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William Katz's Stock Ratings
Citigroup Analyst
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 06/20/2025
Overall Average Return
6.37%
Smart Score
Overall Average Return Percentile
52nd
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 04/14/2025 | BLK | Buy Now | BlackRock | $974.44 | 12.89% | William Katz67% | $1200 → $1100 | Maintains | Buy | Get Alert |
| 12/23/2024 | BLK | Buy Now | BlackRock | $974.44 | 23.15% | William Katz67% | $1150 → $1200 | Maintains | Buy | Get Alert |
| 11/06/2024 | APO | Buy Now | Apollo Global Management | $135.24 | 25.7% | William Katz67% | $162 → $170 | Maintains | Buy | Get Alert |
| 07/16/2024 | BLK | Buy Now | BlackRock | $974.44 | -4.56% | William Katz67% | $920 → $930 | Maintains | Buy | Get Alert |
| 02/15/2024 | TPG | Buy Now | TPG | $50.70 | -1.38% | William Katz67% | $46 → $50 | Maintains | Buy | Get Alert |
| 02/13/2024 | APO | Buy Now | Apollo Global Management | $135.24 | -7.57% | William Katz67% | $111 → $125 | Maintains | Buy | Get Alert |
| 07/18/2023 | APO | Buy Now | Apollo Global Management | $135.24 | -32.71% | William Katz67% | $80 → $91 | Maintains | Buy | Get Alert |
| 07/14/2023 | BLK | Buy Now | BlackRock | $974.44 | -16.36% | William Katz67% | $750 → $815 | Maintains | Buy | Get Alert |
| 07/14/2023 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 7.28% | William Katz67% | $98 → $100 | Maintains | Sell | Get Alert |
| 05/19/2023 | APO | Buy Now | Apollo Global Management | $135.24 | -40.85% | William Katz67% | → $80 | Initiates | → Buy | Get Alert |
| 05/19/2023 | TPG | Buy Now | TPG | $50.70 | -36.88% | William Katz67% | → $32 | Initiates | → Buy | Get Alert |
| 05/19/2023 | BLK | Buy Now | BlackRock | $974.44 | -23.03% | William Katz67% | → $750 | Initiates | → Buy | Get Alert |
| 05/19/2023 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 5.14% | William Katz67% | → $98 | Initiates | → Sell | Get Alert |
| 10/26/2022 | IVZ | Buy Now | Invesco | $14.79 | -22.24% | William Katz67% | $13 → $11.5 | Downgrade | Neutral → Underperform | Get Alert |
| 10/19/2022 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -24.9% | William Katz67% | → $70 | Initiates | → Underperform | Get Alert |
| 10/19/2022 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -30.97% | William Katz67% | → $28 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | SCHW | Buy Now | Charles Schwab | $89.21 | -10.32% | William Katz67% | → $80 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | RJF | Buy Now | Raymond James Finl | $148.95 | -19.44% | William Katz67% | → $120 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -30.98% | William Katz67% | → $262 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -24.11% | William Katz67% | → $140 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | TPG | Buy Now | TPG | $50.70 | -45.76% | William Katz67% | → $27.5 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -41.25% | 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 | $22.75 | -7.69% | William Katz67% | → $21 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | OWL | Buy Now | Blue Owl Cap | $18.71 | -51.9% | William Katz67% | → $9 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | KKR | Buy Now | KKR & Co | $122.56 | -60.84% | William Katz67% | → $48 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | BLK | Buy Now | BlackRock | $974.44 | -44.58% | William Katz67% | → $540 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | GCMG | Buy Now | GCM Grosvenor | $11.44 | -21.33% | William Katz67% | → $9 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | IVZ | Buy Now | Invesco | $14.79 | -12.1% | William Katz67% | → $13 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | CG | Buy Now | Carlyle Group | $47.00 | -18.09% | William Katz67% | → $38.5 | Initiates | → Outperform | Get Alert |
| 10/19/2022 | BX | Buy Now | Blackstone | $137.70 | -37.91% | William Katz67% | → $85.5 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | BRDG | Buy Now | Bridge Investment Group | $9.49 | 58.06% | William Katz67% | → $15 | Initiates | → Neutral | Get Alert |
| 10/19/2022 | APO | Buy Now | Apollo Global Management | $135.24 | -56% | William Katz67% | → $59.5 | Initiates | → Outperform | Get Alert |
| 05/02/2022 | FHI | Buy Now | Federated Hermes | $42.47 | -39.96% | William Katz67% | $28.5 → $25.5 | Maintains | Sell | Get Alert |
| 04/29/2022 | RJF | Buy Now | Raymond James Finl | $148.95 | 30.92% | William Katz67% | $205 → $195 | Maintains | Buy | Get Alert |
| 04/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -3.44% | William Katz67% | $110 → $90 | Maintains | Sell | Get Alert |
| 04/22/2022 | SCHW | Buy Now | Charles Schwab | $89.21 | 0.89% | William Katz67% | $87.5 → $90 | Maintains | Buy | Get Alert |
| 04/14/2022 | SCHW | Buy Now | Charles Schwab | $89.21 | 8.73% | William Katz67% | $99 → $97 | Maintains | Buy | Get Alert |
| 04/14/2022 | RJF | Buy Now | Raymond James Finl | $148.95 | 37.63% | William Katz67% | $210 → $205 | Maintains | Buy | Get Alert |
| 04/14/2022 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -28.87% | William Katz67% | $225 → $270 | Maintains | Buy | Get Alert |
| 04/12/2022 | TPG | Buy Now | TPG | $50.70 | -46.75% | William Katz67% | $32 → $27 | Maintains | Neutral | Get Alert |
| 04/12/2022 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 18.01% | 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 | $122.56 | -33.5% | William Katz67% | $94 → $81.5 | Maintains | Buy | Get Alert |
| 04/12/2022 | IVZ | Buy Now | Invesco | $14.79 | 75.79% | William Katz67% | $32 → $26 | Maintains | Buy | Get Alert |
| 04/12/2022 | BRDG | Buy Now | Bridge Investment Group | $9.49 | 152.9% | William Katz67% | $25 → $24 | Maintains | Buy | Get Alert |
| 04/12/2022 | BX | Buy Now | Blackstone | $137.70 | -15.03% | William Katz67% | $132.5 → $117 | Maintains | Neutral | Get Alert |
| 04/12/2022 | BLK | Buy Now | BlackRock | $974.44 | -7.64% | William Katz67% | $1035 → $900 | Maintains | Buy | Get Alert |
| 04/12/2022 | BEN | Buy Now | Franklin Resources | $22.75 | 23.08% | William Katz67% | → $28 | Downgrade | Buy → Neutral | Get Alert |
| 04/12/2022 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -14.22% | William Katz67% | $41.5 → $36.5 | Maintains | Neutral | Get Alert |
| 04/12/2022 | FHI | Buy Now | Federated Hermes | $42.47 | -32.89% | William Katz67% | → $28.5 | Downgrade | Neutral → Sell | Get Alert |
| 04/12/2022 | APO | Buy Now | Apollo Global Management | $135.24 | -35.3% | William Katz67% | $105 → $87.5 | Maintains | Buy | Get Alert |
| 04/12/2022 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 30.64% | William Katz67% | $258 → $241 | Maintains | Buy | Get Alert |
| 03/28/2022 | RJF | Buy Now | Raymond James Finl | $148.95 | 40.99% | William Katz67% | $165 → $210 | Maintains | Buy | Get Alert |
| 03/08/2022 | BRDG | Buy Now | Bridge Investment Group | $9.49 | 163.44% | William Katz67% | $28 → $25 | Maintains | Buy | Get Alert |
| 01/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 24.99% | William Katz67% | $136 → $116.5 | Maintains | Sell | Get Alert |
| 01/26/2022 | IVZ | Buy Now | Invesco | $14.79 | 116.36% | William Katz67% | $33 → $32 | Maintains | Buy | Get Alert |
| 01/26/2022 | BAM | Buy Now | Brookfield Asset Mgmt | $55.80 | 9.32% | William Katz67% | $68.5 → $61 | Downgrade | Buy → Neutral | Get Alert |
