Recent Analyst Stock Rating News
The Best Trading Research Platform
For Retail Investors and Professional Trades Alike.Get Started for Free
William Katz is an analyst at Citigroup. 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 03/19/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/23/2024 | BLK | Buy Now | BlackRock | $956.58 | 25.45% | William Katz67% | $1150 → $1200 | Maintains | Buy | Get Alert |
| 11/06/2024 | APO | Buy Now | Apollo Global Management | $145.12 | 17.14% | William Katz67% | $162 → $170 | Maintains | Buy | Get Alert |
| 07/16/2024 | BLK | Buy Now | BlackRock | $956.58 | -2.78% | William Katz67% | $920 → $930 | Maintains | Buy | Get Alert |
| 02/15/2024 | TPG | Buy Now | TPG | $50.53 | -1.05% | William Katz67% | $46 → $50 | Maintains | Buy | Get Alert |
| 02/13/2024 | APO | Buy Now | Apollo Global Management | $145.12 | -13.86% | William Katz67% | $111 → $125 | Maintains | Buy | Get Alert |
| 07/18/2023 | APO | Buy Now | Apollo Global Management | $145.12 | -37.29% | William Katz67% | $80 → $91 | Maintains | Buy | Get Alert |
| 07/14/2023 | BLK | Buy Now | BlackRock | $956.58 | -14.8% | William Katz67% | $750 → $815 | Maintains | Buy | Get Alert |
| 07/14/2023 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 6.16% | William Katz67% | $98 → $100 | Maintains | Sell | Get Alert |
| 05/19/2023 | APO | Buy Now | Apollo Global Management | $145.12 | -44.87% | William Katz67% | → $80 | Initiates | → Buy | Get Alert |
| 05/19/2023 | TPG | Buy Now | TPG | $50.53 | -36.67% | William Katz67% | → $32 | Initiates | → Buy | Get Alert |
| 05/19/2023 | BLK | Buy Now | BlackRock | $956.58 | -21.6% | William Katz67% | → $750 | Initiates | → Buy | Get Alert |
| 05/19/2023 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 4.03% | William Katz67% | → $98 | Initiates | → Sell | Get Alert |
| 10/26/2022 | IVZ | Buy Now | Invesco | $15.68 | -26.63% | William Katz67% | $13 → $11.5 | Downgrade | Neutral → Underperform | Get Alert |
| 10/19/2022 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -25.69% | William Katz67% | → $70 | Initiates | → Underperform | Get Alert |
| 10/19/2022 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -26.47% | William Katz67% | → $28 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | SCHW | Buy Now | Charles Schwab | $79.35 | 0.82% | William Katz67% | → $80 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | RJF | Buy Now | Raymond James Finl | $142.53 | -15.8% | William Katz67% | → $120 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -21.59% | William Katz67% | → $262 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -18.38% | William Katz67% | → $140 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | TPG | Buy Now | TPG | $50.53 | -45.58% | William Katz67% | → $27.5 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -38.2% | William Katz67% | → $25 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | SCU | Buy Now | Sculptor Cap | — | — | William Katz67% | → $9.5 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | BEN | Buy Now | Franklin Resources | $20.20 | 3.99% | William Katz67% | → $21 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | OWL | Buy Now | Blue Owl Cap | $20.98 | -57.11% | William Katz67% | → $9 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | KKR | Buy Now | KKR & Co | $117.47 | -59.14% | William Katz67% | → $48 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | BLK | Buy Now | BlackRock | $956.58 | -43.55% | William Katz67% | → $540 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | GCMG | Buy Now | GCM Grosvenor | $13.43 | -32.99% | William Katz67% | → $9 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | IVZ | Buy Now | Invesco | $15.68 | -17.07% | William Katz67% | → $13 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | CG | Buy Now | Carlyle Group | $43.71 | -11.92% | William Katz67% | → $38.5 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | BX | Buy Now | Blackstone | $150.56 | -43.21% | William Katz67% | → $85.5 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | BRDG | Buy Now | Bridge Investment Group | $10.13 | 48.08% | William Katz67% | → $15 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | APO | Buy Now | Apollo Global Management | $145.12 | -59% | William Katz67% | → $59.5 | Initiates | → Outperform | Get Alert |
| 05/02/2022 | FHI | Buy Now | Federated Hermes | $39.84 | -35.99% | William Katz67% | $28.5 → $25.5 | Maintains | Sell | Get Alert |
| 04/29/2022 | RJF | Buy Now | Raymond James Finl | $142.53 | 36.82% | William Katz67% | $205 → $195 | Maintains | Buy | Get Alert |
| 04/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -4.46% | William Katz67% | $110 → $90 | Maintains | Sell | Get Alert |
| 04/22/2022 | SCHW | Buy Now | Charles Schwab | $79.35 | 13.42% | William Katz67% | $87.5 → $90 | Maintains | Buy | Get Alert |
| 04/14/2022 | SCHW | Buy Now | Charles Schwab | $79.35 | 22.24% | William Katz67% | $99 → $97 | Maintains | Buy | Get Alert |
| 04/14/2022 | RJF | Buy Now | Raymond James Finl | $142.53 | 43.83% | William Katz67% | $210 → $205 | Maintains | Buy | Get Alert |
| 04/14/2022 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -19.19% | William Katz67% | $225 → $270 | Maintains | Buy | Get Alert |
| 04/12/2022 | TPG | Buy Now | TPG | $50.53 | -46.57% | William Katz67% | $32 → $27 | Maintains | Neutral | Get Alert |
| 04/12/2022 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 16.77% | William Katz67% | $116.5 → $110 | Maintains | Sell | Get Alert |
| 04/12/2022 | SCU | Buy Now | Sculptor Cap | — | — | William Katz67% | $33.5 → $32 | Maintains | Buy | Get Alert |
| 04/12/2022 | KKR | Buy Now | KKR & Co | $117.47 | -30.62% | William Katz67% | $94 → $81.5 | Maintains | Buy | Get Alert |
| 04/12/2022 | IVZ | Buy Now | Invesco | $15.68 | 65.87% | William Katz67% | $32 → $26 | Maintains | Buy | Get Alert |
| 04/12/2022 | BRDG | Buy Now | Bridge Investment Group | $10.13 | 136.92% | William Katz67% | $25 → $24 | Maintains | Buy | Get Alert |
| 04/12/2022 | BX | Buy Now | Blackstone | $150.56 | -22.29% | William Katz67% | $132.5 → $117 | Maintains | Neutral | Get Alert |
| 04/12/2022 | BLK | Buy Now | BlackRock | $956.58 | -5.91% | William Katz67% | $1035 → $900 | Maintains | Buy | Get Alert |
| 04/12/2022 | BEN | Buy Now | Franklin Resources | $20.20 | 38.65% | William Katz67% | → $28 | Downgrade | Buy → Neutral | Get Alert |
| 04/12/2022 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -9.78% | William Katz67% | $41.5 → $36.5 | Maintains | Neutral | Get Alert |
| 04/12/2022 | FHI | Buy Now | Federated Hermes | $39.84 | -28.46% | William Katz67% | → $28.5 | Downgrade | Neutral → Sell | Get Alert |
| 04/12/2022 | APO | Buy Now | Apollo Global Management | $145.12 | -39.71% | William Katz67% | $105 → $87.5 | Maintains | Buy | Get Alert |
| 04/12/2022 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 40.5% | William Katz67% | $258 → $241 | Maintains | Buy | Get Alert |
| 03/28/2022 | RJF | Buy Now | Raymond James Finl | $142.53 | 47.34% | William Katz67% | $165 → $210 | Maintains | Buy | Get Alert |
| 03/08/2022 | BRDG | Buy Now | Bridge Investment Group | $10.13 | 146.79% | William Katz67% | $28 → $25 | Maintains | Buy | Get Alert |
| 01/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 23.67% | William Katz67% | $136 → $116.5 | Maintains | Sell | Get Alert |
| 01/26/2022 | IVZ | Buy Now | Invesco | $15.68 | 104.15% | William Katz67% | $33 → $32 | Maintains | Buy | Get Alert |
| 01/26/2022 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | 22.75% | William Katz67% | $68.5 → $61 | Downgrade | Buy → Neutral | Get Alert |
| 01/24/2022 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 44.37% | William Katz67% | $159 → $136 | Maintains | Sell | Get Alert |
| 01/12/2022 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 68.79% | William Katz67% | $166.5 → $159 | Maintains | Sell | Get Alert |
| 01/12/2022 | AB | Buy Now | AllianceBernstein Holding | $38.08 | 69.38% | William Katz67% | $62 → $64.5 | Maintains | Buy | Get Alert |
| 12/17/2021 | BRDG | Buy Now | Bridge Investment Group | $10.13 | 176.41% | William Katz67% | $27 → $28 | Maintains | Buy | Get Alert |
| 12/13/2021 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 76.75% | William Katz67% | $169 → $166.5 | Maintains | Sell | Get Alert |
| 10/26/2021 | IVZ | Buy Now | Invesco | $15.68 | 123.29% | William Katz67% | $33.5 → $35 | Maintains | Buy | Get Alert |
| 10/26/2021 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 18.65% | William Katz67% | $46 → $48 | Maintains | Neutral | Get Alert |
| 10/26/2021 | AB | Buy Now | AllianceBernstein Holding | $38.08 | 60.19% | William Katz67% | $55 → $61 | Maintains | Buy | Get Alert |
| 10/26/2021 | BX | Buy Now | Blackstone | $150.56 | -6.35% | William Katz67% | $114.5 → $141 | Maintains | Neutral | Get Alert |
| 10/11/2021 | RJF | Buy Now | Raymond James Finl | $142.53 | -25.63% | William Katz67% | $100 → $106 | Maintains | Overweight | Get Alert |
| 09/23/2021 | RJF | Buy Now | Raymond James Finl | $142.53 | -29.84% | William Katz67% | $66.67 → $100 | Maintains | Overweight | Get Alert |
| 09/22/2021 | RJF | Buy Now | Raymond James Finl | $142.53 | -53.22% | William Katz67% | $100 → $66.67 | Maintains | Overweight | Get Alert |
| 09/21/2021 | RJF | Buy Now | Raymond James Finl | $142.53 | -29.84% | William Katz67% | $150 → $100 | Maintains | Overweight | Get Alert |
