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Brennan Hawken's Stock Ratings
BMO Capital Analyst
Brennan Hawken is an analyst at BMO Capital. 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 12/15/2025
Updated: Dec 15, 2025
Overall Average Return
13.2%
Smart Score
Overall Average Return Percentile
65th
Number of Ratings
433
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/10/2025 | IVZ | Buy Now | Invesco | $26.38 | 13.72% | $28 → $30 | Maintains | Outperform | Get Alert | |
| 10/23/2025 | RJF | Buy Now | Raymond James Finl | $163.38 | 11.39% | $180 → $182 | Maintains | Market Perform | Get Alert | |
| 10/17/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.57 | -10.67% | $69 → $55 | Maintains | Market Perform | Get Alert | |
| 10/17/2025 | IBKR | Buy Now | Interactive Brokers Group | $63.50 | 32.28% | $82 → $84 | Maintains | Outperform | Get Alert | |
| 10/07/2025 | GS | Buy Now | Goldman Sachs Group | $897.00 | -10.26% | $762 → $805 | Maintains | Neutral | Get Alert | |
| 10/03/2025 | IVZ | Buy Now | Invesco | $26.38 | 6.14% | → $28 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | SF | Buy Now | Stifel Financial | $129.07 | -6.25% | → $121 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | KKR | Buy Now | KKR | $134.56 | 9.99% | → $148 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | TPG | Buy Now | TPG | $66.89 | -2.82% | → $65 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | SCHW | Buy Now | Charles Schwab | $95.94 | 14.65% | → $110 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | ARES | Buy Now | Ares Management | $173.65 | -10.16% | → $156 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | STEP | Buy Now | StepStone Group | $64.11 | 15.43% | → $74 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -1.99% | → $365 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | STT | Buy Now | State Street | $129.16 | 0.65% | → $130 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | NTRS | Buy Now | Northern Trust | $139.45 | 1.83% | → $142 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | RJF | Buy Now | Raymond James Finl | $163.38 | 10.17% | → $180 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | IBKR | Buy Now | Interactive Brokers Group | $63.50 | 29.13% | → $82 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | MC | Buy Now | Moelis | $70.19 | 5.42% | → $74 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | OWL | Buy Now | Blue Owl Capital | $15.81 | 13.82% | → $18 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | JHG | Buy Now | Janus Henderson Group | $45.37 | 14.61% | → $52 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | LAZ | Buy Now | Lazard | $50.83 | 10.17% | → $56 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.57 | 12.06% | → $69 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | PJT | Buy Now | PJT Partners | $170.59 | 20.17% | → $205 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | TROW | Buy Now | T. Rowe Price Group | $103.89 | 3.96% | → $108 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | BX | Buy Now | Blackstone | $151.48 | 25.43% | → $190 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 29.87% | → $230 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | HLNE | Buy Now | Hamilton Lane | $129.99 | 15.39% | → $150 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | MS | Buy Now | Morgan Stanley | $179.73 | 0.15% | → $180 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | CG | Buy Now | Carlyle Group | $57.77 | 28.08% | → $74 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | GS | Buy Now | Goldman Sachs Group | $897.00 | -12.49% | → $785 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | EVR | Buy Now | Evercore | $337.83 | 5.97% | → $358 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | AMP | Buy Now | Ameriprise Finl | $493.11 | 6.47% | → $525 | Initiates | → Market Perform | Get Alert | |
| 10/03/2025 | BK | Buy Now | Bank of New York Mellon | $117.10 | 6.75% | → $125 | Initiates | → Outperform | Get Alert | |
| 10/03/2025 | BEN | Buy Now | Franklin Resources | $23.66 | 9.87% | → $26 | Initiates | → Outperform | Get Alert | |
| 04/22/2025 | IBKR | Buy Now | Interactive Brokers Group | $63.50 | 214.96% | $230 → $200 | Maintains | Buy | Get Alert | |
| 04/22/2025 | BX | Buy Now | Blackstone | $151.48 | 15.53% | $180 → $175 | Maintains | Buy | Get Alert | |
| 04/22/2025 | SCHW | Buy Now | Charles Schwab | $95.94 | 0.06% | $95 → $96 | Maintains | Buy | Get Alert | |
| 04/16/2025 | BLK | Buy Now | BlackRock | $1.08K | -9.51% | $1010 → $980 | Maintains | Neutral | Get Alert | |
| 04/11/2025 | BLK | Buy Now | BlackRock | $1.08K | -6.73% | $1045 → $1010 | Maintains | Neutral | Get Alert | |
| 04/09/2025 | IBKR | Buy Now | Interactive Brokers Group | $63.50 | 262.2% | $265 → $230 | Maintains | Buy | Get Alert | |
| 03/17/2025 | BX | Buy Now | Blackstone | $151.48 | 18.83% | $180 → $180 | Upgrade | Neutral → Buy | Get Alert | |
| 02/26/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $7.5 → $12 | Maintains | Neutral | Get Alert | |
| 02/24/2025 | JHG | Buy Now | Janus Henderson Group | $45.37 | 10.2% | $45 → $50 | Upgrade | Neutral → Buy | Get Alert | |
| 02/03/2025 | SF | Buy Now | Stifel Financial | $129.07 | -7.03% | $116 → $120 | Maintains | Neutral | Get Alert | |
| 02/03/2025 | LAZ | Buy Now | Lazard | $50.83 | 6.24% | $50 → $54 | Maintains | Neutral | Get Alert | |
| 02/03/2025 | JHG | Buy Now | Janus Henderson Group | $45.37 | -0.82% | $42 → $45 | Maintains | Neutral | Get Alert | |
| 02/03/2025 | IVZ | Buy Now | Invesco | $26.38 | -20.39% | $17 → $21 | Maintains | Neutral | Get Alert | |
| 02/03/2025 | BX | Buy Now | Blackstone | $151.48 | 18.83% | $170 → $180 | Maintains | Neutral | Get Alert | |
| 02/03/2025 | BEN | Buy Now | Franklin Resources | $23.66 | -2.81% | $19 → $23 | Maintains | Neutral | Get Alert | |
| 01/31/2025 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | 12.78% | $390 → $420 | Maintains | Buy | Get Alert | |
| 01/29/2025 | HLI | Buy Now | Houlihan Lokey | $177.10 | 29.87% | $229 → $230 | Maintains | Buy | Get Alert | |
| 01/27/2025 | SCHW | Buy Now | Charles Schwab | $95.94 | -0.98% | $90 → $95 | Maintains | Buy | Get Alert | |
