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Glenn Schorr's Stock Ratings
Evercore ISI Group Analyst
Glenn Schorr is an analyst at Evercore ISI Group. 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
13.8%
Smart Score
Overall Average Return Percentile
66th
Number of Ratings
166
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/05/2025 | TROW | Buy Now | T. Rowe Price Group | $103.86 | 10.72% | $118 → $115 | Maintains | In-Line | Get Alert | |
| 11/05/2025 | APO | Buy Now | Apollo Asset Management | $147.50 | 5.08% | $145 → $155 | Maintains | Outperform | Get Alert | |
| 11/03/2025 | CG | Buy Now | Carlyle Group | $57.54 | -0.94% | $64 → $57 | Maintains | In-Line | Get Alert | |
| 10/31/2025 | OWL | Buy Now | Blue Owl Capital | $15.76 | 20.6% | $21 → $19 | Maintains | Outperform | Get Alert | |
| 10/31/2025 | AAMI | Buy Now | Acadian Asset Management | $47.66 | 15.4% | $48 → $55 | Maintains | In-Line | Get Alert | |
| 10/16/2025 | MS | Buy Now | Morgan Stanley | $177.49 | -1.4% | $165 → $175 | Maintains | Outperform | Get Alert | |
| 10/16/2025 | BAC | Buy Now | Bank of America | $55.19 | 3.29% | $55 → $57 | Maintains | Outperform | Get Alert | |
| 10/09/2025 | TROW | Buy Now | T. Rowe Price Group | $103.86 | 13.61% | $115 → $118 | Maintains | In-Line | Get Alert | |
| 10/09/2025 | IVZ | Buy Now | Invesco | $26.29 | -1.08% | $24 → $26 | Maintains | In-Line | Get Alert | |
| 10/09/2025 | BLK | Buy Now | BlackRock | $1.07K | 14.88% | $1200 → $1230 | Maintains | Outperform | Get Alert | |
| 09/30/2025 | STT | Buy Now | State Street | $128.72 | -0.56% | $117 → $128 | Maintains | Outperform | Get Alert | |
| 09/30/2025 | NTRS | Buy Now | Northern Trust | $139.32 | -3.1% | $125 → $135 | Maintains | In-Line | Get Alert | |
| 09/30/2025 | MS | Buy Now | Morgan Stanley | $177.49 | -7.03% | $150 → $165 | Maintains | Outperform | Get Alert | |
| 09/30/2025 | JPM | Buy Now | JPMorgan Chase | $318.27 | 3.69% | $309 → $330 | Maintains | Outperform | Get Alert | |
| 09/30/2025 | GS | Buy Now | Goldman Sachs Group | $891.55 | -6.9% | $752 → $830 | Maintains | Outperform | Get Alert | |
| 09/30/2025 | BK | Buy Now | Bank of New York Mellon | $116.38 | -5.48% | $91 → $110 | Maintains | In-Line | Get Alert | |
| 09/30/2025 | BAC | Buy Now | Bank of America | $55.19 | -0.34% | $49 → $55 | Maintains | Outperform | Get Alert | |
| 09/05/2025 | TROW | Buy Now | T. Rowe Price Group | $103.86 | 10.72% | $110 → $115 | Maintains | In-Line | Get Alert | |
| 09/05/2025 | IVZ | Buy Now | Invesco | $26.29 | -8.69% | $23 → $24 | Maintains | In-Line | Get Alert | |
| 09/05/2025 | BLK | Buy Now | BlackRock | $1.07K | 12.08% | $1170 → $1200 | Maintains | Outperform | Get Alert | |
| 08/08/2025 | TPG | Buy Now | TPG | $66.48 | -9.75% | $52 → $60 | Maintains | In-Line | Get Alert | |
| 08/06/2025 | APO | Buy Now | Apollo Asset Management | $147.50 | 8.47% | $155 → $160 | Maintains | Outperform | Get Alert | |
| 08/04/2025 | TROW | Buy Now | T. Rowe Price Group | $103.86 | 5.91% | $106 → $110 | Maintains | In-Line | Get Alert | |
| 07/25/2025 | BX | Buy Now | Blackstone | $151.33 | 30.18% | $165 → $197 | Maintains | Outperform | Get Alert | |
| 07/10/2025 | TPG | Buy Now | TPG | $66.48 | -21.78% | $49 → $52 | Maintains | In-Line | Get Alert | |
