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Kenneth Worthington is an analyst at JP Morgan. 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 02/03/2026
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| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 01/30/2026 | BX | Buy Now | Blackstone | $141.50 | 11.66% | $176 → $158 | Maintains | Neutral | Get Alert | |
| 01/27/2026 | BLSH | Buy Now | Bullish | $28.98 | 44.95% | $45 → $42 | Maintains | Neutral | Get Alert | |
| 01/20/2026 | TROW | Buy Now | T. Rowe Price Group | $106.54 | 1.37% | $111 → $108 | Maintains | Underweight | Get Alert | |
| 01/20/2026 | IVZ | Buy Now | Invesco | $27.41 | 9.45% | $27 → $30 | Maintains | Neutral | Get Alert | |
| 01/06/2026 | WLTH | Buy Now | Wealthfront | $8.90 | 79.78% | → $16 | Initiates | → Overweight | Get Alert | |
| 11/21/2025 | BLSH | Buy Now | Bullish | $28.98 | 55.3% | $46 → $45 | Maintains | Neutral | Get Alert | |
| 11/18/2025 | BLSH | Buy Now | Bullish | $28.98 | 58.75% | $63 → $46 | Maintains | Neutral | Get Alert | |
| 11/13/2025 | CRCL | Buy Now | Circle Internet Group | $59.70 | 67.5% | $94 → $100 | Upgrade | Underweight → Overweight | Get Alert | |
| 11/11/2025 | CRCL | Buy Now | Circle Internet Group | $59.70 | 57.45% | $93 → $94 | Maintains | Underweight | Get Alert | |
| 11/10/2025 | BEN | Buy Now | Franklin Resources | $27.07 | -7.65% | $26 → $25 | Maintains | Neutral | Get Alert | |
| 11/07/2025 | PX | Buy Now | P10 | $10.93 | 41.81% | $15 → $15.5 | Maintains | Overweight | Get Alert | |
| 11/05/2025 | TPG | Buy Now | TPG | $57.70 | 31.72% | $78 → $76 | Maintains | Overweight | Get Alert | |
| 11/04/2025 | STEP | Buy Now | StepStone Group | $69.81 | 20.33% | $73 → $84 | Maintains | Overweight | Get Alert | |
| 11/04/2025 | MIAX | Buy Now | Miami International Hldgs | $41.78 | -11.44% | $32 → $37 | Maintains | Neutral | Get Alert | |
| 11/03/2025 | CG | Buy Now | Carlyle Group | $60.36 | 9.34% | $68 → $66 | Maintains | Neutral | Get Alert | |
| 11/03/2025 | OWL | Buy Now | Blue Owl Capital | $13.39 | 49.37% | $22 → $20 | Maintains | Neutral | Get Alert | |
| 11/03/2025 | TROW | Buy Now | T. Rowe Price Group | $106.54 | 4.19% | $109 → $111 | Maintains | Underweight | Get Alert | |
| 11/03/2025 | FHI | Buy Now | Federated Hermes | $53.72 | 4.24% | $55 → $56 | Maintains | Neutral | Get Alert | |
| 10/31/2025 | ICE | Buy Now | Intercontinental Exchange | $173.18 | 3.94% | $202 → $180 | Maintains | Overweight | Get Alert | |
| 10/31/2025 | COIN | Buy Now | Coinbase Global | $189.40 | 110.67% | $404 → $399 | Maintains | Overweight | Get Alert | |
| 10/31/2025 | TW | Buy Now | Tradeweb Markets | $102.83 | 31.28% | $134 → $135 | Maintains | Overweight | Get Alert | |
| 10/29/2025 | OWL | Buy Now | Blue Owl Capital | $13.39 | 64.3% | $21.5 → $22 | Maintains | Neutral | Get Alert | |
| 10/24/2025 | BX | Buy Now | Blackstone | $141.50 | 24.38% | $177 → $176 | Maintains | Neutral | Get Alert | |
| 10/24/2025 | CRCL | Buy Now | Circle Internet Group | $59.70 | 55.78% | $89 → $93 | Maintains | Underweight | Get Alert | |
| 10/24/2025 | COIN | Buy Now | Coinbase Global | $189.40 | 113.31% | $342 → $404 | Upgrade | Neutral → Overweight | Get Alert | |
| 10/20/2025 | SCHW | Buy Now | Charles Schwab | $105.28 | 14.94% | $119 → $121 | Maintains | Overweight | Get Alert | |
| 10/16/2025 | CG | Buy Now | Carlyle Group | $60.36 | 12.66% | $51 → $68 | Maintains | Neutral | Get Alert | |
| 10/07/2025 | FHI | Buy Now | Federated Hermes | $53.72 | 2.38% | $54 → $55 | Maintains | Neutral | Get Alert | |
| 10/06/2025 | TPG | Buy Now | TPG | $57.70 | 35.18% | $65 → $78 | Upgrade | Neutral → Overweight | Get Alert | |
| 10/03/2025 | BN | Buy Now | Brookfield | $46.65 | 77.92% | $73 → $83 | Maintains | Overweight | Get Alert | |
| 09/25/2025 | ICE | Buy Now | Intercontinental Exchange | $173.18 | 17.22% | $195 → $203 | Maintains | Overweight | Get Alert | |