| 01/27/2025 | NTRS | Buy Now | Northern Trust | $139.45 | -18.25% | $110 → $114 | Maintains | Neutral | Get Alert | |
| 01/27/2025 | IBKR | Buy Now | Interactive Brokers Gr | $63.50 | 317.32% | $225 → $265 | Maintains | Buy | Get Alert | |
| 01/21/2025 | BLK | Buy Now | BlackRock | $1.08K | -3.5% | $1017 → $1045 | Maintains | Neutral | Get Alert | |
| 01/21/2025 | BK | Buy Now | Bank of New York Mellon | $117.10 | -19.73% | $88 → $94 | Maintains | Buy | Get Alert | |
| 01/21/2025 | MS | Buy Now | Morgan Stanley | $179.73 | -22.11% | $130 → $140 | Maintains | Neutral | Get Alert | |
| 01/21/2025 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -28.65% | $610 → $640 | Maintains | Neutral | Get Alert | |
| 01/06/2025 | IBKR | Buy Now | Interactive Brokers Group | $63.50 | 254.33% | $215 → $225 | Maintains | Buy | Get Alert | |
| 01/06/2025 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -32% | → $610 | Downgrade | Buy → Neutral | Get Alert | |
| 01/06/2025 | AMP | Buy Now | Ameriprise Finl | $493.11 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 01/06/2025 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | 4.72% | → $390 | Upgrade | Neutral → Buy | Get Alert | |
| 12/09/2024 | IBKR | Buy Now | Interactive Brokers Group | $63.50 | 238.58% | $170 → $215 | Maintains | Buy | Get Alert | |
| 12/06/2024 | PJT | Buy Now | PJT Partners | $170.59 | 2.59% | $130 → $175 | Upgrade | Sell → Neutral | Get Alert | |
| 10/28/2024 | NTRS | Buy Now | Northern Trust | $139.45 | -23.99% | $92 → $106 | Maintains | Neutral | Get Alert | |
| 10/22/2024 | BEN | Buy Now | Franklin Resources | $23.66 | -11.26% | $24 → $21 | Maintains | Neutral | Get Alert | |
| 10/22/2024 | WT | Buy Now | WisdomTree | $11.76 | 19.05% | $12 → $14 | Maintains | Buy | Get Alert | |
| 10/22/2024 | OWL | Buy Now | Blue Owl Cap | $15.81 | 70.72% | $20 → $27 | Maintains | Buy | Get Alert | |
| 10/22/2024 | JHG | Buy Now | Janus Henderson Group | $45.37 | -9.63% | $37 → $41 | Maintains | Neutral | Get Alert | |
| 10/22/2024 | IVZ | Buy Now | Invesco | $26.38 | -27.98% | $17.5 → $19 | Maintains | Neutral | Get Alert | |
| 10/22/2024 | BRDG | Buy Now | Bridge Investment Group | — | — | $7 → $11 | Maintains | Neutral | Get Alert | |
| 10/22/2024 | ARES | Buy Now | Ares Management | $173.65 | 12.29% | $158 → $195 | Maintains | Buy | Get Alert | |
| 10/22/2024 | APO | Buy Now | Apollo Global Management | $147.80 | 1.49% | $117 → $150 | Maintains | Neutral | Get Alert | |
| 10/17/2024 | CNS | Buy Now | Cohen & Steers | $62.54 | 63.1% | $63 → $102 | Upgrade | Sell → Neutral | Get Alert | |
| 10/16/2024 | BX | Buy Now | Blackstone | $151.48 | 5.62% | $140 → $160 | Maintains | Neutral | Get Alert | |
| 10/08/2024 | PJT | Buy Now | PJT Partners | $170.59 | -29.65% | $110 → $120 | Maintains | Sell | Get Alert | |
| 10/08/2024 | NTRS | Buy Now | Northern Trust | $139.45 | -34.03% | $86 → $92 | Maintains | Neutral | Get Alert | |
| 10/08/2024 | MS | Buy Now | Morgan Stanley | $179.73 | -37.68% | $102 → $112 | Maintains | Neutral | Get Alert | |
| 10/08/2024 | MC | Buy Now | Moelis | $70.19 | -14.52% | $54 → $60 | Maintains | Sell | Get Alert | |
| 10/08/2024 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -32.87% | $215 → $250 | Maintains | Neutral | Get Alert | |
| 10/08/2024 | LAZ | Buy Now | Lazard | $50.83 | 2.3% | $49 → $52 | Maintains | Neutral | Get Alert | |
| 10/08/2024 | IBKR | Buy Now | Interactive Brokers Gr | $63.50 | 167.72% | $155 → $170 | Maintains | Buy | Get Alert | |
| 10/08/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | 7.28% | $170 → $190 | Maintains | Buy | Get Alert | |
| 10/08/2024 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -37.57% | $550 → $560 | Maintains | Buy | Get Alert | |
| 10/08/2024 | EVR | Buy Now | Evercore | $337.83 | -21.56% | $255 → $265 | Maintains | Neutral | Get Alert | |
| 10/08/2024 | BK | Buy Now | Bank of New York Mellon | $117.10 | -29.97% | $73 → $82 | Maintains | Buy | Get Alert | |
| 10/08/2024 | AMP | Buy Now | Ameriprise Finl | $493.11 | 12.55% | $490 → $555 | Maintains | Buy | Get Alert | |
| 09/17/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.57 | 8.82% | → $67 | Initiates | → Buy | Get Alert | |
| 09/09/2024 | IBKR | Buy Now | Interactive Brokers Gr | $63.50 | 144.09% | $145 → $155 | Maintains | Buy | Get Alert | |
| 09/09/2024 | JHG | Buy Now | Janus Henderson Group | $45.37 | -18.45% | $33 → $37 | Upgrade | Sell → Neutral | Get Alert | |
| 08/06/2024 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -42.27% | $290 → $215 | Maintains | Neutral | Get Alert | |
| 07/31/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -4.01% | $157 → $170 | Maintains | Buy | Get Alert | |
| 07/10/2024 | OWL | Buy Now | Blue Owl Cap | $15.81 | 32.79% | $22 → $21 | Maintains | Buy | Get Alert | |
| 07/10/2024 | BLK | Buy Now | BlackRock | $1.08K | -22.71% | $842 → $837 | Maintains | Neutral | Get Alert | |
| 07/10/2024 | BEN | Buy Now | Franklin Resources | $23.66 | 1.42% | $25 → $24 | Maintains | Neutral | Get Alert | |
| 07/09/2024 | SCHW | Buy Now | Charles Schwab | $95.94 | -6.19% | $91 → $90 | Maintains | Buy | Get Alert | |
| 07/09/2024 | RJF | Buy Now | Raymond James Finl | $163.38 | -17.37% | $138 → $135 | Maintains | Neutral | Get Alert | |
| 07/09/2024 | AMP | Buy Now | Ameriprise Finl | $493.11 | 0.38% | $500 → $495 | Maintains | Buy | Get Alert | |
| 07/09/2024 | PJT | Buy Now | PJT Partners | $170.59 | -45.48% | $85 → $93 | Maintains | Sell | Get Alert | |
| 07/09/2024 | MS | Buy Now | Morgan Stanley | $179.73 | -41.58% | $100 → $105 | Maintains | Neutral | Get Alert | |
| 07/09/2024 | MC | Buy Now | Moelis | $70.19 | -28.77% | $47 → $50 | Maintains | Sell | Get Alert | |
| 07/09/2024 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -22.13% | $285 → $290 | Maintains | Neutral | Get Alert | |
| 07/09/2024 | IBKR | Buy Now | Interactive Brokers Gr | $63.50 | 128.35% | $135 → $145 | Maintains | Buy | Get Alert | |
| 07/09/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -11.35% | $145 → $157 | Maintains | Buy | Get Alert | |
| 07/09/2024 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -40.36% | $490 → $535 | Maintains | Buy | Get Alert | |