| 08/03/2021 | RJF | Buy Now | Raymond James Finl | $142.53 | 43.83% | William Katz67% | $143.33 → $136.67 | Maintains | Buy | Get Alert |
| 08/02/2021 | AB | Buy Now | AllianceBernstein Holding | $38.08 | 43.12% | William Katz67% | $44 → $54.5 | Upgrade | Neutral → Buy | Get Alert |
| 08/02/2021 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -31.76% | William Katz67% | $220 → $228 | Maintains | Buy | Get Alert |
| 07/19/2021 | SCHW | Buy Now | Charles Schwab | $79.35 | 13.42% | William Katz67% | $94 → $90 | Maintains | Buy | Get Alert |
| 07/15/2021 | BX | Buy Now | Blackstone | $150.56 | -31.26% | William Katz67% | $100 → $103.5 | Maintains | Neutral | Get Alert |
| 07/12/2021 | BX | Buy Now | Blackstone | $150.56 | -33.58% | William Katz67% | $91 → $100 | Maintains | Neutral | Get Alert |
| 07/12/2021 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -34.16% | William Katz67% | $239 → $220 | Maintains | Buy | Get Alert |
| 07/12/2021 | RJF | Buy Now | Raymond James Finl | $142.53 | 50.85% | William Katz67% | $126.67 → $143.33 | Maintains | Buy | Get Alert |
| 07/12/2021 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 53.93% | William Katz67% | $137 → $145 | Maintains | Sell | Get Alert |
| 07/12/2021 | SCHW | Buy Now | Charles Schwab | $79.35 | 18.46% | William Katz67% | $93 → $94 | Maintains | Buy | Get Alert |
| 07/12/2021 | IVZ | Buy Now | Invesco | $15.68 | 116.91% | William Katz67% | $29 → $34 | Upgrade | Neutral → Buy | Get Alert |
| 07/07/2021 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 43.42% | William Katz67% | $213 → $246 | Maintains | Buy | Get Alert |
| 05/04/2021 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 24.18% | William Katz67% | $206 → $213 | Maintains | Buy | Get Alert |
| 04/30/2021 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 52.87% | William Katz67% | $157 → $144 | Maintains | Sell | Get Alert |
| 04/27/2021 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 43.37% | William Katz67% | $68 → $58 | Downgrade | Buy → Neutral | Get Alert |
| 04/23/2021 | SCHW | Buy Now | Charles Schwab | $79.35 | 17.2% | William Katz67% | $88 → $93 | Maintains | Buy | Get Alert |
| 04/16/2021 | BLK | Buy Now | BlackRock | $956.58 | 4.54% | William Katz67% | $950 → $1000 | Maintains | Buy | Get Alert |
| 04/14/2021 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 66.67% | William Katz67% | → $157 | Downgrade | Neutral → Sell | Get Alert |
| 03/25/2021 | AB | Buy Now | AllianceBernstein Holding | $38.08 | 5.04% | William Katz67% | $41 → $40 | Downgrade | Buy → Neutral | Get Alert |
| 02/09/2021 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 0.28% | William Katz67% | $108.5 → $172 | Upgrade | Neutral → Buy | Get Alert |
| 02/01/2021 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 62.42% | William Katz67% | $159.5 → $153 | Maintains | Neutral | Get Alert |
| 11/17/2020 | SCHW | Buy Now | Charles Schwab | $79.35 | -31.95% | William Katz67% | $44 → $54 | Upgrade | Neutral → Buy | Get Alert |
| 11/17/2020 | RJF | Buy Now | Raymond James Finl | $142.53 | -21.42% | William Katz67% | $58 → $74.67 | Upgrade | Neutral → Buy | Get Alert |
| 11/17/2020 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -56.6% | William Katz67% | $132.5 → $145 | Maintains | Buy | Get Alert |
| 10/19/2020 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | -19.51% | William Katz67% | $38 → $40 | Upgrade | Neutral → Buy | Get Alert |
| 10/13/2020 | CG | Buy Now | Carlyle Group | $43.71 | -29.08% | William Katz67% | → $31 | Upgrade | Neutral → Buy | Get Alert |
| 10/13/2020 | IVZ | Buy Now | Invesco | $15.68 | -17.07% | William Katz67% | $4.5 → $13 | Upgrade | Sell → Neutral | Get Alert |
| 10/12/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 59.24% | William Katz67% | $148 → $150 | Maintains | Neutral | Get Alert |
| 10/12/2020 | RJF | Buy Now | Raymond James Finl | $142.53 | -34.75% | William Katz67% | $60.67 → $62 | Maintains | Overweight | Get Alert |
| 08/27/2020 | EV | Buy Now | Eaton Vance | $22.11 | 94.48% | William Katz67% | $42 → $43 | Maintains | Neutral | Get Alert |
| 08/13/2020 | RMR | Buy Now | RMR Gr | $17.30 | 82.08% | William Katz67% | $28 → $31.5 | Maintains | Neutral | Get Alert |
| 08/04/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 57.11% | William Katz67% | $135 → $148 | Maintains | Neutral | Get Alert |
| 08/04/2020 | FHI | Buy Now | Federated Hermes | $39.84 | -32.23% | William Katz67% | $23 → $27 | Maintains | Neutral | Get Alert |
| 07/30/2020 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $11.5 → $14 | Upgrade | Sell → Neutral | Get Alert |
| 07/30/2020 | IVZ | Buy Now | Invesco | $15.68 | -71.29% | William Katz67% | $5 → $4.5 | Maintains | Sell | Get Alert |
| 07/30/2020 | BEN | Buy Now | Franklin Resources | $20.20 | 12.65% | William Katz67% | $20 → $22.75 | Maintains | Neutral | Get Alert |
| 07/30/2020 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 21.12% | William Katz67% | $41 → $49 | Maintains | Buy | Get Alert |
| 07/22/2020 | SCHW | Buy Now | Charles Schwab | $79.35 | -51.48% | William Katz67% | $38 → $38.5 | Maintains | Neutral | Get Alert |
| 07/22/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 3555.99% | William Katz67% | $41 → $42 | Maintains | Neutral | Get Alert |
| 07/20/2020 | BLK | Buy Now | BlackRock | $956.58 | -28.39% | William Katz67% | $630 → $685 | Maintains | Buy | Get Alert |
| 07/14/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 43.31% | William Katz67% | $112 → $135 | Maintains | Neutral | Get Alert |
| 07/14/2020 | RMR | Buy Now | RMR Gr | $17.30 | 61.85% | William Katz67% | $27 → $28 | Upgrade | Sell → Neutral | Get Alert |
| 06/15/2020 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -70.07% | William Katz67% | $95 → $100 | Maintains | Buy | Get Alert |
| 05/28/2020 | IVZ | Buy Now | Invesco | $15.68 | -64.91% | William Katz67% | $4.5 → $5.5 | Maintains | Sell | Get Alert |
| 05/08/2020 | SCU | Buy Now | Sculptor Cap | — | — | William Katz67% | $33.5 → $21.5 | Maintains | Buy | Get Alert |
| 04/30/2020 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -8.54% | William Katz67% | $24.5 → $37 | Maintains | Buy | Get Alert |
| 04/29/2020 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -18.59% | William Katz67% | $27 → $31 | Maintains | Buy | Get Alert |
| 04/29/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 18.9% | William Katz67% | $100 → $112 | Maintains | Neutral | Get Alert |
| 04/28/2020 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -61.23% | William Katz67% | $70 → $66.5 | Maintains | Neutral | Get Alert |
| 04/27/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 3338.37% | William Katz67% | $40.5 → $39.5 | Downgrade | Buy → Neutral | Get Alert |
| 04/24/2020 | BX | Buy Now | Blackstone | $150.56 | -61.81% | William Katz67% | $53.5 → $57.5 | Maintains | Buy | Get Alert |
| 04/17/2020 | BLK | Buy Now | BlackRock | $956.58 | -40.41% | William Katz67% | $535 → $570 | Maintains | Buy | Get Alert |
| 04/16/2020 | SCHW | Buy Now | Charles Schwab | $79.35 | -54% | William Katz67% | $37.5 → $36.5 | Maintains | Neutral | Get Alert |
| 04/15/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 6.16% | William Katz67% | $104 → $100 | Maintains | Neutral | Get Alert |
| 04/15/2020 | CG | Buy Now | Carlyle Group | $43.71 | -22.21% | William Katz67% | → $34 | Upgrade | Neutral → Buy | Get Alert |
| 04/15/2020 | IVZ | Buy Now | Invesco | $15.68 | -64.91% | William Katz67% | → $5.5 | Downgrade | Neutral → Sell | Get Alert |
| 04/15/2020 | SCHW | Buy Now | Charles Schwab | $79.35 | -52.74% | William Katz67% | → $37.5 | Downgrade | Buy → Neutral | Get Alert |
| 03/25/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 3381.89% | William Katz67% | $43 → $40 | Upgrade | Neutral → Buy | Get Alert |
| 03/25/2020 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -80.55% | William Katz67% | $79 → $65 | Upgrade | Neutral → Buy | Get Alert |
| 03/25/2020 | RJF | Buy Now | Raymond James Finl | $142.53 | -57.9% | William Katz67% | $47.33 → $40 | Upgrade | Sell → Neutral | Get Alert |
| 03/25/2020 | SCHW | Buy Now | Charles Schwab | $79.35 | -53.37% | William Katz67% | $40 → $37 | Upgrade | Neutral → Buy | Get Alert |
| 03/13/2020 | EV | Buy Now | Eaton Vance | $22.11 | 62.82% | William Katz67% | $50 → $36 | Maintains | Neutral | Get Alert |
| 03/13/2020 | BLK | Buy Now | BlackRock | $956.58 | -46.68% | William Katz67% | $600 → $510 | Maintains | Buy | Get Alert |
| 03/13/2020 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -39.44% | William Katz67% | $40 → $24.5 | Maintains | Buy | Get Alert |
| 03/13/2020 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -60.36% | William Katz67% | $87.5 → $68 | Maintains | Neutral | Get Alert |
| 03/04/2020 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 02/19/2020 | BEN | Buy Now | Franklin Resources | $20.20 | 43.6% | William Katz67% | $26 → $29 | Maintains | Neutral | Get Alert |
| 02/19/2020 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $49 → $50 | Downgrade | Buy → Neutral | Get Alert |
| 02/14/2020 | SCU | Buy Now | Sculptor Cap | — | — | William Katz67% | $48 → $46.5 | Maintains | Buy | Get Alert |
| 02/05/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 4557.03% | William Katz67% | $57 → $53.5 | Maintains | Neutral | Get Alert |
