 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/13/2023 | TW | Buy Now | Tradeweb Markets | $106.65 | -18.42% | $92 → $87 | Maintains | Overweight | Get Alert |
| 07/13/2023 | HOOD | Buy Now | Robinhood Markets | $24.27 | -46.44% | $12 → $13 | Maintains | Equal-Weight | Get Alert |
| 07/13/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | -12.63% | $60 → $55 | Maintains | Equal-Weight | Get Alert |
| 07/13/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 43% | $339 → $308 | Maintains | Equal-Weight | Get Alert |
| 07/13/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -9.83% | $221 → $238 | Maintains | Equal-Weight | Get Alert |
| 07/13/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -16.11% | $120 → $124 | Maintains | Equal-Weight | Get Alert |
| 07/13/2023 | SCHW | Buy Now | Charles Schwab | $75.07 | -9.42% | $68 → $68 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/12/2023 | WT | Buy Now | WisdomTree | $10.53 | -28.77% | $7.5 → $7.5 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/12/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -33.92% | $150 → $153 | Maintains | Underweight | Get Alert |
| 07/12/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -52.07% | $24 → $25 | Maintains | Underweight | Get Alert |
| 07/12/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -9.04% | $105 → $108 | Maintains | Equal-Weight | Get Alert |
| 07/12/2023 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $17 → $17 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 07/12/2023 | BEN | Buy Now | Franklin Resources | $23.23 | -0.99% | $23 → $23 | Reiterates | Underweight → Underweight | Get Alert |
| 07/12/2023 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -9.5% | $22 → $22 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 06/14/2023 | SCHW | Buy Now | Charles Schwab | $75.07 | -9.42% | → $68 | Reiterates | Equal-Weight → Equal-Weight | Get Alert |
| 05/30/2023 | STEP | Buy Now | StepStone Group | $47.79 | -45.6% | $28 → $26 | Maintains | Equal-Weight | Get Alert |
| 05/30/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -43.89% | — | Maintains | Equal-Weight | Get Alert |
| 05/22/2023 | ARES | Buy Now | Ares Management | $145.98 | -38.35% | $88 → $90 | Maintains | Equal-Weight | Get Alert |
| 05/18/2023 | TPG | Buy Now | TPG | $46.20 | -32.9% | $30 → $31 | Maintains | Equal-Weight | Get Alert |
| 05/15/2023 | WT | Buy Now | WisdomTree | $10.53 | -28.77% | $6.5 → $7.5 | Maintains | Equal-Weight | Get Alert |
| 05/10/2023 | KKR | Buy Now | KKR & Co | $116.00 | -53.45% | $57 → $54 | Maintains | Equal-Weight | Get Alert |
| 05/08/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -53.99% | $23 → $24 | Maintains | Underweight | Get Alert |
| 05/08/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -18.82% | $123 → $120 | Maintains | Equal-Weight | Get Alert |
| 05/08/2023 | CG | Buy Now | Carlyle Group | $44.07 | -34.2% | $35 → $29 | Maintains | Equal-Weight | Get Alert |
| 04/27/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 57.4% | $344 → $339 | Maintains | Equal-Weight | Get Alert |
| 04/19/2023 | STEP | Buy Now | StepStone Group | $47.79 | -41.41% | $30 → $28 | Maintains | Equal-Weight | Get Alert |
| 04/19/2023 | KKR | Buy Now | KKR & Co | $116.00 | -50.86% | $60 → $57 | Maintains | Equal-Weight | Get Alert |
| 04/19/2023 | CG | Buy Now | Carlyle Group | $44.07 | -20.58% | $37 → $35 | Maintains | Equal-Weight | Get Alert |
| 04/19/2023 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 95.36% | $20 → $16 | Maintains | Overweight | Get Alert |
| 04/14/2023 | WT | Buy Now | WisdomTree | $10.53 | -38.27% | $6 → $6.5 | Maintains | Equal-Weight | Get Alert |
| 04/14/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -55.9% | $22 → $23 | Maintains | Underweight | Get Alert |