| 01/24/2022 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 45.91% | William Katz67% | $159 → $136 | Maintains | Sell | Get Alert |
| 01/12/2022 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 70.58% | William Katz67% | $166.5 → $159 | Maintains | Sell | Get Alert |
| 01/12/2022 | AB | Buy Now | AllianceBernstein Holding | $40.56 | 59.02% | William Katz67% | $62 → $64.5 | Maintains | Buy | Get Alert |
| 12/17/2021 | BRDG | Buy Now | Bridge Investment Group | $9.49 | 195.05% | William Katz67% | $27 → $28 | Maintains | Buy | Get Alert |
| 12/13/2021 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 78.63% | William Katz67% | $169 → $166.5 | Maintains | Sell | Get Alert |
| 10/26/2021 | IVZ | Buy Now | Invesco | $14.79 | 136.65% | William Katz67% | $33.5 → $35 | Maintains | Buy | Get Alert |
| 10/26/2021 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 12.81% | William Katz67% | $46 → $48 | Maintains | Neutral | Get Alert |
| 10/26/2021 | AB | Buy Now | AllianceBernstein Holding | $40.56 | 50.39% | William Katz67% | $55 → $61 | Maintains | Buy | Get Alert |
| 10/26/2021 | BX | Buy Now | Blackstone | $137.70 | 2.4% | William Katz67% | $114.5 → $141 | Maintains | Neutral | Get Alert |
| 10/11/2021 | RJF | Buy Now | Raymond James Finl | $148.95 | -28.84% | William Katz67% | $100 → $106 | Maintains | Overweight | Get Alert |
| 09/23/2021 | RJF | Buy Now | Raymond James Finl | $148.95 | -32.86% | William Katz67% | $66.67 → $100 | Maintains | Overweight | Get Alert |
| 09/22/2021 | RJF | Buy Now | Raymond James Finl | $148.95 | -55.24% | William Katz67% | $100 → $66.67 | Maintains | Overweight | Get Alert |
| 09/21/2021 | RJF | Buy Now | Raymond James Finl | $148.95 | -32.86% | William Katz67% | $150 → $100 | Maintains | Overweight | Get Alert |
| 08/03/2021 | RJF | Buy Now | Raymond James Finl | $148.95 | 37.63% | William Katz67% | $215 → $205 | Maintains | Buy | Get Alert |
| 08/02/2021 | AB | Buy Now | AllianceBernstein Holding | $40.56 | 34.37% | William Katz67% | $44 → $54.5 | Upgrade | Neutral → Buy | Get Alert |
| 08/02/2021 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -39.93% | William Katz67% | $220 → $228 | Maintains | Buy | Get Alert |
| 07/19/2021 | SCHW | Buy Now | Charles Schwab | $89.21 | 0.89% | William Katz67% | $94 → $90 | Maintains | Buy | Get Alert |
| 07/15/2021 | BX | Buy Now | Blackstone | $137.70 | -24.84% | William Katz67% | $100 → $103.5 | Maintains | Neutral | Get Alert |
| 07/12/2021 | BX | Buy Now | Blackstone | $137.70 | -27.38% | William Katz67% | $91 → $100 | Maintains | Neutral | Get Alert |
| 07/12/2021 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -42.04% | William Katz67% | $239 → $220 | Maintains | Buy | Get Alert |
| 07/12/2021 | RJF | Buy Now | Raymond James Finl | $148.95 | 44.34% | William Katz67% | $190 → $215 | Maintains | Buy | Get Alert |
| 07/12/2021 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 55.56% | William Katz67% | $137 → $145 | Maintains | Sell | Get Alert |
| 07/12/2021 | SCHW | Buy Now | Charles Schwab | $89.21 | 5.37% | William Katz67% | $93 → $94 | Maintains | Buy | Get Alert |
| 07/12/2021 | IVZ | Buy Now | Invesco | $14.79 | 129.89% | William Katz67% | $29 → $34 | Upgrade | Neutral → Buy | Get Alert |
| 07/07/2021 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 33.35% | William Katz67% | $213 → $246 | Maintains | Buy | Get Alert |
| 05/04/2021 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 15.46% | William Katz67% | $206 → $213 | Maintains | Buy | Get Alert |
| 04/30/2021 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 54.49% | William Katz67% | $157 → $144 | Maintains | Sell | Get Alert |
| 04/27/2021 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 36.31% | William Katz67% | $68 → $58 | Downgrade | Buy → Neutral | Get Alert |
| 04/23/2021 | SCHW | Buy Now | Charles Schwab | $89.21 | 4.25% | William Katz67% | $88 → $93 | Maintains | Buy | Get Alert |
| 04/16/2021 | BLK | Buy Now | BlackRock | $974.44 | 2.62% | William Katz67% | $950 → $1000 | Maintains | Buy | Get Alert |
| 04/14/2021 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 68.44% | William Katz67% | → $157 | Downgrade | Neutral → Sell | Get Alert |
| 03/25/2021 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -1.38% | William Katz67% | $41 → $40 | Downgrade | Buy → Neutral | Get Alert |
| 02/09/2021 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -6.76% | William Katz67% | $108.5 → $172 | Upgrade | Neutral → Buy | Get Alert |
| 02/01/2021 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 64.15% | William Katz67% | $159.5 → $153 | Maintains | Neutral | Get Alert |
| 11/17/2020 | SCHW | Buy Now | Charles Schwab | $89.21 | -39.47% | William Katz67% | $44 → $54 | Upgrade | Neutral → Buy | Get Alert |
| 11/17/2020 | RJF | Buy Now | Raymond James Finl | $148.95 | -24.81% | William Katz67% | $87 → $112 | Upgrade | Neutral → Buy | Get Alert |
| 11/17/2020 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -61.8% | William Katz67% | $132.5 → $145 | Maintains | Buy | Get Alert |
| 10/19/2020 | BAM | Buy Now | Brookfield Asset Mgmt | $55.80 | -28.32% | William Katz67% | $38 → $40 | Upgrade | Neutral → Buy | Get Alert |
| 10/13/2020 | CG | Buy Now | Carlyle Group | $47.00 | -34.04% | William Katz67% | → $31 | Upgrade | Neutral → Buy | Get Alert |
| 10/13/2020 | IVZ | Buy Now | Invesco | $14.79 | -12.1% | William Katz67% | $4.5 → $13 | Upgrade | Sell → Neutral | Get Alert |
| 10/12/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 60.93% | William Katz67% | $148 → $150 | Maintains | Neutral | Get Alert |
| 10/12/2020 | RJF | Buy Now | Raymond James Finl | $148.95 | -37.56% | William Katz67% | $91 → $93 | Maintains | Overweight | Get Alert |
| 08/27/2020 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $42 → $43 | Maintains | Neutral | Get Alert |
| 08/13/2020 | RMR | Buy Now | RMR Gr | $16.30 | 93.25% | William Katz67% | $28 → $31.5 | Maintains | Neutral | Get Alert |
| 08/04/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 58.78% | William Katz67% | $135 → $148 | Maintains | Neutral | Get Alert |
| 08/04/2020 | FHI | Buy Now | Federated Hermes | $42.47 | -36.43% | 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 | $14.79 | -69.57% | William Katz67% | $5 → $4.5 | Maintains | Sell | Get Alert |
| 07/30/2020 | BEN | Buy Now | Franklin Resources | $22.75 | — | William Katz67% | $20 → $22.75 | Maintains | Neutral | Get Alert |
| 07/30/2020 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 15.16% | William Katz67% | $41 → $49 | Maintains | Buy | Get Alert |
| 07/22/2020 | SCHW | Buy Now | Charles Schwab | $89.21 | -56.84% | William Katz67% | $38 → $38.5 | Maintains | Neutral | Get Alert |
| 07/22/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 3938.46% | William Katz67% | $41 → $42 | Maintains | Neutral | Get Alert |
| 07/20/2020 | BLK | Buy Now | BlackRock | $974.44 | -29.7% | William Katz67% | $630 → $685 | Maintains | Buy | Get Alert |
| 07/14/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 44.83% | William Katz67% | $112 → $135 | Maintains | Neutral | Get Alert |
| 07/14/2020 | RMR | Buy Now | RMR Gr | $16.30 | 71.78% | William Katz67% | $27 → $28 | Upgrade | Sell → Neutral | Get Alert |