| 07/09/2024 | EVR | Buy Now | Evercore | $337.83 | -34.88% | $195 → $220 | Maintains | Neutral | Get Alert | |
| 05/23/2024 | SCHW | Buy Now | Charles Schwab | $95.94 | -5.15% | $87 → $91 | Maintains | Buy | Get Alert | |
| 05/14/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -18.13% | $157 → $145 | Maintains | Buy | Get Alert | |
| 04/25/2024 | MC | Buy Now | Moelis | $70.19 | -33.04% | $45 → $47 | Maintains | Sell | Get Alert | |
| 04/12/2024 | STT | Buy Now | State Street | $129.16 | -36.51% | $82 → $82 | Maintains | Neutral | Get Alert | |
| 04/12/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 4.92% | $100 → $109 | Maintains | Sell | Get Alert | |
| 04/12/2024 | BX | Buy Now | Blackstone | $151.48 | -8.9% | $135 → $138 | Maintains | Neutral | Get Alert | |
| 04/12/2024 | BLK | Buy Now | BlackRock | $1.08K | -21.51% | $818 → $850 | Maintains | Neutral | Get Alert | |
| 04/02/2024 | OWL | Buy Now | Blue Owl Cap | $15.81 | 39.11% | $18 → $22 | Upgrade | Neutral → Buy | Get Alert | |
| 04/02/2024 | BX | Buy Now | Blackstone | $151.48 | -10.88% | $140 → $135 | Downgrade | Buy → Neutral | Get Alert | |
| 03/26/2024 | MC | Buy Now | Moelis | $70.19 | -35.89% | $46 → $45 | Maintains | Sell | Get Alert | |
| 03/26/2024 | LAZ | Buy Now | Lazard | $50.83 | -13.44% | $43 → $44 | Maintains | Neutral | Get Alert | |
| 03/26/2024 | PJT | Buy Now | PJT Partners | $170.59 | -56.03% | $100 → $75 | Downgrade | Neutral → Sell | Get Alert | |
| 02/14/2024 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -28.3% | $260 → $267 | Maintains | Neutral | Get Alert | |
| 02/05/2024 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -30.18% | $245 → $260 | Maintains | Neutral | Get Alert | |
| 02/05/2024 | LAZ | Buy Now | Lazard | $50.83 | -15.4% | $40 → $43 | Maintains | Neutral | Get Alert | |
| 02/05/2024 | JHG | Buy Now | Janus Henderson Group | $45.37 | -38.29% | $27 → $28 | Maintains | Sell | Get Alert | |
| 02/05/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -18.13% | $142 → $145 | Maintains | Buy | Get Alert | |
| 02/05/2024 | EVR | Buy Now | Evercore | $337.83 | -46.72% | $176 → $180 | Maintains | Neutral | Get Alert | |
| 02/02/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -19.82% | $136 → $142 | Maintains | Buy | Get Alert | |
| 01/29/2024 | IVZ | Buy Now | Invesco | $26.38 | -35.56% | $18 → $17 | Maintains | Neutral | Get Alert | |
| 01/29/2024 | SF | Buy Now | Stifel Financial | $129.07 | -39.57% | $74 → $78 | Maintains | Neutral | Get Alert | |
| 01/25/2024 | RJF | Buy Now | Raymond James Finl | $163.38 | -29.61% | $116 → $115 | Maintains | Neutral | Get Alert | |
| 01/25/2024 | AMP | Buy Now | Ameriprise Finl | $493.11 | -9.76% | $440 → $445 | Maintains | Buy | Get Alert | |
| 01/10/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -1.81% | $86 → $102 | Maintains | Sell | Get Alert | |
| 01/10/2024 | JHG | Buy Now | Janus Henderson Group | $45.37 | -40.49% | $25 → $27 | Maintains | Sell | Get Alert | |
| 01/10/2024 | IVZ | Buy Now | Invesco | $26.38 | -31.77% | $13 → $18 | Maintains | Neutral | Get Alert | |
| 01/10/2024 | BLK | Buy Now | BlackRock | $1.08K | -24.46% | $720 → $818 | Maintains | Neutral | Get Alert | |
| 01/10/2024 | BEN | Buy Now | Franklin Resources | $23.66 | 26.77% | $26 → $30 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | IBKR | Buy Now | Interactive Brokers Gr | $63.50 | 63.78% | $108 → $104 | Maintains | Buy | Get Alert | |
| 01/09/2024 | STT | Buy Now | State Street | $129.16 | -36.51% | $70 → $82 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | SF | Buy Now | Stifel Financial | $129.07 | -42.67% | $62 → $74 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | RJF | Buy Now | Raymond James Finl | $163.38 | -29% | $106 → $116 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | PJT | Buy Now | PJT Partners | $170.59 | -41.38% | $86 → $100 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | NTRS | Buy Now | Northern Trust | $139.45 | -39.76% | $72 → $84 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | MS | Buy Now | Morgan Stanley | $179.73 | -47.14% | $80 → $95 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | LAZ | Buy Now | Lazard | $50.83 | -21.31% | $31 → $40 | Maintains | Neutral | Get Alert | |
| 01/09/2024 | HLI | Buy Now | Houlihan Lokey | $177.10 | -23.21% | $124 → $136 | Maintains | Buy | Get Alert | |
| 01/09/2024 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -50.95% | $382 → $440 | Maintains | Buy | Get Alert | |
| 01/09/2024 | BK | Buy Now | Bank of New York Mellon | $117.10 | -47.05% | $54 → $62 | Maintains | Buy | Get Alert | |
| 01/09/2024 | AMP | Buy Now | Ameriprise Finl | $493.11 | -10.77% | $375 → $440 | Maintains | Buy | Get Alert | |
| 01/09/2024 | EVR | Buy Now | Evercore | $337.83 | -47.9% | $160 → $176 | Downgrade | Buy → Neutral | Get Alert | |
| 12/15/2023 | SCHW | Buy Now | Charles Schwab | $95.94 | -14.53% | $72 → $82 | Maintains | Buy | Get Alert | |
| 10/11/2023 | MS | Buy Now | Morgan Stanley | $179.73 | -53.26% | $110 → $84 | Downgrade | Buy → Neutral | Get Alert | |
| 10/03/2023 | LAZ | Buy Now | Lazard | $50.83 | -37.05% | $37 → $32 | Maintains | Neutral | Get Alert | |
| 10/03/2023 | MC | Buy Now | Moelis | $70.19 | -57.26% | $29 → $30 | Maintains | Sell | Get Alert | |
| 10/03/2023 | HLI | Buy Now | Houlihan Lokey | $177.10 | -29.98% | $118 → $124 | Maintains | Buy | Get Alert | |
| 10/03/2023 | EVR | Buy Now | Evercore | $337.83 | -52.64% | $155 → $160 | Maintains | Buy | Get Alert | |
| 10/03/2023 | PJT | Buy Now | PJT Partners | $170.59 | -50.76% | → $84 | Initiates | → Neutral | Get Alert | |
| 10/03/2023 | IBKR | Buy Now | Interactive Brokers Gr | $63.50 | 77.95% | → $113 | Initiates | → Buy | Get Alert | |
| 07/31/2023 | LAZ | Buy Now | Lazard | $50.83 | -27.21% | $32 → $37 | Maintains | Neutral | Get Alert | |
| 07/31/2023 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -13.37% | $83 → $90 | Maintains | Sell | Get Alert | |
| 07/17/2023 | STT | Buy Now | State Street | $129.16 | -44.26% | $90 → $72 | Downgrade | Buy → Neutral | Get Alert | |
| 07/10/2023 | NTRS | Buy Now | Northern Trust | $139.45 | -42.63% | $100 → $80 | Downgrade | Buy → Neutral | Get Alert | |