| 04/14/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -11.57% | $102 → $105 | Maintains | Equal-Weight | Get Alert |
| 04/14/2023 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -9.5% | $21 → $22 | Maintains | Equal-Weight | Get Alert |
| 04/11/2023 | TW | Buy Now | Tradeweb Markets | $106.65 | -13.74% | $86 → $92 | Maintains | Overweight | Get Alert |
| 04/11/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 59.72% | $341 → $344 | Maintains | Equal-Weight | Get Alert |
| 04/11/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -19.3% | $244 → $213 | Maintains | Equal-Weight | Get Alert |
| 04/11/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -16.79% | $120 → $123 | Maintains | Equal-Weight | Get Alert |
| 04/11/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -8.97% | $18 → $21 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 04/11/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | -4.69% | $70 → $60 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 03/30/2023 | SCHW | Buy Now | Charles Schwab | $75.07 | -9.42% | $99 → $68 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/14/2023 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -57.82% | $20 → $22 | Maintains | Underweight | Get Alert |
| 02/13/2023 | STEP | Buy Now | StepStone Group | $47.79 | -37.23% | $31 → $30 | Maintains | Equal-Weight | Get Alert |
| 02/13/2023 | CME | Buy Now | CME Gr | $197.01 | 2.03% | $196 → $201 | Maintains | Equal-Weight | Get Alert |
| 02/13/2023 | ARES | Buy Now | Ares Management | $145.98 | -39.72% | $82 → $88 | Maintains | Equal-Weight | Get Alert |
| 02/13/2023 | APO | Buy Now | Apollo Global Management | $122.50 | -44.49% | $69 → $68 | Maintains | Equal-Weight | Get Alert |
| 02/09/2023 | KKR | Buy Now | KKR & Co | $116.00 | -48.28% | $56 → $60 | Maintains | Equal-Weight | Get Alert |
| 02/09/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -43.17% | $72 → $78 | Maintains | Equal-Weight | Get Alert |
| 02/08/2023 | WT | Buy Now | WisdomTree | $10.53 | -43.02% | $5.75 → $6 | Maintains | Equal-Weight | Get Alert |
| 02/06/2023 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -7.56% | $239 → $244 | Maintains | Equal-Weight | Get Alert |
| 02/06/2023 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -13.62% | $20 → $21 | Maintains | Equal-Weight | Get Alert |
| 02/03/2023 | TW | Buy Now | Tradeweb Markets | $106.65 | -19.36% | $85 → $86 | Maintains | Overweight | Get Alert |
| 01/30/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -21.98% | $19 → $18 | Maintains | Underweight | Get Alert |
| 01/30/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -14.1% | $108 → $102 | Maintains | Equal-Weight | Get Alert |
| 01/30/2023 | SCHW | Buy Now | Charles Schwab | $75.07 | 31.88% | $104 → $99 | Maintains | Overweight | Get Alert |
| 01/30/2023 | BX | Buy Now | Blackstone | $132.99 | -13.53% | $110 → $115 | Maintains | Overweight | Get Alert |
| 01/27/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 58.32% | $314 → $341 | Maintains | Equal-Weight | Get Alert |
| 01/24/2023 | STEP | Buy Now | StepStone Group | $47.79 | -35.13% | $30 → $31 | Maintains | Equal-Weight | Get Alert |
| 01/24/2023 | PX | Buy Now | P10 | $9.62 | 45.53% | $15 → $14 | Maintains | Overweight | Get Alert |
| 01/24/2023 | HLNE | Buy Now | Hamilton Lane | $137.24 | -47.54% | $67 → $72 | Maintains | Equal-Weight | Get Alert |
| 01/24/2023 | CG | Buy Now | Carlyle Group | $44.07 | -16.04% | $34 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/24/2023 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 144.2% | $21 → $20 | Maintains | Overweight | Get Alert |
| 01/24/2023 | BX | Buy Now | Blackstone | $132.99 | -17.29% | $113 → $110 | Maintains | Overweight | Get Alert |