| 01/31/2020 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -67.08% | William Katz67% | $120 → $110 | Maintains | Buy | Get Alert |
| 01/30/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 43.31% | William Katz67% | $130 → $135 | Maintains | Neutral | Get Alert |
| 01/24/2020 | RJF | Buy Now | Raymond James Finl | $142.53 | -34.75% | William Katz67% | $66.67 → $62 | Maintains | Neutral | Get Alert |
| 01/17/2020 | SCHW | Buy Now | Charles Schwab | $79.35 | -34.47% | William Katz67% | $51 → $52 | Maintains | Neutral | Get Alert |
| 01/16/2020 | BLK | Buy Now | BlackRock | $956.58 | -37.28% | William Katz67% | $580 → $600 | Maintains | Buy | Get Alert |
| 01/13/2020 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 38% | William Katz67% | $112 → $130 | Maintains | Neutral | Get Alert |
| 01/13/2020 | BLK | Buy Now | BlackRock | $956.58 | -39.37% | William Katz67% | $565 → $580 | Maintains | Buy | Get Alert |
| 01/13/2020 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -0.21% | William Katz67% | $34 → $38 | Maintains | Buy | Get Alert |
| 11/26/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 4513.51% | William Katz67% | $31 → $53 | Upgrade | Sell → Neutral | Get Alert |
| 11/25/2019 | RMR | Buy Now | RMR Gr | $17.30 | 168.79% | William Katz67% | $44.5 → $46.5 | Maintains | Neutral | Get Alert |
| 11/19/2019 | SCU | Buy Now | Sculptor Cap | — | — | William Katz67% | $40.5 → $45 | Maintains | Buy | Get Alert |
| 11/18/2019 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 11/06/2019 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -68.58% | William Katz67% | $93 → $105 | Maintains | Buy | Get Alert |
| 11/06/2019 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -18.43% | William Katz67% | $26 → $33 | Upgrade | Neutral → Buy | Get Alert |
| 10/16/2019 | SCHW | Buy Now | Charles Schwab | $79.35 | -49.59% | William Katz67% | $37 → $40 | Maintains | Neutral | Get Alert |
| 10/15/2019 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 16.77% | William Katz67% | $116 → $110 | Maintains | Neutral | Get Alert |
| 10/15/2019 | BLK | Buy Now | BlackRock | $956.58 | -47.73% | William Katz67% | $545 → $500 | Maintains | Buy | Get Alert |
| 10/15/2019 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -56.27% | William Katz67% | $98 → $75 | Maintains | Neutral | Get Alert |
| 10/15/2019 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -13.34% | William Katz67% | $37 → $33 | Maintains | Buy | Get Alert |
| 10/14/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 2250.28% | William Katz67% | $35.5 → $27 | Downgrade | Neutral → Sell | Get Alert |
| 09/27/2019 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | 25.77% | William Katz67% | $56 → $62.5 | Maintains | Buy | Get Alert |
| 09/19/2019 | SCHW | Buy Now | Charles Schwab | $79.35 | -44.55% | William Katz67% | $43 → $44 | Maintains | Neutral | Get Alert |
| 09/19/2019 | RJF | Buy Now | Raymond James Finl | $142.53 | -39.66% | William Katz67% | $58 → $57.33 | Maintains | Neutral | Get Alert |
| 09/19/2019 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -71.27% | William Katz67% | $100 → $96 | Maintains | Buy | Get Alert |
| 09/19/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 4165.32% | William Katz67% | $52 → $49 | Maintains | Neutral | Get Alert |
| 09/18/2019 | BX | Buy Now | Blackstone | $150.56 | -65.46% | William Katz67% | → $52 | Downgrade | Buy → Neutral | Get Alert |
| 09/09/2019 | BX | Buy Now | Blackstone | $150.56 | -65.46% | William Katz67% | $51.5 → $52 | Maintains | Buy | Get Alert |
| 09/04/2019 | RMR | Buy Now | RMR Gr | $17.30 | 165.9% | William Katz67% | → $46 | Initiates | → Neutral | Get Alert |
| 07/30/2019 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -42.87% | William Katz67% | $101 → $98 | Maintains | Neutral | Get Alert |
| 07/09/2019 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 22.08% | William Katz67% | $113 → $115 | Maintains | Neutral | Get Alert |
| 07/09/2019 | SCHW | Buy Now | Charles Schwab | $79.35 | -50.22% | William Katz67% | $43.5 → $39.5 | Maintains | Neutral | Get Alert |
| 07/09/2019 | RJF | Buy Now | Raymond James Finl | $142.53 | -33.35% | William Katz67% | $61.33 → $63.33 | Maintains | Neutral | Get Alert |
| 07/09/2019 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -70.07% | William Katz67% | $102 → $100 | Maintains | Buy | Get Alert |
| 07/09/2019 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $31 → $32 | Maintains | Neutral | Get Alert |
| 07/09/2019 | BEN | Buy Now | Franklin Resources | $20.20 | 83.21% | William Katz67% | $35 → $37 | Maintains | Neutral | Get Alert |
| 07/09/2019 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | 12.69% | William Katz67% | $54 → $56 | Maintains | Buy | Get Alert |
| 07/09/2019 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -2.84% | William Katz67% | $36 → $37 | Maintains | Buy | Get Alert |
| 07/09/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 4513.51% | William Katz67% | $55 → $53 | Maintains | Neutral | Get Alert |
| 07/09/2019 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -41.12% | William Katz67% | $105 → $101 | Maintains | Neutral | Get Alert |
| 04/17/2019 | BLK | Buy Now | BlackRock | $956.58 | -44.07% | William Katz67% | $500 → $535 | Maintains | Buy | Get Alert |
| 04/15/2019 | RJF | Buy Now | Raymond James Finl | $142.53 | -34.75% | William Katz67% | $58 → $62 | Maintains | Neutral | Get Alert |
| 04/15/2019 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 14.65% | William Katz67% | $98 → $108 | Maintains | Neutral | Get Alert |
| 04/15/2019 | BLK | Buy Now | BlackRock | $956.58 | -47.73% | William Katz67% | $450 → $500 | Maintains | Buy | Get Alert |
| 04/15/2019 | BEN | Buy Now | Franklin Resources | $20.20 | 73.31% | William Katz67% | $28 → $35 | Upgrade | Sell → Neutral | Get Alert |
| 04/15/2019 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -38.2% | William Katz67% | $20 → $25 | Upgrade | Sell → Neutral | Get Alert |
| 03/14/2019 | BEN | Buy Now | Franklin Resources | $20.20 | 38.65% | William Katz67% | $25 → $28 | Maintains | Sell | Get Alert |
| 02/27/2019 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 4.03% | William Katz67% | $91 → $98 | Maintains | Neutral | Get Alert |
| 02/06/2019 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $27 → $36 | Upgrade | Neutral → Buy | Get Alert |
| 02/05/2019 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 02/04/2019 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 12/19/2018 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -24.21% | William Katz67% | $140 → $130 | Maintains | Buy | Get Alert |
| 12/19/2018 | BLK | Buy Now | BlackRock | $956.58 | -52.96% | William Katz67% | $500 → $450 | Maintains | Buy | Get Alert |
| 12/19/2018 | IVZ | Buy Now | Invesco | $15.68 | 14.83% | William Katz67% | $23 → $18 | Maintains | Neutral | Get Alert |
| 12/19/2018 | KKR | Buy Now | KKR & Co | $117.47 | -72.76% | William Katz67% | $33 → $32 | Maintains | Buy | Get Alert |
| 12/19/2018 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 7.22% | William Katz67% | $105 → $101 | Maintains | Neutral | Get Alert |
| 12/19/2018 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $6 → $6.5 | Upgrade | Sell → Neutral | Get Alert |
| 12/19/2018 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $21 → $24 | Upgrade | Sell → Neutral | Get Alert |
| 12/10/2018 | RJF | Buy Now | Raymond James Finl | $142.53 | -40.36% | William Katz67% | $57.33 → $56.67 | Maintains | Neutral | Get Alert |
| 11/26/2018 | SCHW | Buy Now | Charles Schwab | $79.35 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 11/19/2018 | EV | Buy Now | Eaton Vance | $22.11 | 110.31% | William Katz67% | $60.5 → $46.5 | Downgrade | Buy → Neutral | Get Alert |
| 11/01/2018 | APO | Buy Now | Apollo Global Management | $145.12 | -73.81% | William Katz67% | $39 → $38 | Maintains | Buy | Get Alert |
| 11/01/2018 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -33.26% | William Katz67% | $31 → $27 | Maintains | Neutral | Get Alert |
| 10/30/2018 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -74.86% | William Katz67% | $80 → $84 | Maintains | Buy | Get Alert |
| 10/30/2018 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -18.38% | William Katz67% | $195 → $140 | Maintains | Buy | Get Alert |
| 10/29/2018 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 11.46% | William Katz67% | $113 → $105 | Maintains | Neutral | Get Alert |
| 10/25/2018 | BX | Buy Now | Blackstone | $150.56 | -72.1% | William Katz67% | $47.5 → $42 | Maintains | Buy | Get Alert |
| 10/25/2018 | APO | Buy Now | Apollo Global Management | $145.12 | -73.13% | William Katz67% | $41 → $39 | Maintains | Buy | Get Alert |
| 10/24/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 4774.65% | William Katz67% | $55 → $56 | Maintains | Neutral | Get Alert |
| 09/25/2018 | BX | Buy Now | Blackstone | $150.56 | -68.45% | William Katz67% | $43 → $47.5 | Maintains | Buy | Get Alert |
| 09/20/2018 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $7 → $6 | Maintains | Sell | Get Alert |
| 08/30/2018 | EV | Buy Now | Eaton Vance | $22.11 | 173.63% | William Katz67% | $62 → $60.5 | Maintains | Buy | Get Alert |
| 08/08/2018 | CG | Buy Now | Carlyle Group | $43.71 | -22.21% | William Katz67% | $33 → $34 | Maintains | Buy | Get Alert |