| 04/18/2023 | SCHW | Buy Now | Charles Schwab | $95.94 | -32.25% | $70 → $65 | Maintains | Buy | Get Alert | |
| 04/12/2023 | EVR | Buy Now | Evercore | $337.83 | — | — | Upgrade | Sell → Buy | Get Alert | |
| 04/12/2023 | GS | Buy Now | Goldman Sachs Gr | $897.00 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 04/04/2023 | STT | Buy Now | State Street | $129.16 | -26.45% | $100 → $95 | Maintains | Buy | Get Alert | |
| 04/04/2023 | NTRS | Buy Now | Northern Trust | $139.45 | -24.7% | $108 → $105 | Maintains | Buy | Get Alert | |
| 01/10/2023 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -20.1% | $76 → $83 | Maintains | Sell | Get Alert | |
| 01/10/2023 | IVZ | Buy Now | Invesco | $26.38 | -24.18% | $19 → $20 | Downgrade | Buy → Neutral | Get Alert | |
| 01/09/2023 | RJF | Buy Now | Raymond James Finl | $163.38 | -23.49% | $127 → $125 | Maintains | Neutral | Get Alert | |
| 01/09/2023 | MC | Buy Now | Moelis | $70.19 | -57.26% | $32 → $30 | Maintains | Sell | Get Alert | |
| 01/09/2023 | SCHW | Buy Now | Charles Schwab | $95.94 | 1.1% | $90 → $97 | Maintains | Buy | Get Alert | |
| 01/09/2023 | MS | Buy Now | Morgan Stanley | $179.73 | -45.47% | $90 → $98 | Maintains | Buy | Get Alert | |
| 01/09/2023 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -60.98% | $325 → $350 | Maintains | Neutral | Get Alert | |
| 01/09/2023 | EVR | Buy Now | Evercore | $337.83 | -71.88% | $90 → $95 | Maintains | Sell | Get Alert | |
| 01/09/2023 | AMP | Buy Now | Ameriprise Finl | $493.11 | -24.97% | $355 → $370 | Maintains | Buy | Get Alert | |
| 11/22/2022 | RJF | Buy Now | Raymond James Finl | $163.38 | -22.27% | → $127 | Initiates | → Neutral | Get Alert | |
| 11/22/2022 | SF | Buy Now | Stifel Financial | $129.07 | -95.35% | → $6 | Initiates | → Neutral | Get Alert | |
| 11/17/2022 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -38.24% | $305 → $230 | Downgrade | Buy → Neutral | Get Alert | |
| 10/11/2022 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -26.84% | $84 → $76 | Maintains | Sell | Get Alert | |
| 10/11/2022 | BLK | Buy Now | BlackRock | $1.08K | -45.98% | $700 → $585 | Downgrade | Buy → Neutral | Get Alert | |
| 09/23/2022 | MC | Buy Now | Moelis | $70.19 | -50.14% | $43 → $35 | Downgrade | Neutral → Sell | Get Alert | |
| 09/23/2022 | EVR | Buy Now | Evercore | $337.83 | -74.84% | $99 → $85 | Downgrade | Neutral → Sell | Get Alert | |
| 09/16/2022 | SCHW | Buy Now | Charles Schwab | $95.94 | -11.4% | $82 → $85 | Maintains | Buy | Get Alert | |
| 08/04/2022 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -32.87% | $212 → $250 | Maintains | Buy | Get Alert | |
| 08/01/2022 | IVZ | Buy Now | Invesco | $26.38 | -24.18% | $21 → $20 | Maintains | Buy | Get Alert | |
| 08/01/2022 | EVR | Buy Now | Evercore | $337.83 | -70.7% | $104 → $99 | Maintains | Neutral | Get Alert | |
| 08/01/2022 | BEN | Buy Now | Franklin Resources | $23.66 | 14.09% | $24 → $27 | Maintains | Neutral | Get Alert | |
| 07/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -19.14% | $88 → $84 | Maintains | Sell | Get Alert | |
| 07/29/2022 | HLI | Buy Now | Houlihan Lokey | $177.10 | -42.41% | $105 → $102 | Maintains | Buy | Get Alert | |
| 07/29/2022 | SCHW | Buy Now | Charles Schwab | $95.94 | -14.53% | $75 → $82 | Maintains | Buy | Get Alert | |
| 07/28/2022 | MC | Buy Now | Moelis | $70.19 | -38.74% | $40 → $43 | Maintains | Neutral | Get Alert | |
| 07/11/2022 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -15.29% | $138 → $88 | Downgrade | Neutral → Sell | Get Alert | |
| 07/06/2022 | MC | Buy Now | Moelis | $70.19 | -43.02% | $54 → $40 | Downgrade | Buy → Neutral | Get Alert | |
| 06/21/2022 | SCHW | Buy Now | Charles Schwab | $95.94 | -21.83% | $68 → $75 | Upgrade | Neutral → Buy | Get Alert | |
| 04/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 32.84% | $155 → $138 | Maintains | Neutral | Get Alert | |
| 04/26/2022 | AMP | Buy Now | Ameriprise Finl | $493.11 | -29.02% | $360 → $350 | Maintains | Buy | Get Alert | |
| 04/26/2022 | VCTR | Buy Now | Victory Capital Holdings | $63.91 | -53.06% | → $30 | Initiates | → Neutral | Get Alert | |
| 01/04/2022 | MC | Buy Now | Moelis | $70.19 | 4% | $85 → $73 | Maintains | Buy | Get Alert | |
| 01/04/2022 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -48.18% | $195 → $193 | Maintains | Buy | Get Alert | |
| 01/04/2022 | LAZ | Buy Now | Lazard | $50.83 | -15.4% | $47 → $43 | Maintains | Neutral | Get Alert | |
| 01/04/2022 | EVR | Buy Now | Evercore | $337.83 | -56.19% | $155 → $148 | Maintains | Neutral | Get Alert | |
| 01/04/2022 | SCHW | Buy Now | Charles Schwab | $95.94 | -6.19% | $83 → $90 | Maintains | Neutral | Get Alert | |
| 01/04/2022 | MS | Buy Now | Morgan Stanley | $179.73 | -30.45% | $119 → $125 | Maintains | Buy | Get Alert | |
| 01/04/2022 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -53.62% | $415 → $416 | Maintains | Neutral | Get Alert | |
| 01/04/2022 | AMP | Buy Now | Ameriprise Finl | $493.11 | -25.98% | $355 → $365 | Maintains | Buy | Get Alert | |
| 01/04/2022 | HLI | Buy Now | Houlihan Lokey | $177.10 | -34.5% | → $116 | Upgrade | Neutral → Buy | Get Alert | |
| 11/04/2021 | EVR | Buy Now | Evercore | $337.83 | -54.12% | $148 → $155 | Downgrade | Buy → Neutral | Get Alert | |
| 10/29/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 106.96% | $200 → $215 | Maintains | Neutral | Get Alert | |
| 10/20/2021 | STT | Buy Now | State Street | $129.16 | -8.64% | $106 → $118 | Maintains | Buy | Get Alert | |
| 10/08/2021 | NTRS | Buy Now | Northern Trust | $139.45 | -10.36% | $112 → $125 | Upgrade | Neutral → Buy | Get Alert | |
| 07/09/2021 | STT | Buy Now | State Street | $129.16 | -26.45% | $83 → $95 | Upgrade | Neutral → Buy | Get Alert | |
| 07/08/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 92.52% | $183 → $200 | Maintains | Neutral | Get Alert | |
| 07/08/2021 | BLK | Buy Now | BlackRock | $1.08K | -9.14% | $890 → $984 | Maintains | Buy | Get Alert | |
| 07/08/2021 | AMP | Buy Now | Ameriprise Finl | $493.11 | -39.16% | $285 → $300 | Maintains | Buy | Get Alert | |
| 05/27/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 76.16% | $175 → $183 | Maintains | Neutral | Get Alert | |
