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Craig Siegenthaler's Stock Ratings
B of A Securities Analyst
Craig Siegenthaler is an analyst at B of A Securities. 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 05/04/2025
Overall Average Return
15.5%
Smart Score
Overall Average Return Percentile
75th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 04/16/2025 | IBKR | Buy Now | Interactive Brokers Group | $181.16 | 34.14% | Craig Siegenthaler75% | $265 → $243 | Maintains | Buy | Get Alert |
| 04/10/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $54.76 | 18.7% | Craig Siegenthaler75% | $65 → $65 | Upgrade | Neutral → Buy | Get Alert |
| 04/10/2025 | CBOE | Buy Now | Cboe Global Markets | $226.39 | 0.27% | Craig Siegenthaler75% | $260 → $227 | Downgrade | Buy → Neutral | Get Alert |
| 04/04/2025 | TPG | Buy Now | TPG | $47.54 | 43.04% | Craig Siegenthaler75% | $72 → $68 | Maintains | Buy | Get Alert |
| 04/04/2025 | KKR | Buy Now | KKR | $116.90 | 65.95% | Craig Siegenthaler75% | $214 → $194 | Maintains | Buy | Get Alert |
| 04/04/2025 | CG | Buy Now | Carlyle Group | $40.77 | 12.83% | Craig Siegenthaler75% | $47 → $46 | Maintains | Underperform | Get Alert |
| 04/04/2025 | BX | Buy Now | Blackstone | $137.52 | 50.52% | Craig Siegenthaler75% | $219 → $207 | Maintains | Buy | Get Alert |
| 04/04/2025 | BAM | Buy Now | Brookfield Asset Mgmt | $54.76 | 18.7% | Craig Siegenthaler75% | $69 → $65 | Maintains | Neutral | Get Alert |
| 04/04/2025 | ARES | Buy Now | Ares Management | $156.25 | 28.64% | Craig Siegenthaler75% | $221 → $201 | Maintains | Buy | Get Alert |
| 04/04/2025 | APO | Buy Now | Apollo Global Management | $134.00 | 41.79% | Craig Siegenthaler75% | $186 → $190 | Maintains | Buy | Get Alert |
| 04/03/2025 | VCTR | Buy Now | Victory Capital Holdings | $59.59 | 46% | Craig Siegenthaler75% | $89 → $87 | Maintains | Buy | Get Alert |
| 04/03/2025 | TROW | Buy Now | T. Rowe Price Group | $91.60 | -7.21% | Craig Siegenthaler75% | $90 → $85 | Maintains | Underperform | Get Alert |
| 04/03/2025 | BLK | Buy Now | BlackRock | $937.00 | 25.72% | Craig Siegenthaler75% | $1196 → $1178 | Maintains | Buy | Get Alert |
| 04/03/2025 | BEN | Buy Now | Franklin Resources | $19.66 | -13.53% | Craig Siegenthaler75% | $20 → $17 | Maintains | Underperform | Get Alert |
| 04/03/2025 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 12.01% | Craig Siegenthaler75% | $211 → $195 | Maintains | Neutral | Get Alert |
| 04/03/2025 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -9.24% | Craig Siegenthaler75% | $42 → $38 | Downgrade | Buy → Neutral | Get Alert |
| 04/03/2025 | JHG | Buy Now | Janus Henderson Group | $35.63 | 20.68% | Craig Siegenthaler75% | $57 → $43 | Upgrade | Neutral → Buy | Get Alert |
| 04/02/2025 | VIRT | Buy Now | Virtu Finl | $40.72 | 17.88% | Craig Siegenthaler75% | $56 → $48 | Maintains | Buy | Get Alert |
| 04/02/2025 | NDAQ | Buy Now | Nasdaq | $78.18 | 34.31% | Craig Siegenthaler75% | $103 → $105 | Maintains | Buy | Get Alert |
| 04/02/2025 | ICE | Buy Now | Intercontinental Exchange | $173.40 | 32.64% | Craig Siegenthaler75% | $237 → $230 | Maintains | Buy | Get Alert |
| 04/02/2025 | CME | Buy Now | CME Group | $280.45 | -21.91% | Craig Siegenthaler75% | $200 → $219 | Maintains | Underperform | Get Alert |
| 10/18/2024 | BX | Buy Now | Blackstone | $137.52 | 39.62% | Craig Siegenthaler75% | $171 → $192 | Maintains | Buy | Get Alert |
| 10/16/2024 | SCHW | Buy Now | Charles Schwab | $83.06 | -26.56% | Craig Siegenthaler75% | $63 → $61 | Maintains | Underperform | Get Alert |
| 10/03/2024 | VIRT | Buy Now | Virtu Finl | $40.72 | -14.05% | Craig Siegenthaler75% | $37 → $35 | Maintains | Buy | Get Alert |
| 10/03/2024 | NDAQ | Buy Now | Nasdaq | $78.18 | 12.56% | Craig Siegenthaler75% | $90 → $88 | Maintains | Buy | Get Alert |
| 10/03/2024 | ICE | Buy Now | Intercontinental Exchange | $173.40 | 0.92% | Craig Siegenthaler75% | $168 → $175 | Maintains | Buy | Get Alert |
| 10/03/2024 | CME | Buy Now | CME Gr | $280.45 | -35.82% | Craig Siegenthaler75% | $177 → $180 | Maintains | Underperform | Get Alert |
| 09/12/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $54.76 | -17.82% | Craig Siegenthaler75% | $41 → $45 | Maintains | Neutral | Get Alert |
| 09/04/2024 | NDAQ | Buy Now | Nasdaq | $78.18 | 15.12% | Craig Siegenthaler75% | $53 → $90 | Upgrade | Underperform → Buy | Get Alert |
| 09/03/2024 | CME | Buy Now | CME Gr | $280.45 | -36.89% | Craig Siegenthaler75% | $212 → $177 | Downgrade | Neutral → Underperform | Get Alert |
| 08/12/2024 | HOOD | Buy Now | Robinhood Markets | $48.49 | -34% | Craig Siegenthaler75% | $28 → $32 | Maintains | Buy | Get Alert |
| 08/12/2024 | VCTR | Buy Now | Victory Capital Holdings | $59.59 | -0.99% | Craig Siegenthaler75% | $58 → $59 | Maintains | Buy | Get Alert |
| 08/06/2024 | APO | Buy Now | Apollo Global Management | $134.00 | -8.21% | Craig Siegenthaler75% | $124 → $123 | Upgrade | Neutral → Buy | Get Alert |
| 07/30/2024 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 15.46% | Craig Siegenthaler75% | $200 → $201 | Maintains | Neutral | Get Alert |
| 07/30/2024 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -19.65% | Craig Siegenthaler75% | → $268 | Upgrade | Neutral → Buy | Get Alert |
| 07/22/2024 | VIRT | Buy Now | Virtu Finl | $40.72 | -9.14% | Craig Siegenthaler75% | $25 → $37 | Maintains | Buy | Get Alert |