| 09/25/2025 | CME | Buy Now | CME Group | $290.77 | -13.33% | $246 → $252 | Maintains | Underweight | Get Alert | |
| 09/08/2025 | MIAX | Buy Now | Miami International Hldgs | $41.78 | -23.41% | → $32 | Initiates | → Neutral | Get Alert | |
| 09/08/2025 | BLSH | Buy Now | Bullish | $28.98 | 72.56% | → $50 | Initiates | → Neutral | Get Alert | |
| 08/19/2025 | CRCL | Buy Now | Circle Internet Group | $59.70 | 49.08% | $80 → $89 | Maintains | Underweight | Get Alert | |
| 08/12/2025 | BN | Buy Now | Brookfield | $46.65 | 56.48% | $70 → $73 | Maintains | Overweight | Get Alert | |
| 08/07/2025 | TPG | Buy Now | TPG | $57.70 | 12.65% | $56 → $65 | Maintains | Neutral | Get Alert | |
| 08/04/2025 | TROW | Buy Now | T. Rowe Price Group | $106.54 | -4.26% | $98 → $102 | Maintains | Underweight | Get Alert | |
| 08/04/2025 | BEN | Buy Now | Franklin Resources | $27.07 | 7.13% | $22 → $29 | Maintains | Neutral | Get Alert | |
| 08/04/2025 | FHI | Buy Now | Federated Hermes | $53.72 | 0.52% | $40 → $54 | Upgrade | Underweight → Neutral | Get Alert | |
| 07/23/2025 | HLNE | Buy Now | Hamilton Lane | $141.38 | 2.56% | $153 → $145 | Maintains | Neutral | Get Alert | |
| 07/16/2025 | TROW | Buy Now | T. Rowe Price Group | $106.54 | -8.02% | $90 → $98 | Maintains | Underweight | Get Alert | |
| 07/16/2025 | JHG | Buy Now | Janus Henderson Group | $48.25 | -2.59% | $44 → $47 | Maintains | Overweight | Get Alert | |
| 07/16/2025 | BLK | Buy Now | BlackRock | $1.12K | -2.49% | $1018 → $1093 | Maintains | Neutral | Get Alert | |
| 07/10/2025 | BEN | Buy Now | Franklin Resources | $27.07 | -18.73% | $18 → $22 | Maintains | Neutral | Get Alert | |
| 07/09/2025 | FHI | Buy Now | Federated Hermes | $53.72 | -25.54% | $39 → $40 | Maintains | Underweight | Get Alert | |
| 06/30/2025 | CRCL | Buy Now | Circle Internet Group | $59.70 | 34% | → $80 | Initiates | → Underweight | Get Alert | |
| 05/13/2025 | PX | Buy Now | P10 | $10.93 | 32.66% | $15 → $14.5 | Maintains | Overweight | Get Alert | |
| 05/09/2025 | COIN | Buy Now | Coinbase Global | $189.40 | 13.52% | $276 → $215 | Maintains | Neutral | Get Alert | |
| 05/02/2025 | COIN | Buy Now | Coinbase Global | $189.40 | 45.72% | $344 → $276 | Maintains | Neutral | Get Alert | |
| 05/01/2025 | TW | Buy Now | Tradeweb Markets | $102.83 | 41.98% | $137 → $146 | Maintains | Overweight | Get Alert | |
| 05/01/2025 | HOOD | Buy Now | Robinhood Markets | $90.23 | -47.91% | $44 → $47 | Maintains | Neutral | Get Alert | |
| 04/29/2025 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -12.93% | $69 → $62 | Maintains | Neutral | Get Alert | |
| 04/24/2025 | MC | Buy Now | Moelis | $71.65 | -27.42% | $55 → $52 | Maintains | Neutral | Get Alert | |
| 04/24/2025 | CME | Buy Now | CME Group | $290.77 | -27.43% | $223 → $211 | Maintains | Underweight | Get Alert | |
| 04/24/2025 | VIRT | Buy Now | Virtu Finl | $39.54 | -1.37% | $37 → $39 | Maintains | Neutral | Get Alert | |
| 04/21/2025 | SCHW | Buy Now | Charles Schwab | $105.28 | -9.76% | $92 → $95 | Maintains | Overweight | Get Alert | |
| 04/17/2025 | BN | Buy Now | Brookfield | $46.65 | 39.34% | $66 → $65 | Maintains | Overweight | Get Alert | |
| 04/16/2025 | TROW | Buy Now | T. Rowe Price Group | $106.54 | -15.52% | $110 → $90 | Maintains | Underweight | Get Alert | |
| 04/16/2025 | IVZ | Buy Now | Invesco | $27.41 | -41.63% | $19 → $16 | Maintains | Neutral | Get Alert | |
| 04/14/2025 | BLK | Buy Now | BlackRock | $1.12K | -11.86% | $1046 → $988 | Maintains | Neutral | Get Alert | |
| 04/02/2025 | BLK | Buy Now | BlackRock | $1.12K | -6.68% | $1053 → $1046 | Maintains | Neutral | Get Alert | |
| 02/18/2025 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -3.1% | $62 → $69 | Maintains | Neutral | Get Alert | |
| 02/13/2025 | HOOD | Buy Now | Robinhood Markets | $90.23 | -50.13% | $39 → $45 | Maintains | Neutral | Get Alert | |