| 04/30/2021 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -53.01% | $160 → $175 | Maintains | Buy | Get Alert | |
| 04/07/2021 | NTRS | Buy Now | Northern Trust | $139.45 | -23.99% | $89 → $106 | Upgrade | Sell → Neutral | Get Alert | |
| 04/01/2021 | EVR | Buy Now | Evercore | $337.83 | -57.08% | $132 → $145 | Maintains | Buy | Get Alert | |
| 04/01/2021 | MS | Buy Now | Morgan Stanley | $179.73 | -48.81% | $84 → $92 | Maintains | Buy | Get Alert | |
| 04/01/2021 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -62.1% | $320 → $340 | Downgrade | Buy → Neutral | Get Alert | |
| 03/19/2021 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -57.04% | → $160 | Initiates | → Buy | Get Alert | |
| 01/05/2021 | MC | Buy Now | Moelis | $70.19 | -20.22% | $40 → $56 | Upgrade | Neutral → Buy | Get Alert | |
| 10/30/2020 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 36.69% | $148 → $142 | Maintains | Neutral | Get Alert | |
| 10/13/2020 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 42.47% | $140 → $148 | Maintains | Neutral | Get Alert | |
| 10/06/2020 | STT | Buy Now | State Street | $129.16 | -53.55% | $64 → $60 | Maintains | Neutral | Get Alert | |
| 10/06/2020 | BK | Buy Now | Bank of New York Mellon | $117.10 | -64.99% | $43 → $41 | Maintains | Buy | Get Alert | |
| 10/02/2020 | HLI | Buy Now | Houlihan Lokey | $177.10 | -66.12% | → $60 | Downgrade | Buy → Neutral | Get Alert | |
| 10/02/2020 | EVR | Buy Now | Evercore | $337.83 | -77.21% | → $77 | Upgrade | Neutral → Buy | Get Alert | |
| 09/24/2020 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -72.69% | $220 → $245 | Upgrade | Neutral → Buy | Get Alert | |
| 09/17/2020 | IVZ | Buy Now | Invesco | $26.38 | -58.3% | $8 → $11 | Upgrade | Sell → Neutral | Get Alert | |
| 08/03/2020 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 34.76% | $133 → $140 | Maintains | Neutral | Get Alert | |
| 07/14/2020 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 28.03% | $125 → $133 | Maintains | Neutral | Get Alert | |
| 07/02/2020 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 20.33% | $100 → $125 | Maintains | Neutral | Get Alert | |
| 06/23/2020 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -77.7% | $185 → $200 | Maintains | Neutral | Get Alert | |
| 05/15/2020 | AMP | Buy Now | Ameriprise Finl | $493.11 | -65.93% | $158 → $168 | Maintains | Buy | Get Alert | |
| 05/13/2020 | HLI | Buy Now | Houlihan Lokey | $177.10 | -62.73% | $55 → $66 | Maintains | Buy | Get Alert | |
| 05/04/2020 | C | Buy Now | Citigroup | $112.57 | -43.15% | $50 → $64 | Maintains | Buy | Get Alert | |
| 05/04/2020 | LAZ | Buy Now | Lazard | $50.83 | -52.78% | $23 → $24 | Maintains | Neutral | Get Alert | |
| 04/24/2020 | ETFC | Buy Now | E*TRADE Financial | — | — | $41 → $43 | Maintains | Neutral | Get Alert | |
| 04/20/2020 | STT | Buy Now | State Street | $129.16 | -54.32% | $56 → $59 | Maintains | Neutral | Get Alert | |
| 04/14/2020 | WETF | Buy Now | WisdomTree Inv | — | — | $3.5 → $2.75 | Upgrade | Sell → Neutral | Get Alert | |
| 04/07/2020 | BLK | Buy Now | BlackRock | $1.08K | -55.03% | $587 → $487 | Maintains | Buy | Get Alert | |
| 04/07/2020 | BEN | Buy Now | Franklin Resources | $23.66 | -32.39% | $27 → $16 | Maintains | Neutral | Get Alert | |
| 04/06/2020 | C | Buy Now | Citigroup | $112.57 | -55.58% | $94 → $50 | Maintains | Buy | Get Alert | |
| 04/06/2020 | BK | Buy Now | Bank of New York Mellon | $117.10 | -61.57% | $56 → $45 | Maintains | Buy | Get Alert | |
| 04/06/2020 | STT | Buy Now | State Street | $129.16 | -56.64% | $84 → $56 | Maintains | Neutral | Get Alert | |
| 04/06/2020 | NTRS | Buy Now | Northern Trust | $139.45 | — | — | Downgrade | Neutral → Sell | Get Alert | |
| 03/25/2020 | HLI | Buy Now | Houlihan Lokey | $177.10 | -68.94% | $59 → $55 | Maintains | Buy | Get Alert | |
| 03/25/2020 | MS | Buy Now | Morgan Stanley | $179.73 | -77.74% | $64 → $40 | Maintains | Buy | Get Alert | |
| 03/25/2020 | LAZ | Buy Now | Lazard | $50.83 | -54.75% | $41 → $23 | Maintains | Neutral | Get Alert | |
| 03/25/2020 | MC | Buy Now | Moelis | $70.19 | -60.11% | $33 → $28 | Maintains | Neutral | Get Alert | |
| 03/25/2020 | EVR | Buy Now | Evercore | $337.83 | -86.98% | $79 → $44 | Maintains | Neutral | Get Alert | |
| 03/25/2020 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -82.16% | $230 → $160 | Maintains | Neutral | Get Alert | |
| 12/17/2019 | STT | Buy Now | State Street | $129.16 | -37.29% | $65 → $81 | Maintains | Neutral | Get Alert | |
| 12/17/2019 | NTRS | Buy Now | Northern Trust | $139.45 | -21.12% | $103 → $110 | Maintains | Neutral | Get Alert | |
| 12/17/2019 | BK | Buy Now | Bank of New York Mellon | $117.10 | -50.47% | $55 → $58 | Maintains | Buy | Get Alert | |
| 12/02/2019 | SCHW | Buy Now | Charles Schwab | $95.94 | -47.88% | $35 → $50 | Upgrade | Sell → Neutral | Get Alert | |
| 11/11/2019 | BK | Buy Now | Bank of New York Mellon | $117.10 | -53.03% | $46 → $55 | Upgrade | Neutral → Buy | Get Alert | |
| 11/04/2019 | EVR | Buy Now | Evercore | $337.83 | -76.02% | $89 → $81 | Maintains | Neutral | Get Alert | |
| 10/23/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.11 | 3397.76% | $33 → $39 | Maintains | Neutral | Get Alert | |
| 10/21/2019 | STT | Buy Now | State Street | $129.16 | -47.35% | $60 → $68 | Maintains | Neutral | Get Alert | |
| 10/21/2019 | BAC | Buy Now | Bank of America | $55.44 | -38.67% | $33 → $34 | Maintains | Buy | Get Alert | |
| 10/18/2019 | ETFC | Buy Now | E*TRADE Financial | — | — | $41 → $47 | Maintains | Buy | Get Alert | |
| 10/16/2019 | SCHW | Buy Now | Charles Schwab | $95.94 | -63.52% | $33 → $35 | Maintains | Sell | Get Alert | |
| 10/07/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.11 | 2859.64% | $40 → $33 | Downgrade | Buy → Neutral | Get Alert | |
| 10/07/2019 | ETFC | Buy Now | E*TRADE Financial | — | — | $45 → $41 | Upgrade | Neutral → Buy | Get Alert | |
| 10/03/2019 | C | Buy Now | Citigroup | $112.57 | -17.38% | $87 → $93 | Maintains | Buy | Get Alert | |
| 10/02/2019 | SCHW | Buy Now | Charles Schwab | $95.94 | -65.6% | $36 → $33 | Maintains | Sell | Get Alert | |
