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 | +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 |
Interactive Brokers Group IncIBKR | +87.95% | $36.90 | $69.35 | 2024-10-07 - 2025-10-07 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Invesco LtdIVZ | 12 | Buy | $30.00 | +14.24% | Maintains | 4 days ago |
Raymond James Financial IncRJF | 7 | Hold | $182.00 | +11.08% | Maintains | 2 months ago |
Jefferies Financial Group IncJEF | 3 | Hold | $55.00 | -11.29% | Maintains | 2 months ago |
Interactive Brokers Group IncIBKR | 12 | Buy | $84.00 | +30.94% | Maintains | 2 months ago |
Goldman Sachs Group IncGS | 12 | Hold | $805.00 | -9.34% | Maintains | 2 months ago |
Stifel Financial CorpSF | 5 | Hold | $121.00 | -6.82% | Initiates Coverage On | 2 months ago |
Kkr & Co IncKKR | 1 | Buy | $148.00 | +8.35% | Initiates Coverage On | 2 months ago |
Tpg IncTPG | 1 | Buy | $65.00 | -2.84% | Initiates Coverage On | 2 months ago |
Schwab Charles CorpSCHW | 14 | Buy | $110.00 | +13.81% | Initiates Coverage On | 2 months ago |
Ares Management CorpARES | 2 | Hold | $156.00 | -10.23% | Initiates Coverage On | 2 months ago |
Stepstone Group IncSTEP | 1 | Buy | $74.00 | +14.91% | Initiates Coverage On | 2 months ago |
Lpl Financial Holdings IncLPLA | 13 | Buy | $365.00 | -4.19% | Initiates Coverage On | 2 months ago |
State Street CorpSTT | 11 | Buy | $130.00 | +1.83% | Initiates Coverage On | 2 months ago |
Northern Trust CorpNTRS | 12 | Hold | $142.00 | +2.51% | Initiates Coverage On | 2 months ago |
Moelis & CoMC | 15 | Hold | $74.00 | +6.09% | Initiates Coverage On | 2 months ago |
Blue Owl Capital IncOWL | 4 | Buy | $18.00 | +15.02% | Initiates Coverage On | 2 months ago |
Janus Henderson Group PLCJHG | 7 | Buy | $52.00 | +14.29% | Initiates Coverage On | 2 months ago |
Lazard IncLAZ | 10 | Hold | $56.00 | +10.39% | Initiates Coverage On | 2 months ago |
Pjt Partners IncPJT | 7 | Buy | $205.00 | +20.71% | Initiates Coverage On | 2 months ago |
Price T Rowe Group IncTROW | 23 | Hold | $108.00 | +2.96% | Initiates Coverage On | 2 months ago |
Blackstone IncBX | 7 | Buy | $190.00 | +25.68% | Initiates Coverage On | 2 months ago |
Houlihan Lokey IncHLI | 17 | Buy | $230.00 | +28.16% | Initiates Coverage On | 2 months ago |
Hamilton Lane IncHLNE | 1 | Buy | $150.00 | +15.22% | Initiates Coverage On | 2 months ago |
Morgan StanleyMS | 10 | Buy | $180.00 | +0.89% | Initiates Coverage On | 2 months ago |
Carlyle Group IncCG | 1 | Buy | $74.00 | +26.82% | Initiates Coverage On | 2 months ago |
Evercore IncEVR | 17 | Hold | $358.00 | +6.22% | Initiates Coverage On | 2 months ago |
Ameriprise Financial IncAMP | 9 | Hold | $525.00 | +6.35% | Initiates Coverage On | 2 months ago |
Bank Of New York Mellon CorpBK | 5 | Buy | $125.00 | +6.81% | Initiates Coverage On | 2 months ago |
Franklin Resources IncBEN | 16 | Buy | $26.00 | +10.73% | Initiates Coverage On | 2 months ago |
Blackrock IncBLK | 11 | Hold | $980.00 | -10.02% | Maintains | 8 months ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $12.00 | +25.00% | Maintains | 10 months ago |
Wisdomtree IncWT | 3 | Strong Buy | $14.00 | N/A | Maintains | a year ago |
Apollo Global Management IncAPO | 1 | Hold | $150.00 | N/A | Maintains | a year ago |
Cohen & Steers IncCNS | 1 | Hold | $102.00 | N/A | Upgrades | a year 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 |