| 06/15/2020 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -73.66% | William Katz67% | $95 → $100 | Maintains | Buy | Get Alert |
| 05/28/2020 | IVZ | Buy Now | Invesco | $14.79 | -62.81% | 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 | $42.55 | -13.04% | William Katz67% | $24.5 → $37 | Maintains | Buy | Get Alert |
| 04/29/2020 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -23.57% | William Katz67% | $27 → $31 | Maintains | Buy | Get Alert |
| 04/29/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 20.16% | William Katz67% | $100 → $112 | Maintains | Neutral | Get Alert |
| 04/28/2020 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -63.95% | William Katz67% | $70 → $66.5 | Maintains | Neutral | Get Alert |
| 04/27/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 3698.08% | William Katz67% | $40.5 → $39.5 | Downgrade | Buy → Neutral | Get Alert |
| 04/24/2020 | BX | Buy Now | Blackstone | $137.70 | -58.24% | William Katz67% | $53.5 → $57.5 | Maintains | Buy | Get Alert |
| 04/17/2020 | BLK | Buy Now | BlackRock | $974.44 | -41.5% | William Katz67% | $535 → $570 | Maintains | Buy | Get Alert |
| 04/16/2020 | SCHW | Buy Now | Charles Schwab | $89.21 | -59.09% | William Katz67% | $37.5 → $36.5 | Maintains | Neutral | Get Alert |
| 04/15/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 7.28% | William Katz67% | $104 → $100 | Maintains | Neutral | Get Alert |
| 04/15/2020 | CG | Buy Now | Carlyle Group | $47.00 | -27.66% | William Katz67% | → $34 | Upgrade | Neutral → Buy | Get Alert |
| 04/15/2020 | IVZ | Buy Now | Invesco | $14.79 | -62.81% | William Katz67% | → $5.5 | Downgrade | Neutral → Sell | Get Alert |
| 04/15/2020 | SCHW | Buy Now | Charles Schwab | $89.21 | -57.96% | William Katz67% | → $37.5 | Downgrade | Buy → Neutral | Get Alert |
| 03/25/2020 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 3746.15% | William Katz67% | $43 → $40 | Upgrade | Neutral → Buy | Get Alert |
| 03/25/2020 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -82.88% | William Katz67% | $79 → $65 | Upgrade | Neutral → Buy | Get Alert |
| 03/25/2020 | RJF | Buy Now | Raymond James Finl | $148.95 | -59.72% | William Katz67% | $71 → $60 | Upgrade | Sell → Neutral | Get Alert |
| 03/25/2020 | SCHW | Buy Now | Charles Schwab | $89.21 | -58.52% | William Katz67% | $40 → $37 | Upgrade | Neutral → Buy | Get Alert |
| 03/13/2020 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $50 → $36 | Maintains | Neutral | Get Alert |
| 03/13/2020 | BLK | Buy Now | BlackRock | $974.44 | -47.66% | William Katz67% | $600 → $510 | Maintains | Buy | Get Alert |
| 03/13/2020 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -42.42% | William Katz67% | $40 → $24.5 | Maintains | Buy | Get Alert |
| 03/13/2020 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -63.14% | William Katz67% | $87.5 → $68 | Maintains | Neutral | Get Alert |
| 03/04/2020 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 02/19/2020 | BEN | Buy Now | Franklin Resources | $22.75 | 27.47% | 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 | $1.04 | 5044.23% | William Katz67% | $57 → $53.5 | Maintains | Neutral | Get Alert |
| 01/31/2020 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -71.02% | William Katz67% | $120 → $110 | Maintains | Buy | Get Alert |
| 01/30/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 44.83% | William Katz67% | $130 → $135 | Maintains | Neutral | Get Alert |
| 01/24/2020 | RJF | Buy Now | Raymond James Finl | $148.95 | -37.56% | William Katz67% | $100 → $93 | Maintains | Neutral | Get Alert |
| 01/17/2020 | SCHW | Buy Now | Charles Schwab | $89.21 | -41.71% | William Katz67% | $51 → $52 | Maintains | Neutral | Get Alert |
| 01/16/2020 | BLK | Buy Now | BlackRock | $974.44 | -38.43% | William Katz67% | $580 → $600 | Maintains | Buy | Get Alert |
| 01/13/2020 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 39.47% | William Katz67% | $112 → $130 | Maintains | Neutral | Get Alert |
| 01/13/2020 | BLK | Buy Now | BlackRock | $974.44 | -40.48% | William Katz67% | $565 → $580 | Maintains | Buy | Get Alert |
| 01/13/2020 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -6.31% | William Katz67% | $34 → $38 | Maintains | Buy | Get Alert |
| 11/26/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 4996.15% | William Katz67% | $31 → $53 | Upgrade | Sell → Neutral | Get Alert |
| 11/25/2019 | RMR | Buy Now | RMR Gr | $16.30 | 185.28% | 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 | $55.80 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 11/06/2019 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -72.34% | William Katz67% | $93 → $105 | Maintains | Buy | Get Alert |
| 11/06/2019 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -22.44% | William Katz67% | $26 → $33 | Upgrade | Neutral → Buy | Get Alert |
| 10/16/2019 | SCHW | Buy Now | Charles Schwab | $89.21 | -55.16% | William Katz67% | $37 → $40 | Maintains | Neutral | Get Alert |
| 10/15/2019 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 18.01% | William Katz67% | $116 → $110 | Maintains | Neutral | Get Alert |
| 10/15/2019 | BLK | Buy Now | BlackRock | $974.44 | -48.69% | William Katz67% | $545 → $500 | Maintains | Buy | Get Alert |
| 10/15/2019 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -59.35% | William Katz67% | $98 → $75 | Maintains | Neutral | Get Alert |
| 10/15/2019 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -18.64% | William Katz67% | $37 → $33 | Maintains | Buy | Get Alert |
| 10/14/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 2496.15% | William Katz67% | $35.5 → $27 | Downgrade | Neutral → Sell | Get Alert |
| 09/27/2019 | BAM | Buy Now | Brookfield Asset Mgmt | $55.80 | 12.01% | William Katz67% | $56 → $62.5 | Maintains | Buy | Get Alert |
| 09/19/2019 | SCHW | Buy Now | Charles Schwab | $89.21 | -50.68% | William Katz67% | $43 → $44 | Maintains | Neutral | Get Alert |
| 09/19/2019 | RJF | Buy Now | Raymond James Finl | $148.95 | -42.26% | William Katz67% | $87 → $86 | Maintains | Neutral | Get Alert |
| 09/19/2019 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -74.71% | William Katz67% | $100 → $96 | Maintains | Buy | Get Alert |
| 09/19/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 4611.54% | William Katz67% | $52 → $49 | Maintains | Neutral | Get Alert |
| 09/18/2019 | BX | Buy Now | Blackstone | $137.70 | -62.24% | William Katz67% | → $52 | Downgrade | Buy → Neutral | Get Alert |
| 09/09/2019 | BX | Buy Now | Blackstone | $137.70 | -62.24% | William Katz67% | $51.5 → $52 | Maintains | Buy | Get Alert |
| 09/04/2019 | RMR | Buy Now | RMR Gr | $16.30 | 182.21% | William Katz67% | → $46 | Initiates | → Neutral | Get Alert |
| 07/30/2019 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -46.88% | William Katz67% | $101 → $98 | Maintains | Neutral | Get Alert |
| 07/09/2019 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 23.38% | William Katz67% | $113 → $115 | Maintains | Neutral | Get Alert |
| 07/09/2019 | SCHW | Buy Now | Charles Schwab | $89.21 | -55.72% | William Katz67% | $43.5 → $39.5 | Maintains | Neutral | Get Alert |
| 07/09/2019 | RJF | Buy Now | Raymond James Finl | $148.95 | -36.22% | William Katz67% | $92 → $95 | Maintains | Neutral | Get Alert |
| 07/09/2019 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -73.66% | 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 | $22.75 | 62.64% | William Katz67% | $35 → $37 | Maintains | Neutral | Get Alert |