| 02/13/2025 | CME | Buy Now | CME Gr | $290.77 | -27.09% | $209 → $212 | Maintains | Underweight | Get Alert | |
| 02/11/2025 | BN | Buy Now | Brookfield | $46.65 | 30.76% | $65 → $61 | Maintains | Overweight | Get Alert | |
| 02/06/2025 | FI | Buy Now | Fiserv | — | — | $227 → $262 | Maintains | Overweight | Get Alert | |
| 02/05/2025 | JHG | Buy Now | Janus Henderson Group | $48.25 | 9.84% | $44 → $53 | Upgrade | Neutral → Overweight | Get Alert | |
| 02/05/2025 | FHI | Buy Now | Federated Hermes | $53.72 | -23.68% | $42 → $41 | Downgrade | Neutral → Underweight | Get Alert | |
| 01/31/2025 | BX | Buy Now | Blackstone | $141.50 | 8.83% | $149 → $154 | Maintains | Neutral | Get Alert | |
| 01/29/2025 | HLI | Buy Now | Houlihan Lokey | $168.36 | 0.38% | $172 → $169 | Maintains | Neutral | Get Alert | |
| 01/17/2025 | ICE | Buy Now | Intercontinental Exchange | $173.18 | 9.14% | $190 → $189 | Maintains | Overweight | Get Alert | |
| 01/16/2025 | BEN | Buy Now | Franklin Resources | $27.07 | -29.81% | $21 → $19 | Maintains | Neutral | Get Alert | |
| 01/16/2025 | BLK | Buy Now | BlackRock | $1.12K | -6.06% | $971 → $1053 | Maintains | Neutral | Get Alert | |
| 01/14/2025 | BLK | Buy Now | BlackRock | $1.12K | -13.37% | $914 → $971 | Maintains | Neutral | Get Alert | |
| 01/07/2025 | JHG | Buy Now | Janus Henderson Group | $48.25 | -8.81% | $45 → $44 | Maintains | Neutral | Get Alert | |
| 01/07/2025 | SCHW | Buy Now | Charles Schwab | $105.28 | -11.66% | $87 → $93 | Maintains | Overweight | Get Alert | |
| 01/07/2025 | HOOD | Buy Now | Robinhood Markets | $90.23 | -52.34% | $20 → $43 | Upgrade | Underweight → Neutral | Get Alert | |
| 01/07/2025 | FRGE | Buy Now | Forge Global Holdings | $44.68 | — | — | Downgrade | Neutral → Underweight | Get Alert | |
| 01/07/2025 | CBOE | Buy Now | Cboe Global Markets | — | — | $203 → $174 | Downgrade | Neutral → Underweight | Get Alert | |
| 01/07/2025 | FHI | Buy Now | Federated Hermes | $53.72 | -21.82% | $49 → $42 | Downgrade | Overweight → Neutral | Get Alert | |
| 01/07/2025 | BRDG | Buy Now | Bridge Investment Group | — | — | $12 → $10 | Downgrade | Overweight → Neutral | Get Alert | |
| 01/07/2025 | PX | Buy Now | P10 | $10.93 | 37.24% | $14 → $15 | Upgrade | Neutral → Overweight | Get Alert | |
| 11/12/2024 | PX | Buy Now | P10 | $10.93 | 28.09% | $11 → $14 | Maintains | Neutral | Get Alert | |
| 11/05/2024 | BEN | Buy Now | Franklin Resources | $27.07 | -22.42% | $22 → $21 | Maintains | Neutral | Get Alert | |
| 11/05/2024 | ARES | Buy Now | Ares Management | $146.47 | 18.8% | $176 → $174 | Maintains | Overweight | Get Alert | |
| 11/04/2024 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 7.94% | $116 → $115 | Maintains | Underweight | Get Alert | |
| 10/30/2024 | HOOD | Buy Now | Robinhood Markets | $90.23 | -77.83% | $21 → $20 | Maintains | Underweight | Get Alert | |
| 10/23/2024 | TW | Buy Now | Tradeweb Markets | $102.83 | 41.98% | $119 → $146 | Maintains | Overweight | Get Alert | |
| 10/23/2024 | CG | Buy Now | Carlyle Group | $60.36 | -17.16% | $44 → $50 | Maintains | Neutral | Get Alert | |
| 10/21/2024 | IVZ | Buy Now | Invesco | $27.41 | -27.03% | $17 → $20 | Maintains | Neutral | Get Alert | |
| 10/21/2024 | BLK | Buy Now | BlackRock | $1.12K | -18.46% | $864 → $914 | Maintains | Neutral | Get Alert | |
| 10/18/2024 | BX | Buy Now | Blackstone | $141.50 | 3.18% | $125 → $146 | Maintains | Neutral | Get Alert | |
| 10/17/2024 | HOOD | Buy Now | Robinhood Markets | $90.23 | -76.73% | $17 → $21 | Maintains | Underweight | Get Alert | |
| 10/16/2024 | SCHW | Buy Now | Charles Schwab | $105.28 | -17.36% | $86 → $87 | Maintains | Overweight | Get Alert | |
| 10/02/2024 | APO | Buy Now | Apollo Global Management | $132.53 | 7.9% | $129 → $143 | Maintains | Overweight | Get Alert | |
| 10/01/2024 | STEP | Buy Now | StepStone Group | $69.81 | -12.62% | $56 → $61 | Maintains | Overweight | Get Alert | |