| 07/19/2024 | BX | Buy Now | Blackstone | $137.52 | 5.44% | Craig Siegenthaler75% | $130 → $145 | Maintains | Buy | Get Alert |
| 07/17/2024 | SCHW | Buy Now | Charles Schwab | $83.06 | -20.54% | Craig Siegenthaler75% | $72 → $66 | Maintains | Underperform | Get Alert |
| 07/12/2024 | VCTR | Buy Now | Victory Capital Holdings | $59.59 | -2.67% | Craig Siegenthaler75% | $59 → $58 | Maintains | Buy | Get Alert |
| 05/17/2024 | HOOD | Buy Now | Robinhood Markets | $48.49 | -50.5% | Craig Siegenthaler75% | $14 → $24 | Upgrade | Underperform → Buy | Get Alert |
| 04/29/2024 | AB | Buy Now | AllianceBernstein Holding | $41.87 | 21.81% | Craig Siegenthaler75% | $54 → $51 | Maintains | Buy | Get Alert |
| 04/25/2024 | VIRT | Buy Now | Virtu Finl | $40.72 | -38.61% | Craig Siegenthaler75% | $22 → $25 | Maintains | Buy | Get Alert |
| 04/25/2024 | CME | Buy Now | CME Gr | $280.45 | -22.98% | Craig Siegenthaler75% | $209 → $216 | Maintains | Neutral | Get Alert |
| 04/19/2024 | BX | Buy Now | Blackstone | $137.52 | -4.01% | Craig Siegenthaler75% | $141 → $132 | Maintains | Buy | Get Alert |
| 04/19/2024 | ICE | Buy Now | Intercontinental Exchange | $173.40 | -11.76% | Craig Siegenthaler75% | $156 → $153 | Maintains | Buy | Get Alert |
| 04/17/2024 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -16.1% | Craig Siegenthaler75% | $147 → $152 | Maintains | Buy | Get Alert |
| 04/16/2024 | SCHW | Buy Now | Charles Schwab | $83.06 | -15.72% | Craig Siegenthaler75% | $68 → $70 | Maintains | Underperform | Get Alert |
| 03/04/2024 | BX | Buy Now | Blackstone | $137.52 | 6.89% | Craig Siegenthaler75% | $146 → $147 | Maintains | Buy | Get Alert |
| 11/28/2023 | VIRT | Buy Now | Virtu Finl | $40.72 | -50.88% | Craig Siegenthaler75% | → $20 | Initiates | → Buy | Get Alert |
| 09/07/2023 | BAM | Buy Now | Brookfield Asset Mgmt | $54.76 | -26.95% | Craig Siegenthaler75% | → $40 | Initiates | → Neutral | Get Alert |
| 09/06/2023 | CME | Buy Now | CME Gr | $280.45 | -27.26% | Craig Siegenthaler75% | $167 → $204 | Upgrade | Underperform → Neutral | Get Alert |
| 09/05/2023 | AB | Buy Now | AllianceBernstein Holding | $41.87 | 12.25% | Craig Siegenthaler75% | $36 → $47 | Upgrade | Neutral → Buy | Get Alert |
| 07/21/2023 | BX | Buy Now | Blackstone | $137.52 | -14.92% | Craig Siegenthaler75% | $105 → $117 | Maintains | Buy | Get Alert |
| 04/21/2023 | BX | Buy Now | Blackstone | $137.52 | -20.74% | Craig Siegenthaler75% | $98 → $109 | Maintains | Buy | Get Alert |
| 04/19/2023 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -22.17% | Craig Siegenthaler75% | $138 → $141 | Maintains | Buy | Get Alert |
| 04/18/2023 | SCHW | Buy Now | Charles Schwab | $83.06 | -38.6% | Craig Siegenthaler75% | $53 → $51 | Maintains | Underperform | Get Alert |
| 04/17/2023 | BLK | Buy Now | BlackRock | $937.00 | -1.81% | Craig Siegenthaler75% | $868 → $920 | Maintains | Buy | Get Alert |
| 04/13/2023 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -31.65% | Craig Siegenthaler75% | $264 → $228 | Maintains | Neutral | Get Alert |
| 04/05/2023 | VCTR | Buy Now | Victory Capital Holdings | $59.59 | -36.23% | Craig Siegenthaler75% | $35 → $38 | Maintains | Buy | Get Alert |
| 04/05/2023 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 10.29% | Craig Siegenthaler75% | $182 → $192 | Maintains | Neutral | Get Alert |
| 04/05/2023 | BEN | Buy Now | Franklin Resources | $19.66 | 22.08% | Craig Siegenthaler75% | $28 → $24 | Maintains | Underperform | Get Alert |
| 04/05/2023 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | -21.4% | Craig Siegenthaler75% | $78 → $72 | Maintains | Underperform | Get Alert |
| 04/05/2023 | APO | Buy Now | Apollo Global Management | $134.00 | -46.27% | Craig Siegenthaler75% | $78 → $72 | Maintains | Neutral | Get Alert |
| 04/05/2023 | CG | Buy Now | Carlyle Group | $40.77 | -19.06% | Craig Siegenthaler75% | $34 → $33 | Maintains | Underperform | Get Alert |
| 04/05/2023 | ARES | Buy Now | Ares Management | $156.25 | -34.08% | Craig Siegenthaler75% | $104 → $103 | Maintains | Buy | Get Alert |
| 04/05/2023 | PAX | Buy Now | Patria Investments | $10.55 | 61.14% | Craig Siegenthaler75% | $20 → $17 | Maintains | Neutral | Get Alert |
| 04/05/2023 | TPG | Buy Now | TPG | $47.54 | -28.48% | Craig Siegenthaler75% | $36 → $34 | Maintains | Buy | Get Alert |
| 04/05/2023 | BX | Buy Now | Blackstone | $137.52 | -28.74% | Craig Siegenthaler75% | $115 → $98 | Maintains | Buy | Get Alert |
| 04/05/2023 | KKR | Buy Now | KKR & Co | $116.90 | -42.69% | Craig Siegenthaler75% | $70 → $67 | Maintains | Buy | Get Alert |
| 01/30/2023 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | -14.85% | Craig Siegenthaler75% | → $78 | Maintains | Neutral | Get Alert |
| 01/19/2023 | SCHW | Buy Now | Charles Schwab | $83.06 | -9.7% | Craig Siegenthaler75% | $92 → $75 | Downgrade | Buy → Underperform | Get Alert |
| 11/17/2022 | ICE | Buy Now | Intercontinental Exchange | $173.40 | -23.88% | Craig Siegenthaler75% | → $132 | Upgrade | Neutral → Buy | Get Alert |
| 11/02/2022 | KKR | Buy Now | KKR & Co | $116.90 | -48.67% | Craig Siegenthaler75% | $57 → $60 | Upgrade | Neutral → Buy | Get Alert |
| 10/14/2022 | NDAQ | Buy Now | Nasdaq | $78.18 | -25.81% | Craig Siegenthaler75% | $65 → $58 | Downgrade | Buy → Underperform | Get Alert |
| 09/23/2022 | APO | Buy Now | Apollo Global Management | $134.00 | — | Craig Siegenthaler75% | — | Upgrade | Underperform → Neutral | Get Alert |