| 07/09/2019 | BAM | Buy Now | Brookfield Asset Mgmt | $55.80 | 0.36% | William Katz67% | $54 → $56 | Maintains | Buy | Get Alert |
| 07/09/2019 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -8.78% | William Katz67% | $36 → $37 | Maintains | Buy | Get Alert |
| 07/09/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 4996.15% | William Katz67% | $55 → $53 | Maintains | Neutral | Get Alert |
| 07/09/2019 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -45.25% | William Katz67% | $105 → $101 | Maintains | Neutral | Get Alert |
| 04/17/2019 | BLK | Buy Now | BlackRock | $974.44 | -45.1% | William Katz67% | $500 → $535 | Maintains | Buy | Get Alert |
| 04/15/2019 | RJF | Buy Now | Raymond James Finl | $148.95 | -37.56% | William Katz67% | $87 → $93 | Maintains | Neutral | Get Alert |
| 04/15/2019 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 15.87% | William Katz67% | $98 → $108 | Maintains | Neutral | Get Alert |
| 04/15/2019 | BLK | Buy Now | BlackRock | $974.44 | -48.69% | William Katz67% | $450 → $500 | Maintains | Buy | Get Alert |
| 04/15/2019 | BEN | Buy Now | Franklin Resources | $22.75 | 53.85% | William Katz67% | $28 → $35 | Upgrade | Sell → Neutral | Get Alert |
| 04/15/2019 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -41.25% | William Katz67% | $20 → $25 | Upgrade | Sell → Neutral | Get Alert |
| 03/14/2019 | BEN | Buy Now | Franklin Resources | $22.75 | 23.08% | William Katz67% | $25 → $28 | Maintains | Sell | Get Alert |
| 02/27/2019 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 5.14% | 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 | $184.48 | -29.53% | William Katz67% | $140 → $130 | Maintains | Buy | Get Alert |
| 12/19/2018 | BLK | Buy Now | BlackRock | $974.44 | -53.82% | William Katz67% | $500 → $450 | Maintains | Buy | Get Alert |
| 12/19/2018 | IVZ | Buy Now | Invesco | $14.79 | 21.7% | William Katz67% | $23 → $18 | Maintains | Neutral | Get Alert |
| 12/19/2018 | KKR | Buy Now | KKR & Co | $122.56 | -73.89% | William Katz67% | $33 → $32 | Maintains | Buy | Get Alert |
| 12/19/2018 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 8.36% | 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 | $148.95 | -42.93% | William Katz67% | $86 → $85 | Maintains | Neutral | Get Alert |
| 11/26/2018 | SCHW | Buy Now | Charles Schwab | $89.21 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 11/19/2018 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $60.5 → $46.5 | Downgrade | Buy → Neutral | Get Alert |
| 11/01/2018 | APO | Buy Now | Apollo Global Management | $135.24 | -71.9% | William Katz67% | $39 → $38 | Maintains | Buy | Get Alert |
| 11/01/2018 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -36.55% | William Katz67% | $31 → $27 | Maintains | Neutral | Get Alert |
| 10/30/2018 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -77.87% | William Katz67% | $80 → $84 | Maintains | Buy | Get Alert |
| 10/30/2018 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -24.11% | William Katz67% | $195 → $140 | Maintains | Buy | Get Alert |
| 10/29/2018 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 12.65% | William Katz67% | $113 → $105 | Maintains | Neutral | Get Alert |
| 10/25/2018 | BX | Buy Now | Blackstone | $137.70 | -69.5% | William Katz67% | $47.5 → $42 | Maintains | Buy | Get Alert |
| 10/25/2018 | APO | Buy Now | Apollo Global Management | $135.24 | -71.16% | William Katz67% | $41 → $39 | Maintains | Buy | Get Alert |
| 10/24/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 5284.62% | William Katz67% | $55 → $56 | Maintains | Neutral | Get Alert |
| 09/25/2018 | BX | Buy Now | Blackstone | $137.70 | -65.5% | 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 | — | — | William Katz67% | $62 → $60.5 | Maintains | Buy | Get Alert |
| 08/08/2018 | CG | Buy Now | Carlyle Group | $47.00 | -27.66% | William Katz67% | $33 → $34 | Maintains | Buy | Get Alert |
| 08/02/2018 | CG | Buy Now | Carlyle Group | $47.00 | -31.91% | William Katz67% | $29 → $32 | Maintains | Buy | Get Alert |
| 07/31/2018 | KKR | Buy Now | KKR & Co | $122.56 | -72.26% | William Katz67% | $31 → $34 | Maintains | Buy | Get Alert |
| 07/31/2018 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 8.41% | 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 | $40.56 | -16.17% | William Katz67% | $31 → $34 | Maintains | Buy | Get Alert |
| 07/24/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 6053.85% | William Katz67% | $62 → $64 | Maintains | Neutral | Get Alert |
| 07/23/2018 | SCHW | Buy Now | Charles Schwab | $89.21 | -46.19% | William Katz67% | $49 → $48 | Maintains | Sell | Get Alert |
| 07/20/2018 | BX | Buy Now | Blackstone | $137.70 | -68.77% | William Katz67% | $41.5 → $43 | Maintains | Buy | Get Alert |
| 07/13/2018 | RJF | Buy Now | Raymond James Finl | $148.95 | — | 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 | $122.56 | -74.71% | William Katz67% | $28 → $31 | Maintains | Buy | Get Alert |
| 06/18/2018 | BLK | Buy Now | BlackRock | $974.44 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 06/15/2018 | RJF | Buy Now | Raymond James Finl | $148.95 | -27.49% | William Katz67% | $95 → $108 | Maintains | Neutral | Get Alert |
| 05/31/2018 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $65.5 → $62 | Maintains | Buy | Get Alert |
| 05/22/2018 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $63.5 → $65.5 | Maintains | Buy | Get Alert |
| 05/16/2018 | KKR | Buy Now | KKR & Co | $122.56 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 05/02/2018 | CG | Buy Now | Carlyle Group | $47.00 | -38.3% | 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 | $184.48 | 8.41% | 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 | $135.24 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 02/22/2018 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 23.38% | William Katz67% | $120 → $115 | Maintains | Neutral | Get Alert |
| 02/07/2018 | SCHW | Buy Now | Charles Schwab | $89.21 | — | 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 | $184.48 | 40.94% | William Katz67% | $250 → $260 | Maintains | Buy | Get Alert |
| 01/25/2018 | BLK | Buy Now | BlackRock | $974.44 | — | 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 | $1.04 | 5765.38% | William Katz67% | $60 → $61 | Maintains | Neutral | Get Alert |
| 01/22/2018 | APO | Buy Now | Apollo Global Management | $135.24 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/22/2018 | SCHW | Buy Now | Charles Schwab | $89.21 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 11/13/2017 | RJF | Buy Now | Raymond James Finl | $148.95 | -38.91% | William Katz67% | $93.5 → $91 | Maintains | Neutral | Get Alert |
| 11/10/2017 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -82.88% | William Katz67% | $63 → $65 | Maintains | Buy | Get Alert |
| 11/10/2017 | BAM | Buy Now | Brookfield Asset Mgmt | $55.80 | -11.29% | 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 | $135.24 | -71.9% | 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 | $379.58 | -82.88% | 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 | $93.21 | 1.92% | William Katz67% | $94 → $95 | Maintains | Neutral | Get Alert |
| 10/30/2017 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -82.88% | William Katz67% | $60.5 → $65 | Maintains | Buy | Get Alert |