| 10/01/2024 | BLK | Buy Now | BlackRock | $1.12K | -22.92% | $774 → $864 | Maintains | Neutral | Get Alert | |
| 08/19/2024 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -31.19% | $45 → $49 | Maintains | Neutral | Get Alert | |
| 08/12/2024 | GCMG | Buy Now | GCM Grosvenor | $11.41 | -12.36% | $10.5 → $10 | Maintains | Neutral | Get Alert | |
| 08/12/2024 | STEP | Buy Now | StepStone Group | $69.81 | -19.78% | $51 → $56 | Maintains | Overweight | Get Alert | |
| 08/08/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $50.80 | -19.29% | $42 → $41 | Maintains | Neutral | Get Alert | |
| 08/08/2024 | HOOD | Buy Now | Robinhood Markets | $90.23 | -81.16% | $16 → $17 | Maintains | Underweight | Get Alert | |
| 08/07/2024 | TPG | Buy Now | TPG | $57.70 | -15.08% | $44 → $49 | Maintains | Neutral | Get Alert | |
| 08/06/2024 | CG | Buy Now | Carlyle Group | $60.36 | -27.1% | $46 → $44 | Downgrade | Overweight → Neutral | Get Alert | |
| 08/05/2024 | CBOE | Buy Now | Cboe Global Markets | — | — | $168 → $195 | Upgrade | Underweight → Neutral | Get Alert | |
| 08/02/2024 | JHG | Buy Now | Janus Henderson Group | $48.25 | -19.17% | $38 → $39 | Maintains | Neutral | Get Alert | |
| 07/31/2024 | HLI | Buy Now | Houlihan Lokey | $168.36 | -23.38% | $132 → $129 | Maintains | Neutral | Get Alert | |
| 07/31/2024 | BN | Buy Now | Brookfield | $46.65 | 11.47% | $49 → $52 | Maintains | Overweight | Get Alert | |
| 07/31/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $50.80 | -17.32% | $41 → $42 | Maintains | Neutral | Get Alert | |
| 07/30/2024 | ARES | Buy Now | Ares Management | $146.47 | -2.37% | $141 → $143 | Maintains | Overweight | Get Alert | |
| 07/25/2024 | MC | Buy Now | Moelis | $71.65 | -28.82% | $50 → $51 | Maintains | Neutral | Get Alert | |
| 07/25/2024 | CME | Buy Now | CME Gr | $290.77 | -34.31% | $187 → $191 | Maintains | Underweight | Get Alert | |
| 07/23/2024 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 0.43% | $102 → $107 | Maintains | Underweight | Get Alert | |
| 07/19/2024 | BX | Buy Now | Blackstone | $141.50 | -22.97% | $101 → $109 | Maintains | Neutral | Get Alert | |
| 07/17/2024 | SCHW | Buy Now | Charles Schwab | $105.28 | -25.91% | $82 → $78 | Maintains | Overweight | Get Alert | |
| 07/15/2024 | BX | Buy Now | Blackstone | $141.50 | -28.62% | $100 → $101 | Maintains | Neutral | Get Alert | |
| 07/15/2024 | JHG | Buy Now | Janus Henderson Group | $48.25 | -21.24% | $36 → $38 | Maintains | Neutral | Get Alert | |
| 07/11/2024 | MC | Buy Now | Moelis | $71.65 | -30.22% | $54 → $50 | Maintains | Neutral | Get Alert | |
| 07/11/2024 | FHI | Buy Now | Federated Hermes | $53.72 | -12.51% | $46 → $47 | Maintains | Overweight | Get Alert | |
| 07/11/2024 | TW | Buy Now | Tradeweb Markets | $102.83 | 15.72% | $118 → $119 | Maintains | Overweight | Get Alert | |
| 06/21/2024 | CME | Buy Now | CME Gr | $290.77 | -35.69% | $206 → $187 | Downgrade | Neutral → Underweight | Get Alert | |
| 06/13/2024 | OWL | Buy Now | Blue Owl Cap | $13.39 | 38.16% | → $18.5 | Reinstates | → Neutral | Get Alert | |
| 06/12/2024 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -19.28% | → $86 | Maintains | Underweight | Get Alert | |
| 05/31/2024 | SCHW | Buy Now | Charles Schwab | $105.28 | -23.06% | $89 → $81 | Maintains | Overweight | Get Alert | |
| 05/15/2024 | BAM | Buy Now | Brookfield Asset Mgmt | $50.80 | -19.29% | $38 → $41 | Reinstates | Overweight → Neutral | Get Alert | |
| 05/13/2024 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -36.81% | $43 → $45 | Maintains | Neutral | Get Alert | |
| 05/03/2024 | JHG | Buy Now | Janus Henderson Group | $48.25 | -25.39% | $35 → $36 | Maintains | Neutral | Get Alert | |
| 04/26/2024 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | → $37 | Downgrade | Overweight → Neutral | Get Alert | |