| 01/24/2023 | APO | Buy Now | Apollo Global Management | $122.50 | -43.67% | $60 → $69 | Maintains | Equal-Weight | Get Alert |
| 01/20/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | 15.97% | $72 → $73 | Maintains | Overweight | Get Alert |
| 01/19/2023 | WT | Buy Now | WisdomTree | $10.53 | -45.39% | $5.5 → $5.75 | Maintains | Equal-Weight | Get Alert |
| 01/19/2023 | VRTS | Buy Now | Virtus Inv | $231.54 | -35.22% | $134 → $150 | Maintains | Underweight | Get Alert |
| 01/19/2023 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -9.04% | $100 → $108 | Maintains | Equal-Weight | Get Alert |
| 01/19/2023 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $14 → $17 | Maintains | Equal-Weight | Get Alert |
| 01/19/2023 | BEN | Buy Now | Franklin Resources | $23.23 | -0.99% | $19 → $23 | Maintains | Underweight | Get Alert |
| 01/19/2023 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -17.73% | $19 → $20 | Maintains | Equal-Weight | Get Alert |
| 01/17/2023 | BLK | Buy Now | BlackRock | $822.96 | 0.61% | $785 → $828 | Maintains | Overweight | Get Alert |
| 01/11/2023 | VIRT | Buy Now | Virtu Finl | $23.07 | -17.64% | $20 → $19 | Maintains | Underweight | Get Alert |
| 01/11/2023 | HOOD | Buy Now | Robinhood Markets | $24.27 | -50.56% | $13 → $12 | Maintains | Equal-Weight | Get Alert |
| 01/11/2023 | NDAQ | Buy Now | Nasdaq | $62.95 | 14.38% | $73 → $72 | Maintains | Overweight | Get Alert |
| 01/11/2023 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 45.79% | $274 → $314 | Maintains | Equal-Weight | Get Alert |
| 01/11/2023 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -18.82% | $116 → $120 | Maintains | Equal-Weight | Get Alert |
| 01/11/2023 | CME | Buy Now | CME Gr | $197.01 | -0.51% | $208 → $196 | Maintains | Equal-Weight | Get Alert |
| 01/06/2023 | BLK | Buy Now | BlackRock | $822.96 | -4.61% | $720 → $785 | Maintains | Overweight | Get Alert |
| 11/30/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -9.45% | $281 → $239 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 11/14/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | — | — | Initiates | → Neutral | Get Alert |
| 11/14/2022 | TPG | Buy Now | TPG | $46.20 | -35.06% | $28 → $30 | Maintains | Equal-Weight | Get Alert |
| 11/14/2022 | CG | Buy Now | Carlyle Group | $44.07 | -22.85% | $35 → $34 | Maintains | Equal-Weight | Get Alert |
| 11/10/2022 | VIRT | Buy Now | Virtu Finl | $23.07 | -13.31% | $19 → $20 | Maintains | Underweight | Get Alert |
| 11/09/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 15.97% | $72 → $73 | Maintains | Overweight | Get Alert |
| 11/07/2022 | STEP | Buy Now | StepStone Group | $47.79 | -37.23% | $29 → $30 | Maintains | Equal-Weight | Get Alert |
| 11/07/2022 | HOOD | Buy Now | Robinhood Markets | $24.27 | -46.44% | $12 → $13 | Maintains | Equal-Weight | Get Alert |
| 11/07/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -21.53% | $118 → $116 | Maintains | Equal-Weight | Get Alert |
| 11/07/2022 | HOG | Buy Now | Harley-Davidson | $35.19 | 22.19% | $40 → $43 | Maintains | Equal-Weight | Get Alert |
| 11/04/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -21.84% | $18 → $19 | Maintains | Equal-Weight | Get Alert |
| 11/03/2022 | APO | Buy Now | Apollo Global Management | $122.50 | -51.02% | $57 → $60 | Maintains | Equal-Weight | Get Alert |
| 11/01/2022 | TW | Buy Now | Tradeweb Markets | $106.65 | -20.3% | $86 → $85 | Maintains | Overweight | Get Alert |
| 10/31/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -15.78% | $105 → $100 | Maintains | Equal-Weight | Get Alert |
| 10/31/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | 6.46% | $259 → $281 | Maintains | Overweight | Get Alert |
| 10/31/2022 | ARES | Buy Now | Ares Management | $145.98 | -43.83% | $76 → $82 | Maintains | Equal-Weight | Get Alert |