| 10/27/2017 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | 1.92% | William Katz67% | $94 → $95 | Maintains | Neutral | Get Alert |
| 10/27/2017 | IVZ | Buy Now | Invesco | $14.79 | 197.5% | William Katz67% | $43 → $44 | Maintains | Buy | Get Alert |
| 10/27/2017 | BEN | Buy Now | Franklin Resources | $22.75 | 93.41% | William Katz67% | $45 → $44 | Maintains | Neutral | Get Alert |
| 10/26/2017 | AB | Buy Now | AllianceBernstein Holding | $40.56 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 10/10/2017 | CG | Buy Now | Carlyle Group | $47.00 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 10/10/2017 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | — | William Katz67% | — | Reinstates | → Neutral | Get Alert |
| 10/03/2017 | IVZ | Buy Now | Invesco | $14.79 | 167.07% | William Katz67% | $38.5 → $39.5 | Maintains | Buy | Get Alert |
| 08/15/2017 | CG | Buy Now | Carlyle Group | $47.00 | -45.74% | William Katz67% | $24.5 → $25.5 | Maintains | Neutral | Get Alert |
| 08/15/2017 | BAM | Buy Now | Brookfield Asset Mgmt | $55.80 | -13.98% | 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 | $93.21 | -3.44% | 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 | — | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 06/05/2017 | IVZ | Buy Now | Invesco | $14.79 | — | 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 | $137.70 | — | 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 | $379.58 | — | 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 | $89.21 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 11/22/2016 | AB | Buy Now | AllianceBernstein Holding | $40.56 | — | 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 | $14.79 | 123.12% | William Katz67% | $31 → $33 | Maintains | Neutral | Get Alert |
| 09/20/2016 | BEN | Buy Now | Franklin Resources | $22.75 | 71.43% | 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 | $14.79 | 109.6% | William Katz67% | $27 → $31 | Maintains | Neutral | Get Alert |
| 07/29/2016 | BEN | Buy Now | Franklin Resources | $22.75 | 75.82% | William Katz67% | $36 → $40 | Maintains | Neutral | Get Alert |
| 07/29/2016 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -33.43% | William Katz67% | $28 → $27 | Maintains | Buy | Get Alert |
| 07/28/2016 | CG | Buy Now | Carlyle Group | $47.00 | -61.7% | 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 | $93.21 | -22.76% | William Katz67% | $78 → $72 | Maintains | Neutral | Get Alert |
| 07/25/2016 | SCHW | Buy Now | Charles Schwab | $89.21 | -64.69% | William Katz67% | $28.5 → $31.5 | Maintains | Neutral | Get Alert |
| 07/20/2016 | AMTD | Buy Now | TD Ameritrade Holding | $1.04 | 2928.85% | 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 | $14.79 | 82.56% | 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 | $22.75 | 67.03% | William Katz67% | $37.5 → $38 | Maintains | Neutral | Get Alert |
| 05/27/2016 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -92.49% | William Katz67% | $26.5 → $28.5 | Maintains | Neutral | Get Alert |
| 04/25/2016 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 16.54% | William Katz67% | $170 → $215 | Upgrade | Neutral → Buy | Get Alert |
| 04/19/2016 | BLK | Buy Now | BlackRock | $974.44 | -57.92% | William Katz67% | $340 → $410 | 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 | $89.21 | -64.13% | 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 | $974.44 | -65.11% | William Katz67% | $305 → $340 | Maintains | Neutral | Get Alert |
| 04/14/2016 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -7.85% | 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 | $379.58 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 02/11/2016 | APAM | Buy Now | Artisan Partners Asset | $42.55 | — | 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 | $1.04 | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 01/12/2016 | RJF | Buy Now | Raymond James Finl | $148.95 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/12/2016 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 12/15/2015 | CG | Buy Now | Carlyle Group | $47.00 | -63.3% | William Katz67% | → $17.25 | Downgrade | Buy → Neutral | Get Alert |
| 12/15/2015 | AMG | Buy Now | Affiliated Managers Group | $184.48 | — | William Katz67% | — | Downgrade | Buy → Sell | Get Alert |
| 12/15/2015 | APAM | Buy Now | Artisan Partners Asset | $42.55 | — | 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 | $148.95 | -63.07% | William Katz67% | $56 → $55 | Maintains | Neutral | Get Alert |
| 09/10/2015 | BEN | Buy Now | Franklin Resources | $22.75 | 97.8% | 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 | $122.56 | -76.34% | William Katz67% | $27.5 → $29 | Maintains | Buy | Get Alert |
| 09/10/2015 | IVZ | Buy Now | Invesco | $14.79 | 224.54% | William Katz67% | $51 → $48 | Maintains | Buy | Get Alert |
| 09/10/2015 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -8.34% | William Katz67% | $43 → $39 | Maintains | Neutral | Get Alert |
| 09/10/2015 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -26.04% | 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 | — | — | William Katz67% | $36 → $36.5 | Upgrade | → Neutral | Get Alert |
| 08/14/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 3025% | William Katz67% | $33 → $32.5 | Maintains | Sell | Get Alert |
| 08/14/2015 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -88.8% | William Katz67% | $43 → $42.5 | Maintains | Neutral | Get Alert |
| 08/11/2015 | APO | Buy Now | Apollo Global Management | $135.24 | -77.82% | 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 | $22.75 | 124.18% | William Katz67% | $52 → $51 | Maintains | Neutral | Get Alert |
| 07/31/2015 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -18.64% | William Katz67% | $33.5 → $33 | Maintains | Buy | Get Alert |
| 07/27/2015 | KKR | Buy Now | KKR & Co | $122.56 | -77.56% | 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 | $1.04 | 3073.08% | William Katz67% | $36 → $33 | Downgrade | Neutral → Sell | Get Alert |
| 07/15/2015 | CG | Buy Now | Carlyle Group | $47.00 | -29.79% | William Katz67% | $34 → $33 | Maintains | Buy | Get Alert |
| 07/15/2015 | BX | Buy Now | Blackstone | $137.70 | -67.32% | William Katz67% | $50 → $45 | Maintains | Buy | Get Alert |
| 07/15/2015 | BLK | Buy Now | BlackRock | $974.44 | -61% | William Katz67% | $390 → $380 | 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 | $122.56 | -79.19% | 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 | — | — | William Katz67% | $36.5 → $36 | Maintains | Sell | Get Alert |
| 07/15/2015 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 1.06% | William Katz67% | $43.5 → $43 | Maintains | Neutral | Get Alert |
| 07/15/2015 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 43.65% | William Katz67% | $270 → $265 | Maintains | Buy | Get Alert |
| 07/15/2015 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -17.41% | 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 | $93.21 | -12.03% | William Katz67% | $83 → $82 | Maintains | Neutral | Get Alert |
| 07/15/2015 | APO | Buy Now | Apollo Global Management | $135.24 | -82.25% | William Katz67% | $25 → $24 | Maintains | Buy | Get Alert |
| 07/10/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 3361.54% | William Katz67% | $37 → $36 | Maintains | Neutral | Get Alert |