| 10/02/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.11 | 3487.44% | $54 → $40 | Maintains | Buy | Get Alert | |
| 09/26/2019 | NTRS | Buy Now | Northern Trust | $139.45 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 08/29/2019 | IEP | Buy Now | Icahn Enterprises | $7.74 | 611.05% | $56 → $55 | Maintains | Sell | Get Alert | |
| 07/12/2019 | AMP | Buy Now | Ameriprise Finl | $493.11 | -64.51% | $178 → $175 | Maintains | Buy | Get Alert | |
| 07/08/2019 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 6.85% | $109 → $111 | Maintains | Neutral | Get Alert | |
| 07/08/2019 | STT | Buy Now | State Street | $129.16 | -54.32% | $58 → $59 | Maintains | Neutral | Get Alert | |
| 07/08/2019 | BLK | Buy Now | BlackRock | $1.08K | -51.52% | $515 → $525 | Maintains | Buy | Get Alert | |
| 06/26/2019 | BK | Buy Now | Bank of New York Mellon | $117.10 | -61.57% | $49 → $45 | Maintains | Neutral | Get Alert | |
| 06/26/2019 | STT | Buy Now | State Street | $129.16 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 06/24/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.11 | 4922.42% | $65 → $56 | Maintains | Buy | Get Alert | |
| 06/10/2019 | LAZ | Buy Now | Lazard | $50.83 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 05/13/2019 | IVZ | Buy Now | Invesco | $26.38 | -31.77% | → $18 | Downgrade | Neutral → Sell | Get Alert | |
| 05/07/2019 | IEP | Buy Now | Icahn Enterprises | $7.74 | 623.98% | $55 → $56 | Maintains | Sell | Get Alert | |
| 04/25/2019 | AMP | Buy Now | Ameriprise Finl | $493.11 | -63.5% | $175 → $180 | Maintains | Buy | Get Alert | |
| 04/16/2019 | C | Buy Now | Citigroup | $112.57 | -26.27% | $78 → $83 | Maintains | Buy | Get Alert | |
| 04/09/2019 | AMP | Buy Now | Ameriprise Finl | $493.11 | -64.51% | $156 → $175 | Maintains | Buy | Get Alert | |
| 03/21/2019 | GHL | Buy Now | Greenhill & Co | — | — | — | Upgrade | Sell → Neutral | Get Alert | |
| 02/20/2019 | SCHW | Buy Now | Charles Schwab | $95.94 | — | — | Downgrade | Neutral → Sell | Get Alert | |
| 02/20/2019 | ETFC | Buy Now | E*TRADE Financial | — | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 01/09/2019 | BAC | Buy Now | Bank of America | $55.44 | -42.28% | → $32 | Upgrade | Neutral → Buy | Get Alert | |
| 11/19/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.11 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 11/19/2018 | SCHW | Buy Now | Charles Schwab | $95.94 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 10/24/2018 | AMP | Buy Now | Ameriprise Finl | $493.11 | -62.28% | $204 → $186 | Maintains | Buy | Get Alert | |
| 10/23/2018 | MC | Buy Now | Moelis | $70.19 | -23.07% | $59 → $54 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 16.47% | $127 → $121 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | MC | Buy Now | Moelis | $70.19 | -15.95% | $62 → $59 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | IVZ | Buy Now | Invesco | $26.38 | -9.02% | $26 → $24 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | HLI | Buy Now | Houlihan Lokey | $177.10 | -68.94% | $57 → $55 | Maintains | Buy | Get Alert | |
| 10/08/2018 | EVR | Buy Now | Evercore | $337.83 | -68.33% | $117 → $107 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | $73 → $70 | Maintains | Buy | Get Alert | |
| 10/08/2018 | BLK | Buy Now | BlackRock | $1.08K | -47.83% | $575 → $565 | Maintains | Buy | Get Alert | |
| 10/08/2018 | BEN | Buy Now | Franklin Resources | $23.66 | 39.45% | $34 → $33 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.11 | 5101.79% | $63 → $58 | Maintains | Neutral | Get Alert | |
| 10/08/2018 | STT | Buy Now | State Street | $129.16 | -24.13% | $96 → $98 | Maintains | Buy | Get Alert | |
| 10/08/2018 | NTRS | Buy Now | Northern Trust | $139.45 | -10.36% | $124 → $125 | Maintains | Buy | Get Alert | |
| 09/04/2018 | EVR | Buy Now | Evercore | $337.83 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 05/24/2018 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 12.62% | $125 → $117 | Maintains | Neutral | Get Alert | |
| 05/24/2018 | IVZ | Buy Now | Invesco | $26.38 | 17.51% | $30 → $31 | Maintains | Neutral | Get Alert | |
| 04/26/2018 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | 12.62% | $113 → $117 | Maintains | Neutral | Get Alert | |
| 04/05/2018 | C | Buy Now | Citigroup | $112.57 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 03/06/2018 | IEP | Buy Now | Icahn Enterprises | $7.74 | 481.77% | $42 → $45 | Maintains | Sell | Get Alert | |
| 03/02/2018 | AMP | Buy Now | Ameriprise Finl | $493.11 | -55.99% | → $217 | Initiates | → Buy | Get Alert | |
| 01/26/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | $61 → $63 | Maintains | Buy | Get Alert | |
| 01/09/2018 | EVR | Buy Now | Evercore | $337.83 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 01/09/2018 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | — | — | Upgrade | Sell → Neutral | Get Alert | |
| 11/14/2017 | WETF | Buy Now | WisdomTree Investments | — | — | $8 → $8.5 | Maintains | Sell | Get Alert | |
| 11/08/2017 | IEP | Buy Now | Icahn Enterprises | $7.74 | 442.99% | $39 → $42 | Maintains | Sell | Get Alert | |
| 10/27/2017 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -30.69% | $69 → $72 | Maintains | Sell | Get Alert | |
| 10/27/2017 | BEN | Buy Now | Franklin Resources | $23.66 | 102.83% | $46 → $48 | Maintains | Neutral | Get Alert | |
| 10/25/2017 | HLI | Buy Now | Houlihan Lokey | $177.10 | -73.46% | $44 → $47 | Maintains | Buy | Get Alert | |
| 10/19/2017 | NTRS | Buy Now | Northern Trust | $139.45 | -21.84% | $100 → $109 | Maintains | Buy | Get Alert | |
| 10/16/2017 | BAC | Buy Now | Bank of America | $55.44 | -51.3% | $26 → $27 | Maintains | Neutral | Get Alert | |
| 10/12/2017 | BLK | Buy Now | BlackRock | $1.08K | -51.52% | $510 → $525 | Maintains | Buy | Get Alert | |
| 10/02/2017 | IVZ | Buy Now | Invesco | $26.38 | 40.26% | $36 → $37 | Maintains | Neutral | Get Alert | |
| 08/21/2017 | GHL | Buy Now | Greenhill & Co | — | — | $17 → $9 | Maintains | Sell | Get Alert | |
| 07/31/2017 | BEN | Buy Now | Franklin Resources | $23.66 | 90.15% | $46 → $45 | Maintains | Neutral | Get Alert | |
| 07/26/2017 | HLI | Buy Now | Houlihan Lokey | $177.10 | -76.28% | $40 → $42 | Maintains | Buy | Get Alert | |