| 09/08/2022 | BEN | Buy Now | Franklin Resources | $19.66 | 27.16% | Craig Siegenthaler75% | $28 → $25 | Downgrade | Neutral → Underperform | Get Alert |
| 09/07/2022 | AB | Buy Now | AllianceBernstein Holding | $41.87 | 7.48% | Craig Siegenthaler75% | → $45 | Reinstates | → Neutral | Get Alert |
| 09/07/2022 | PAX | Buy Now | Patria Investments | $10.55 | 61.14% | Craig Siegenthaler75% | → $17 | Reinstates | → Neutral | Get Alert |
| 09/07/2022 | AMP | Buy Now | Ameriprise Finl | $484.48 | -30.65% | Craig Siegenthaler75% | → $336 | Initiates | → Buy | Get Alert |
| 09/06/2022 | CG | Buy Now | Carlyle Group | $40.77 | -19.06% | Craig Siegenthaler75% | $58 → $33 | Downgrade | Buy → Underperform | Get Alert |
| 04/22/2022 | BX | Buy Now | Blackstone | $137.52 | 30.89% | Craig Siegenthaler75% | $172 → $180 | Maintains | Buy | Get Alert |
| 04/20/2022 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -35.42% | Craig Siegenthaler75% | $111 → $117 | Maintains | Buy | Get Alert |
| 02/15/2022 | APO | Buy Now | Apollo Global Management | $134.00 | -42.54% | Craig Siegenthaler75% | $74 → $77 | Maintains | Underperform | Get Alert |
| 02/07/2022 | TPG | Buy Now | TPG | $47.54 | -1.14% | Craig Siegenthaler75% | → $47 | Initiates | → Buy | Get Alert |
| 01/24/2022 | OWL | Buy Now | Blue Owl Cap | $18.72 | -3.85% | Craig Siegenthaler75% | → $18 | Initiates | → Buy | Get Alert |
| 12/16/2021 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -44.84% | Craig Siegenthaler75% | → $184 | Initiates | → Neutral | Get Alert |
| 12/16/2021 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -30.45% | Craig Siegenthaler75% | → $126 | Initiates | → Buy | Get Alert |
| 12/16/2021 | HOOD | Buy Now | Robinhood Markets | $48.49 | -54.63% | Craig Siegenthaler75% | → $22 | Initiates | → Underperform | Get Alert |
| 07/30/2021 | JHG | Buy Now | Janus Henderson Group | $35.63 | 61.38% | Craig Siegenthaler75% | $51 → $57.5 | Maintains | Neutral | Get Alert |
| 07/15/2021 | BLK | Buy Now | BlackRock | $937.00 | 6.72% | Craig Siegenthaler75% | $1011 → $1000 | Maintains | Outperform | Get Alert |
| 05/24/2021 | RJF | Buy Now | Raymond James Finl | $141.76 | -4.77% | Craig Siegenthaler75% | $88.67 → $90 | Maintains | Neutral | Get Alert |
| 05/21/2021 | PAX | Buy Now | Patria Investments | $10.55 | 184.36% | Craig Siegenthaler75% | $29 → $30 | Maintains | Outperform | Get Alert |
| 05/21/2021 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -50.23% | Craig Siegenthaler75% | → $166 | Downgrade | Outperform → Neutral | Get Alert |
| 05/05/2021 | BEN | Buy Now | Franklin Resources | $19.66 | 37.33% | Craig Siegenthaler75% | $26 → $27 | Maintains | Underperform | Get Alert |
| 05/05/2021 | KKR | Buy Now | KKR & Co | $116.90 | -43.54% | Craig Siegenthaler75% | $60 → $66 | Maintains | Neutral | Get Alert |
| 05/04/2021 | AMG | Buy Now | Affiliated Managers Group | $174.09 | -14.99% | Craig Siegenthaler75% | $146 → $148 | Maintains | Neutral | Get Alert |
| 04/28/2021 | SF | Buy Now | Stifel Financial | $89.41 | -7.17% | Craig Siegenthaler75% | $82 → $83 | Maintains | Neutral | Get Alert |
| 04/28/2021 | IVZ | Buy Now | Invesco | $14.41 | 156.77% | Craig Siegenthaler75% | $30 → $37 | Maintains | Neutral | Get Alert |
| 04/27/2021 | SCHW | Buy Now | Charles Schwab | $83.06 | 3.54% | Craig Siegenthaler75% | $74 → $86 | Upgrade | Neutral → Outperform | Get Alert |
| 04/21/2021 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -39.28% | Craig Siegenthaler75% | $92 → $110 | Maintains | Outperform | Get Alert |
| 04/16/2021 | BLK | Buy Now | BlackRock | $937.00 | 5.02% | Craig Siegenthaler75% | $949 → $984 | Maintains | Outperform | Get Alert |
| 04/16/2021 | SCHW | Buy Now | Charles Schwab | $83.06 | -10.91% | Craig Siegenthaler75% | $72 → $74 | Maintains | Neutral | Get Alert |
| 04/14/2021 | KKR | Buy Now | KKR & Co | $116.90 | -48.67% | Craig Siegenthaler75% | $53 → $60 | Maintains | Neutral | Get Alert |
| 04/12/2021 | LAZ | Buy Now | Lazard | $41.39 | 20.8% | Craig Siegenthaler75% | $49 → $50 | Maintains | Neutral | Get Alert |
| 03/30/2021 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | 97.6% | Craig Siegenthaler75% | $179 → $181 | Downgrade | Outperform → Neutral | Get Alert |
| 02/24/2021 | ARES | Buy Now | Ares Management | $156.25 | -65.44% | Craig Siegenthaler75% | → $54 | Reinstates | → Neutral | Get Alert |
| 02/19/2021 | CG | Buy Now | Carlyle Group | $40.77 | 3.02% | Craig Siegenthaler75% | $40 → $42 | Upgrade | Neutral → Outperform | Get Alert |
| 02/19/2021 | FOCS | Buy Now | Focus Finl Partners | — | — | Craig Siegenthaler75% | $53 → $62 | Maintains | Outperform | Get Alert |
| 02/10/2021 | KKR | Buy Now | KKR & Co | $116.90 | -59.79% | Craig Siegenthaler75% | $45 → $47 | Maintains | Neutral | Get Alert |
| 02/09/2021 | AMG | Buy Now | Affiliated Managers Group | $174.09 | -25.33% | Craig Siegenthaler75% | $118 → $130 | Maintains | Neutral | Get Alert |
| 02/05/2021 | CG | Buy Now | Carlyle Group | $40.77 | -1.89% | Craig Siegenthaler75% | $36 → $40 | Maintains | Neutral | Get Alert |
| 02/05/2021 | BSIG | Buy Now | BrightSphere Investment | — | — | Craig Siegenthaler75% | $28 → $27 | Maintains | Outperform | Get Alert |
| 02/05/2021 | JHG | Buy Now | Janus Henderson Group | $35.63 | -10.19% | Craig Siegenthaler75% | $30 → $32 | Maintains | Neutral | Get Alert |