| 07/10/2015 | BEN | Buy Now | Franklin Resources | $22.75 | 130.77% | William Katz67% | $55 → $52.5 | Maintains | Neutral | Get Alert |
| 07/10/2015 | SCHW | Buy Now | Charles Schwab | $89.21 | -62.45% | William Katz67% | $31.5 → $33.5 | Maintains | Neutral | Get Alert |
| 07/10/2015 | RJF | Buy Now | Raymond James Finl | $148.95 | -60.73% | William Katz67% | $58 → $58.5 | Maintains | Neutral | Get Alert |
| 07/10/2015 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -87.88% | William Katz67% | $45 → $46 | Maintains | Neutral | Get Alert |
| 06/11/2015 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -13.71% | 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 | $42.55 | 2.23% | William Katz67% | $42.5 → $43.5 | Maintains | Neutral | Get Alert |
| 05/11/2015 | APO | Buy Now | Apollo Global Management | $135.24 | -81.51% | William Katz67% | $26 → $25 | Maintains | Buy | Get Alert |
| 05/05/2015 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -0.12% | William Katz67% | $41 → $42.5 | Maintains | Neutral | Get Alert |
| 05/04/2015 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -0.12% | William Katz67% | $41 → $42.5 | Maintains | Neutral | Get Alert |
| 04/30/2015 | CG | Buy Now | Carlyle Group | $47.00 | -27.66% | William Katz67% | $32 → $34 | Maintains | Buy | Get Alert |
| 04/30/2015 | BEN | Buy Now | Franklin Resources | $22.75 | 141.76% | 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 | $122.56 | -77.15% | William Katz67% | $27 → $28 | Maintains | Buy | Get Alert |
| 04/27/2015 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | — | Downgrade | Neutral → Sell | Get Alert |
| 04/24/2015 | KKR | Buy Now | KKR & Co | $122.56 | -77.15% | William Katz67% | $27 → $28 | Maintains | Buy | Get Alert |
| 04/24/2015 | SCHW | Buy Now | Charles Schwab | $89.21 | -64.69% | William Katz67% | $33 → $31.5 | Maintains | Neutral | Get Alert |
| 04/24/2015 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -10.95% | William Katz67% | $80 → $83 | Maintains | Neutral | Get Alert |
| 04/22/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 3457.69% | William Katz67% | $39 → $37 | Maintains | Neutral | Get Alert |
| 04/16/2015 | SCHW | Buy Now | Charles Schwab | $89.21 | -63.01% | William Katz67% | $32 → $33 | Maintains | Neutral | Get Alert |
| 04/14/2015 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | — | 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 | $40.56 | -16.17% | William Katz67% | $32 → $34 | Maintains | Buy | Get Alert |
| 03/02/2015 | BLK | Buy Now | BlackRock | $974.44 | — | 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 | $47.00 | -31.91% | William Katz67% | $30.5 → $32 | Upgrade | Neutral → Buy | Get Alert |
| 02/18/2015 | APAM | Buy Now | Artisan Partners Asset | $42.55 | -3.64% | William Katz67% | $40 → $41 | Maintains | Sell | Get Alert |
| 02/13/2015 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -21.1% | 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 | $42.55 | — | 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 | $137.70 | -67.32% | William Katz67% | $38 → $45 | Maintains | Buy | Get Alert |
| 01/30/2015 | IVZ | Buy Now | Invesco | $14.79 | 224.54% | William Katz67% | $50 → $48 | Maintains | Buy | Get Alert |
| 01/29/2015 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -14.17% | 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 | — | — | William Katz67% | → $38 | Upgrade | Sell → Neutral | Get Alert |
| 01/16/2015 | EV | Buy Now | Eaton Vance | — | — | 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 | $137.70 | -72.4% | William Katz67% | $37 → $38 | Maintains | Buy | Get Alert |
| 01/09/2015 | SCHW | Buy Now | Charles Schwab | $89.21 | -66.37% | William Katz67% | $27 → $30 | Maintains | Neutral | Get Alert |
| 01/09/2015 | KKR | Buy Now | KKR & Co | $122.56 | -77.97% | 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 | $184.48 | 35.52% | William Katz67% | $240 → $250 | Maintains | Buy | Get Alert |
| 01/09/2015 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -87.88% | William Katz67% | $45 → $46 | Maintains | Neutral | Get Alert |
| 01/09/2015 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -3.44% | William Katz67% | $80 → $90 | Maintains | Neutral | Get Alert |
| 01/09/2015 | RJF | Buy Now | Raymond James Finl | $148.95 | -61.06% | William Katz67% | $57 → $58 | Maintains | Neutral | Get Alert |
| 12/18/2014 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 30.1% | William Katz67% | $230 → $240 | Maintains | Buy | Get Alert |
| 12/16/2014 | APO | Buy Now | Apollo Global Management | $135.24 | -80.04% | William Katz67% | $24 → $27 | Maintains | Buy | Get Alert |
| 12/16/2014 | APO | Buy Now | Apollo Global Management | $135.24 | -80.04% | 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 | $1.04 | 3842.31% | William Katz67% | $40 → $41 | Maintains | Buy | Get Alert |
| 11/20/2014 | RJF | Buy Now | Raymond James Finl | $148.95 | -61.73% | William Katz67% | $56 → $57 | 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 | — | — | William Katz67% | $35 → $38 | Downgrade | Neutral → Sell | Get Alert |
| 11/11/2014 | EV | Buy Now | Eaton Vance | — | — | 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 | $184.48 | 24.67% | William Katz67% | $245 → $230 | Maintains | Buy | Get Alert |
| 11/03/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 3746.15% | William Katz67% | $36 → $40 | 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 | $974.44 | -60.49% | William Katz67% | $335 → $385 | Upgrade | Neutral → Buy | Get Alert |
| 10/31/2014 | RJF | Buy Now | Raymond James Finl | $148.95 | -62.4% | William Katz67% | $55 → $56 | Maintains | Neutral | Get Alert |
| 10/31/2014 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -88.14% | William Katz67% | $47 → $45 | Maintains | Neutral | Get Alert |
| 10/30/2014 | CG | Buy Now | Carlyle Group | $47.00 | -35.11% | William Katz67% | $31.5 → $30.5 | Maintains | Neutral | Get Alert |
| 10/29/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 3361.54% | William Katz67% | $32 → $36 | Maintains | Neutral | Get Alert |
| 10/29/2014 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 5.76% | William Katz67% | $52 → $45 | Maintains | Neutral | Get Alert |
| 10/28/2014 | SCHW | Buy Now | Charles Schwab | $89.21 | -69.73% | William Katz67% | $26 → $27 | Maintains | Neutral | Get Alert |
| 10/24/2014 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -14.17% | William Katz67% | $84 → $80 | Maintains | Neutral | Get Alert |
| 10/23/2014 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $37 → $35 | Maintains | Neutral | Get Alert |
| 10/21/2014 | SCHW | Buy Now | Charles Schwab | $89.21 | -70.86% | William Katz67% | $27 → $26 | — | — | Get Alert |
| 10/21/2014 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -87.35% | 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 | $47.00 | -32.98% | William Katz67% | $36 → $31.5 | Maintains | Neutral | Get Alert |
| 10/08/2014 | BX | Buy Now | Blackstone | $137.70 | -73.13% | William Katz67% | $40 → $37 | Maintains | Buy | Get Alert |
| 10/08/2014 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 22.21% | William Katz67% | $54 → $52 | Maintains | Neutral | Get Alert |
| 10/08/2014 | BLK | Buy Now | BlackRock | $974.44 | -64.08% | William Katz67% | $340 → $350 | Maintains | Neutral | Get Alert |