| 10/28/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -42.13% | $142 → $134 | Maintains | Underweight | Get Alert |
| 10/28/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 38.54% | $99 → $104 | Maintains | Overweight | Get Alert |
| 10/27/2022 | IVZ | Buy Now | Invesco | $16.32 | -14.22% | $15 → $14 | Maintains | Equal-Weight | Get Alert |
| 10/27/2022 | CME | Buy Now | CME Gr | $197.01 | 5.58% | $213 → $208 | Maintains | Equal-Weight | Get Alert |
| 10/21/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 27.22% | $289 → $274 | Maintains | Equal-Weight | Get Alert |
| 10/21/2022 | BX | Buy Now | Blackstone | $132.99 | -15.03% | $115 → $113 | Maintains | Overweight | Get Alert |
| 10/20/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -11.57% | $114 → $105 | Maintains | Equal-Weight | Get Alert |
| 10/20/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 14.38% | $71 → $72 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BEN | Buy Now | Franklin Resources | $23.23 | -18.21% | $20 → $19 | Maintains | Underweight | Get Alert |
| 10/19/2022 | APO | Buy Now | Apollo Global Management | $122.50 | -53.47% | $61 → $57 | Maintains | Equal-Weight | Get Alert |
| 10/19/2022 | BX | Buy Now | Blackstone | $132.99 | -13.53% | $121 → $115 | Maintains | Overweight | Get Alert |
| 10/19/2022 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 156.41% | $22 → $21 | Maintains | Overweight | Get Alert |
| 10/19/2022 | CG | Buy Now | Carlyle Group | $44.07 | -20.58% | $41 → $35 | Maintains | Equal-Weight | Get Alert |
| 10/19/2022 | HLNE | Buy Now | Hamilton Lane | $137.24 | -51.18% | $72 → $67 | Maintains | Equal-Weight | Get Alert |
| 10/19/2022 | KKR | Buy Now | KKR & Co | $116.00 | -51.72% | $60 → $56 | Maintains | Equal-Weight | Get Alert |
| 10/19/2022 | STEP | Buy Now | StepStone Group | $47.79 | -39.32% | $30 → $29 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 12.79% | $68 → $71 | Maintains | Overweight | Get Alert |
| 10/12/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 34.18% | $315 → $289 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -1.88% | $239 → $259 | Maintains | Overweight | Get Alert |
| 10/12/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -20.17% | $110 → $118 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | CME | Buy Now | CME Gr | $197.01 | 8.12% | $226 → $213 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 31.88% | $93 → $99 | Maintains | Overweight | Get Alert |
| 10/12/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -25.96% | $17 → $18 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | HOOD | Buy Now | Robinhood Markets | $24.27 | -50.56% | $11 → $12 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | TW | Buy Now | Tradeweb Markets | $106.65 | -19.36% | $100 → $86 | Maintains | Overweight | Get Alert |
| 10/03/2022 | WETF | Buy Now | WisdomTree Inv | — | — | $6 → $5.75 | Maintains | Equal-Weight | Get Alert |
| 10/03/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -32.63% | $158 → $156 | Maintains | Underweight | Get Alert |
| 10/03/2022 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -61.66% | $21 → $20 | Maintains | Underweight | Get Alert |
| 10/03/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | -3.99% | $123 → $114 | Maintains | Equal-Weight | Get Alert |
| 10/03/2022 | IVZ | Buy Now | Invesco | $16.32 | -8.09% | $16 → $15 | Maintains | Equal-Weight | Get Alert |
| 10/03/2022 | BEN | Buy Now | Franklin Resources | $23.23 | -13.9% | $21 → $20 | Maintains | Underweight | Get Alert |
| 10/03/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -30.07% | $18 → $17 | Maintains | Equal-Weight | Get Alert |
| 10/03/2022 | BLK | Buy Now | BlackRock | $822.96 | -8.38% | $773 → $754 | Maintains | Overweight | Get Alert |