| 07/24/2017 | GS | Buy Now | Goldman Sachs Gr | $897.00 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 06/09/2017 | C | Buy Now | Citigroup | $112.57 | — | — | Upgrade | Sell → Neutral | Get Alert | |
| 06/05/2017 | STT | Buy Now | State Street | $129.16 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 05/24/2017 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | — | — | Downgrade | Buy → Sell | Get Alert | |
| 03/13/2017 | ETFC | Buy Now | E*TRADE Financial | — | — | → $43 | Initiates | → Buy | Get Alert | |
| 03/13/2017 | SCHW | Buy Now | Charles Schwab | $95.94 | -47.88% | $44 → $50 | Assumes | → Buy | Get Alert | |
| 01/11/2017 | C | Buy Now | Citigroup | $112.57 | -48.48% | $64 → $58 | Downgrade | Buy → Sell | Get Alert | |
| 01/11/2017 | WFC | Buy Now | Wells Fargo | $93.07 | -37.68% | → $58 | Initiates | → Neutral | Get Alert | |
| 01/11/2017 | JPM | Buy Now | JPMorgan Chase | $320.54 | -69.43% | → $98 | Initiates | → Buy | Get Alert | |
| 01/11/2017 | BAC | Buy Now | Bank of America | $55.44 | -58.51% | $24 → $23 | Downgrade | Buy → Neutral | Get Alert | |
| 11/10/2016 | BEN | Buy Now | Franklin Resources | $23.66 | 60.57% | $28 → $38 | Upgrade | Sell → Neutral | Get Alert | |
| 11/10/2016 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -90.6% | $24 → $35 | Upgrade | Sell → Neutral | Get Alert | |
| 11/10/2016 | TROW | Buy Now | T. Rowe Price Gr | $103.89 | -21.07% | $66 → $82 | Upgrade | Neutral → Buy | Get Alert | |
| 11/02/2016 | WETF | Buy Now | WisdomTree Investments | — | — | — | Initiates | → Sell | Get Alert | |
| 09/15/2016 | WFC | Buy Now | Wells Fargo | $93.07 | -52.72% | $45 → $44 | Maintains | Sell | Get Alert | |
| 08/18/2016 | IEP | Buy Now | Icahn Enterprises | $7.74 | 287.85% | $52 → $30 | Downgrade | Neutral → Sell | Get Alert | |
| 08/04/2016 | MC | Buy Now | Moelis | $70.19 | -65.81% | $23 → $24 | Maintains | Neutral | Get Alert | |
| 07/28/2016 | STT | Buy Now | State Street | $129.16 | -48.13% | $65 → $67 | Maintains | Neutral | Get Alert | |
| 07/28/2016 | EVR | Buy Now | Evercore | $337.83 | -85.2% | $46 → $50 | Maintains | Neutral | Get Alert | |
| 06/02/2016 | BEN | Buy Now | Franklin Resources | $23.66 | — | — | Downgrade | Neutral → Sell | Get Alert | |
| 06/02/2016 | IVZ | Buy Now | Invesco | $26.38 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 03/24/2016 | WFC | Buy Now | Wells Fargo | $93.07 | -51.65% | → $45 | Initiates | → Sell | Get Alert | |
| 02/05/2016 | JPM | Buy Now | JPMorgan Chase | $320.54 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 02/05/2016 | GS | Buy Now | Goldman Sachs Gr | $897.00 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 01/22/2016 | BK | Buy Now | Bank of New York Mellon | $117.10 | -64.13% | $50 → $42 | Maintains | Buy | Get Alert | |
| 12/01/2015 | MS | Buy Now | Morgan Stanley | $179.73 | -76.63% | $39 → $42 | Maintains | Buy | Get Alert | |
| 10/02/2015 | NTRS | Buy Now | Northern Trust | $139.45 | — | — | Upgrade | Sell → Neutral | Get Alert | |
| 10/02/2015 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | — | — | Downgrade | Neutral → Sell | Get Alert | |
| 10/02/2015 | BLK | Buy Now | BlackRock | $1.08K | -67.68% | $370 → $350 | Upgrade | Neutral → Buy | Get Alert | |
| 04/07/2015 | EVR | Buy Now | Evercore | $337.83 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 02/02/2015 | BEN | Buy Now | Franklin Resources | $23.66 | 136.64% | $59 → $56 | Maintains | Neutral | Get Alert | |
| 12/08/2014 | MS | Buy Now | Morgan Stanley | $179.73 | -76.08% | $42 → $43 | Maintains | Buy | Get Alert | |
| 08/01/2014 | IVZ | Buy Now | Invesco | $26.38 | 51.63% | $37 → $40 | Maintains | Neutral | Get Alert | |
| 07/30/2014 | AMP | Buy Now | Ameriprise Finl | $493.11 | -72.83% | $125 → $134 | Maintains | Buy | Get Alert | |
| 07/29/2014 | GHL | Buy Now | Greenhill & Co | — | — | $49 → $45 | Maintains | Neutral | Get Alert | |
| 07/25/2014 | LAZ | Buy Now | Lazard | $50.83 | 20.01% | $58 → $61 | Maintains | Buy | Get Alert | |
| 07/17/2014 | BLK | Buy Now | BlackRock | $1.08K | -68.6% | $330 → $340 | Maintains | Neutral | Get Alert | |
| 07/16/2014 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -79.38% | $175 → $185 | Maintains | Neutral | Get Alert | |
| 07/01/2014 | BEN | Buy Now | Franklin Resources | $23.66 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 06/18/2014 | LAZ | Buy Now | Lazard | $50.83 | 14.11% | $52 → $58 | Upgrade | Neutral → Buy | Get Alert | |
| 05/12/2014 | MC | Buy Now | Moelis | $70.19 | -55.84% | → $31 | Initiates | → Buy | Get Alert | |
| 05/02/2014 | EVR | Buy Now | Evercore | $337.83 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 05/02/2014 | EVR | Buy Now | Evercore | $337.83 | -81.35% | $59 → $63 | Maintains | Neutral | Get Alert | |
| 05/02/2014 | LAZ | Buy Now | Lazard | $50.83 | 2.3% | $47 → $52 | Maintains | Neutral | Get Alert | |
| 05/02/2014 | IVZ | Buy Now | Invesco | $26.38 | 40.26% | $36 → $37 | Maintains | Neutral | Get Alert | |
| 04/29/2014 | BEN | Buy Now | Franklin Resources | $23.66 | 149.31% | $62 → $59 | Maintains | Buy | Get Alert | |
| 04/28/2014 | STT | Buy Now | State Street | $129.16 | -46.58% | $74 → $69 | Maintains | Neutral | Get Alert | |
| 04/24/2014 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -85.77% | $54 → $53 | Maintains | Neutral | Get Alert | |
| 04/14/2014 | SCHW | Buy Now | Charles Schwab | $95.94 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 03/11/2014 | STT | Buy Now | State Street | $129.16 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 03/11/2014 | NTRS | Buy Now | Northern Trust | $139.45 | — | — | Downgrade | Neutral → Sell | Get Alert | |
| 03/11/2014 | BK | Buy Now | Bank of New York Mellon | $117.10 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 11/11/2013 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | — | — | Upgrade | Sell → Neutral | Get Alert | |
| 09/11/2013 | BLK | Buy Now | BlackRock | $1.08K | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 09/11/2013 | MS | Buy Now | Morgan Stanley | $179.73 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 07/25/2013 | AMP | Buy Now | Ameriprise Finl | $493.11 | -79.52% | $90 → $101 | Maintains | Buy | Get Alert | |