| 10/08/2014 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $36 → $37 | Maintains | Neutral | Get Alert |
| 10/08/2014 | BEN | Buy Now | Franklin Resources | $22.75 | 159.34% | William Katz67% | $60 → $59 | Maintains | Neutral | Get Alert |
| 10/08/2014 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 32.81% | William Katz67% | $250 → $245 | Maintains | Buy | Get Alert |
| 10/08/2014 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -23.57% | William Katz67% | $32 → $31 | Maintains | Buy | Get Alert |
| 10/08/2014 | KKR | Buy Now | KKR & Co | $122.56 | -78.79% | 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 | $379.58 | -87.09% | William Katz67% | $52 → $49 | Maintains | Neutral | Get Alert |
| 10/08/2014 | APO | Buy Now | Apollo Global Management | $135.24 | -82.25% | William Katz67% | $26.5 → $24 | Maintains | Neutral | Get Alert |
| 10/08/2014 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -9.88% | William Katz67% | $88 → $84 | Maintains | Neutral | Get Alert |
| 09/16/2014 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 35.52% | William Katz67% | $240 → $250 | Maintains | Buy | Get Alert |
| 09/12/2014 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -21.1% | 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 | $42.55 | 26.91% | 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 | — | — | William Katz67% | $37 → $36 | Maintains | Neutral | Get Alert |
| 08/07/2014 | APO | Buy Now | Apollo Global Management | $135.24 | -80.41% | William Katz67% | $28 → $26.5 | Maintains | Neutral | Get Alert |
| 07/31/2014 | AB | Buy Now | AllianceBernstein Holding | $40.56 | — | William Katz67% | — | Upgrade | Neutral → Buy | Get Alert |
| 07/31/2014 | BEN | Buy Now | Franklin Resources | $22.75 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/31/2014 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | — | 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 | $89.21 | -67.49% | 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 | $93.21 | -5.59% | William Katz67% | $90 → $88 | Maintains | Neutral | Get Alert |
| 07/25/2014 | RJF | Buy Now | Raymond James Finl | $148.95 | -63.07% | William Katz67% | $53 → $55 | 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 | $47.00 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/09/2014 | APAM | Buy Now | Artisan Partners Asset | $42.55 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 07/09/2014 | APO | Buy Now | Apollo Global Management | $135.24 | — | 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 | $974.44 | -65.11% | William Katz67% | $315 → $340 | Maintains | Neutral | Get Alert |
| 06/12/2014 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -33.43% | William Katz67% | $26 → $27 | Maintains | Neutral | Get Alert |
| 06/10/2014 | APAM | Buy Now | Artisan Partners Asset | $42.55 | 52.76% | William Katz67% | $72 → $65 | Maintains | Buy | Get Alert |
| 05/22/2014 | EV | Buy Now | Eaton Vance | — | — | 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 | $135.24 | -76.34% | 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 | $47.00 | -21.28% | William Katz67% | $38 → $37 | Maintains | Buy | Get Alert |
| 04/30/2014 | AMG | Buy Now | Affiliated Managers Group | $184.48 | 30.1% | William Katz67% | $225 → $240 | Maintains | Buy | Get Alert |
| 04/24/2014 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -84.98% | William Katz67% | $60 → $57 | Maintains | Buy | Get Alert |
| 04/21/2014 | BLK | Buy Now | BlackRock | $974.44 | -67.67% | William Katz67% | $325 → $315 | Maintains | Neutral | Get Alert |
| 04/14/2014 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | — | Upgrade | Sell → Neutral | Get Alert |
| 04/10/2014 | CG | Buy Now | Carlyle Group | $47.00 | -19.15% | William Katz67% | $40 → $38 | Maintains | Buy | Get Alert |
| 04/10/2014 | BX | Buy Now | Blackstone | $137.70 | -70.95% | 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 | $89.21 | -69.73% | William Katz67% | $28 → $27 | Maintains | Neutral | Get Alert |
| 04/10/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 2976.92% | William Katz67% | $36 → $32 | Maintains | Neutral | Get Alert |
| 04/10/2014 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -7.74% | William Katz67% | $85 → $86 | Maintains | Neutral | Get Alert |
| 04/10/2014 | RJF | Buy Now | Raymond James Finl | $148.95 | -64.42% | William Katz67% | $54 → $53 | Maintains | Neutral | Get Alert |
| 04/10/2014 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -84.19% | 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 | $122.56 | -76.75% | William Katz67% | $30 → $28.5 | Maintains | Buy | Get Alert |
| 04/10/2014 | IVZ | Buy Now | Invesco | $14.79 | 217.78% | William Katz67% | $48 → $47 | Maintains | Buy | Get Alert |
| 04/10/2014 | APO | Buy Now | Apollo Global Management | $135.24 | -74.86% | William Katz67% | $36 → $34 | Maintains | Buy | Get Alert |
| 04/10/2014 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -35.9% | William Katz67% | $25 → $26 | Maintains | Neutral | Get Alert |
| 04/09/2014 | CG | Buy Now | Carlyle Group | $47.00 | -19.15% | William Katz67% | $40 → $38 | Maintains | Buy | Get Alert |
| 04/09/2014 | BX | Buy Now | Blackstone | $137.70 | -70.95% | 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 | $89.21 | -69.73% | William Katz67% | $28 → $27 | Maintains | Neutral | Get Alert |
| 04/09/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 2976.92% | William Katz67% | $36 → $32 | Maintains | Neutral | Get Alert |
| 04/09/2014 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -7.74% | William Katz67% | $85 → $86 | Maintains | Neutral | Get Alert |
| 04/09/2014 | RJF | Buy Now | Raymond James Finl | $148.95 | -64.42% | William Katz67% | $54 → $53 | Maintains | Neutral | Get Alert |
| 04/09/2014 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -84.19% | 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 | $122.56 | -76.75% | William Katz67% | $30 → $28.5 | Maintains | Buy | Get Alert |
| 04/09/2014 | IVZ | Buy Now | Invesco | $14.79 | 217.78% | William Katz67% | $48 → $47 | Maintains | Buy | Get Alert |
| 04/09/2014 | APO | Buy Now | Apollo Global Management | $135.24 | -74.86% | William Katz67% | $36 → $34 | Maintains | Buy | Get Alert |
| 04/09/2014 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -35.9% | 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 | $184.48 | — | 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 | $42.55 | — | William Katz67% | — | Upgrade | Hold → Buy | Get Alert |
| 02/20/2014 | CG | Buy Now | Carlyle Group | $47.00 | -14.89% | William Katz67% | $34.5 → $40 | Upgrade | Neutral → Buy | Get Alert |
| 02/10/2014 | APO | Buy Now | Apollo Global Management | $135.24 | — | 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 | $137.70 | -69.5% | William Katz67% | $35 → $42 | Maintains | Buy | Get Alert |
| 01/31/2014 | BEN | Buy Now | Franklin Resources | $22.75 | 168.13% | William Katz67% | $63 → $61 | Maintains | Buy | Get Alert |
| 01/31/2014 | IVZ | Buy Now | Invesco | $14.79 | 224.54% | William Katz67% | $44 → $48 | Maintains | Buy | Get Alert |
| 01/24/2014 | RJF | Buy Now | Raymond James Finl | $148.95 | -63.75% | William Katz67% | $50 → $54 | Maintains | Neutral | Get Alert |
| 01/21/2014 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 01/16/2014 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $40 → $37 | Downgrade | Neutral → Sell | Get Alert |