| 08/30/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 8.02% | $67 → $68 | Maintains | Overweight | Get Alert |
| 08/29/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 6.43% | $201 → $67 | Maintains | Overweight | Get Alert |
| 08/15/2022 | TPG | Buy Now | TPG | $46.20 | -39.39% | $27 → $28 | Maintains | Equal-Weight | Get Alert |
| 08/15/2022 | APO | Buy Now | Apollo Global Management | $122.50 | -50.2% | $60 → $61 | Maintains | Equal-Weight | Get Alert |
| 08/12/2022 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 168.62% | $21 → $22 | Maintains | Overweight | Get Alert |
| 08/09/2022 | HLNE | Buy Now | Hamilton Lane | $137.24 | -47.54% | $73 → $72 | Maintains | Equal-Weight | Get Alert |
| 08/08/2022 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -59.74% | $20 → $21 | Maintains | Underweight | Get Alert |
| 08/08/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -25.59% | $109 → $110 | Maintains | Equal-Weight | Get Alert |
| 08/03/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -9.45% | $241 → $239 | Maintains | Overweight | Get Alert |
| 08/02/2022 | CG | Buy Now | Carlyle Group | $44.07 | -6.97% | $39 → $41 | Maintains | Equal-Weight | Get Alert |
| 08/01/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -31.76% | $159 → $158 | Maintains | Underweight | Get Alert |
| 08/01/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 23.88% | $98 → $93 | Maintains | Overweight | Get Alert |
| 07/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 3.59% | $124 → $123 | Maintains | Equal-Weight | Get Alert |
| 07/29/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -25.96% | $19 → $18 | Maintains | Equal-Weight | Get Alert |
| 07/28/2022 | IVZ | Buy Now | Invesco | $16.32 | -1.96% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 07/28/2022 | CME | Buy Now | CME Gr | $197.01 | 14.71% | $242 → $226 | Maintains | Equal-Weight | Get Alert |
| 07/27/2022 | BX | Buy Now | Blackstone | $132.99 | -9.02% | $125 → $121 | Maintains | Overweight | Get Alert |
| 07/27/2022 | BLK | Buy Now | BlackRock | $822.96 | -6.07% | $801 → $773 | Maintains | Overweight | Get Alert |
| 07/25/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -31.33% | $155 → $159 | Maintains | Underweight | Get Alert |
| 07/25/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 4.43% | $121 → $124 | Maintains | Equal-Weight | Get Alert |
| 07/22/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 46.25% | $325 → $315 | Maintains | Equal-Weight | Get Alert |
| 07/22/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -21.84% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 07/21/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 219.3% | $65.67 → $67 | Maintains | Overweight | Get Alert |
| 07/19/2022 | VIRT | Buy Now | Virtu Finl | $23.07 | -17.64% | $28 → $19 | Maintains | Underweight | Get Alert |
| 07/19/2022 | TW | Buy Now | Tradeweb Markets | $106.65 | -6.24% | $125 → $100 | Maintains | Overweight | Get Alert |
| 07/19/2022 | TPG | Buy Now | TPG | $46.20 | -41.56% | $33 → $27 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | HOOD | Buy Now | Robinhood Markets | $24.27 | -54.68% | $14 → $11 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | PX | Buy Now | P10 | $9.62 | 55.93% | $16 → $15 | Maintains | Overweight | Get Alert |
| 07/19/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 212.95% | $79.67 → $65.67 | Maintains | Overweight | Get Alert |
| 07/19/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 50.9% | $338 → $325 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -8.69% | $246 → $241 | Maintains | Overweight | Get Alert |