| 04/25/2024 | VIRT | Buy Now | Virtu Finl | $39.54 | -45.62% | $20 → $21.5 | Maintains | Neutral | Get Alert | |
| 04/25/2024 | CME | Buy Now | CME Gr | $290.77 | -29.15% | $198 → $206 | Maintains | Neutral | Get Alert | |
| 04/24/2024 | IVZ | Buy Now | Invesco | $27.41 | -39.8% | $17 → $16.5 | Maintains | Neutral | Get Alert | |
| 04/24/2024 | APO | Buy Now | Apollo Global Management | $132.53 | -7.19% | $122 → $123 | Maintains | Overweight | Get Alert | |
| 04/19/2024 | BX | Buy Now | Blackstone | $141.50 | -29.33% | $105 → $100 | Maintains | Neutral | Get Alert | |
| 04/17/2024 | FHI | Buy Now | Federated Hermes | $53.72 | -12.51% | $46 → $47 | Maintains | Overweight | Get Alert | |
| 04/16/2024 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -3.32% | $94 → $103 | Maintains | Underweight | Get Alert | |
| 04/16/2024 | SCHW | Buy Now | Charles Schwab | $105.28 | -15.46% | $86 → $89 | Maintains | Overweight | Get Alert | |
| 04/11/2024 | HLNE | Buy Now | Hamilton Lane | $141.38 | -18.66% | → $115 | Downgrade | Overweight → Neutral | Get Alert | |
| 04/11/2024 | STEP | Buy Now | StepStone Group | $69.81 | -29.81% | $40 → $49 | Upgrade | Neutral → Overweight | Get Alert | |
| 04/09/2024 | TW | Buy Now | Tradeweb Markets | $102.83 | 12.81% | $113 → $116 | Maintains | Overweight | Get Alert | |
| 04/02/2024 | BLK | Buy Now | BlackRock | $1.12K | -31.57% | $742 → $767 | Maintains | Neutral | Get Alert | |
| 03/15/2024 | COIN | Buy Now | Coinbase Glb | $189.40 | -20.8% | $95 → $150 | Maintains | Neutral | Get Alert | |
| 02/23/2024 | BRDG | Buy Now | Bridge Investment Group | — | — | $13.5 → $11.5 | Maintains | Overweight | Get Alert | |
| 02/15/2024 | COIN | Buy Now | Coinbase Glb | $189.40 | -57.76% | $80 → $80 | Upgrade | Underweight → Neutral | Get Alert | |
| 02/14/2024 | HOOD | Buy Now | Robinhood Markets | $90.23 | -86.7% | $10 → $12 | Maintains | Underweight | Get Alert | |
| 02/09/2024 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -11.77% | $90 → $94 | Maintains | Underweight | Get Alert | |
| 02/09/2024 | ARES | Buy Now | Ares Management | $146.47 | -3.73% | $119 → $141 | Maintains | Overweight | Get Alert | |
| 02/08/2024 | MC | Buy Now | Moelis | $71.65 | -20.45% | $46 → $57 | Maintains | Neutral | Get Alert | |
| 02/08/2024 | CG | Buy Now | Carlyle Group | $60.36 | -25.45% | $39 → $45 | Maintains | Overweight | Get Alert | |
| 02/01/2024 | BN | Buy Now | Brookfield | $46.65 | 11.47% | $48 → $52 | Maintains | Overweight | Get Alert | |
| 01/26/2024 | BX | Buy Now | Blackstone | $141.50 | -32.16% | $91 → $96 | Maintains | Neutral | Get Alert | |
| 01/23/2024 | COIN | Buy Now | Coinbase Glb | $189.40 | -57.76% | → $80 | Downgrade | Neutral → Underweight | Get Alert | |
| 01/18/2024 | FHI | Buy Now | Federated Hermes | $53.72 | -18.09% | $43 → $44 | Maintains | Overweight | Get Alert | |
| 01/11/2024 | CG | Buy Now | Carlyle Group | $60.36 | -35.39% | $38 → $39 | Maintains | Overweight | Get Alert | |
| 12/15/2023 | BLK | Buy Now | BlackRock | $1.12K | -36.84% | $708 → $708 | Downgrade | Overweight → Neutral | Get Alert | |
| 11/08/2023 | HLNE | Buy Now | Hamilton Lane | $141.38 | -27.15% | $102 → $103 | Maintains | Overweight | Get Alert | |
| 11/08/2023 | CG | Buy Now | Carlyle Group | $60.36 | -37.04% | $35 → $38 | Maintains | Overweight | Get Alert | |
| 10/25/2023 | IVZ | Buy Now | Invesco | $27.41 | -43.45% | $15 → $15.5 | Maintains | Neutral | Get Alert | |
| 10/17/2023 | SCHW | Buy Now | Charles Schwab | $105.28 | -19.26% | $92 → $85 | Maintains | Overweight | Get Alert | |
| 10/16/2023 | BLK | Buy Now | BlackRock | $1.12K | -36.84% | $736 → $708 | Maintains | Overweight | Get Alert | |
| 10/12/2023 | TW | Buy Now | Tradeweb Markets | $102.83 | -11.5% | $88 → $91 | Maintains | Overweight | Get Alert | |
| 09/12/2023 | FHI | Buy Now | Federated Hermes | $53.72 | -16.23% | $47 → $45 | Maintains | Overweight | Get Alert | |