| 02/04/2021 | SCHW | Buy Now | Charles Schwab | $83.06 | -26.56% | Craig Siegenthaler75% | $60 → $61 | Maintains | Neutral | Get Alert |
| 02/03/2021 | BEN | Buy Now | Franklin Resources | $19.66 | 27.16% | Craig Siegenthaler75% | $24 → $25 | Maintains | Underperform | Get Alert |
| 02/01/2021 | WETF | Buy Now | WisdomTree Inv | — | — | Craig Siegenthaler75% | $6.6 → $7.4 | Maintains | Outperform | Get Alert |
| 01/29/2021 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | 95.41% | Craig Siegenthaler75% | $171 → $179 | Maintains | Outperform | Get Alert |
| 01/29/2021 | RJF | Buy Now | Raymond James Finl | $141.76 | -19.58% | Craig Siegenthaler75% | $70 → $76 | Maintains | Neutral | Get Alert |
| 01/28/2021 | BX | Buy Now | Blackstone | $137.52 | -43.28% | Craig Siegenthaler75% | $72 → $78 | Maintains | Outperform | Get Alert |
| 01/27/2021 | IVZ | Buy Now | Invesco | $14.41 | 73.49% | Craig Siegenthaler75% | $22 → $25 | Maintains | Neutral | Get Alert |
| 01/20/2021 | SCHW | Buy Now | Charles Schwab | $83.06 | -27.76% | Craig Siegenthaler75% | $57 → $60 | Maintains | Neutral | Get Alert |
| 11/03/2020 | CG | Buy Now | Carlyle Group | $40.77 | -19.06% | Craig Siegenthaler75% | $31 → $33 | Maintains | Neutral | Get Alert |
| 11/03/2020 | SCHW | Buy Now | Charles Schwab | $83.06 | -48.23% | Craig Siegenthaler75% | $41 → $43 | Maintains | Neutral | Get Alert |
| 11/02/2020 | RJF | Buy Now | Raymond James Finl | $141.76 | -41.45% | Craig Siegenthaler75% | $53.33 → $55.33 | Maintains | Neutral | Get Alert |
| 10/28/2020 | IVZ | Buy Now | Invesco | $14.41 | -9.78% | Craig Siegenthaler75% | $11 → $13 | Maintains | Neutral | Get Alert |
| 10/28/2020 | BEN | Buy Now | Franklin Resources | $19.66 | 11.9% | Craig Siegenthaler75% | $21 → $22 | Maintains | Underperform | Get Alert |
| 10/27/2020 | AMG | Buy Now | Affiliated Managers Group | $174.09 | -56.92% | Craig Siegenthaler75% | $74 → $75 | Maintains | Neutral | Get Alert |
| 10/21/2020 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -65.22% | Craig Siegenthaler75% | $61 → $63 | Maintains | Outperform | Get Alert |
| 10/16/2020 | SCHW | Buy Now | Charles Schwab | $83.06 | -50.64% | Craig Siegenthaler75% | $43 → $41 | Maintains | Neutral | Get Alert |
| 10/14/2020 | SCHW | Buy Now | Charles Schwab | $83.06 | -48.23% | Craig Siegenthaler75% | → $43 | Reinstates | → Neutral | Get Alert |
| 10/09/2020 | JHG | Buy Now | Janus Henderson Group | $35.63 | -27.03% | Craig Siegenthaler75% | $16 → $26 | Upgrade | Underperform → Neutral | Get Alert |
| 08/27/2020 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $39 → $41 | Maintains | Neutral | Get Alert |
| 08/07/2020 | BSIG | Buy Now | BrightSphere Investment | — | — | Craig Siegenthaler75% | $16 → $20 | Maintains | Outperform | Get Alert |
| 08/07/2020 | FOCS | Buy Now | Focus Finl Partners | — | — | Craig Siegenthaler75% | $39 → $48 | Maintains | Outperform | Get Alert |
| 08/05/2020 | KKR | Buy Now | KKR & Co | $116.90 | -67.49% | Craig Siegenthaler75% | $34 → $38 | Maintains | Neutral | Get Alert |
| 08/03/2020 | LAZ | Buy Now | Lazard | $41.39 | -17.85% | Craig Siegenthaler75% | $32 → $34 | Maintains | Neutral | Get Alert |
| 07/31/2020 | RJF | Buy Now | Raymond James Finl | $141.76 | -45.68% | Craig Siegenthaler75% | $49.33 → $51.33 | Maintains | Neutral | Get Alert |
| 07/30/2020 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | 60.48% | Craig Siegenthaler75% | $135 → $147 | Maintains | Outperform | Get Alert |
| 07/28/2020 | AMG | Buy Now | Affiliated Managers Group | $174.09 | -59.22% | Craig Siegenthaler75% | $72 → $71 | Maintains | Neutral | Get Alert |
| 07/24/2020 | BX | Buy Now | Blackstone | $137.52 | -52.73% | Craig Siegenthaler75% | $64 → $65 | Maintains | Outperform | Get Alert |
| 07/15/2020 | KKR | Buy Now | KKR & Co | $116.90 | -70.92% | Craig Siegenthaler75% | $33 → $34 | Maintains | Neutral | Get Alert |
| 06/23/2020 | SCU | Buy Now | Sculptor Cap | — | — | Craig Siegenthaler75% | → $15 | Initiates | → Neutral | Get Alert |
| 06/23/2020 | FOCS | Buy Now | Focus Finl Partners | — | — | Craig Siegenthaler75% | → $39 | Initiates | → Outperform | Get Alert |
| 06/23/2020 | SF | Buy Now | Stifel Financial | $89.41 | -41.84% | Craig Siegenthaler75% | → $34.67 | Initiates | → Neutral | Get Alert |
| 06/23/2020 | IBKR | Buy Now | Interactive Brokers Gr | $181.16 | -70.74% | Craig Siegenthaler75% | → $53 | Initiates | → Outperform | Get Alert |
| 06/23/2020 | LAZ | Buy Now | Lazard | $41.39 | -22.69% | Craig Siegenthaler75% | → $32 | Initiates | → Neutral | Get Alert |
| 05/21/2020 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $34 → $35 | Maintains | Neutral | Get Alert |
| 05/20/2020 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -77.82% | Craig Siegenthaler75% | $68 → $74 | Maintains | Outperform | Get Alert |
| 05/07/2020 | ARES | Buy Now | Ares Management | $156.25 | -74.4% | Craig Siegenthaler75% | $38 → $40 | Maintains | Outperform | Get Alert |
| 05/01/2020 | CG | Buy Now | Carlyle Group | $40.77 | -41.13% | Craig Siegenthaler75% | $25 → $24 | Maintains | Neutral | Get Alert |
| 05/01/2020 | RJF | Buy Now | Raymond James Finl | $141.76 | -47.09% | Craig Siegenthaler75% | $48 → $50 | Maintains | Neutral | Get Alert |
| 05/01/2020 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -79.61% | Craig Siegenthaler75% | $59 → $68 | Maintains | Outperform | Get Alert |
| 04/28/2020 | AMG | Buy Now | Affiliated Managers Group | $174.09 | -67.26% | Craig Siegenthaler75% | $56 → $57 | Maintains | Neutral | Get Alert |