| 07/19/2022 | KKR | Buy Now | KKR & Co | $116.00 | -48.28% | $72 → $60 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -26.26% | $134 → $109 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | HLNE | Buy Now | Hamilton Lane | $137.24 | -46.81% | $92 → $73 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | CME | Buy Now | CME Gr | $197.01 | 22.84% | $280 → $242 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | CG | Buy Now | Carlyle Group | $44.07 | -31.93% | $50 → $30 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 156.41% | $26 → $21 | Maintains | Overweight | Get Alert |
| 07/19/2022 | BX | Buy Now | Blackstone | $132.99 | -6.01% | $154 → $125 | Maintains | Overweight | Get Alert |
| 07/19/2022 | ARES | Buy Now | Ares Management | $145.98 | -47.94% | $90 → $76 | Maintains | Equal-Weight | Get Alert |
| 07/19/2022 | STEP | Buy Now | StepStone Group | $47.79 | -37.23% | $46 → $30 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/19/2022 | APO | Buy Now | Apollo Global Management | $122.50 | -51.02% | $81 → $60 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/13/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 30.54% | $123 → $98 | Maintains | Overweight | Get Alert |
| 07/05/2022 | TW | Buy Now | Tradeweb Markets | $106.65 | 17.21% | $127 → $125 | Maintains | Overweight | Get Alert |
| 07/05/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 56.93% | $361 → $338 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | WETF | Buy Now | WisdomTree Inv | — | — | $6.75 → $6 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -33.06% | $203 → $155 | Maintains | Underweight | Get Alert |
| 06/30/2022 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -61.66% | $27 → $20 | Maintains | Underweight | Get Alert |
| 06/30/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 1.9% | $155 → $121 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | IVZ | Buy Now | Invesco | $16.32 | 4.17% | $23 → $17 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | -17.73% | $25 → $20 | Maintains | Equal-Weight | Get Alert |
| 06/30/2022 | BLK | Buy Now | BlackRock | $822.96 | -2.67% | $932 → $801 | Maintains | Overweight | Get Alert |
| 06/01/2022 | STEP | Buy Now | StepStone Group | $47.79 | -3.75% | $50 → $46 | Maintains | Overweight | Get Alert |
| 06/01/2022 | HLNE | Buy Now | Hamilton Lane | $137.24 | -32.96% | $101 → $92 | Maintains | Equal-Weight | Get Alert |
| 05/17/2022 | TPG | Buy Now | TPG | $46.20 | -28.57% | $34 → $33 | Maintains | Equal-Weight | Get Alert |
| 05/17/2022 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 217.46% | $25 → $26 | Maintains | Overweight | Get Alert |
| 05/10/2022 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -48.24% | $28 → $27 | Maintains | Underweight | Get Alert |
| 05/10/2022 | KKR | Buy Now | KKR & Co | $116.00 | -37.93% | $71 → $72 | Maintains | Equal-Weight | Get Alert |
| 05/09/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | 2.84% | $27 → $25 | Maintains | Equal-Weight | Get Alert |
| 05/06/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -9.35% | $147 → $134 | Maintains | Equal-Weight | Get Alert |
| 05/03/2022 | HOOD | Buy Now | Robinhood Markets | $24.27 | -42.31% | $15 → $14 | Maintains | Equal-Weight | Get Alert |
| 05/02/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -12.33% | $221 → $203 | Maintains | Underweight | Get Alert |
| 05/02/2022 | TW | Buy Now | Tradeweb Markets | $106.65 | 19.08% | $133 → $127 | Maintains | Overweight | Get Alert |
| 05/02/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 30.54% | $170 → $155 | Maintains | Equal-Weight | Get Alert |
| 05/02/2022 | CG | Buy Now | Carlyle Group | $44.07 | 13.46% | $54 → $50 | Maintains | Equal-Weight | Get Alert |
| 04/29/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -6.8% | $263 → $246 | Maintains | Overweight | Get Alert |
| 04/27/2022 | IVZ | Buy Now | Invesco | $16.32 | 40.93% | $25 → $23 | Maintains | Equal-Weight | Get Alert |