| 08/09/2023 | TPG | Buy Now | TPG | $57.70 | -48.01% | $32 → $30 | Maintains | Neutral | Get Alert | |
| 08/09/2023 | BRDG | Buy Now | Bridge Investment Group | — | — | $17 → $16.5 | Maintains | Overweight | Get Alert | |
| 08/02/2023 | HLNE | Buy Now | Hamilton Lane | $141.38 | -27.85% | $96 → $102 | Maintains | Overweight | Get Alert | |
| 08/02/2023 | COIN | Buy Now | Coinbase Glb | $189.40 | -67.79% | $59 → $61 | Maintains | Neutral | Get Alert | |
| 08/02/2023 | ARES | Buy Now | Ares Management | $146.47 | -26.26% | $104 → $108 | Maintains | Overweight | Get Alert | |
| 07/31/2023 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -6.14% | $94 → $100 | Maintains | Underweight | Get Alert | |
| 07/27/2023 | MC | Buy Now | Moelis | $71.65 | -21.84% | $45 → $56 | Maintains | Neutral | Get Alert | |
| 07/27/2023 | VIRT | Buy Now | Virtu Finl | $39.54 | -51.95% | $20 → $19 | Downgrade | Overweight → Neutral | Get Alert | |
| 07/21/2023 | BX | Buy Now | Blackstone | $141.50 | -21.55% | $102 → $111 | Downgrade | Overweight → Neutral | Get Alert | |
| 07/17/2023 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -11.77% | → $94 | Maintains | Underweight | Get Alert | |
| 07/12/2023 | VIRT | Buy Now | Virtu Finl | $39.54 | -49.42% | $22 → $20 | Maintains | Overweight | Get Alert | |
| 07/12/2023 | FHI | Buy Now | Federated Hermes | $53.72 | -14.37% | $48 → $46 | Maintains | Overweight | Get Alert | |
| 07/03/2023 | BLK | Buy Now | BlackRock | $1.12K | -31.31% | $780 → $770 | Maintains | Overweight | Get Alert | |
| 05/26/2023 | HLNE | Buy Now | Hamilton Lane | $141.38 | -42.71% | $85 → $81 | Maintains | Overweight | Get Alert | |
| 05/05/2023 | COIN | Buy Now | Coinbase Glb | $189.40 | -68.85% | $55 → $59 | Maintains | Neutral | Get Alert | |
| 05/03/2023 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -15.52% | $94 → $90 | Maintains | Underweight | Get Alert | |
| 05/01/2023 | FHI | Buy Now | Federated Hermes | $53.72 | -10.65% | $47 → $48 | Maintains | Overweight | Get Alert | |
| 04/20/2023 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -11.77% | $95 → $94 | Maintains | Underweight | Get Alert | |
| 04/18/2023 | SCHW | Buy Now | Charles Schwab | $105.28 | -19.26% | $86 → $85 | Maintains | Overweight | Get Alert | |
| 04/11/2023 | FHI | Buy Now | Federated Hermes | $53.72 | -12.51% | $35 → $47 | Upgrade | Underweight → Overweight | Get Alert | |
| 03/29/2023 | BLK | Buy Now | BlackRock | $1.12K | -30.5% | $800 → $779 | Maintains | Overweight | Get Alert | |
| 03/15/2023 | HLNE | Buy Now | Hamilton Lane | $141.38 | -39.88% | → $85 | Upgrade | Neutral → Overweight | Get Alert | |
| 02/15/2023 | GCMG | Buy Now | GCM Grosvenor | $11.41 | -21.12% | → $9 | Downgrade | Overweight → Neutral | Get Alert | |
| 02/10/2023 | BN | Buy Now | Brookfield | $46.65 | 0.75% | $46 → $47 | Maintains | Overweight | Get Alert | |
| 02/09/2023 | HOOD | Buy Now | Robinhood Markets | $90.23 | -87.81% | $9 → $11 | Maintains | Underweight | Get Alert | |
| 02/09/2023 | BAM | Buy Now | Brookfield Asset Mgmt | $50.80 | -23.23% | $35 → $39 | Maintains | Overweight | Get Alert | |
| 02/02/2023 | FHI | Buy Now | Federated Hermes | $53.72 | -34.85% | → $35 | Maintains | Underweight | Get Alert | |
| 01/31/2023 | BEN | Buy Now | Franklin Resources | $27.07 | -0.26% | $26 → $27 | Maintains | Neutral | Get Alert | |
| 01/27/2023 | FHI | Buy Now | Federated Hermes | $53.72 | -31.12% | → $37 | Maintains | Underweight | Get Alert | |
| 01/27/2023 | VIRT | Buy Now | Virtu Finl | $39.54 | -44.36% | $24 → $22 | Maintains | Overweight | Get Alert | |
| 01/27/2023 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -10.83% | $96 → $95 | Maintains | Underweight | Get Alert | |
| 01/24/2023 | TPG | Buy Now | TPG | $57.70 | -41.07% | $35 → $34 | Downgrade | Overweight → Neutral | Get Alert | |
| 01/24/2023 | BX | Buy Now | Blackstone | $141.50 | -25.8% | $104 → $105 | Upgrade | Neutral → Overweight | Get Alert | |