| 07/10/2025 | OWL | Buy Now | Blue Owl Capital | $15.76 | 33.29% | $20 → $21 | Maintains | Outperform | Get Alert | |
| 07/10/2025 | KKR | Buy Now | KKR | $135.15 | 10.99% | $130 → $150 | Maintains | Outperform | Get Alert | |
| 07/10/2025 | CG | Buy Now | Carlyle Group | $57.54 | 0.8% | $45 → $58 | Maintains | In-Line | Get Alert | |
| 07/10/2025 | BX | Buy Now | Blackstone | $151.33 | 9.03% | $152 → $165 | Maintains | Outperform | Get Alert | |
| 07/10/2025 | APO | Buy Now | Apollo Asset Management | $147.50 | 5.08% | $150 → $155 | Maintains | Outperform | Get Alert | |
| 07/02/2025 | STT | Buy Now | State Street | $128.72 | -10.66% | $102 → $115 | Maintains | Outperform | Get Alert | |
| 07/02/2025 | NTRS | Buy Now | Northern Trust | $139.32 | -13.15% | $108 → $121 | Maintains | In-Line | Get Alert | |
| 07/02/2025 | JPM | Buy Now | JPMorgan Chase | $318.27 | -6.37% | $280 → $298 | Maintains | Outperform | Get Alert | |
| 07/02/2025 | GS | Buy Now | Goldman Sachs Group | $891.55 | -19.8% | $630 → $715 | Maintains | Outperform | Get Alert | |
| 07/02/2025 | C | Buy Now | Citigroup | $112.33 | -31.45% | $76 → $77 | Maintains | In-Line | Get Alert | |
| 07/02/2025 | BK | Buy Now | Bank of New York Mellon | $116.38 | -22.67% | $88 → $90 | Maintains | In-Line | Get Alert | |
| 04/23/2025 | NTRS | Buy Now | Northern Trust | $139.32 | -28.22% | $104 → $100 | Maintains | In-Line | Get Alert | |
| 04/23/2025 | IVZ | Buy Now | Invesco | $26.29 | -42.93% | $13 → $15 | Maintains | In-Line | Get Alert | |
| 04/11/2025 | TROW | Buy Now | T. Rowe Price Group | $103.86 | -22.98% | $104 → $80 | Maintains | In-Line | Get Alert | |
| 04/11/2025 | IVZ | Buy Now | Invesco | $26.29 | -50.54% | $18 → $13 | Maintains | In-Line | Get Alert | |
| 04/01/2025 | STT | Buy Now | State Street | $128.72 | -17.65% | $109 → $106 | Maintains | Outperform | Get Alert | |
| 04/01/2025 | NTRS | Buy Now | Northern Trust | $139.32 | -25.35% | $113 → $104 | Maintains | In-Line | Get Alert | |
| 04/01/2025 | MS | Buy Now | Morgan Stanley | $177.49 | -22.25% | $150 → $138 | Maintains | Outperform | Get Alert | |
| 04/01/2025 | JPM | Buy Now | JPMorgan Chase | $318.27 | -16.74% | $273 → $265 | Maintains | Outperform | Get Alert | |
| 04/01/2025 | GS | Buy Now | Goldman Sachs Group | $891.55 | -33.37% | $660 → $594 | Maintains | Outperform | Get Alert | |
| 04/01/2025 | C | Buy Now | Citigroup | $112.33 | -32.34% | $79 → $76 | Maintains | In-Line | Get Alert | |
| 04/01/2025 | BK | Buy Now | Bank of New York Mellon | $116.38 | -25.24% | $83 → $87 | Maintains | In-Line | Get Alert | |
| 04/01/2025 | BAC | Buy Now | Bank of America | $55.19 | -13.02% | $51 → $48 | Maintains | Outperform | Get Alert | |
| 02/12/2025 | TPG | Buy Now | TPG | $66.48 | -0.72% | $65 → $66 | Maintains | In-Line | Get Alert | |
| 02/12/2025 | CG | Buy Now | Carlyle Group | $57.54 | -9.63% | $51 → $52 | Maintains | In-Line | Get Alert | |
| 01/17/2025 | TPG | Buy Now | TPG | $66.48 | -2.23% | $60 → $65 | Maintains | In-Line | Get Alert | |
| 01/17/2025 | OWL | Buy Now | Blue Owl Cap | $15.76 | 65.03% | $25 → $26 | Maintains | Outperform | Get Alert | |
| 01/17/2025 | MS | Buy Now | Morgan Stanley | $177.49 | -15.49% | $140 → $150 | Maintains | Outperform | Get Alert | |