| 04/24/2020 | IVZ | Buy Now | Invesco | $14.41 | -44.48% | Craig Siegenthaler75% | $7 → $8 | Maintains | Neutral | Get Alert |
| 04/17/2020 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -54.62% | Craig Siegenthaler75% | $18 → $19 | Maintains | Neutral | Get Alert |
| 04/17/2020 | BLK | Buy Now | BlackRock | $937.00 | -41.09% | Craig Siegenthaler75% | $534 → $552 | Maintains | Outperform | Get Alert |
| 04/16/2020 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $43 → $40 | Maintains | Neutral | Get Alert |
| 04/03/2020 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -82.31% | Craig Siegenthaler75% | $98 → $59 | Maintains | Outperform | Get Alert |
| 02/26/2020 | BEN | Buy Now | Franklin Resources | $19.66 | 22.08% | Craig Siegenthaler75% | $22 → $24 | Maintains | Underperform | Get Alert |
| 02/25/2020 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $62 → $52 | Downgrade | Outperform → Neutral | Get Alert |
| 02/04/2020 | AMG | Buy Now | Affiliated Managers Group | $174.09 | -47.15% | Craig Siegenthaler75% | $91 → $92 | Maintains | Neutral | Get Alert |
| 02/03/2020 | KKR | Buy Now | KKR & Co | $116.90 | -72.63% | Craig Siegenthaler75% | $31 → $32 | Maintains | Neutral | Get Alert |
| 01/31/2020 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -63.72% | Craig Siegenthaler75% | $118 → $121 | Maintains | Outperform | Get Alert |
| 01/24/2020 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $60 → $62 | Maintains | Outperform | Get Alert |
| 01/24/2020 | RJF | Buy Now | Raymond James Finl | $141.76 | -18.88% | Craig Siegenthaler75% | $73.33 → $76.67 | Maintains | Neutral | Get Alert |
| 01/14/2020 | RJF | Buy Now | Raymond James Finl | $141.76 | -22.4% | Craig Siegenthaler75% | $70.67 → $73.33 | Maintains | Neutral | Get Alert |
| 12/04/2019 | CG | Buy Now | Carlyle Group | $40.77 | -31.32% | Craig Siegenthaler75% | $27 → $28 | Maintains | Neutral | Get Alert |
| 12/03/2019 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $50 → $51 | Maintains | Outperform | Get Alert |
| 11/27/2019 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $53 → $51 | Maintains | Neutral | Get Alert |
| 10/25/2019 | RJF | Buy Now | Raymond James Finl | $141.76 | -30.87% | Craig Siegenthaler75% | $64.67 → $65.33 | Maintains | Neutral | Get Alert |
| 10/25/2019 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -70.62% | Craig Siegenthaler75% | $96 → $98 | Maintains | Outperform | Get Alert |
| 10/01/2019 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $57 → $48 | Maintains | Outperform | Get Alert |
| 10/01/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 5147.52% | Craig Siegenthaler75% | $61 → $53 | Maintains | Neutral | Get Alert |
| 10/01/2019 | RJF | Buy Now | Raymond James Finl | $141.76 | -31.57% | Craig Siegenthaler75% | $67.33 → $64.67 | Maintains | Neutral | Get Alert |
| 10/01/2019 | SCHW | Buy Now | Charles Schwab | $83.06 | -41.01% | Craig Siegenthaler75% | $55 → $49 | Maintains | Outperform | Get Alert |
| 10/01/2019 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -70.62% | Craig Siegenthaler75% | $110 → $98 | Maintains | Outperform | Get Alert |
| 08/28/2019 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $48 → $50 | Maintains | Neutral | Get Alert |
| 08/06/2019 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Craig Siegenthaler75% | $39 → $42 | Maintains | Neutral | Get Alert |
| 07/26/2019 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -67.02% | Craig Siegenthaler75% | $108 → $110 | Maintains | Outperform | Get Alert |
| 07/23/2019 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 5939.6% | Craig Siegenthaler75% | $60 → $61 | Maintains | Neutral | Get Alert |
| 06/12/2019 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | → $44 | Assumes | → Neutral | Get Alert |
| 05/21/2019 | CG | Buy Now | Carlyle Group | $40.77 | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 05/21/2019 | KKR | Buy Now | KKR & Co | $116.90 | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 05/21/2019 | APO | Buy Now | Apollo Global Management | $134.00 | -68.66% | Craig Siegenthaler75% | $39 → $42 | Upgrade | Neutral → Outperform | Get Alert |
| 02/27/2019 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | 32.1% | Craig Siegenthaler75% | $107 → $121 | Maintains | Outperform | Get Alert |
| 10/31/2018 | WDR | Buy Now | Waddell & Reed Financial | — | — | Craig Siegenthaler75% | $20 → $18 | Maintains | Underperform | Get Alert |
| 10/30/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 5840.59% | Craig Siegenthaler75% | $62 → $60 | Maintains | Neutral | Get Alert |
| 10/30/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $61 → $58 | Maintains | Outperform | Get Alert |
| 10/29/2018 | WETF | Buy Now | WisdomTree Investments | — | — | Craig Siegenthaler75% | $12 → $10 | Maintains | Outperform | Get Alert |
| 10/26/2018 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -73.62% | Craig Siegenthaler75% | $91 → $88 | Maintains | Outperform | Get Alert |
| 10/26/2018 | SCHW | Buy Now | Charles Schwab | $83.06 | -36.19% | Craig Siegenthaler75% | $56 → $53 | Maintains | Outperform | Get Alert |
| 10/26/2018 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | 34.28% | Craig Siegenthaler75% | $161 → $123 | Maintains | Outperform | Get Alert |