| 01/23/2023 | LPLA | Buy Now | LPL Finl Hldgs | $378.00 | -31.22% | $259 → $260 | Maintains | Neutral | Get Alert | |
| 01/23/2023 | IVZ | Buy Now | Invesco | $27.41 | -34.33% | $16 → $18 | Maintains | Neutral | Get Alert | |
| 01/23/2023 | BEN | Buy Now | Franklin Resources | $27.07 | -3.95% | $23 → $26 | Maintains | Neutral | Get Alert | |
| 01/20/2023 | COIN | Buy Now | Coinbase Glb | $189.40 | -68.32% | $53 → $60 | Maintains | Neutral | Get Alert | |
| 01/09/2023 | CBOE | Buy Now | Cboe Global Markets | — | — | $131 → $125 | Maintains | Underweight | Get Alert | |
| 12/20/2022 | BAM | Buy Now | Brookfield Asset Mgmt | $50.80 | -31.1% | → $35 | Initiates | → Overweight | Get Alert | |
| 11/04/2022 | COIN | Buy Now | Coinbase Glb | $189.40 | -65.15% | $60 → $66 | Maintains | Neutral | Get Alert | |
| 11/03/2022 | MC | Buy Now | Moelis | $71.65 | -44.17% | $42 → $40 | Maintains | Neutral | Get Alert | |
| 11/02/2022 | FHI | Buy Now | Federated Hermes | $53.72 | -44.15% | → $30 | Maintains | Underweight | Get Alert | |
| 10/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -9.89% | $93 → $96 | Maintains | Underweight | Get Alert | |
| 10/28/2022 | SCHW | Buy Now | Charles Schwab | $105.28 | -3.11% | $92 → $102 | Maintains | Overweight | Get Alert | |
| 10/18/2022 | IVZ | Buy Now | Invesco | $27.41 | -36.15% | $20 → $17.5 | Maintains | Neutral | Get Alert | |
| 10/18/2022 | BEN | Buy Now | Franklin Resources | $27.07 | -11.34% | $26 → $24 | Maintains | Neutral | Get Alert | |
| 10/18/2022 | CG | Buy Now | Carlyle Group | $60.36 | -25.45% | $53 → $45 | Maintains | Overweight | Get Alert | |
| 10/18/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -12.71% | $90 → $93 | Maintains | Underweight | Get Alert | |
| 10/14/2022 | BLK | Buy Now | BlackRock | $1.12K | -40.58% | $716 → $666 | Maintains | Overweight | Get Alert | |
| 09/14/2022 | COIN | Buy Now | Coinbase Glb | $189.40 | -58.82% | $64 → $78 | Maintains | Neutral | Get Alert | |
| 08/10/2022 | COIN | Buy Now | Coinbase Glb | $189.40 | -66.21% | $61 → $64 | Maintains | Neutral | Get Alert | |
| 07/29/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -15.52% | → $90 | Maintains | Underweight | Get Alert | |
| 07/15/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -11.77% | → $94 | Maintains | Underweight | Get Alert | |
| 06/14/2022 | COIN | Buy Now | Coinbase Glb | $189.40 | -64.1% | $171 → $68 | Downgrade | Overweight → Neutral | Get Alert | |
| 06/14/2022 | HOOD | Buy Now | Robinhood Markets | $90.23 | -92.24% | $11 → $7 | Maintains | Underweight | Get Alert | |
| 06/10/2022 | STEP | Buy Now | StepStone Group | $69.81 | -45.57% | $42 → $38 | Maintains | Neutral | Get Alert | |
| 04/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 9.82% | → $117 | Maintains | Underweight | Get Alert | |
| 04/20/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 22.96% | → $131 | Maintains | Underweight | Get Alert | |
| 02/23/2022 | COIN | Buy Now | Coinbase Glb | $189.40 | 82.15% | $447 → $345 | Maintains | Overweight | Get Alert | |
| 01/28/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 27.65% | → $136 | Maintains | Underweight | Get Alert | |
| 01/21/2022 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 38.91% | → $148 | Maintains | Underweight | Get Alert | |
| 01/19/2022 | SCHW | Buy Now | Charles Schwab | $105.28 | 1.64% | $100 → $107 | Maintains | Overweight | Get Alert | |
| 12/16/2021 | HOOD | Buy Now | Robinhood Markets | $90.23 | -81.16% | $26 → $17 | Maintains | Underweight | Get Alert | |
| 11/15/2021 | PX | Buy Now | P10 | $10.93 | 55.54% | → $17 | Initiates | → Overweight | Get Alert | |
| 08/23/2021 | HOOD | Buy Now | Robinhood Markets | $90.23 | -61.21% | → $35 | Initiates | → Underweight | Get Alert | |
| 08/10/2021 | BRDG | Buy Now | Bridge Investment Group | — | — | → $18 | Initiates | → Overweight | Get Alert | |