| 01/17/2025 | BAC | Buy Now | Bank of America | $55.19 | -7.58% | $53 → $51 | Maintains | Outperform | Get Alert | |
| 01/16/2025 | C | Buy Now | Citigroup | $112.33 | -29.67% | $69 → $79 | Maintains | In-Line | Get Alert | |
| 01/16/2025 | BK | Buy Now | Bank of New York Mellon | $116.38 | -28.68% | $79 → $83 | Maintains | In-Line | Get Alert | |
| 01/02/2025 | BAC | Buy Now | Bank of America | $55.19 | -3.96% | $45 → $53 | Maintains | Outperform | Get Alert | |
| 01/02/2025 | C | Buy Now | Citigroup | $112.33 | -38.57% | $66 → $69 | Maintains | In-Line | Get Alert | |
| 11/07/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 8.8% | $112 → $113 | Maintains | In-Line | Get Alert | |
| 11/07/2024 | IVZ | Buy Now | Invesco | $26.29 | -23.91% | $19 → $20 | Maintains | In-Line | Get Alert | |
| 11/07/2024 | BLK | Buy Now | BlackRock | $1.07K | 8.34% | $1040 → $1160 | Maintains | Outperform | Get Alert | |
| 11/06/2024 | APO | Buy Now | Apollo Global Management | $147.50 | 17.97% | $150 → $174 | Maintains | Outperform | Get Alert | |
| 10/24/2024 | NTRS | Buy Now | Northern Trust | $139.32 | -26.07% | $86 → $103 | Maintains | In-Line | Get Alert | |
| 10/23/2024 | IVZ | Buy Now | Invesco | $26.29 | -27.72% | $18 → $19 | Maintains | In-Line | Get Alert | |
| 10/18/2024 | BX | Buy Now | Blackstone | $151.33 | 19.61% | $155 → $181 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | STT | Buy Now | State Street | $128.72 | -26.97% | $89 → $94 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | GS | Buy Now | Goldman Sachs Gr | $891.55 | -35.51% | $520 → $575 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | C | Buy Now | Citigroup | $112.33 | -43.02% | $63 → $64 | Maintains | In-Line | Get Alert | |
| 10/16/2024 | BAC | Buy Now | Bank of America | $55.19 | -18.46% | $44 → $45 | Maintains | Outperform | Get Alert | |
| 10/14/2024 | TPG | Buy Now | TPG | $66.48 | -9.75% | $46 → $60 | Maintains | In-Line | Get Alert | |
| 10/14/2024 | KKR | Buy Now | KKR | $135.15 | 7.29% | $135 → $145 | Maintains | Outperform | Get Alert | |
| 10/14/2024 | JPM | Buy Now | JPMorgan Chase | $318.27 | -27.73% | $217 → $230 | Maintains | Outperform | Get Alert | |
| 10/14/2024 | CG | Buy Now | Carlyle Group | $57.54 | -18.32% | $45 → $47 | Maintains | In-Line | Get Alert | |
| 10/14/2024 | BX | Buy Now | Blackstone | $151.33 | 2.43% | $148 → $155 | Maintains | Outperform | Get Alert | |
| 10/14/2024 | BLK | Buy Now | BlackRock | $1.07K | -2.87% | $995 → $1040 | Maintains | Outperform | Get Alert | |
| 10/14/2024 | BK | Buy Now | Bank of New York Mellon | $116.38 | -33.84% | $66 → $77 | Maintains | In-Line | Get Alert | |
| 10/08/2024 | OWL | Buy Now | Blue Owl Cap | $15.76 | 39.64% | $21 → $22 | Maintains | Outperform | Get Alert | |
| 10/04/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 4.94% | $108 → $109 | Maintains | In-Line | Get Alert | |
| 10/04/2024 | BLK | Buy Now | BlackRock | $1.07K | -7.07% | $945 → $995 | Maintains | Outperform | Get Alert | |
| 10/02/2024 | APO | Buy Now | Apollo Global Management | $147.50 | 1.69% | $127 → $150 | Maintains | Outperform | Get Alert | |
| 09/05/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 3.98% | $115 → $108 | Maintains | In-Line | Get Alert | |
| 09/05/2024 | BLK | Buy Now | BlackRock | $1.07K | -11.74% | $920 → $945 | Maintains | Outperform | Get Alert | |