| 08/02/2018 | CG | Buy Now | Carlyle Group | $43.71 | -26.79% | William Katz67% | $29 → $32 | Maintains | Buy | Get Alert |
| 07/31/2018 | KKR | Buy Now | KKR & Co | $117.47 | -71.06% | William Katz67% | $31 → $34 | Maintains | Buy | Get Alert |
| 07/31/2018 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 16.6% | William Katz67% | $180 → $200 | Maintains | Buy | Get Alert |
| 07/31/2018 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $10 → $7 | Downgrade | Neutral → Sell | Get Alert |
| 07/30/2018 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -10.71% | William Katz67% | $31 → $34 | Maintains | Buy | Get Alert |
| 07/24/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 5471.03% | William Katz67% | $62 → $64 | Maintains | Neutral | Get Alert |
| 07/23/2018 | SCHW | Buy Now | Charles Schwab | $79.35 | -39.51% | William Katz67% | $49 → $48 | Maintains | Sell | Get Alert |
| 07/20/2018 | BX | Buy Now | Blackstone | $150.56 | -71.44% | William Katz67% | $41.5 → $43 | Maintains | Buy | Get Alert |
| 07/13/2018 | RJF | Buy Now | Raymond James Finl | $142.53 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 07/13/2018 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/10/2018 | KKR | Buy Now | KKR & Co | $117.47 | -73.61% | William Katz67% | $28 → $31 | Maintains | Buy | Get Alert |
| 06/18/2018 | BLK | Buy Now | BlackRock | $956.58 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 06/15/2018 | RJF | Buy Now | Raymond James Finl | $142.53 | -24.22% | William Katz67% | $63.33 → $72 | Maintains | Neutral | Get Alert |
| 05/31/2018 | EV | Buy Now | Eaton Vance | $22.11 | 180.42% | William Katz67% | $65.5 → $62 | Maintains | Buy | Get Alert |
| 05/22/2018 | EV | Buy Now | Eaton Vance | $22.11 | 196.25% | William Katz67% | $63.5 → $65.5 | Maintains | Buy | Get Alert |
| 05/16/2018 | KKR | Buy Now | KKR & Co | $117.47 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 05/02/2018 | CG | Buy Now | Carlyle Group | $43.71 | -33.65% | William Katz67% | $28.5 → $29 | Maintains | Buy | Get Alert |
| 05/02/2018 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $19.5 → $18 | Maintains | Neutral | Get Alert |
| 05/01/2018 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 16.6% | William Katz67% | $215 → $200 | Maintains | Buy | Get Alert |
| 04/30/2018 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $10.5 → $12.75 | Maintains | Buy | Get Alert |
| 04/30/2018 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $29.5 → $25 | Maintains | Sell | Get Alert |
| 04/26/2018 | FII | Buy Now | Federated Investors | — | — | William Katz67% | — | Reinstates | Neutral → Sell | Get Alert |
| 03/12/2018 | APO | Buy Now | Apollo Global Management | $145.12 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 02/22/2018 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 22.08% | William Katz67% | $120 → $115 | Maintains | Neutral | Get Alert |
| 02/07/2018 | SCHW | Buy Now | Charles Schwab | $79.35 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 02/06/2018 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $15 → $13.5 | Maintains | Buy | Get Alert |
| 01/30/2018 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 51.58% | William Katz67% | $250 → $260 | Maintains | Buy | Get Alert |
| 01/25/2018 | BLK | Buy Now | BlackRock | $956.58 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/25/2018 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $49 → $50 | Maintains | Neutral | Get Alert |
| 01/24/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 5209.89% | William Katz67% | $60 → $61 | Maintains | Neutral | Get Alert |
| 01/22/2018 | APO | Buy Now | Apollo Global Management | $145.12 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/22/2018 | SCHW | Buy Now | Charles Schwab | $79.35 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 11/13/2017 | RJF | Buy Now | Raymond James Finl | $142.53 | -36.15% | William Katz67% | $62.33 → $60.67 | Maintains | Neutral | Get Alert |
| 11/10/2017 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -80.55% | William Katz67% | $63 → $65 | Maintains | Buy | Get Alert |
| 11/10/2017 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | -0.39% | William Katz67% | $50 → $49.5 | Maintains | Buy | Get Alert |
| 11/03/2017 | OMAM | Buy Now | OM Asset Management PLC | — | — | William Katz67% | $18.5 → $20 | Maintains | Buy | Get Alert |
| 11/02/2017 | APO | Buy Now | Apollo Global Management | $145.12 | -73.81% | William Katz67% | $35.5 → $38 | Maintains | Buy | Get Alert |
| 10/31/2017 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Maintains | Buy | Get Alert |
| 10/31/2017 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -80.55% | William Katz67% | $60.5 → $65 | Maintains | Buy | Get Alert |
| 10/31/2017 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $22 → $24 | Maintains | Sell | Get Alert |
| 10/30/2017 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 0.85% | William Katz67% | $94 → $95 | Maintains | Neutral | Get Alert |
| 10/30/2017 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -80.55% | William Katz67% | $60.5 → $65 | Maintains | Buy | Get Alert |
| 10/27/2017 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | 0.85% | William Katz67% | $94 → $95 | Maintains | Neutral | Get Alert |
| 10/27/2017 | IVZ | Buy Now | Invesco | $15.68 | 180.7% | William Katz67% | $43 → $44 | Maintains | Buy | Get Alert |
| 10/27/2017 | BEN | Buy Now | Franklin Resources | $20.20 | 117.88% | William Katz67% | $45 → $44 | Maintains | Neutral | Get Alert |
| 10/26/2017 | AB | Buy Now | AllianceBernstein Holding | $38.08 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 10/10/2017 | CG | Buy Now | Carlyle Group | $43.71 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 10/10/2017 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | — | William Katz67% | — | Reinstates | → Neutral | Get Alert |
| 10/03/2017 | IVZ | Buy Now | Invesco | $15.68 | 151.99% | William Katz67% | $38.5 → $39.5 | Maintains | Buy | Get Alert |
| 08/15/2017 | CG | Buy Now | Carlyle Group | $43.71 | -41.66% | William Katz67% | $24.5 → $25.5 | Maintains | Neutral | Get Alert |
| 08/15/2017 | BAM | Buy Now | Brookfield Asset Mgmt | $49.70 | -3.41% | William Katz67% | $45 → $48 | Maintains | Buy | Get Alert |
| 08/11/2017 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $43 → $41 | Maintains | Neutral | Get Alert |
| 07/26/2017 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -4.46% | William Katz67% | $73.5 → $90 | Maintains | Neutral | Get Alert |
| 07/13/2017 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 06/05/2017 | EV | Buy Now | Eaton Vance | $22.11 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 06/05/2017 | IVZ | Buy Now | Invesco | $15.68 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 06/05/2017 | FII | Buy Now | Federated Investors | — | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 05/22/2017 | BX | Buy Now | Blackstone | $150.56 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 05/15/2017 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 04/28/2017 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 02/06/2017 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 11/22/2016 | SCHW | Buy Now | Charles Schwab | $79.35 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 11/22/2016 | AB | Buy Now | AllianceBernstein Holding | $38.08 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 10/31/2016 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Maintains | Sell | Get Alert |
| 10/17/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 10/04/2016 | IVZ | Buy Now | Invesco | $15.68 | 110.53% | William Katz67% | $31 → $33 | Maintains | Neutral | Get Alert |
| 09/20/2016 | BEN | Buy Now | Franklin Resources | $20.20 | 93.12% | William Katz67% | $40 → $39 | Maintains | Neutral | Get Alert |
| 08/01/2016 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $6 → $7 | Maintains | Sell | Get Alert |
| 08/01/2016 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $31 → $29 | Maintains | Neutral | Get Alert |
| 07/29/2016 | IVZ | Buy Now | Invesco | $15.68 | 97.77% | William Katz67% | $27 → $31 | Maintains | Neutral | Get Alert |
| 07/29/2016 | BEN | Buy Now | Franklin Resources | $20.20 | 98.07% | William Katz67% | $36 → $40 | Maintains | Neutral | Get Alert |
| 07/29/2016 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -29.1% | William Katz67% | $28 → $27 | Maintains | Buy | Get Alert |
| 07/28/2016 | CG | Buy Now | Carlyle Group | $43.71 | -58.82% | William Katz67% | $17 → $18 | Maintains | Neutral | Get Alert |
| 07/28/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $45 → $50 | Maintains | Buy | Get Alert |
| 07/27/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $16 → $17 | Maintains | Neutral | Get Alert |
| 07/27/2016 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -23.57% | William Katz67% | $78 → $72 | Maintains | Neutral | Get Alert |
| 07/25/2016 | SCHW | Buy Now | Charles Schwab | $79.35 | -60.3% | William Katz67% | $28.5 → $31.5 | Maintains | Neutral | Get Alert |
| 07/20/2016 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | 2641.99% | William Katz67% | $28 → $31.5 | Maintains | Neutral | Get Alert |
| 07/13/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | → $16 | Upgrade | Sell → Neutral | Get Alert |
| 06/27/2016 | IVZ | Buy Now | Invesco | $15.68 | 72.25% | William Katz67% | $38 → $27 | Downgrade | Buy → Neutral | Get Alert |