| 07/15/2021 | TW | Buy Now | Tradeweb Markets | $102.83 | -6.64% | $85 → $96 | Maintains | Overweight | Get Alert | |
| 05/25/2021 | COIN | Buy Now | Coinbase Glb | $189.40 | 95.88% | → $371 | Initiates | → Overweight | Get Alert | |
| 05/13/2021 | SCHW | Buy Now | Charles Schwab | $105.28 | -20.21% | $82 → $84 | Maintains | Overweight | Get Alert | |
| 04/23/2021 | GCMG | Buy Now | GCM Grosvenor | $11.41 | 31.46% | → $15 | Upgrade | Underweight → Overweight | Get Alert | |
| 04/19/2021 | FHI | Buy Now | Federated Hermes | $53.72 | -49.74% | $32 → $27 | Downgrade | Neutral → Underweight | Get Alert | |
| 04/09/2021 | SCHW | Buy Now | Charles Schwab | $105.28 | -23.06% | $79 → $81 | Maintains | Overweight | Get Alert | |
| 01/07/2021 | CBOE | Buy Now | Cboe Global Markets | — | — | — | Downgrade | Neutral → Underweight | Get Alert | |
| 01/07/2021 | CME | Buy Now | CME Gr | $290.77 | — | — | Upgrade | Underweight → Neutral | Get Alert | |
| 12/14/2020 | GCMG | Buy Now | GCM Grosvenor | $11.41 | 13.94% | → $13 | Initiates | → Underweight | Get Alert | |
| 10/16/2020 | FHI | Buy Now | Federated Hermes | $53.72 | -46.02% | $32 → $29 | Downgrade | Overweight → Neutral | Get Alert | |
| 10/12/2020 | STEP | Buy Now | StepStone Group | $69.81 | -58.46% | → $29 | Initiates | → Neutral | Get Alert | |
| 09/29/2020 | BEN | Buy Now | Franklin Resources | $27.07 | -15.04% | → $23 | Reinstates | → Neutral | Get Alert | |
| 08/27/2020 | EV | Buy Now | Eaton Vance | — | — | $44 → $50 | Upgrade | Neutral → Overweight | Get Alert | |
| 08/05/2020 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | → $27 | Downgrade | Overweight → Neutral | Get Alert | |
| 07/10/2020 | HLI | Buy Now | Houlihan Lokey | $168.36 | -66.14% | $66 → $57 | Downgrade | Overweight → Neutral | Get Alert | |
| 07/07/2020 | MC | Buy Now | Moelis | $71.65 | -63.71% | $20 → $26 | Downgrade | Neutral → Underweight | Get Alert | |
| 06/02/2020 | CBOE | Buy Now | Cboe Global Markets | — | — | $104 → $101 | Downgrade | Overweight → Neutral | Get Alert | |
| 05/21/2020 | EV | Buy Now | Eaton Vance | — | — | $37 → $35 | Maintains | Neutral | Get Alert | |
| 05/12/2020 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -76.13% | $14 → $17 | Maintains | Neutral | Get Alert | |
| 05/06/2020 | FHI | Buy Now | Federated Hermes | $53.72 | -49.74% | $23 → $27 | Upgrade | Neutral → Overweight | Get Alert | |
| 04/29/2020 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | 3.25% | $101 → $110 | Maintains | Underweight | Get Alert | |
| 04/15/2020 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -5.2% | $97 → $101 | Maintains | Underweight | Get Alert | |
| 04/15/2020 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -80.34% | $23 → $14 | Maintains | Neutral | Get Alert | |
| 03/16/2020 | TROW | Buy Now | T. Rowe Price Gr | $106.54 | -8.95% | $131 → $97 | Maintains | Underweight | Get Alert | |
| 02/28/2020 | GCAP | Buy Now | GAIN Capital Holdings | — | — | $5 → $6 | Downgrade | Overweight → Neutral | Get Alert | |
| 12/13/2019 | FII | Buy Now | Federated Investors | — | — | $42 → $36 | Downgrade | Overweight → Neutral | Get Alert | |
| 12/13/2019 | VCTR | Buy Now | Victory Capital Holdings | $71.21 | -69.11% | $21 → $22 | Downgrade | Overweight → Neutral | Get Alert | |
| 12/13/2019 | AMK | Buy Now | AssetMark Financial Hldgs | — | — | $30 → $31 | Upgrade | Neutral → Overweight | Get Alert | |
| 12/13/2019 | EV | Buy Now | Eaton Vance | — | — | → $49 | Upgrade | Underweight → Neutral | Get Alert | |
| 12/06/2019 | CME | Buy Now | CME Gr | $290.77 | -40.5% | $183 → $173 | Maintains | Underweight | Get Alert | |
| 10/02/2019 | SCHW | Buy Now | Charles Schwab | $105.28 | -58.21% | $48 → $44 | Maintains | Overweight | Get Alert | |
| 09/12/2019 | BEN | Buy Now | Franklin Resources | $27.07 | 18.21% | → $32 | Upgrade | Underweight → Neutral | Get Alert |