| 08/20/2024 | IVZ | Buy Now | Invesco | $26.29 | -31.52% | $17 → $18 | Maintains | In-Line | Get Alert | |
| 07/17/2024 | STT | Buy Now | State Street | $128.72 | -29.3% | $88 → $91 | Maintains | Outperform | Get Alert | |
| 07/17/2024 | MS | Buy Now | Morgan Stanley | $177.49 | -35.21% | $105 → $115 | Maintains | Outperform | Get Alert | |
| 07/17/2024 | BAC | Buy Now | Bank of America | $55.19 | -16.64% | $43 → $46 | Maintains | Outperform | Get Alert | |
| 07/16/2024 | GS | Buy Now | Goldman Sachs Gr | $891.55 | -41.67% | $475 → $520 | Maintains | Outperform | Get Alert | |
| 07/16/2024 | BLK | Buy Now | BlackRock | $1.07K | -14.07% | $910 → $920 | Maintains | Outperform | Get Alert | |
| 07/15/2024 | KKR | Buy Now | KKR | $135.15 | -13.43% | $112 → $117 | Maintains | Outperform | Get Alert | |
| 07/15/2024 | JPM | Buy Now | JPMorgan Chase | $318.27 | -33.7% | $210 → $211 | Maintains | Outperform | Get Alert | |
| 07/15/2024 | BK | Buy Now | Bank of New York Mellon | $116.38 | -43.29% | $61 → $66 | Maintains | In-Line | Get Alert | |
| 07/08/2024 | BLK | Buy Now | BlackRock | $1.07K | -15.01% | $900 → $910 | Maintains | Outperform | Get Alert | |
| 07/03/2024 | STT | Buy Now | State Street | $128.72 | -31.63% | $88 → $88 | Maintains | Outperform | Get Alert | |
| 07/03/2024 | JPM | Buy Now | JPMorgan Chase | $318.27 | -34.02% | $210 → $210 | Maintains | Outperform | Get Alert | |
| 07/03/2024 | BK | Buy Now | Bank of New York Mellon | $116.38 | -47.59% | $61 → $61 | Maintains | In-Line | Get Alert | |
| 07/03/2024 | MS | Buy Now | Morgan Stanley | $177.49 | -40.84% | $102 → $105 | Maintains | Outperform | Get Alert | |
| 07/03/2024 | GS | Buy Now | Goldman Sachs Gr | $891.55 | -46.72% | $440 → $475 | Maintains | Outperform | Get Alert | |
| 07/03/2024 | C | Buy Now | Citigroup | $112.33 | -44.8% | $60 → $62 | Maintains | In-Line | Get Alert | |
| 07/03/2024 | BAC | Buy Now | Bank of America | $55.19 | -22.08% | $41 → $43 | Maintains | Outperform | Get Alert | |
| 04/30/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 3.02% | $110 → $107 | Maintains | In-Line | Get Alert | |
| 04/16/2024 | GS | Buy Now | Goldman Sachs Gr | $891.55 | -50.65% | $435 → $440 | Maintains | Outperform | Get Alert | |
| 04/12/2024 | BLK | Buy Now | BlackRock | $1.07K | -15.94% | $900 → $900 | Maintains | Outperform | Get Alert | |
| 04/04/2024 | STT | Buy Now | State Street | $128.72 | -31.63% | $85 → $88 | Maintains | Outperform | Get Alert | |
| 04/04/2024 | OWL | Buy Now | Blue Owl Cap | $15.76 | 39.64% | $18 → $22 | Maintains | Outperform | Get Alert | |
| 04/04/2024 | NTRS | Buy Now | Northern Trust | $139.32 | -37.55% | $86 → $87 | Maintains | In-Line | Get Alert | |
| 04/04/2024 | MS | Buy Now | Morgan Stanley | $177.49 | -42.53% | $97 → $102 | Maintains | Outperform | Get Alert | |
| 04/04/2024 | JPM | Buy Now | JPMorgan Chase | $318.27 | -34.02% | $188 → $210 | Maintains | Outperform | Get Alert | |
| 04/04/2024 | BK | Buy Now | Bank of New York Mellon | $116.38 | -47.59% | $57 → $61 | Maintains | In-Line | Get Alert | |
| 04/04/2024 | BAC | Buy Now | Bank of America | $55.19 | -25.7% | $37 → $41 | Maintains | Outperform | Get Alert | |
| 03/08/2024 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 3.98% | $105 → $108 | Maintains | In-Line | Get Alert | |