| 10/26/2018 | BEN | Buy Now | Franklin Resources | $19.66 | 32.25% | Craig Siegenthaler75% | $28 → $26 | Maintains | Underperform | Get Alert |
| 10/26/2018 | RJF | Buy Now | Raymond James Finl | $141.76 | -29.46% | Craig Siegenthaler75% | $73.33 → $66.67 | Maintains | Neutral | Get Alert |
| 10/24/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 6038.61% | Craig Siegenthaler75% | $64 → $62 | Maintains | Neutral | Get Alert |
| 10/19/2018 | IVZ | Buy Now | Invesco | $14.41 | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 09/21/2018 | APO | Buy Now | Apollo Global Management | $134.00 | -70.9% | Craig Siegenthaler75% | $38 → $39 | Maintains | Neutral | Get Alert |
| 09/18/2018 | OAK | Buy Now | Oaktree Capital Group | — | — | Craig Siegenthaler75% | $42 → $45 | Maintains | Neutral | Get Alert |
| 08/24/2018 | JHG | Buy Now | Janus Henderson Group | $35.63 | — | Craig Siegenthaler75% | — | Downgrade | Neutral → Underperform | Get Alert |
| 08/14/2018 | MDLY | Buy Now | Medley Management | — | — | Craig Siegenthaler75% | $38 → $60 | Maintains | Neutral | Get Alert |
| 07/27/2018 | OAK | Buy Now | Oaktree Capital Group | — | — | Craig Siegenthaler75% | $45 → $44 | Maintains | Neutral | Get Alert |
| 07/27/2018 | IVZ | Buy Now | Invesco | $14.41 | 156.77% | Craig Siegenthaler75% | $39 → $37 | Maintains | Outperform | Get Alert |
| 07/25/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 6137.62% | Craig Siegenthaler75% | $58 → $63 | Upgrade | Underperform → Neutral | Get Alert |
| 07/20/2018 | BX | Buy Now | Blackstone | $137.52 | -65.82% | Craig Siegenthaler75% | $48 → $47 | Maintains | Outperform | Get Alert |
| 07/20/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $79 → $77 | Maintains | Outperform | Get Alert |
| 07/13/2018 | IVZ | Buy Now | Invesco | $14.41 | 170.65% | Craig Siegenthaler75% | $41 → $39 | Maintains | Outperform | Get Alert |
| 05/23/2018 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $57 → $61 | Maintains | Neutral | Get Alert |
| 05/16/2018 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 05/08/2018 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -72.42% | Craig Siegenthaler75% | $84 → $92 | Maintains | Outperform | Get Alert |
| 05/04/2018 | BSIG | Buy Now | BrightSphere Investment | — | — | Craig Siegenthaler75% | $20 → $23 | Maintains | Outperform | Get Alert |
| 05/04/2018 | KKR | Buy Now | KKR & Co | $116.90 | -72.63% | Craig Siegenthaler75% | $30 → $32 | Maintains | Outperform | Get Alert |
| 05/01/2018 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 21.78% | Craig Siegenthaler75% | $217 → $212 | Maintains | Neutral | Get Alert |
| 04/30/2018 | WETF | Buy Now | WisdomTree Investments | — | — | Craig Siegenthaler75% | $13 → $14 | Maintains | Outperform | Get Alert |
| 04/27/2018 | RJF | Buy Now | Raymond James Finl | $141.76 | — | Craig Siegenthaler75% | — | Upgrade | Underperform → Neutral | Get Alert |
| 04/26/2018 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Craig Siegenthaler75% | $52 → $53 | Maintains | Neutral | Get Alert |
| 04/25/2018 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 5642.57% | Craig Siegenthaler75% | $59 → $58 | Maintains | Underperform | Get Alert |
| 04/23/2018 | SCHW | Buy Now | Charles Schwab | $83.06 | -26.56% | Craig Siegenthaler75% | $62 → $61 | Maintains | Outperform | Get Alert |
| 04/20/2018 | ETFC | Buy Now | E*TRADE Financial | — | — | Craig Siegenthaler75% | $70 → $71 | Maintains | Outperform | Get Alert |
| 04/18/2018 | WETF | Buy Now | WisdomTree Investments | — | — | Craig Siegenthaler75% | → $13 | Reinstates | → Outperform | Get Alert |
| 04/17/2018 | SCHW | Buy Now | Charles Schwab | $83.06 | -25.36% | Craig Siegenthaler75% | $60 → $62 | Maintains | Outperform | Get Alert |
| 04/13/2018 | BLK | Buy Now | BlackRock | $937.00 | -27.21% | Craig Siegenthaler75% | $678 → $682 | Maintains | Outperform | Get Alert |
| 03/09/2018 | ARES | Buy Now | Ares Management | $156.25 | -78.88% | Craig Siegenthaler75% | $34 → $33 | Maintains | Outperform | Get Alert |
| 02/22/2018 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | 34.28% | Craig Siegenthaler75% | $121 → $123 | Maintains | Neutral | Get Alert |
| 02/08/2018 | CG | Buy Now | Carlyle Group | $40.77 | -31.32% | Craig Siegenthaler75% | $27 → $28 | Maintains | Outperform | Get Alert |
| 02/07/2018 | JHG | Buy Now | Janus Henderson Group | $35.63 | 3.85% | Craig Siegenthaler75% | $38 → $37 | Maintains | Neutral | Get Alert |
| 02/05/2018 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -74.52% | Craig Siegenthaler75% | $77 → $85 | Maintains | Outperform | Get Alert |
| 02/05/2018 | APO | Buy Now | Apollo Global Management | $134.00 | -70.9% | Craig Siegenthaler75% | $38 → $39 | Maintains | Neutral | Get Alert |
| 02/01/2018 | IVZ | Buy Now | Invesco | $14.41 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 01/03/2018 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 01/03/2018 | AMG | Buy Now | Affiliated Managers Group | $174.09 | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 12/01/2017 | RJF | Buy Now | Raymond James Finl | $141.76 | -42.16% | Craig Siegenthaler75% | → $54.67 | Initiates | → Underperform | Get Alert |
| 12/01/2017 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -79.61% | Craig Siegenthaler75% | → $68 | Initiates | → Outperform | Get Alert |
| 12/01/2017 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | 4355.45% | Craig Siegenthaler75% | → $45 | Initiates | → Underperform | Get Alert |