| 06/15/2016 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | $18 → $20 | Maintains | Buy | Get Alert |
| 06/09/2016 | BEN | Buy Now | Franklin Resources | $20.20 | 88.17% | William Katz67% | $37.5 → $38 | Maintains | Neutral | Get Alert |
| 05/27/2016 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -91.47% | William Katz67% | $26.5 → $28.5 | Maintains | Neutral | Get Alert |
| 04/25/2016 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 25.35% | William Katz67% | $170 → $215 | Upgrade | Neutral → Buy | Get Alert |
| 04/19/2016 | BLK | Buy Now | BlackRock | $956.58 | -57.14% | William Katz67% | $170 → $205 | Upgrade | Neutral → Buy | Get Alert |
| 04/18/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $43 → $46 | Maintains | Buy | Get Alert |
| 04/15/2016 | SCHW | Buy Now | Charles Schwab | $79.35 | -59.67% | William Katz67% | $30 → $32 | Maintains | Neutral | Get Alert |
| 04/15/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $43 → $46 | Maintains | Buy | Get Alert |
| 04/14/2016 | BLK | Buy Now | BlackRock | $956.58 | -64.46% | William Katz67% | $152.5 → $170 | Maintains | Neutral | Get Alert |
| 04/14/2016 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -0.89% | William Katz67% | $140 → $170 | Maintains | Neutral | Get Alert |
| 03/14/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $18 → $17 | Maintains | Sell | Get Alert |
| 03/11/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $18 → $17 | Maintains | Sell | Get Alert |
| 02/17/2016 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 02/11/2016 | APAM | Buy Now | Artisan Partners Asset | $40.45 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 02/08/2016 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 01/12/2016 | AMTD | Buy Now | TD Ameritrade Holding | $1.15 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 01/12/2016 | RJF | Buy Now | Raymond James Finl | $142.53 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/12/2016 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 12/15/2015 | CG | Buy Now | Carlyle Group | $43.71 | -60.54% | William Katz67% | → $17.25 | Downgrade | Buy → Neutral | Get Alert |
| 12/15/2015 | AMG | Buy Now | Affiliated Managers Group | $171.53 | — | William Katz67% | — | Downgrade | Buy → Sell | Get Alert |
| 12/15/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 12/15/2015 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | → $16 | Downgrade | Buy → Neutral | Get Alert |
| 12/15/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | → $26 | Downgrade | Neutral → Sell | Get Alert |
| 10/05/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $32.5 → $29 | Maintains | Sell | Get Alert |
| 09/24/2015 | RJF | Buy Now | Raymond James Finl | $142.53 | -61.41% | William Katz67% | $37.33 → $36.67 | Maintains | Neutral | Get Alert |
| 09/10/2015 | BEN | Buy Now | Franklin Resources | $20.20 | 122.83% | William Katz67% | $51 → $45 | Maintains | Neutral | Get Alert |
| 09/10/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $67 → $62.5 | Maintains | Buy | Get Alert |
| 09/10/2015 | KKR | Buy Now | KKR & Co | $117.47 | -75.31% | William Katz67% | $27.5 → $29 | Maintains | Buy | Get Alert |
| 09/10/2015 | IVZ | Buy Now | Invesco | $15.68 | 206.22% | William Katz67% | $51 → $48 | Maintains | Buy | Get Alert |
| 09/10/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | -3.6% | William Katz67% | $43 → $39 | Maintains | Neutral | Get Alert |
| 09/10/2015 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -21.22% | William Katz67% | $31.5 → $30 | Maintains | Buy | Get Alert |
| 08/26/2015 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $30 → $15 | Downgrade | Buy → Sell | Get Alert |
| 08/20/2015 | EV | Buy Now | Eaton Vance | $22.11 | 65.08% | William Katz67% | $36 → $36.5 | Upgrade | → Neutral | Get Alert |
| 08/14/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2729.04% | William Katz67% | $198 → $195 | Maintains | Sell | Get Alert |
| 08/14/2015 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -87.28% | William Katz67% | $43 → $42.5 | Maintains | Neutral | Get Alert |
| 08/11/2015 | APO | Buy Now | Apollo Global Management | $145.12 | -79.33% | William Katz67% | $24 → $30 | Maintains | Buy | Get Alert |
| 08/07/2015 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | $21 → $22 | Maintains | Buy | Get Alert |
| 08/03/2015 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $25.5 → $30 | Maintains | Buy | Get Alert |
| 08/03/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $63 → $67 | Maintains | Buy | Get Alert |
| 07/31/2015 | BEN | Buy Now | Franklin Resources | $20.20 | 152.54% | William Katz67% | $52 → $51 | Maintains | Neutral | Get Alert |
| 07/31/2015 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -13.34% | William Katz67% | $33.5 → $33 | Maintains | Buy | Get Alert |
| 07/27/2015 | KKR | Buy Now | KKR & Co | $117.47 | -76.59% | William Katz67% | $25.5 → $27.5 | Maintains | Buy | Get Alert |
| 07/27/2015 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $33 → $32 | Maintains | Neutral | Get Alert |
| 07/22/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2772.56% | William Katz67% | $216 → $198 | Downgrade | Neutral → Sell | Get Alert |
| 07/15/2015 | CG | Buy Now | Carlyle Group | $43.71 | -24.5% | William Katz67% | $34 → $33 | Maintains | Buy | Get Alert |
| 07/15/2015 | BX | Buy Now | Blackstone | $150.56 | -70.11% | William Katz67% | $50 → $45 | Maintains | Buy | Get Alert |
| 07/15/2015 | BLK | Buy Now | BlackRock | $956.58 | -60.27% | William Katz67% | $195 → $190 | Maintains | Neutral | Get Alert |
| 07/15/2015 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | $21.5 → $21 | Maintains | Buy | Get Alert |
| 07/15/2015 | KKR | Buy Now | KKR & Co | $117.47 | -78.29% | William Katz67% | $28 → $25.5 | Maintains | Buy | Get Alert |
| 07/15/2015 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $34 → $33 | Maintains | Neutral | Get Alert |
| 07/15/2015 | EV | Buy Now | Eaton Vance | $22.11 | 62.82% | William Katz67% | $36.5 → $36 | Maintains | Sell | Get Alert |
| 07/15/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 6.29% | William Katz67% | $43.5 → $43 | Maintains | Neutral | Get Alert |
| 07/15/2015 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 54.5% | William Katz67% | $270 → $265 | Maintains | Buy | Get Alert |
| 07/15/2015 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -12.03% | William Katz67% | $35 → $33.5 | Maintains | Buy | Get Alert |
| 07/15/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $63.5 → $62 | Maintains | Buy | Get Alert |
| 07/15/2015 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -12.95% | William Katz67% | $83 → $82 | Maintains | Neutral | Get Alert |
| 07/15/2015 | APO | Buy Now | Apollo Global Management | $145.12 | -83.46% | William Katz67% | $25 → $24 | Maintains | Buy | Get Alert |
| 07/10/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 3033.7% | William Katz67% | $222 → $216 | Maintains | Neutral | Get Alert |
| 07/10/2015 | BEN | Buy Now | Franklin Resources | $20.20 | 159.97% | William Katz67% | $55 → $52.5 | Maintains | Neutral | Get Alert |
| 07/10/2015 | SCHW | Buy Now | Charles Schwab | $79.35 | -57.78% | William Katz67% | $31.5 → $33.5 | Maintains | Neutral | Get Alert |
| 07/10/2015 | RJF | Buy Now | Raymond James Finl | $142.53 | -58.95% | William Katz67% | $38.67 → $39 | Maintains | Neutral | Get Alert |
| 07/10/2015 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -86.23% | William Katz67% | $45 → $46 | Maintains | Neutral | Get Alert |
| 06/11/2015 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -8.09% | William Katz67% | $35.5 → $35 | Maintains | Buy | Get Alert |
| 06/10/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $65 → $63.5 | Maintains | Buy | Get Alert |
| 06/10/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 7.53% | William Katz67% | $42.5 → $43.5 | Maintains | Neutral | Get Alert |
| 05/11/2015 | APO | Buy Now | Apollo Global Management | $145.12 | -82.77% | William Katz67% | $26 → $25 | Maintains | Buy | Get Alert |
| 05/05/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 5.05% | William Katz67% | $41 → $42.5 | Maintains | Neutral | Get Alert |
| 05/04/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 5.05% | William Katz67% | $41 → $42.5 | Maintains | Neutral | Get Alert |
| 04/30/2015 | CG | Buy Now | Carlyle Group | $43.71 | -22.21% | William Katz67% | $32 → $34 | Maintains | Buy | Get Alert |
| 04/30/2015 | BEN | Buy Now | Franklin Resources | $20.20 | 172.34% | William Katz67% | $53 → $55 | Maintains | Neutral | Get Alert |
| 04/28/2015 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | $21.5 → $22.5 | Maintains | Buy | Get Alert |
| 04/27/2015 | KKR | Buy Now | KKR & Co | $117.47 | -76.16% | William Katz67% | $27 → $28 | Maintains | Buy | Get Alert |
| 04/27/2015 | EV | Buy Now | Eaton Vance | $22.11 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 04/24/2015 | KKR | Buy Now | KKR & Co | $117.47 | -76.16% | William Katz67% | $27 → $28 | Maintains | Buy | Get Alert |
| 04/24/2015 | SCHW | Buy Now | Charles Schwab | $79.35 | -60.3% | William Katz67% | $33 → $31.5 | Maintains | Neutral | Get Alert |
| 04/24/2015 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -11.89% | William Katz67% | $80 → $83 | Maintains | Neutral | Get Alert |