| 03/08/2024 | IVZ | Buy Now | Invesco | $26.29 | -35.32% | $18 → $17 | Maintains | In-Line | Get Alert | |
| 03/08/2024 | BLK | Buy Now | BlackRock | $1.07K | -14.07% | $880 → $920 | Maintains | Outperform | Get Alert | |
| 12/04/2023 | OWL | Buy Now | Blue Owl Cap | $15.76 | -4.79% | $14 → $15 | Maintains | Outperform | Get Alert | |
| 11/29/2023 | CG | Buy Now | Carlyle Group | $57.54 | -44.39% | → $32 | Downgrade | Outperform → In-Line | Get Alert | |
| 10/19/2023 | NTRS | Buy Now | Northern Trust | $139.32 | -47.6% | $75 → $73 | Maintains | In-Line | Get Alert | |
| 10/19/2023 | MS | Buy Now | Morgan Stanley | $177.49 | -45.35% | $102 → $97 | Maintains | Outperform | Get Alert | |
| 07/21/2023 | BX | Buy Now | Blackstone | $151.33 | -22.02% | $110 → $118 | Maintains | Outperform | Get Alert | |
| 05/16/2023 | TPG | Buy Now | TPG | $66.48 | -50.36% | $34 → $33 | Maintains | In-Line | Get Alert | |
| 05/12/2023 | BAC | Buy Now | Bank of America | $55.19 | -36.58% | $36 → $35 | Maintains | Outperform | Get Alert | |
| 05/12/2023 | BK | Buy Now | Bank of New York Mellon | $116.38 | -60.47% | $49 → $46 | Maintains | In-Line | Get Alert | |
| 05/12/2023 | C | Buy Now | Citigroup | $112.33 | -55.49% | $53 → $50 | Maintains | In-Line | Get Alert | |
| 05/12/2023 | JPM | Buy Now | JPMorgan Chase | $318.27 | -52.56% | $155 → $151 | Maintains | Outperform | Get Alert | |
| 05/12/2023 | STT | Buy Now | State Street | $128.72 | -41.73% | $80 → $75 | Maintains | Outperform | Get Alert | |
| 04/13/2023 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | -5.65% | $101 → $98 | Maintains | In-Line | Get Alert | |
| 04/13/2023 | BLK | Buy Now | BlackRock | $1.07K | -30.89% | $760 → $740 | Maintains | Outperform | Get Alert | |
| 04/05/2023 | STT | Buy Now | State Street | $128.72 | -32.41% | $92 → $87 | Maintains | Outperform | Get Alert | |
| 04/05/2023 | NTRS | Buy Now | Northern Trust | $139.32 | -38.27% | $88 → $86 | Maintains | In-Line | Get Alert | |
| 04/05/2023 | MS | Buy Now | Morgan Stanley | $177.49 | -41.4% | $106 → $104 | Maintains | Outperform | Get Alert | |
| 04/05/2023 | JPM | Buy Now | JPMorgan Chase | $318.27 | -54.13% | $157 → $146 | Maintains | Outperform | Get Alert | |
| 04/05/2023 | C | Buy Now | Citigroup | $112.33 | -59.94% | $53 → $45 | Maintains | In-Line | Get Alert | |
| 04/05/2023 | BK | Buy Now | Bank of New York Mellon | $116.38 | -60.47% | $53 → $46 | Maintains | In-Line | Get Alert | |
| 02/16/2023 | TPG | Buy Now | TPG | $66.48 | -44.34% | $35 → $37 | Maintains | In-Line | Get Alert | |
| 01/18/2023 | MS | Buy Now | Morgan Stanley | $177.49 | -40.28% | $90 → $106 | Maintains | Outperform | Get Alert | |
| 08/10/2022 | TPG | Buy Now | TPG | $66.48 | -50.36% | $28 → $33 | Maintains | In-Line | Get Alert | |
| 07/29/2022 | CG | Buy Now | Carlyle Group | $57.54 | -21.79% | $38 → $45 | Upgrade | In-Line → Outperform | Get Alert | |
| 07/12/2022 | TPG | Buy Now | TPG | $66.48 | -57.88% | → $28 | Maintains | In-Line | Get Alert | |
| 05/10/2022 | TPG | Buy Now | TPG | $66.48 | -56.38% | → $29 | Maintains | In-Line | Get Alert | |
| 04/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 29.98% | → $135 | Maintains | In-Line | Get Alert | |
| 03/28/2022 | TPG | Buy Now | TPG | $66.48 | -50.36% | → $33 | Maintains | In-Line | Get Alert | |