| 04/26/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | -4.55% | $240 → $221 | Maintains | Underweight | Get Alert |
| 04/26/2022 | VCTR | Buy Now | Victory Capital Holdings | $52.16 | -46.32% | $29 → $28 | Maintains | Underweight | Get Alert |
| 04/25/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 43.17% | $178 → $170 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | IVZ | Buy Now | Invesco | $16.32 | 53.19% | $26 → $25 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 63.85% | $132 → $123 | Maintains | Overweight | Get Alert |
| 04/21/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 279.67% | $81.67 → $79.67 | Maintains | Overweight | Get Alert |
| 04/21/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 67.61% | $367 → $361 | Maintains | Equal-Weight | Get Alert |
| 04/20/2022 | BRDG | Buy Now | Bridge Investment Group | $8.19 | 205.25% | $26 → $25 | Maintains | Overweight | Get Alert |
| 04/20/2022 | CG | Buy Now | Carlyle Group | $44.07 | 22.53% | $59 → $54 | Maintains | Equal-Weight | Get Alert |
| 04/20/2022 | KKR | Buy Now | KKR & Co | $116.00 | -38.79% | $78 → $71 | Maintains | Equal-Weight | Get Alert |
| 04/20/2022 | PX | Buy Now | P10 | $9.62 | 66.32% | $17 → $16 | Maintains | Overweight | Get Alert |
| 04/20/2022 | STEP | Buy Now | StepStone Group | $47.79 | 4.62% | $55 → $50 | Maintains | Overweight | Get Alert |
| 04/20/2022 | TPG | Buy Now | TPG | $46.20 | -26.41% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 04/20/2022 | HLNE | Buy Now | Hamilton Lane | $137.24 | -26.41% | $111 → $101 | Maintains | Equal-Weight | Get Alert |
| 04/20/2022 | BX | Buy Now | Blackstone | $132.99 | 15.8% | $166 → $154 | Maintains | Overweight | Get Alert |
| 04/20/2022 | ARES | Buy Now | Ares Management | $145.98 | -38.35% | $93 → $90 | Maintains | Equal-Weight | Get Alert |
| 04/20/2022 | APO | Buy Now | Apollo Global Management | $122.50 | -33.88% | $88 → $81 | Maintains | Overweight | Get Alert |
| 04/14/2022 | BLK | Buy Now | BlackRock | $822.96 | 13.25% | $966 → $932 | Maintains | Overweight | Get Alert |
| 04/13/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 289.2% | $79.33 → $81.67 | Maintains | Overweight | Get Alert |
| 04/13/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 70.4% | $402 → $367 | Maintains | Equal-Weight | Get Alert |
| 04/13/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -0.36% | $246 → $263 | Maintains | Overweight | Get Alert |
| 04/13/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -0.55% | $145 → $147 | Maintains | Equal-Weight | Get Alert |
| 04/13/2022 | CME | Buy Now | CME Gr | $197.01 | 37.56% | $255 → $271 | Maintains | Equal-Weight | Get Alert |
| 04/08/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 49.91% | $187 → $178 | Maintains | Equal-Weight | Get Alert |
| 04/08/2022 | IVZ | Buy Now | Invesco | $16.32 | 59.31% | $27 → $26 | Maintains | Equal-Weight | Get Alert |
| 04/08/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | 11.07% | $29 → $27 | Maintains | Equal-Weight | Get Alert |
| 04/08/2022 | BLK | Buy Now | BlackRock | $822.96 | 17.38% | $1043 → $966 | Maintains | Overweight | Get Alert |
| 04/08/2022 | VRTS | Buy Now | Virtus Inv | $231.54 | 3.65% | $393 → $240 | Downgrade | Overweight → Underweight | Get Alert |
| 04/06/2022 | TPG | Buy Now | TPG | $46.20 | -22.08% | $38 → $36 | Maintains | Equal-Weight | Get Alert |
| 04/04/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 86.65% | $390 → $402 | Maintains | Equal-Weight | Get Alert |
| 03/30/2022 | HOOD | Buy Now | Robinhood Markets | $24.27 | -38.19% | → $15 | Initiates | → Equal-Weight | Get Alert |
| 02/22/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 57.49% | $191 → $187 | Maintains | Equal-Weight | Get Alert |
| 02/16/2022 | ARES | Buy Now | Ares Management | $145.98 | -36.29% | $90 → $93 | Maintains | Equal-Weight | Get Alert |