| 04/22/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 3120.75% | William Katz67% | $234 → $222 | Maintains | Neutral | Get Alert |
| 04/16/2015 | SCHW | Buy Now | Charles Schwab | $79.35 | -58.41% | William Katz67% | $32 → $33 | Maintains | Neutral | Get Alert |
| 04/14/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 03/05/2015 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $22 → $24 | Maintains | Buy | Get Alert |
| 03/02/2015 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -10.71% | William Katz67% | $32 → $34 | Maintains | Buy | Get Alert |
| 03/02/2015 | BLK | Buy Now | BlackRock | $956.58 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 03/02/2015 | OMAM | Buy Now | OM Asset Management | — | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 02/18/2015 | CG | Buy Now | Carlyle Group | $43.71 | -26.79% | William Katz67% | $30.5 → $32 | Upgrade | Neutral → Buy | Get Alert |
| 02/18/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 1.35% | William Katz67% | $40 → $41 | Maintains | Sell | Get Alert |
| 02/13/2015 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -15.97% | William Katz67% | $31 → $32 | Maintains | Buy | Get Alert |
| 02/09/2015 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $21 → $22 | Maintains | Buy | Get Alert |
| 02/04/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 02/04/2015 | APAM | Buy Now | Artisan Partners Asset | $40.45 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 02/02/2015 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $64 → $65 | Maintains | Buy | Get Alert |
| 01/30/2015 | BX | Buy Now | Blackstone | $150.56 | -70.11% | William Katz67% | $38 → $45 | Maintains | Buy | Get Alert |
| 01/30/2015 | IVZ | Buy Now | Invesco | $15.68 | 206.22% | William Katz67% | $50 → $48 | Maintains | Buy | Get Alert |
| 01/29/2015 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -15.07% | William Katz67% | $90 → $80 | Maintains | Neutral | Get Alert |
| 01/26/2015 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $34 → $32 | Maintains | Neutral | Get Alert |
| 01/23/2015 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $20 → $21 | Maintains | Buy | Get Alert |
| 01/20/2015 | EV | Buy Now | Eaton Vance | $22.11 | 71.87% | William Katz67% | → $38 | Upgrade | Sell → Neutral | Get Alert |
| 01/16/2015 | EV | Buy Now | Eaton Vance | $22.11 | — | William Katz67% | — | Upgrade | → Neutral | Get Alert |
| 01/16/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $45 → $42 | Maintains | Neutral | Get Alert |
| 01/09/2015 | BX | Buy Now | Blackstone | $150.56 | -74.76% | William Katz67% | $37 → $38 | Maintains | Buy | Get Alert |
| 01/09/2015 | SCHW | Buy Now | Charles Schwab | $79.35 | -62.19% | William Katz67% | $27 → $30 | Maintains | Neutral | Get Alert |
| 01/09/2015 | KKR | Buy Now | KKR & Co | $117.47 | -77.02% | William Katz67% | $26 → $27 | Maintains | Buy | Get Alert |
| 01/09/2015 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $30 → $34 | Maintains | Neutral | Get Alert |
| 01/09/2015 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 45.75% | William Katz67% | $240 → $250 | Maintains | Buy | Get Alert |
| 01/09/2015 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -86.23% | William Katz67% | $45 → $46 | Maintains | Neutral | Get Alert |
| 01/09/2015 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -4.46% | William Katz67% | $80 → $90 | Maintains | Neutral | Get Alert |
| 01/09/2015 | RJF | Buy Now | Raymond James Finl | $142.53 | -59.31% | William Katz67% | $38 → $38.67 | Maintains | Neutral | Get Alert |
| 12/18/2014 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 39.92% | William Katz67% | $230 → $240 | Maintains | Buy | Get Alert |
| 12/16/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -81.39% | William Katz67% | $24 → $27 | Maintains | Buy | Get Alert |
| 12/16/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -81.39% | William Katz67% | $24 → $27 | Upgrade | Neutral → Buy | Get Alert |
| 12/11/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $65 → $64 | Maintains | Buy | Get Alert |
| 12/08/2014 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $18 → $20 | Maintains | Buy | Get Alert |
| 11/20/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 3468.94% | William Katz67% | $240 → $246 | Maintains | Buy | Get Alert |
| 11/20/2014 | RJF | Buy Now | Raymond James Finl | $142.53 | -60.01% | William Katz67% | $37.33 → $38 | Maintains | Neutral | Get Alert |
| 11/18/2014 | OMAM | Buy Now | Old Mutual Asset Management Limited | — | — | William Katz67% | → $17 | Initiates | → Neutral | Get Alert |
| 11/14/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $60 → $65 | Maintains | Buy | Get Alert |
| 11/12/2014 | EV | Buy Now | Eaton Vance | $22.11 | 71.87% | William Katz67% | $35 → $38 | Downgrade | Neutral → Sell | Get Alert |
| 11/11/2014 | EV | Buy Now | Eaton Vance | $22.11 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 11/07/2014 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $17 → $18 | Maintains | Buy | Get Alert |
| 11/04/2014 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 34.09% | William Katz67% | $245 → $230 | Maintains | Buy | Get Alert |
| 11/03/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 3381.89% | William Katz67% | $216 → $240 | Upgrade | Neutral → Buy | Get Alert |
| 11/03/2014 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $11 → $17 | Upgrade | Neutral → Buy | Get Alert |
| 11/03/2014 | BLK | Buy Now | BlackRock | $956.58 | -59.75% | William Katz67% | $167.5 → $192.5 | Upgrade | Neutral → Buy | Get Alert |
| 10/31/2014 | RJF | Buy Now | Raymond James Finl | $142.53 | -60.71% | William Katz67% | $36.67 → $37.33 | Maintains | Neutral | Get Alert |
| 10/31/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -86.53% | William Katz67% | $47 → $45 | Maintains | Neutral | Get Alert |
| 10/30/2014 | CG | Buy Now | Carlyle Group | $43.71 | -30.22% | William Katz67% | $31.5 → $30.5 | Maintains | Neutral | Get Alert |
| 10/29/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 3033.7% | William Katz67% | $192 → $216 | Maintains | Neutral | Get Alert |
| 10/29/2014 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 11.23% | William Katz67% | $52 → $45 | Maintains | Neutral | Get Alert |
| 10/28/2014 | SCHW | Buy Now | Charles Schwab | $79.35 | -65.97% | William Katz67% | $26 → $27 | Maintains | Neutral | Get Alert |
| 10/24/2014 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -15.07% | William Katz67% | $84 → $80 | Maintains | Neutral | Get Alert |
| 10/23/2014 | EV | Buy Now | Eaton Vance | $22.11 | 58.3% | William Katz67% | $37 → $35 | Maintains | Neutral | Get Alert |
| 10/21/2014 | SCHW | Buy Now | Charles Schwab | $79.35 | -67.23% | William Katz67% | $27 → $26 | — | — | Get Alert |
| 10/21/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -85.63% | William Katz67% | $49 → $48 | — | — | Get Alert |
| 10/15/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $54 → $45 | Maintains | Neutral | Get Alert |
| 10/08/2014 | CG | Buy Now | Carlyle Group | $43.71 | -27.93% | William Katz67% | $36 → $31.5 | Maintains | Neutral | Get Alert |
| 10/08/2014 | BX | Buy Now | Blackstone | $150.56 | -75.43% | William Katz67% | $40 → $37 | Maintains | Buy | Get Alert |
| 10/08/2014 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 28.54% | William Katz67% | $54 → $52 | Maintains | Neutral | Get Alert |
| 10/08/2014 | BLK | Buy Now | BlackRock | $956.58 | -63.41% | William Katz67% | $170 → $175 | Maintains | Neutral | Get Alert |
| 10/08/2014 | EV | Buy Now | Eaton Vance | $22.11 | 67.35% | William Katz67% | $36 → $37 | Maintains | Neutral | Get Alert |
| 10/08/2014 | BEN | Buy Now | Franklin Resources | $20.20 | 192.15% | William Katz67% | $60 → $59 | Maintains | Neutral | Get Alert |
| 10/08/2014 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 42.84% | William Katz67% | $250 → $245 | Maintains | Buy | Get Alert |
| 10/08/2014 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -18.59% | William Katz67% | $32 → $31 | Maintains | Buy | Get Alert |
| 10/08/2014 | KKR | Buy Now | KKR & Co | $117.47 | -77.87% | William Katz67% | $28 → $26 | Maintains | Buy | Get Alert |
| 10/08/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $60 → $54 | Maintains | Neutral | Get Alert |
| 10/08/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -85.34% | William Katz67% | $52 → $49 | Maintains | Neutral | Get Alert |
| 10/08/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -83.46% | William Katz67% | $26.5 → $24 | Maintains | Neutral | Get Alert |
| 10/08/2014 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -10.83% | William Katz67% | $88 → $84 | Maintains | Neutral | Get Alert |
| 09/16/2014 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 45.75% | William Katz67% | $240 → $250 | Maintains | Buy | Get Alert |
| 09/12/2014 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -15.97% | William Katz67% | $30 → $32 | Maintains | Buy | Get Alert |
| 09/12/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $55 → $60 | Maintains | Buy | Get Alert |
| 09/11/2014 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 33.48% | William Katz67% | $58 → $54 | Maintains | Neutral | Get Alert |
| 08/18/2014 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 08/14/2014 | EV | Buy Now | Eaton Vance | $22.11 | 62.82% | William Katz67% | $37 → $36 | Maintains | Neutral | Get Alert |
