2 years 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% | $21.93 | $47.72 | 2024-01-09 - 2025-01-08 | Strong Buy |
Interactive Brokers Group IncIBKR | +102.24% | $39.37 | $79.62 | 2025-04-22 - 2026-04-21 | Strong Buy |
Interactive Brokers Group IncIBKR | +96.78% | $31.06 | $61.11 | 2024-09-09 - 2025-09-08 | Strong Buy |
Evercore IncEVR | +93.70% | $69.01 | $133.67 | 2020-10-02 - 2021-09-30 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Price T Rowe Group IncTROW | 25 | Hold | $120.00 | +8.77% | Maintains | 17 days ago |
Ares Management CorpARES | 5 | Hold | $134.00 | -4.50% | Maintains | 17 days ago |
Lpl Financial Holdings IncLPLA | 14 | Buy | $390.00 | +5.77% | Maintains | 17 days ago |
Blue Owl Capital IncOWL | 7 | Buy | $12.00 | +3.54% | Maintains | 17 days ago |
Kkr & Co IncKKR | 4 | Buy | $118.00 | +10.08% | Maintains | 17 days ago |
Houlihan Lokey IncHLI | 19 | Buy | $145.00 | +14.16% | Maintains | 17 days ago |
Evercore IncEVR | 19 | Hold | $338.00 | +13.17% | Maintains | 17 days ago |
Pjt Partners IncPJT | 8 | Buy | $194.00 | +14.31% | Maintains | 17 days ago |
Raymond James Financial IncRJF | 9 | Hold | $175.00 | -2.40% | Maintains | a month ago |
Interactive Brokers Group IncIBKR | 15 | Buy | $110.00 | +21.47% | Maintains | a month ago |
Schwab Charles CorpSCHW | 15 | Hold | $105.00 | -5.98% | Downgrades | a month ago |
Morgan StanleyMS | 11 | Buy | $250.00 | +14.92% | Maintains | a month ago |
Goldman Sachs Group IncGS | 19 | Hold | $1,150.00 | +10.53% | Maintains | a month ago |
Tpg IncTPG | 3 | Buy | $50.00 | -3.88% | Maintains | a month ago |
Stepstone Group IncSTEP | 4 | Buy | $50.00 | +3.14% | Maintains | a month ago |
Lincoln International IncLCLN | 1 | Hold | $26.00 | +8.51% | Initiates Coverage On | 2 months ago |
Jefferies Financial Group IncJEF | 5 | Hold | $60.00 | +11.44% | Maintains | 2 months ago |
Hamilton Lane IncHLNE | 3 | Buy | $102.00 | +0.89% | Maintains | 3 months ago |
Ameriprise Financial IncAMP | 11 | Hold | $490.00 | -12.83% | Maintains | 4 months ago |
Invesco LtdIVZ | 13 | Buy | $28.00 | -13.53% | Maintains | 4 months ago |
Northern Trust CorpNTRS | 13 | Buy | $168.00 | -11.85% | Upgrades | 4 months ago |
Carlyle Group IncCG | 2 | Buy | $58.00 | +19.91% | Maintains | 5 months ago |
Blackstone IncBX | 8 | Buy | $126.00 | -10.38% | Maintains | 5 months ago |
Stifel Financial CorpSF | 5 | Hold | $80.67 | -3.65% | Initiates Coverage On | a year ago |
State Street CorpSTT | 11 | Buy | $130.00 | -32.25% | Initiates Coverage On | a year ago |
Moelis & CoMC | 15 | Hold | $74.00 | +11.16% | Initiates Coverage On | a year ago |
Janus Henderson Group PLCJHG | 7 | Buy | $52.00 | +0.10% | Initiates Coverage On | a year ago |
Lazard IncLAZ | 10 | Hold | $56.00 | +27.10% | Initiates Coverage On | a year ago |
Bank Of New York Mellon CorpBNY | 5 | Buy | $125.00 | -23.75% | Initiates Coverage On | a year ago |
Franklin Resources IncBEN | 16 | Buy | $26.00 | -23.51% | Initiates Coverage On | a year ago |
Blackrock IncBLK | 11 | Hold | $980.00 | N/A | Maintains | a year ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $12.00 | N/A | Maintains | a year ago |
Wisdomtree IncWT | 3 | Strong Buy | $14.00 | N/A | Maintains | 2 years ago |
Apollo Global Management IncAPO | 1 | Hold | $150.00 | N/A | Maintains | 2 years ago |
Cohen & Steers IncCNS | 1 | Hold | $102.00 | N/A | Upgrades | 2 years ago |
Victory Capital Holdings IncVCTR | 1 | Hold | $30.00 | N/A | Initiates Coverage On | 4 years ago |
E Trade Financial CorpETFC | 5 | Hold | $43.00 | N/A | Maintains | 6 years ago |
Citigroup IncC | 4 | Strong Buy | $83.00 | N/A | Maintains | 7 years ago |
Greenhill & Co IncGHL | 2 | Hold | N/A | N/A | Upgrades | 7 years ago |
Bank Of America CorpBAC | 3 | Strong Buy | $32.00 | N/A | Upgrades | 8 years ago |
Amtd Idea GroupAMTD | 1 | Strong Buy | N/A | N/A | Upgrades | 8 years ago |
Icahn Enterprises LPIEP | 2 | Strong Sell | $45.00 | N/A | Maintains | 8 years ago |
Wells Fargo & CompanyWFC | 1 | Hold | $58.00 | N/A | Initiates Coverage On | 10 years ago |
Jpmorgan Chase & CoJPM | 1 | Strong Buy | $98.00 | N/A | Initiates Coverage On | 10 years ago |