| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Nasdaq IncNDAQ | +46.05% | $51.29 | $74.91 | 2023-10-18 - 2024-10-18 | Strong Buy |
Raymond James Financial IncRJF | +43.30% | $110.94 | $158.98 | 2024-01-09 - 2025-01-07 | Strong Buy |
Raymond James Financial IncRJF | +34.72% | $118.01 | $158.98 | 2024-07-24 - 2025-01-07 | Strong Buy |
Nasdaq IncNDAQ | +19.21% | $82.28 | $98.09 | 2025-01-29 - 2026-01-29 | Strong Buy |
Lpl Financial Holdings IncLPLA | +12.19% | $335.64 | $376.56 | 2025-01-06 - 2026-01-06 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Nasdaq IncNDAQ | 5 | Strong Buy | $101.00 | +13.32% | Maintains | a month ago |
Lpl Financial Holdings IncLPLA | 9 | Strong Buy | $439.00 | +40.76% | Maintains | a month ago |
Victory Capital Holdings IncVCTR | 2 | Hold | $71.00 | +3.33% | Maintains | a month ago |
Stifel Financial CorpSF | 4 | Hold | $90.67 | +20.57% | Maintains | 2 months ago |
Raymond James Financial IncRJF | 10 | Hold | $180.00 | +15.30% | Maintains | 4 months ago |
Forge Global Holdings IncFRGE | 1 | Hold | $18.00 | -60.00% | Assumes | 10 months ago |
Envestnet IncENV | 2 | Hold | $45.00 | N/A | Maintains | 2 years ago |
Donnelley Financial Solutions IncDFIN | 1 | Hold | $24.00 | N/A | Initiates Coverage On | 9 years ago |