| 08/07/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -81.74% | William Katz67% | $28 → $26.5 | Maintains | Neutral | Get Alert |
| 07/31/2014 | AB | Buy Now | AllianceBernstein Holding | $38.08 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 07/31/2014 | BEN | Buy Now | Franklin Resources | $20.20 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/31/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/30/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $66 → $60 | Maintains | Neutral | Get Alert |
| 07/28/2014 | SCHW | Buy Now | Charles Schwab | $79.35 | -63.45% | William Katz67% | $27 → $29 | Maintains | Neutral | Get Alert |
| 07/28/2014 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $33 → $30 | Maintains | Neutral | Get Alert |
| 07/25/2014 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -6.58% | William Katz67% | $90 → $88 | Maintains | Neutral | Get Alert |
| 07/25/2014 | RJF | Buy Now | Raymond James Finl | $142.53 | -61.41% | William Katz67% | $35.33 → $36.67 | Maintains | Neutral | Get Alert |
| 07/10/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/09/2014 | CG | Buy Now | Carlyle Group | $43.71 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/09/2014 | APAM | Buy Now | Artisan Partners Asset | $40.45 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/09/2014 | APO | Buy Now | Apollo Global Management | $145.12 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 06/24/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $85 → $71 | Maintains | Buy | Get Alert |
| 06/18/2014 | BLK | Buy Now | BlackRock | $956.58 | -64.46% | William Katz67% | $157.5 → $170 | Maintains | Neutral | Get Alert |
| 06/12/2014 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -29.1% | William Katz67% | $26 → $27 | Maintains | Neutral | Get Alert |
| 06/10/2014 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 60.67% | William Katz67% | $72 → $65 | Maintains | Buy | Get Alert |
| 05/22/2014 | EV | Buy Now | Eaton Vance | $22.11 | 67.35% | William Katz67% | $35 → $37 | Maintains | Hold | Get Alert |
| 05/14/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 05/09/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -77.95% | William Katz67% | $34 → $32 | Maintains | Buy | Get Alert |
| 05/05/2014 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $11 → $9.5 | Maintains | Sell | Get Alert |
| 05/01/2014 | CG | Buy Now | Carlyle Group | $43.71 | -15.35% | William Katz67% | $38 → $37 | Maintains | Buy | Get Alert |
| 04/30/2014 | AMG | Buy Now | Affiliated Managers Group | $171.53 | 39.92% | William Katz67% | $225 → $240 | Maintains | Buy | Get Alert |
| 04/24/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -82.94% | William Katz67% | $60 → $57 | Maintains | Buy | Get Alert |
| 04/21/2014 | BLK | Buy Now | BlackRock | $956.58 | -67.07% | William Katz67% | $162.5 → $157.5 | Maintains | Neutral | Get Alert |
| 04/14/2014 | EV | Buy Now | Eaton Vance | $22.11 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 04/10/2014 | CG | Buy Now | Carlyle Group | $43.71 | -13.06% | William Katz67% | $40 → $38 | Maintains | Buy | Get Alert |
| 04/10/2014 | BX | Buy Now | Blackstone | $150.56 | -73.43% | William Katz67% | $42 → $40 | Maintains | Buy | Get Alert |
| 04/10/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $86 → $85 | Maintains | Buy | Get Alert |
| 04/10/2014 | SCHW | Buy Now | Charles Schwab | $79.35 | -65.97% | William Katz67% | $28 → $27 | Maintains | Neutral | Get Alert |
| 04/10/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2685.52% | William Katz67% | $216 → $192 | Maintains | Neutral | Get Alert |
| 04/10/2014 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -8.7% | William Katz67% | $85 → $86 | Maintains | Neutral | Get Alert |
| 04/10/2014 | RJF | Buy Now | Raymond James Finl | $142.53 | -62.81% | William Katz67% | $36 → $35.33 | Maintains | Neutral | Get Alert |
| 04/10/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -82.04% | William Katz67% | $63 → $60 | Maintains | Buy | Get Alert |
| 04/10/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $43 → $45 | Maintains | Neutral | Get Alert |
| 04/10/2014 | KKR | Buy Now | KKR & Co | $117.47 | -75.74% | William Katz67% | $30 → $28.5 | Maintains | Buy | Get Alert |
| 04/10/2014 | IVZ | Buy Now | Invesco | $15.68 | 199.84% | William Katz67% | $48 → $47 | Maintains | Buy | Get Alert |
| 04/10/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -76.57% | William Katz67% | $36 → $34 | Maintains | Buy | Get Alert |
| 04/10/2014 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -31.72% | William Katz67% | $25 → $26 | Maintains | Neutral | Get Alert |
| 04/09/2014 | CG | Buy Now | Carlyle Group | $43.71 | -13.06% | William Katz67% | $40 → $38 | Maintains | Buy | Get Alert |
| 04/09/2014 | BX | Buy Now | Blackstone | $150.56 | -73.43% | William Katz67% | $42 → $40 | Maintains | Buy | Get Alert |
| 04/09/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $86 → $85 | Maintains | Buy | Get Alert |
| 04/09/2014 | SCHW | Buy Now | Charles Schwab | $79.35 | -65.97% | William Katz67% | $28 → $27 | Maintains | Neutral | Get Alert |
| 04/09/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2685.52% | William Katz67% | $216 → $192 | Maintains | Neutral | Get Alert |
| 04/09/2014 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -8.7% | William Katz67% | $85 → $86 | Maintains | Neutral | Get Alert |
| 04/09/2014 | RJF | Buy Now | Raymond James Finl | $142.53 | -62.81% | William Katz67% | $36 → $35.33 | Maintains | Neutral | Get Alert |
| 04/09/2014 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -82.04% | William Katz67% | $63 → $60 | Maintains | Buy | Get Alert |
| 04/09/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $43 → $45 | Maintains | Neutral | Get Alert |
| 04/09/2014 | KKR | Buy Now | KKR & Co | $117.47 | -75.74% | William Katz67% | $30 → $28.5 | Maintains | Buy | Get Alert |
| 04/09/2014 | IVZ | Buy Now | Invesco | $15.68 | 199.84% | William Katz67% | $48 → $47 | Maintains | Buy | Get Alert |
| 04/09/2014 | APO | Buy Now | Apollo Global Management | $145.12 | -76.57% | William Katz67% | $36 → $34 | Maintains | Buy | Get Alert |
| 04/09/2014 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -31.72% | William Katz67% | $25 → $26 | Maintains | Neutral | Get Alert |
| 04/01/2014 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $30 → $33 | Maintains | Neutral | Get Alert |
| 03/31/2014 | AMG | Buy Now | Affiliated Managers Group | $171.53 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 03/19/2014 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 02/24/2014 | APAM | Buy Now | Artisan Partners Asset | $40.45 | — | William Katz67% | — | Upgrade | Hold → Buy | Get Alert |
| 02/20/2014 | CG | Buy Now | Carlyle Group | $43.71 | -8.49% | William Katz67% | $34.5 → $40 | Upgrade | Neutral → Buy | Get Alert |
| 02/10/2014 | APO | Buy Now | Apollo Global Management | $145.12 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 02/05/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $66 → $76 | Upgrade | Neutral → Buy | Get Alert |
| 02/03/2014 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $38 → $43 | Maintains | Neutral | Get Alert |
| 01/31/2014 | BX | Buy Now | Blackstone | $150.56 | -72.1% | William Katz67% | $35 → $42 | Maintains | Buy | Get Alert |
| 01/31/2014 | BEN | Buy Now | Franklin Resources | $20.20 | 202.05% | William Katz67% | $63 → $61 | Maintains | Buy | Get Alert |
| 01/31/2014 | IVZ | Buy Now | Invesco | $15.68 | 206.22% | William Katz67% | $44 → $48 | Maintains | Buy | Get Alert |
| 01/24/2014 | RJF | Buy Now | Raymond James Finl | $142.53 | -62.11% | William Katz67% | $33.33 → $36 | Maintains | Neutral | Get Alert |
| 01/21/2014 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/16/2014 | EV | Buy Now | Eaton Vance | $22.11 | 67.35% | William Katz67% | $40 → $37 | Downgrade | Neutral → Sell | Get Alert |
| 01/07/2014 | SCHW | Buy Now | Charles Schwab | $79.35 | -64.71% | William Katz67% | $27 → $28 | Downgrade | Buy → Neutral | Get Alert |
| 01/07/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2859.61% | William Katz67% | $186 → $204 | Downgrade | Buy → Neutral | Get Alert |
| 12/20/2013 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $68 → $66 | Maintains | Neutral | Get Alert |
| 12/18/2013 | BX | Buy Now | Blackstone | $150.56 | -76.75% | William Katz67% | $33 → $35 | Maintains | Buy | Get Alert |
| 12/12/2013 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -1.27% | William Katz67% | $82 → $93 | Maintains | Buy | Get Alert |
| 11/21/2013 | APO | Buy Now | Apollo Global Management | $145.12 | -77.95% | William Katz67% | $31 → $32 | Maintains | Neutral | Get Alert |
| 11/18/2013 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $63 → $68 | Maintains | Neutral | Get Alert |
| 11/13/2013 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -84.44% | William Katz67% | $45 → $52 | Maintains | Buy | Get Alert |
| 11/12/2013 | CG | Buy Now | Carlyle Group | $43.71 | -31.37% | William Katz67% | $29 → $30 | Maintains | Neutral | Get Alert |
| 11/08/2013 | APO | Buy Now | Apollo Global Management | $145.12 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 10/23/2013 | FII | Buy Now | Federated Investors | — | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 08/14/2013 | APO | Buy Now | Apollo Global Management | $145.12 | -76.57% | William Katz67% | $30 → $34 | Maintains | Buy | Get Alert |