| 02/07/2022 | TPG | Buy Now | TPG | $66.48 | -44.34% | → $37 | Initiates | → In-Line | Get Alert | |
| 01/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 54.05% | → $160 | Maintains | In-Line | Get Alert | |
| 12/07/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 106.04% | → $214 | Maintains | In-Line | Get Alert | |
| 10/22/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 103.15% | → $211 | Downgrade | Outperform → In-Line | Get Alert | |
| 10/22/2021 | IVZ | Buy Now | Invesco | $26.29 | 6.52% | → $28 | Upgrade | Underperform → In-Line | Get Alert | |
| 10/08/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 103.15% | → $211 | Maintains | Outperform | Get Alert | |
| 08/13/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 114.7% | → $223 | Maintains | Outperform | Get Alert | |
| 07/30/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 107% | → $215 | Maintains | Outperform | Get Alert | |
| 06/04/2021 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | 92.56% | → $200 | Maintains | Outperform | Get Alert | |
| 12/03/2020 | WDR | Buy Now | Waddell & Reed Financial | — | — | → $25 | Upgrade | Underperform → In-Line | Get Alert | |
| 04/07/2020 | BK | Buy Now | Bank of New York Mellon | $116.38 | — | — | Upgrade | Underperform → In-Line | Get Alert | |
| 05/22/2019 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | — | Upgrade | Underperform → In-Line | Get Alert | |
| 01/31/2019 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | -4.68% | → $99 | Upgrade | In-Line → Outperform | Get Alert | |
| 01/08/2019 | STT | Buy Now | State Street | $128.72 | — | — | Upgrade | In-Line → Outperform | Get Alert | |
| 07/27/2017 | STT | Buy Now | State Street | $128.72 | — | — | Upgrade | Underperform → In-Line | Get Alert | |
| 03/03/2017 | C | Buy Now | Citigroup | $112.33 | -43.91% | → $63 | Downgrade | Buy → In-Line | Get Alert | |
| 03/03/2017 | STT | Buy Now | State Street | $128.72 | -36.3% | → $82 | Downgrade | Hold → Underperform | Get Alert | |
| 03/03/2017 | WDR | Buy Now | Waddell & Reed Financial | — | — | → $18 | Downgrade | Hold → Underperform | Get Alert | |
| 03/03/2017 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | → $36 | Downgrade | Hold → Underperform | Get Alert | |
| 03/03/2017 | BK | Buy Now | Bank of New York Mellon | $116.38 | -58.76% | → $48 | Downgrade | Hold → Underperform | Get Alert | |
| 07/10/2014 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | — | — | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 05/30/2014 | WDR | Buy Now | Waddell & Reed Financial | — | — | → $63 | Initiates | → Equal-Weight | Get Alert | |
| 04/28/2014 | STT | Buy Now | State Street | $128.72 | -44.06% | $75 → $72 | Maintains | Overweight | Get Alert | |
| 12/16/2013 | C | Buy Now | Citigroup | $112.33 | — | — | Upgrade | Equal-weight → Overweight | Get Alert | |
| 07/10/2013 | IVZ | Buy Now | Invesco | $26.29 | 33.16% | → $35 | Initiates | → Equal-Weight | Get Alert | |
| 07/10/2013 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | → $33 | Initiates | → Equal-Weight | Get Alert | |
| 07/10/2013 | TROW | Buy Now | T. Rowe Price Gr | $103.86 | -15.27% | → $88 | Initiates | → Overweight | Get Alert |
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