| 01/07/2014 | SCHW | Buy Now | Charles Schwab | $89.21 | -68.61% | William Katz67% | $27 → $28 | Downgrade | Buy → Neutral | Get Alert |
| 01/07/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 3169.23% | William Katz67% | $31 → $34 | 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 | $137.70 | -74.58% | William Katz67% | $33 → $35 | Maintains | Buy | Get Alert |
| 12/12/2013 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -0.23% | William Katz67% | $82 → $93 | Maintains | Buy | Get Alert |
| 11/21/2013 | APO | Buy Now | Apollo Global Management | $135.24 | -76.34% | 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 | $379.58 | -86.3% | William Katz67% | $45 → $52 | Maintains | Buy | Get Alert |
| 11/12/2013 | CG | Buy Now | Carlyle Group | $47.00 | -36.17% | William Katz67% | $29 → $30 | Maintains | Neutral | Get Alert |
| 11/08/2013 | APO | Buy Now | Apollo Global Management | $135.24 | — | 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 | $135.24 | -74.86% | William Katz67% | $30 → $34 | Maintains | Buy | Get Alert |
| 08/08/2013 | CG | Buy Now | Carlyle Group | $47.00 | -38.3% | William Katz67% | $32 → $29 | Downgrade | Buy → Neutral | Get Alert |
| 08/01/2013 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -88.14% | William Katz67% | $40 → $45 | Upgrade | Neutral → Buy | Get Alert |
| 07/30/2013 | BEN | Buy Now | Franklin Resources | $22.75 | 154.95% | William Katz67% | $58.33 → $58 | Maintains | Buy | Get Alert |
| 07/08/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 2688.46% | William Katz67% | $25 → $29 | Upgrade | Neutral → Buy | Get Alert |
| 07/08/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.04 | 2688.46% | William Katz67% | $25 → $29 | Upgrade | Neutral → Buy | Get Alert |
| 06/24/2013 | SCHW | Buy Now | Charles Schwab | $89.21 | -73.1% | William Katz67% | $14 → $24 | Upgrade | Sell → Buy | Get Alert |
| 06/24/2013 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | -12.03% | William Katz67% | $73 → $82 | Upgrade | Neutral → Buy | Get Alert |
| 06/24/2013 | EV | Buy Now | Eaton Vance | — | — | 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 | $42.55 | 10.46% | William Katz67% | → $47 | Downgrade | Buy → Neutral | Get Alert |
| 05/13/2013 | BEN | Buy Now | Franklin Resources | $22.75 | 779.12% | William Katz67% | $160 → $200 | Upgrade | Neutral → Buy | Get Alert |
| 05/09/2013 | BLK | Buy Now | BlackRock | $974.44 | -70.75% | William Katz67% | → $285 | Downgrade | Buy → Neutral | Get Alert |
| 04/26/2013 | RJF | Buy Now | Raymond James Finl | $148.95 | -70.46% | William Katz67% | $49 → $44 | Downgrade | Buy → Neutral | Get Alert |
| 04/24/2013 | BX | Buy Now | Blackstone | $137.70 | -82.21% | 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 | $14.79 | 136.65% | William Katz67% | $34 → $35 | Maintains | Buy | Get Alert |
| 03/13/2013 | BLK | Buy Now | BlackRock | $974.44 | -70.75% | William Katz67% | $265 → $285 | Maintains | Buy | Get Alert |
| 03/12/2013 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -44.53% | William Katz67% | → $22.5 | Downgrade | Buy → Neutral | Get Alert |
| 02/11/2013 | APO | Buy Now | Apollo Global Management | $135.24 | -80.77% | William Katz67% | $25 → $26 | Maintains | Buy | Get Alert |
| 02/11/2013 | SCHW | Buy Now | Charles Schwab | $89.21 | -84.31% | William Katz67% | $15 → $14 | Downgrade | Neutral → Sell | Get Alert |
| 02/06/2013 | CG | Buy Now | Carlyle Group | $47.00 | -27.66% | William Katz67% | $28 → $34 | Upgrade | Neutral → Buy | Get Alert |
| 02/06/2013 | BX | Buy Now | Blackstone | $137.70 | -82.57% | William Katz67% | $23.5 → $24 | Maintains | Buy | Get Alert |
| 02/06/2013 | KKR | Buy Now | KKR & Co | $122.56 | -82.05% | William Katz67% | $20 → $22 | Maintains | Buy | Get Alert |
| 02/06/2013 | APO | Buy Now | Apollo Global Management | $135.24 | -81.51% | 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 | $184.48 | -15.98% | William Katz67% | $135 → $155 | Downgrade | Buy → Neutral | Get Alert |
| 01/17/2013 | BLK | Buy Now | BlackRock | $974.44 | -72.8% | William Katz67% | $240 → $265 | Maintains | Buy | Get Alert |
| 12/18/2012 | RJF | Buy Now | Raymond James Finl | $148.95 | -70.46% | William Katz67% | → $44 | Initiates | → Buy | Get Alert |
| 11/12/2012 | APO | Buy Now | Apollo Global Management | $135.24 | -86.69% | 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 | $40.56 | -51.92% | William Katz67% | $18 → $19.5 | Maintains | Buy | Get Alert |
| 10/11/2012 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -55.62% | William Katz67% | $17 → $18 | Maintains | Buy | Get Alert |
| 10/08/2012 | CG | Buy Now | Carlyle Group | $47.00 | — | William Katz67% | — | Downgrade | Buy → Neutral | Get Alert |
| 10/08/2012 | TROW | Buy Now | T. Rowe Price Gr | $93.21 | — | 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 | $93.21 | -32.41% | William Katz67% | $56 → $63 | Upgrade | Sell → Neutral | Get Alert |
| 10/08/2012 | BLK | Buy Now | BlackRock | $974.44 | -77.42% | William Katz67% | $190 → $220 | 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 | $40.56 | -58.09% | William Katz67% | $14 → $17 | Maintains | Buy | Get Alert |
| 08/24/2012 | SCHW | Buy Now | Charles Schwab | $89.21 | -84.87% | 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 | $14.79 | 96.08% | 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 | $974.44 | -80.5% | William Katz67% | $180 → $190 | Maintains | Neutral | Get Alert |
| 08/10/2012 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -65.48% | William Katz67% | $13 → $14 | Upgrade | Neutral → Buy | Get Alert |
| 08/01/2012 | LPLA | Buy Now | LPL Finl Hldgs | $379.58 | -92.1% | William Katz67% | $33 → $30 | Maintains | Neutral | Get Alert |
| 08/01/2012 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -26.82% | 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 | $1.04 | 1150% | William Katz67% | $20 → $13 | Downgrade | Buy → Neutral | Get Alert |
| 05/24/2012 | EV | Buy Now | Eaton Vance | — | — | William Katz67% | $24 → $23.5 | Upgrade | Sell → Neutral | Get Alert |
| 05/23/2012 | BLK | Buy Now | Blackrock | $974.44 | -81.53% | William Katz67% | $201 → $180 | 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 | $14.79 | 92.7% | William Katz67% | $31 → $28.5 | Maintains | Buy | Get Alert |
| 05/09/2012 | APO | Buy Now | Apollo Global Management | $135.24 | -87.61% | William Katz67% | $16.5 → $16.75 | Maintains | Buy | Get Alert |
| 05/08/2012 | AB | Buy Now | AllianceBernstein Holding | $40.56 | -63.02% | 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 | $379.58 | -91.04% | 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 | $184.48 | -28.45% | William Katz67% | $129 → $132 | Maintains | Buy | Get Alert |
| 03/21/2012 | AMG | Buy Now | Affiliated Managers Group | $184.48 | -30.07% | William Katz67% | $120 → $129 | Maintains | Buy | Get Alert |
| 03/19/2012 | SCHW | Buy Now | Charles Schwab | $89.21 | -86.55% | 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 | $14.79 | 102.84% | 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 | $974.44 | -79.78% | William Katz67% | $193 → $197 | Maintains | Neutral | Get Alert |
| 02/13/2012 | APO | Buy Now | Apollo Global Management | $135.24 | -87.8% | William Katz67% | $17 → $16.5 | Maintains | Buy | Get Alert |