| 11/02/2017 | CG | Buy Now | Carlyle Group | $40.77 | -38.68% | Craig Siegenthaler75% | $26 → $25 | Maintains | Outperform | Get Alert |
| 11/02/2017 | APO | Buy Now | Apollo Global Management | $134.00 | -73.88% | Craig Siegenthaler75% | $32 → $35 | Maintains | Neutral | Get Alert |
| 10/26/2017 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Craig Siegenthaler75% | $48 → $49 | Maintains | Outperform | Get Alert |
| 10/25/2017 | WDR | Buy Now | Waddell & Reed Financial | — | — | Craig Siegenthaler75% | $18 → $19 | Maintains | Underperform | Get Alert |
| 10/12/2017 | BLK | Buy Now | BlackRock | $937.00 | -66.7% | Craig Siegenthaler75% | $597 → $312 | Maintains | Outperform | Get Alert |
| 08/11/2017 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $46 → $50 | Maintains | Neutral | Get Alert |
| 08/11/2017 | BLK | Buy Now | BlackRock | $937.00 | -36.71% | Craig Siegenthaler75% | $267 → $296.5 | Maintains | Outperform | Get Alert |
| 08/11/2017 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 28.09% | Craig Siegenthaler75% | $205 → $223 | Maintains | Outperform | Get Alert |
| 08/11/2017 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -33.13% | Craig Siegenthaler75% | $27 → $28 | Maintains | Neutral | Get Alert |
| 08/11/2017 | WDR | Buy Now | Waddell & Reed Financial | — | — | Craig Siegenthaler75% | $19 → $18 | Maintains | Underperform | Get Alert |
| 08/11/2017 | FII | Buy Now | Federated Investors | — | — | Craig Siegenthaler75% | $29 → $27 | Maintains | Neutral | Get Alert |
| 07/31/2017 | VRTS | Buy Now | Virtus Inv | $159.23 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 07/18/2017 | BLK | Buy Now | BlackRock | $937.00 | -43.01% | Craig Siegenthaler75% | $272.5 → $267 | Maintains | Outperform | Get Alert |
| 07/07/2017 | PIR | Buy Now | Pier 1 Imports | — | — | Craig Siegenthaler75% | $130 → $80 | Maintains | Underperform | Get Alert |
| 06/01/2017 | JHG | Buy Now | Janus Henderson Group | $35.63 | -7.38% | Craig Siegenthaler75% | → $33 | Initiates | → Neutral | Get Alert |
| 05/11/2017 | CG | Buy Now | Carlyle Group | $40.77 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 05/11/2017 | ARES | Buy Now | Ares Management | $156.25 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 02/03/2017 | AMTD | Buy Now | TD Ameritrade Holding | $1.01 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 11/18/2016 | FII | Buy Now | Federated Investors | — | — | Craig Siegenthaler75% | $26 → $27 | Upgrade | Underperform → Neutral | Get Alert |
| 10/31/2016 | VRTS | Buy Now | Virtus Inv | $159.23 | — | Craig Siegenthaler75% | — | Upgrade | Outperform → Neutral | Get Alert |
| 09/08/2016 | PIR | Buy Now | Pier 1 Imports | — | — | Craig Siegenthaler75% | $90 → $80 | Downgrade | Neutral → Underperform | Get Alert |
| 08/22/2016 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -91.61% | Craig Siegenthaler75% | → $28 | Downgrade | Outperform → Neutral | Get Alert |
| 04/12/2016 | BLK | Buy Now | BlackRock | $937.00 | -55.18% | Craig Siegenthaler75% | $179.5 → $210 | Maintains | Outperform | Get Alert |
| 03/18/2016 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -91.61% | Craig Siegenthaler75% | $24 → $28 | Maintains | Outperform | Get Alert |
| 03/16/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Craig Siegenthaler75% | $39 → $49 | Upgrade | Neutral → Outperform | Get Alert |
| 03/14/2016 | ARES | Buy Now | Ares Management | $156.25 | -89.76% | Craig Siegenthaler75% | $15 → $16 | Maintains | Neutral | Get Alert |
| 02/22/2016 | RJF | Buy Now | Raymond James Finl | $141.76 | -65.43% | Craig Siegenthaler75% | $36 → $32.67 | Maintains | Outperform | Get Alert |
| 02/22/2016 | SF | Buy Now | Stifel Financial | $89.41 | -69.8% | Craig Siegenthaler75% | $29.33 → $18 | Downgrade | Neutral → Underperform | Get Alert |
| 02/16/2016 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -95.05% | Craig Siegenthaler75% | $28 → $16.5 | Upgrade | Neutral → Outperform | Get Alert |
| 02/12/2016 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -91.61% | Craig Siegenthaler75% | $44 → $28 | Maintains | Neutral | Get Alert |
| 01/29/2016 | BX | Buy Now | Blackstone | $137.52 | -77.46% | Craig Siegenthaler75% | $25.12 → $31 | Maintains | Outperform | Get Alert |
| 01/27/2016 | LM | Buy Now | Legg Mason Inc-LeggMason | — | — | Craig Siegenthaler75% | $46 → $40 | Maintains | Neutral | Get Alert |
| 01/10/2016 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -35.51% | Craig Siegenthaler75% | → $27 | Assumes | → Neutral | Get Alert |
| 01/04/2016 | MDLY | Buy Now | Medley Management | — | — | Craig Siegenthaler75% | $70 → $60 | Downgrade | Outperform → Neutral | Get Alert |
| 01/04/2016 | CG | Buy Now | Carlyle Group | $40.77 | -55.85% | Craig Siegenthaler75% | → $18 | Downgrade | Outperform → Neutral | Get Alert |
| 01/04/2016 | BEN | Buy Now | Franklin Resources | $19.66 | 88.2% | Craig Siegenthaler75% | $41 → $37 | Downgrade | Neutral → Underperform | Get Alert |
| 01/04/2016 | WDR | Buy Now | Waddell & Reed Financial | — | — | Craig Siegenthaler75% | $33 → $28 | Downgrade | Neutral → Underperform | Get Alert |
| 09/16/2015 | WDR | Buy Now | Waddell & Reed Financial | — | — | Craig Siegenthaler75% | $36 → $34 | Maintains | Neutral | Get Alert |
| 09/10/2015 | BLK | Buy Now | BlackRock | $937.00 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 07/21/2015 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | $50 → $44 | Downgrade | Outperform → Neutral | Get Alert |
