12 days ago
IBKR
Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Morgan StanleyMS | +135.75% | $33.99 | $80.13 | 2020-03-25 - 2021-03-25 | Strong Buy |
Interactive Brokers Group IncIBKR | +117.61% | $87.72 | $190.89 | 2024-01-09 - 2025-01-08 | Strong Buy |
Evercore IncEVR | +93.70% | $69.01 | $133.67 | 2020-10-02 - 2021-09-30 | Strong Buy |
Interactive Brokers Group IncIBKR | +83.73% | $124.22 | $228.23 | 2024-09-09 - 2025-02-06 | Strong Buy |
Interactive Brokers Group IncIBKR | +82.22% | $125.25 | $228.23 | 2024-07-09 - 2025-02-06 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Stifel Financial CorpSF | 4 | Hold | $120.00 | +4.90% | Maintains | 5 days ago |
Lazard IncLAZ | 9 | Hold | $54.00 | -1.08% | Maintains | 5 days ago |
Janus Henderson Group PLCJHG | 5 | Hold | $45.00 | -1.79% | Maintains | 5 days ago |
Invesco LtdIVZ | 10 | Hold | $21.00 | +9.55% | Maintains | 5 days ago |
Blackstone IncBX | 4 | Hold | $180.00 | +3.12% | Maintains | 5 days ago |
Franklin Resources IncBEN | 15 | Hold | $23.00 | +11.70% | Maintains | 5 days ago |
Lpl Financial Holdings IncLPLA | 12 | Strong Buy | $420.00 | +13.19% | Maintains | 8 days ago |
Houlihan Lokey IncHLI | 16 | Strong Buy | $230.00 | +22.73% | Maintains | 10 days ago |
Schwab Charles CorpSCHW | 12 | Strong Buy | $95.00 | +13.58% | Maintains | 12 days ago |
Northern Trust CorpNTRS | 10 | Hold | $114.00 | +0.18% | Maintains | 12 days ago |
Interactive Brokers Group IncIBKR | 6 | Strong Buy | $265.00 | +16.11% | Maintains | 12 days ago |
Blackrock IncBLK | 9 | Hold | $1,045.00 | +3.81% | Maintains | 18 days ago |
Bank Of New York Mellon CorpBK | 4 | Strong Buy | $94.00 | +8.80% | Maintains | 18 days ago |
Morgan StanleyMS | 9 | Hold | $140.00 | -0.77% | Maintains | 18 days ago |
Goldman Sachs Group IncGS | 10 | Hold | $640.00 | -2.77% | Maintains | 18 days ago |
Pjt Partners IncPJT | 6 | Hold | $175.00 | -1.12% | Upgrades | 2 months ago |
Wisdomtree IncWT | 3 | Strong Buy | $14.00 | +45.83% | Maintains | 4 months ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $27.00 | +9.00% | Maintains | 4 months ago |
Bridge Investment Group Holdings IncBRDG | 1 | Hold | $11.00 | +39.59% | Maintains | 4 months ago |
Ares Management CorpARES | 1 | Strong Buy | $195.00 | +1.74% | Maintains | 4 months ago |
Apollo Global Management IncAPO | 1 | Hold | $150.00 | -9.02% | Maintains | 4 months ago |
Cohen & Steers IncCNS | 1 | Hold | $102.00 | +14.21% | Upgrades | 4 months ago |
Moelis & CoMC | 14 | Strong Sell | $60.00 | -26.11% | Maintains | 4 months ago |
Evercore IncEVR | 16 | Hold | $265.00 | -7.14% | Maintains | 4 months ago |
Ameriprise Financial IncAMP | 8 | Strong Buy | $555.00 | +2.46% | Maintains | 4 months ago |
Jefferies Financial Group IncJEF | 1 | Strong Buy | $67.00 | -12.41% | Initiates Coverage On | 5 months ago |
Raymond James Financial IncRJF | 5 | Hold | $135.00 | -19.86% | Maintains | 7 months ago |
State Street CorpSTT | 10 | Hold | $82.00 | -17.66% | Maintains | 10 months ago |
Price T Rowe Group IncTROW | 22 | Strong Sell | $109.00 | -2.19% | Maintains | 10 months ago |
Victory Capital Holdings IncVCTR | 1 | Hold | $30.00 | N/A | Initiates Coverage On | 3 years ago |
E Trade Financial CorpETFC | 5 | Hold | $43.00 | N/A | Maintains | 5 years ago |
Citigroup IncC | 4 | Strong Buy | $83.00 | N/A | Maintains | 6 years ago |
Greenhill & Co IncGHL | 2 | Hold | N/A | N/A | Upgrades | 6 years ago |
Bank Of America CorpBAC | 3 | Strong Buy | $32.00 | N/A | Upgrades | 6 years ago |
Icahn Enterprises LPIEP | 2 | Strong Sell | $45.00 | N/A | Maintains | 7 years ago |
Wells Fargo & CompanyWFC | 1 | Hold | $58.00 | N/A | Initiates Coverage On | 8 years ago |
Jpmorgan Chase & CoJPM | 1 | Strong Buy | $98.00 | N/A | Initiates Coverage On | 8 years ago |