| 08/08/2013 | CG | Buy Now | Carlyle Group | $43.71 | -33.65% | William Katz67% | $32 → $29 | Downgrade | Buy → Neutral | Get Alert |
| 08/01/2013 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -86.53% | William Katz67% | $40 → $45 | Upgrade | Neutral → Buy | Get Alert |
| 07/30/2013 | BEN | Buy Now | Franklin Resources | $20.20 | 187.2% | William Katz67% | $58.33 → $58 | Maintains | Buy | Get Alert |
| 07/08/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2424.37% | William Katz67% | $150 → $174 | Upgrade | Neutral → Buy | Get Alert |
| 07/08/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.15 | 2424.37% | William Katz67% | $150 → $174 | Upgrade | Neutral → Buy | Get Alert |
| 06/24/2013 | SCHW | Buy Now | Charles Schwab | $79.35 | -69.75% | William Katz67% | $14 → $24 | Upgrade | Sell → Buy | Get Alert |
| 06/24/2013 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -12.95% | William Katz67% | $73 → $82 | Upgrade | Neutral → Buy | Get Alert |
| 06/24/2013 | EV | Buy Now | Eaton Vance | $22.11 | 67.35% | William Katz67% | → $37 | Upgrade | Sell → Neutral | Get Alert |
| 06/18/2013 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 06/04/2013 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $28 → $30.5 | Maintains | Buy | Get Alert |
| 05/28/2013 | APAM | Buy Now | Artisan Partners Asset | $40.45 | 16.18% | William Katz67% | → $47 | Downgrade | Buy → Neutral | Get Alert |
| 05/13/2013 | BEN | Buy Now | Franklin Resources | $20.20 | 890.34% | William Katz67% | $53.33 → $66.67 | Upgrade | Neutral → Buy | Get Alert |
| 05/09/2013 | BLK | Buy Now | BlackRock | $956.58 | -70.21% | William Katz67% | → $142.5 | Downgrade | Buy → Neutral | Get Alert |
| 04/26/2013 | RJF | Buy Now | Raymond James Finl | $142.53 | -69.13% | William Katz67% | $32.67 → $29.33 | Downgrade | Buy → Neutral | Get Alert |
| 04/24/2013 | BX | Buy Now | Blackstone | $150.56 | -83.73% | William Katz67% | $24 → $24.5 | Maintains | Buy | Get Alert |
| 04/24/2013 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $39 → $41 | Maintains | Neutral | Get Alert |
| 04/12/2013 | IVZ | Buy Now | Invesco | $15.68 | 123.29% | William Katz67% | $34 → $35 | Maintains | Buy | Get Alert |
| 03/13/2013 | BLK | Buy Now | BlackRock | $956.58 | -70.21% | William Katz67% | $132.5 → $142.5 | Maintains | Buy | Get Alert |
| 03/12/2013 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -40.91% | William Katz67% | → $22.5 | Downgrade | Buy → Neutral | Get Alert |
| 02/11/2013 | APO | Buy Now | Apollo Global Management | $145.12 | -82.08% | William Katz67% | $25 → $26 | Maintains | Buy | Get Alert |
| 02/11/2013 | SCHW | Buy Now | Charles Schwab | $79.35 | -82.36% | William Katz67% | $15 → $14 | Downgrade | Neutral → Sell | Get Alert |
| 02/06/2013 | CG | Buy Now | Carlyle Group | $43.71 | -22.21% | William Katz67% | $28 → $34 | Upgrade | Neutral → Buy | Get Alert |
| 02/06/2013 | BX | Buy Now | Blackstone | $150.56 | -84.06% | William Katz67% | $23.5 → $24 | Maintains | Buy | Get Alert |
| 02/06/2013 | KKR | Buy Now | KKR & Co | $117.47 | -81.27% | William Katz67% | $20 → $22 | Maintains | Buy | Get Alert |
| 02/06/2013 | APO | Buy Now | Apollo Global Management | $145.12 | -82.77% | William Katz67% | $21 → $25 | Maintains | Buy | Get Alert |
| 01/30/2013 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $35 → $39 | Maintains | Neutral | Get Alert |
| 01/30/2013 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -9.63% | William Katz67% | $135 → $155 | Downgrade | Buy → Neutral | Get Alert |
| 01/17/2013 | BLK | Buy Now | BlackRock | $956.58 | -72.3% | William Katz67% | $120 → $132.5 | Maintains | Buy | Get Alert |
| 12/18/2012 | RJF | Buy Now | Raymond James Finl | $142.53 | -69.13% | William Katz67% | → $29.33 | Initiates | → Buy | Get Alert |
| 11/12/2012 | APO | Buy Now | Apollo Global Management | $145.12 | -87.6% | William Katz67% | $16.75 → $18 | Maintains | Buy | Get Alert |
| 10/29/2012 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $28 → $26 | Maintains | Neutral | Get Alert |
| 10/25/2012 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -48.79% | William Katz67% | $18 → $19.5 | Maintains | Buy | Get Alert |
| 10/11/2012 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -52.73% | William Katz67% | $17 → $18 | Maintains | Buy | Get Alert |
| 10/08/2012 | CG | Buy Now | Carlyle Group | $43.71 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 10/08/2012 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 10/08/2012 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $8.5 → $9.5 | Maintains | Buy | Get Alert |
| 10/08/2012 | TROW | Buy Now | T. Rowe Price Gr | $94.20 | -33.12% | William Katz67% | $56 → $63 | Upgrade | Sell → Neutral | Get Alert |
| 10/08/2012 | BLK | Buy Now | BlackRock | $956.58 | -77% | William Katz67% | $95 → $110 | Upgrade | Neutral → Buy | Get Alert |
| 09/13/2012 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $30 → $28 | Downgrade | Buy → Neutral | Get Alert |
| 09/12/2012 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -55.36% | William Katz67% | $14 → $17 | Maintains | Buy | Get Alert |
| 08/24/2012 | SCHW | Buy Now | Charles Schwab | $79.35 | -82.99% | William Katz67% | $13 → $13.5 | Maintains | Neutral | Get Alert |
| 08/24/2012 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $29.5 → $30 | Maintains | Buy | Get Alert |
| 08/24/2012 | IVZ | Buy Now | Invesco | $15.68 | 85.01% | William Katz67% | $28 → $29 | Maintains | Buy | Get Alert |
| 08/24/2012 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $22 → $25 | Upgrade | Neutral → Buy | Get Alert |
| 08/24/2012 | BLK | Buy Now | BlackRock | $956.58 | -80.14% | William Katz67% | $90 → $95 | Maintains | Neutral | Get Alert |
| 08/10/2012 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -63.24% | William Katz67% | $13 → $14 | Upgrade | Neutral → Buy | Get Alert |
| 08/01/2012 | LPLA | Buy Now | LPL Finl Hldgs | $334.13 | -91.02% | William Katz67% | $33 → $30 | Maintains | Neutral | Get Alert |
| 08/01/2012 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -21.29% | William Katz67% | $132 → $135 | Maintains | Buy | Get Alert |
| 07/30/2012 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | William Katz67% | $32.5 → $29.5 | Maintains | Buy | Get Alert |
| 06/29/2012 | WETF | Buy Now | WisdomTree Investments | — | — | William Katz67% | $9.5 → $8.5 | Maintains | Buy | Get Alert |
| 06/04/2012 | AMTD | Buy Now | TDeritrade Holding | $1.15 | 1031.62% | William Katz67% | $20 → $13 | Downgrade | Buy → Neutral | Get Alert |
| 05/24/2012 | EV | Buy Now | Eaton Vance | $22.11 | 6.29% | William Katz67% | $24 → $23.5 | Upgrade | Sell → Neutral | Get Alert |
| 05/23/2012 | BLK | Buy Now | Blackrock | $956.58 | -81.18% | William Katz67% | $100.5 → $90 | Maintains | Neutral | Get Alert |
| 05/17/2012 | LM | Buy Now | Legg Mason | — | — | William Katz67% | $27.5 → $32.5 | Upgrade | Neutral → Buy | Get Alert |
| 05/10/2012 | IVZ | Buy Now | Invesco Limited | $15.68 | 81.82% | William Katz67% | $31 → $28.5 | Maintains | Buy | Get Alert |
| 05/09/2012 | APO | Buy Now | Apollo Global Management | $145.12 | -88.46% | William Katz67% | $16.5 → $16.75 | Maintains | Buy | Get Alert |
| 05/08/2012 | AB | Buy Now | AllianceBernstein Holding | $38.08 | -60.61% | William Katz67% | $14.5 → $15 | Maintains | Neutral | Get Alert |
| 05/01/2012 | LM | Buy Now | Legg Mason | — | — | William Katz67% | $29 → $27.5 | Maintains | Neutral | Get Alert |
| 05/01/2012 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $30 → $32 | Maintains | Neutral | Get Alert |
| 05/01/2012 | LPLA | Buy Now | LPL Investment Holdings | $334.13 | -89.82% | William Katz67% | $35 → $34 | Maintains | Neutral | Get Alert |
| 04/30/2012 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $18 → $22 | Upgrade | Sell → Neutral | Get Alert |
| 04/18/2012 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -23.04% | William Katz67% | $129 → $132 | Maintains | Buy | Get Alert |
| 03/21/2012 | AMG | Buy Now | Affiliated Managers Group | $171.53 | -24.79% | William Katz67% | $120 → $129 | Maintains | Buy | Get Alert |
| 03/19/2012 | SCHW | Buy Now | Charles Schwab | $79.35 | -84.88% | William Katz67% | $20 → $12 | Downgrade | Buy → Neutral | Get Alert |
| 03/08/2012 | FII | Buy Now | Federated Investors | — | — | William Katz67% | $16 → $17 | Maintains | Sell | Get Alert |
| 03/08/2012 | WETF | Buy Now | WidsomTree | — | — | William Katz67% | $8.5 → $9.5 | Maintains | Buy | Get Alert |
| 03/08/2012 | WDR | Buy Now | Waddell & Reed Financial | — | — | William Katz67% | $24 → $27 | Maintains | Sell | Get Alert |
| 03/08/2012 | IVZ | Buy Now | Invesco Limited | $15.68 | 91.39% | William Katz67% | $27 → $30 | Maintains | Buy | Get Alert |
| 03/07/2012 | LM | Buy Now | Legg Mason | — | — | William Katz67% | $27 → $29 | Maintains | Neutral | Get Alert |
| 03/07/2012 | LM | Buy Now | Legg Mason | — | — | William Katz67% | $27 → $29 | Maintains | Neutral | Get Alert |
| 03/02/2012 | BLK | Buy Now | Blackrock | $956.58 | -79.41% | William Katz67% | $96.5 → $98.5 | Maintains | Neutral | Get Alert |
| 02/13/2012 | APO | Buy Now | Apollo Global Management | $145.12 | -88.63% | William Katz67% | $17 → $16.5 | Maintains | Buy | Get Alert |