| 07/14/2015 | IVZ | Buy Now | Invesco | $14.41 | 219.22% | Craig Siegenthaler75% | $48 → $46 | Maintains | Neutral | Get Alert |
| 06/03/2015 | ARES | Buy Now | Ares Management | $156.25 | -85.28% | Craig Siegenthaler75% | → $23 | Initiates | → Neutral | Get Alert |
| 06/03/2015 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -11.63% | Craig Siegenthaler75% | → $37 | Assumes | → Neutral | Get Alert |
| 06/03/2015 | WETF | Buy Now | WisdomTree Investments | — | — | Craig Siegenthaler75% | → $27 | Initiates | → Outperform | Get Alert |
| 05/29/2015 | BX | Buy Now | Blackstone | $137.52 | -60.73% | Craig Siegenthaler75% | → $54 | Assumes | → Outperform | Get Alert |
| 01/06/2015 | IVZ | Buy Now | Invesco | $14.41 | 212.28% | Craig Siegenthaler75% | → $45 | Downgrade | Outperform → Neutral | Get Alert |
| 01/06/2015 | APO | Buy Now | Apollo Global Management | $134.00 | -81.34% | Craig Siegenthaler75% | → $25 | Downgrade | Outperform → Neutral | Get Alert |
| 12/10/2014 | IVZ | Buy Now | Invesco | $14.41 | 212.28% | Craig Siegenthaler75% | $44 → $45 | Maintains | Outperform | Get Alert |
| 11/20/2014 | BX | Buy Now | Blackstone | $137.52 | -71.64% | Craig Siegenthaler75% | $38 → $39 | Maintains | Outperform | Get Alert |
| 10/20/2014 | MDLY | Buy Now | Medley Management | — | — | Craig Siegenthaler75% | → $230 | Initiates | → Outperform | Get Alert |
| 10/08/2014 | KKR | Buy Now | KKR & Co | $116.90 | -72.63% | Craig Siegenthaler75% | → $32 | Initiates | → Outperform | Get Alert |
| 10/08/2014 | APO | Buy Now | Apollo Global Management | $134.00 | -76.12% | Craig Siegenthaler75% | → $32 | Initiates | → Outperform | Get Alert |
| 07/31/2014 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -84.11% | Craig Siegenthaler75% | $55 → $53 | Maintains | Neutral | Get Alert |
| 07/18/2014 | BX | Buy Now | Blackstone | $137.52 | -70.19% | Craig Siegenthaler75% | $40 → $41 | Maintains | Outperform | Get Alert |
| 07/09/2014 | KKR | Buy Now | KKR & Co | $116.90 | — | Craig Siegenthaler75% | — | Upgrade | Neutral → Outperform | Get Alert |
| 07/08/2014 | IVZ | Buy Now | Invesco | $14.41 | 205.34% | Craig Siegenthaler75% | $42 → $44 | Maintains | Outperform | Get Alert |
| 06/11/2014 | AMTD | Buy Now | AMTD IDEA Group | $1.01 | 3167.33% | Craig Siegenthaler75% | $210 → $198 | Maintains | Neutral | Get Alert |
| 05/09/2014 | APO | Buy Now | Apollo Global Management | $134.00 | -70.15% | Craig Siegenthaler75% | $45 → $40 | Maintains | Outperform | Get Alert |
| 04/24/2014 | RJF | Buy Now | Raymond James Finl | $141.76 | -58.38% | Craig Siegenthaler75% | $40 → $39.33 | Maintains | Outperform | Get Alert |
| 01/15/2014 | LPLA | Buy Now | LPL Finl Hldgs | $333.56 | -84.71% | Craig Siegenthaler75% | → $51 | Initiates | → Neutral | Get Alert |
| 01/15/2014 | SF | Buy Now | Stifel Financial | $89.41 | -45.2% | Craig Siegenthaler75% | → $32.67 | Initiates | → Neutral | Get Alert |
| 01/15/2014 | RJF | Buy Now | Raymond James Finl | $141.76 | -57.67% | Craig Siegenthaler75% | → $40 | Initiates | → Outperform | Get Alert |
| 11/06/2013 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 23.5% | Craig Siegenthaler75% | $210 → $215 | Maintains | Outperform | Get Alert |
| 10/23/2013 | EV | Buy Now | Eaton Vance | — | — | Craig Siegenthaler75% | — | Upgrade | Underperform → Outperform | Get Alert |
| 07/23/2013 | AMTD | Buy Now | AMTD IDEA Group | $1.01 | 2177.23% | Craig Siegenthaler75% | $114 → $138 | Maintains | Neutral | Get Alert |
| 07/03/2013 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -49.84% | Craig Siegenthaler75% | $25 → $21 | Downgrade | Outperform → Neutral | Get Alert |
| 07/03/2013 | AB | Buy Now | AllianceBernstein Holding | $41.87 | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 06/04/2013 | AMG | Buy Now | Affiliated Managers Group | $174.09 | 3.39% | Craig Siegenthaler75% | $166 → $180 | Maintains | Outperform | Get Alert |
| 01/30/2013 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | -29.04% | Craig Siegenthaler75% | $66 → $65 | Maintains | Neutral | Get Alert |
| 01/18/2013 | BLK | Buy Now | BlackRock | $937.00 | -75.45% | Craig Siegenthaler75% | $107.5 → $115 | Maintains | Neutral | Get Alert |
| 11/02/2012 | IVZ | Buy Now | Invesco | $14.41 | 87.37% | Craig Siegenthaler75% | $28 → $27 | Maintains | Outperform | Get Alert |
| 09/13/2012 | TROW | Buy Now | T. Rowe Price Gr | $91.60 | — | Craig Siegenthaler75% | — | Downgrade | Outperform → Neutral | Get Alert |
| 09/11/2012 | AMTD | Buy Now | AMTD IDEA Group | $1.01 | 1533.66% | Craig Siegenthaler75% | $102 → $99 | Maintains | Neutral | Get Alert |
| 08/23/2012 | AB | Buy Now | AllianceBernstein Holding | $41.87 | -61.79% | Craig Siegenthaler75% | $14.5 → $16 | Upgrade | Neutral → Outperform | Get Alert |
| 07/19/2012 | BLK | Buy Now | BlackRock | $937.00 | -79.08% | Craig Siegenthaler75% | $97.5 → $98 | Maintains | Neutral | Get Alert |
| 05/03/2012 | BEN | Buy Now | Franklin Resources | $19.66 | 612.11% | Craig Siegenthaler75% | $46 → $46.67 | Maintains | Neutral | Get Alert |
| 04/27/2012 | IVZ | Buy Now | Invesco Limited | $14.41 | 122.07% | Craig Siegenthaler75% | $31 → $32 | Maintains | Outperform | Get Alert |
| 03/02/2012 | BLK | Buy Now | Blackrock | $937.00 | -78.12% | Craig Siegenthaler75% | $100 → $102.5 | Downgrade | Outperform → Neutral | Get Alert |