| 02/11/2022 | KKR | Buy Now | KKR & Co | $116.00 | -32.76% | $83 → $78 | Maintains | Equal-Weight | Get Alert |
| 02/11/2022 | CME | Buy Now | CME Gr | $197.01 | 29.44% | $234 → $255 | Maintains | Equal-Weight | Get Alert |
| 02/10/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 81.08% | $424 → $390 | Maintains | Equal-Weight | Get Alert |
| 02/08/2022 | ICE | Buy Now | Intercontinental Exchange | $147.82 | -1.91% | $143 → $145 | Maintains | Equal-Weight | Get Alert |
| 02/07/2022 | TPG | Buy Now | TPG | $46.20 | -17.75% | → $38 | Initiates | → Equal-Weight | Get Alert |
| 02/04/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -6.8% | $253 → $246 | Maintains | Overweight | Get Alert |
| 02/01/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 75.84% | $130 → $132 | Maintains | Overweight | Get Alert |
| 01/31/2022 | BX | Buy Now | Blackstone | $132.99 | 24.82% | $165 → $166 | Maintains | Overweight | Get Alert |
| 01/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 60.86% | $202 → $191 | Maintains | Equal-Weight | Get Alert |
| 01/27/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 278.08% | $84 → $79.33 | Maintains | Overweight | Get Alert |
| 01/26/2022 | IVZ | Buy Now | Invesco | $16.32 | 65.44% | $29 → $27 | Maintains | Equal-Weight | Get Alert |
| 01/24/2022 | TROW | Buy Now | T. Rowe Price Gr | $118.74 | 70.12% | $222 → $202 | Maintains | Equal-Weight | Get Alert |
| 01/21/2022 | KKR | Buy Now | KKR & Co | $116.00 | -28.45% | $90 → $83 | Maintains | Equal-Weight | Get Alert |
| 01/21/2022 | HLNE | Buy Now | Hamilton Lane | $137.24 | -19.12% | $120 → $111 | Maintains | Equal-Weight | Get Alert |
| 01/21/2022 | BX | Buy Now | Blackstone | $132.99 | 24.07% | $180 → $165 | Maintains | Overweight | Get Alert |
| 01/21/2022 | ARES | Buy Now | Ares Management | $145.98 | -38.35% | $93 → $90 | Maintains | Equal-Weight | Get Alert |
| 01/21/2022 | APO | Buy Now | Apollo Global Management | $122.50 | -28.16% | $90 → $88 | Maintains | Overweight | Get Alert |
| 01/19/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 96.86% | $426 → $424 | Maintains | Equal-Weight | Get Alert |
| 01/18/2022 | BLK | Buy Now | BlackRock | $822.96 | 26.74% | $1051 → $1043 | Maintains | Overweight | Get Alert |
| 01/14/2022 | TW | Buy Now | Tradeweb Markets | $106.65 | 16.27% | $117 → $124 | Maintains | Overweight | Get Alert |
| 01/14/2022 | SCHW | Buy Now | Charles Schwab | $75.07 | 73.17% | $115 → $130 | Maintains | Overweight | Get Alert |
| 01/14/2022 | NDAQ | Buy Now | Nasdaq | $62.95 | 300.32% | $83.33 → $84 | Maintains | Overweight | Get Alert |
| 01/14/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 97.79% | $405 → $426 | Maintains | Equal-Weight | Get Alert |
| 01/14/2022 | LPLA | Buy Now | LPL Finl Hldgs | $263.95 | -4.15% | $226 → $253 | Maintains | Overweight | Get Alert |
| 01/07/2022 | BLK | Buy Now | BlackRock | $822.96 | 27.71% | $1026 → $1051 | Maintains | Overweight | Get Alert |
| 01/07/2022 | IVZ | Buy Now | Invesco | $16.32 | 77.7% | $28 → $29 | Maintains | Equal-Weight | Get Alert |
| 01/07/2022 | BSIG | Buy Now | BrightSphere Investment | $24.31 | 27.52% | $32 → $31 | Maintains | Equal-Weight | Get Alert |
| 01/05/2022 | MKTX | Buy Now | MarketAxess Holdings | $215.38 | 88.04% | $409 → $405 | Maintains | Equal-Weight | Get Alert |
| 12/14/2021 | BSIG | Buy Now | BrightSphere Investment | $24.31 | 31.63% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 11/15/2021 | PX | Buy Now | P10 | $9.62 | 87.11% | — | Initiates | → Overweight | Get Alert |
| 10/27/2021 | IVZ | Buy Now | Invesco | $16.32 | 71.57% | $27 → $28 | Maintains | Equal-Weight | Get Alert |
| 01/08/2020 | BEN | Buy Now | Franklin Resources | $23.23 | 3.31% | $25 → $24 | Maintains | Underweight | Get Alert |