| 05/13/2013 | IVZ | Buy Now | Invesco | $26.38 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 05/13/2013 | BEN | Buy Now | Franklin Resources | $23.66 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 04/18/2013 | GHL | Buy Now | Greenhill & Co | — | — | $55 → $49 | Maintains | Neutral | Get Alert | |
| 04/11/2013 | STT | Buy Now | State Street | $129.16 | -49.67% | $62 → $65 | Maintains | Buy | Get Alert | |
| 04/04/2013 | BEN | Buy Now | Franklin Resources | $23.66 | 567.65% | $130 → $158 | Maintains | Neutral | Get Alert | |
| 04/04/2013 | BLK | Buy Now | BlackRock | $1.08K | -74.61% | $245 → $275 | Maintains | Buy | Get Alert | |
| 03/11/2013 | C | Buy Now | Citigroup | $112.57 | — | — | Upgrade | Neutral → Buy | Get Alert | |
| 03/11/2013 | C | Buy Now | Citigroup | $112.57 | -44.92% | $43 → $62 | Upgrade | Neutral → Buy | Get Alert | |
| 02/08/2013 | STT | Buy Now | State Street | $129.16 | -52% | $54 → $62 | Maintains | Buy | Get Alert | |
| 02/08/2013 | NTRS | Buy Now | Northern Trust | $139.45 | -61.99% | $47 → $53 | Maintains | Neutral | Get Alert | |
| 02/08/2013 | LAZ | Buy Now | Lazard | $50.83 | -40.98% | $26 → $30 | Maintains | Sell | Get Alert | |
| 02/08/2013 | BK | Buy Now | Bank of New York Mellon | $117.10 | -76.09% | $23 → $28 | Maintains | Neutral | Get Alert | |
| 02/04/2013 | SCHW | Buy Now | Charles Schwab | $95.94 | -82.28% | $15 → $17 | Downgrade | Buy → Neutral | Get Alert | |
| 02/04/2013 | SCHW | Buy Now | Charles Schwab | $95.94 | — | — | Downgrade | Buy → Neutral | Get Alert | |
| 01/31/2013 | AMP | Buy Now | Ameriprise Finl | $493.11 | -84.38% | $69 → $77 | Maintains | Buy | Get Alert | |
| 01/10/2013 | C | Buy Now | Citigroup | $112.57 | -61.8% | $39 → $43 | Maintains | Neutral | Get Alert | |
| 01/10/2013 | STT | Buy Now | State Street | $129.16 | -58.19% | $47 → $54 | Maintains | Buy | Get Alert | |
| 01/10/2013 | MS | Buy Now | Morgan Stanley | $179.73 | -88.87% | $19 → $20 | Maintains | Neutral | Get Alert | |
| 01/10/2013 | LAZ | Buy Now | Lazard | $50.83 | -48.85% | $25 → $26 | Maintains | Sell | Get Alert | |
| 01/10/2013 | GHL | Buy Now | Greenhill & Co | — | — | $52 → $55 | Maintains | Neutral | Get Alert | |
| 01/10/2013 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -84.95% | $125 → $135 | Maintains | Neutral | Get Alert | |
| 01/10/2013 | EVR | Buy Now | Evercore | $337.83 | -90.53% | $28 → $32 | Maintains | Neutral | Get Alert | |
| 10/17/2012 | C | Buy Now | Citigroup | $112.57 | -65.35% | $36 → $39 | Maintains | Neutral | Get Alert | |
| 10/09/2012 | EVR | Buy Now | Evercore | $337.83 | -91.71% | → $28 | Initiates | → Neutral | Get Alert | |
| 10/09/2012 | BEN | Buy Now | Franklin Resources | $23.66 | 449.33% | $120 → $130 | Maintains | Neutral | Get Alert | |
| 10/09/2012 | LAZ | Buy Now | Lazard | $50.83 | -50.82% | → $25 | Initiates | → Sell | Get Alert | |
| 10/09/2012 | GHL | Buy Now | Greenhill & Co | — | — | → $52 | Initiates | → Neutral | Get Alert | |
| 09/21/2012 | AMP | Buy Now | Ameriprise Finl | $493.11 | -86.01% | $60 → $69 | Maintains | Buy | Get Alert | |
| 09/20/2012 | C | Buy Now | Citigroup | $112.57 | -68.02% | → $36 | Downgrade | Buy → Neutral | Get Alert | |
| 09/20/2012 | MS | Buy Now | Morgan Stanley | $179.73 | -89.43% | → $19 | Downgrade | Buy → Neutral | Get Alert | |
| 09/20/2012 | GS | Buy Now | Goldman Sachs Gr | $897.00 | -86.06% | → $125 | Downgrade | Buy → Neutral | Get Alert | |
| 09/14/2012 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -93.29% | $28 → $25 | Downgrade | Neutral → Sell | Get Alert | |
| 09/13/2012 | IVZ | Buy Now | Invesco | $26.38 | 9.93% | $28 → $29 | Maintains | Buy | Get Alert | |
| 09/12/2012 | BEN | Buy Now | Franklin Resources | $23.66 | 407.08% | $117 → $120 | Maintains | Neutral | Get Alert | |
| 08/01/2012 | LPLA | Buy Now | LPL Finl Hldgs | $372.41 | -92.48% | $35 → $28 | Maintains | Neutral | Get Alert | |
| 07/18/2012 | STT | Buy Now | State Street | $129.16 | -63.61% | $50 → $47 | Maintains | Buy | Get Alert | |
| 07/18/2012 | AMP | Buy Now | Ameriprise Finl | $493.11 | -87.83% | → $60 | Initiates | → Buy | Get Alert | |
| 07/12/2012 | BK | Buy Now | Bank of New York Mellon | $117.10 | -80.36% | $24 → $23 | Maintains | Neutral | Get Alert | |
| 06/04/2012 | GS | Buy Now | Goldman Sachs Group | $897.00 | -86.06% | $150 → $125 | Maintains | Buy | Get Alert | |
| 05/18/2012 | MS | Buy Now | Morgan Stanley | $179.73 | -89.43% | $21 → $19 | Downgrade | Buy → Neutral | Get Alert | |
| 05/18/2012 | IVZ | Buy Now | Invesco Limited | $26.38 | 6.14% | $29 → $28 | Maintains | Buy | Get Alert | |
| 05/18/2012 | BEN | Buy Now | Franklin Resources | $23.66 | 394.4% | $124 → $117 | Maintains | Neutral | Get Alert | |
| 05/18/2012 | BLK | Buy Now | Blackrock | $1.08K | -80.61% | $224 → $210 | Maintains | Buy | Get Alert | |
| 05/18/2012 | MS | Buy Now | Morgan Stanley | $179.73 | -89.43% | $21 → $19 | Upgrade | Neutral → Buy | Get Alert | |
| 04/16/2012 | BEN | Buy Now | Franklin Resources | $23.66 | 423.98% | $117 → $124 | Maintains | Neutral | Get Alert | |
| 04/11/2012 | BK | Buy Now | Bank of New York | $117.10 | -79.5% | $22 → $24 | — | — | Get Alert | |
| 04/02/2012 | MS | Buy Now | Morgan Stanley | $179.73 | -88.32% | $19 → $21 | Maintains | Neutral | Get Alert | |
| 04/02/2012 | GS | Buy Now | Goldman Sachs Group | $897.00 | -83.28% | $140 → $150 | Maintains | Buy | Get Alert | |
| 03/20/2012 | LPLA | Buy Now | LPL Investment Holdings | $372.41 | -89.8% | $36 → $38 | Maintains | Neutral | Get Alert | |
| 03/20/2012 | SCHW | Buy Now | Charles Schwab | $95.94 | -82.28% | $14 → $17 | Maintains | Buy | Get Alert | |
| 02/21/2012 | IVZ | Buy Now | Invesco Limited | $26.38 | 6.14% | $25 → $28 | Maintains | Buy | Get Alert | |
| 02/21/2012 | BEN | Buy Now | Franklin Resources | $23.66 | 394.4% | $113 → $117 | Maintains | Neutral | Get Alert | |
| 02/21/2012 | BLK | Buy Now | Blackrock | $1.08K | -79.32% | $217 → $224 | Maintains | Buy | Get Alert | |
| 02/08/2012 | LPLA | Buy Now | LPL Investment Holdings | $372.41 | -90.33% | $30 → $36 | Maintains | — | Get Alert |
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