a year ago
IBKR
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Morgan StanleyMS | +135.75% | $33.99 | $80.13 | 2020-03-24 - 2021-03-25 | Strong Buy |
Interactive Brokers Group IncIBKR | +117.61% | $21.93 | $47.72 | 2024-01-08 - 2025-01-08 | Strong Buy |
Interactive Brokers Group IncIBKR | +102.24% | $39.37 | $79.62 | 2025-04-21 - 2026-04-21 | Strong Buy |
Interactive Brokers Group IncIBKR | +96.78% | $31.06 | $61.11 | 2024-09-08 - 2025-09-08 | Strong Buy |
Evercore IncEVR | +93.70% | $69.01 | $133.67 | 2020-10-01 - 2021-09-30 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Ameriprise Financial IncAMP | 10 | Hold | $490.00 | +7.16% | Maintains | a month ago |
Raymond James Financial IncRJF | 8 | Hold | $165.00 | +8.50% | Maintains | a month ago |
Interactive Brokers Group IncIBKR | 14 | Buy | $93.00 | +10.99% | Maintains | a month ago |
Goldman Sachs Group IncGS | 16 | Hold | $972.00 | -1.03% | Maintains | a month ago |
Price T Rowe Group IncTROW | 24 | Hold | $98.00 | -3.76% | Maintains | a month ago |
Invesco LtdIVZ | 13 | Buy | $28.00 | +3.78% | Maintains | a month ago |
Northern Trust CorpNTRS | 13 | Buy | $168.00 | +1.23% | Upgrades | 2 months ago |
Tpg IncTPG | 2 | Buy | $48.00 | +18.05% | Maintains | 2 months ago |
Stepstone Group IncSTEP | 2 | Buy | $58.00 | +11.54% | Maintains | 2 months ago |
Kkr & Co IncKKR | 2 | Buy | $106.00 | +12.36% | Maintains | 2 months ago |
Hamilton Lane IncHLNE | 2 | Buy | $118.00 | +38.64% | Maintains | 2 months ago |
Carlyle Group IncCG | 2 | Buy | $58.00 | +27.98% | Maintains | 2 months ago |
Blue Owl Capital IncOWL | 5 | Buy | $11.00 | +13.05% | Maintains | 2 months ago |
Blackstone IncBX | 8 | Buy | $126.00 | +7.85% | Maintains | 2 months ago |
Ares Management CorpARES | 3 | Hold | $112.00 | -8.28% | Maintains | 2 months ago |
Jefferies Financial Group IncJEF | 4 | Hold | $42.00 | -18.60% | Maintains | 2 months ago |
Houlihan Lokey IncHLI | 18 | Buy | $211.00 | +40.99% | Maintains | 4 months ago |
Stifel Financial CorpSF | 5 | Hold | $80.67 | +10.40% | Initiates Coverage On | 8 months ago |
Schwab Charles CorpSCHW | 14 | Buy | $110.00 | +22.07% | Initiates Coverage On | 8 months ago |
Lpl Financial Holdings IncLPLA | 13 | Buy | $365.00 | +28.60% | Initiates Coverage On | 8 months ago |
State Street CorpSTT | 11 | Buy | $130.00 | -15.62% | Initiates Coverage On | 8 months ago |
Moelis & CoMC | 15 | Hold | $74.00 | +15.21% | Initiates Coverage On | 8 months ago |
Janus Henderson Group PLCJHG | 7 | Buy | $52.00 | +0.39% | Initiates Coverage On | 8 months ago |
Lazard IncLAZ | 10 | Hold | $56.00 | +18.64% | Initiates Coverage On | 8 months ago |
Pjt Partners IncPJT | 7 | Buy | $205.00 | +32.01% | Initiates Coverage On | 8 months ago |
Morgan StanleyMS | 10 | Buy | $180.00 | -8.99% | Initiates Coverage On | 8 months ago |
Evercore IncEVR | 17 | Hold | $358.00 | +6.06% | Initiates Coverage On | 8 months ago |
Bank Of New York Mellon CorpBK | 5 | Buy | $125.00 | -8.87% | Initiates Coverage On | 8 months ago |
Franklin Resources IncBEN | 16 | Buy | $26.00 | -16.67% | Initiates Coverage On | 8 months 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 | 7 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 | 9 years ago |
Jpmorgan Chase & CoJPM | 1 | Strong Buy | $98.00 | N/A | Initiates Coverage On | 9 years ago |