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Michael Cyprys - Morgan Stanley Analyst Performance

This page shows the methodology used to calculate Michael Cyprys's recommendation performance. Listed below are links to the research notes issued, the price targets issued by the analyst, and the stock's actual price 12 months from the date the research note was issued. These rankings are based on research reports from . Rankings are updated daily.

MarketBeat Analyst Ranking:
Average 12-Month ROI of Buy and Strong Buy Recommendations: ???%

CompanyReport DateReport Date Price12-Month
Price Target
Rating12-Month
Actual Price
12-Month
ROI
Details
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/29/2025$97.90$131.00Overweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
7/15/2025$92.75$117.00Overweight???%???%
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
7/15/2025$539.34$530.00Underweight???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
7/15/2025$44.79$35.00Underweight???%???%
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
7/15/2025$217.25$274.00Overweight???%???%
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
7/15/2025$89.66$86.00Equal Weight???%???%
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
7/15/2025$235.96$218.00Underweight???%???%
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
7/15/2025$159.43$180.00Equal Weight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/15/2025$370.48$490.00Overweight???%???%
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/15/2025$99.96$110.00Equal Weight???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
7/2/2025$24.60$19.00Underweight???%???%
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
7/2/2025$36.03$30.00Equal Weight???%???%
WisdomTree, Inc. stock logo
WT
WisdomTree
7/2/2025$12.00$11.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
7/2/2025$197.73$171.00Underweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/2/2025$99.73$104.00Equal Weight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
7/2/2025$16.51$16.00Equal Weight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
5/21/2025$385.14$450.00Overweight???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/14/2025$126.89$150.00Overweight???%???%
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
5/14/2025$220.38$215.00Underweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
5/13/2025$86.75$83.00Overweight???%???%
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
5/13/2025$62.62$43.00Equal Weight???%???%
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
5/8/2025$228.68$283.00Overweight???%???%
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
5/6/2025$28.54$27.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
5/6/2025$91.03$95.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
5/6/2025$160.48$152.00Underweight???%???%
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
5/5/2025$229.11$256.00Overweight???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
5/5/2025$117.27$120.00Equal Weight???%???%
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
5/5/2025$174.61$192.00Equal Weight???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
4/24/2025$38.36$28.00Underweight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
4/17/2025$12.85$15.00Equal Weight???%???%
TPG Inc. stock logo
TPG
TPG
4/14/2025$44.59$47.00Equal Weight???%???%
StepStone Group Inc. stock logo
STEP
StepStone Group
4/14/2025$46.81$51.00Equal Weight???%???%
P10, Inc. stock logo
PX
P10
4/14/2025$10.65$12.00Equal Weight???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4/14/2025$102.36$114.00Equal Weight???%???%
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
4/14/2025$137.63$157.00Equal Weight???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/14/2025$36.40$44.00Equal Weight???%???%
Blackstone Inc. stock logo
BX
Blackstone
4/14/2025$129.53$150.00Overweight???%???%
Brookfield Corporation stock logo
BN
Brookfield
4/14/2025$48.63$61.00Overweight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
4/14/2025$137.16$152.00Equal Weight???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/14/2025$124.29$131.00Equal Weight???%???%
Acadian Asset Management Inc. stock logo
AAMI
Acadian Asset Management
4/7/2025$22.85$26.00Equal Weight???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4/7/2025$16.61$15.00Underweight???%???%
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
3/4/2025$503.76$542.00Equal Weight???%???%
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
3/4/2025$142.50$161.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/24/2025$106.27$121.00Equal Weight???%???%
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
2/13/2025$55.91$90.00Overweight???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
2/11/2025$157.26$170.00Equal Weight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
2/6/2025$81.79$91.00Equal Weight???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
2/6/2025$154.31$156.00Equal Weight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
2/6/2025$18.99$19.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
2/6/2025$193.25$198.00Underweight???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
2/6/2025$40.74$33.00Equal Weight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
2/6/2025$369.89$413.00Overweight???%???%
Brookfield Corporation stock logo
BN
Brookfield
1/23/2025$59.42$80.00Overweight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
10/18/2024$27.07$26.00Underweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/3/2022$108.50$114.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/29/2022$120.78$123.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/25/2022$120.99$124.00Equal Weight???%???%
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
7/19/2022$8.97$11.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
6/30/2022$115.50$121.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/25/2022$133.82$170.00Equal Weight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
4/20/2022$80.21$90.00Equal Weight???%???%
Blackstone Inc. stock logo
BX
Blackstone
4/20/2022$119.60$154.00Overweight???%???%
P10, Inc. stock logo
PX
P10
4/20/2022$11.79$16.00Overweight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
4/8/2022$22.23$27.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/8/2022$146.50$178.00Equal Weight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
2/16/2022$80.82$93.00Equal Weight???%???%
Blackstone Inc. stock logo
BX
Blackstone
1/31/2022$127.42$166.00Overweight???%???%
Blackstone Inc. stock logo
BX
Blackstone
1/21/2022$111.56$165.00Overweight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
1/21/2022$74.12$90.00Equal Weight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
1/7/2022$24.26$31.00Equal Weight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
12/14/2021$28.55$32.00Equal Weight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
12/3/2021$79.89$92.00Hold???%???%
Ares Management Corporation stock logo
ARES
Ares Management
10/28/2021$84.19$93.00Equal Weight???%???%
Blackstone Inc. stock logo
BX
Blackstone
10/26/2021$142.07$180.00Overweight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
10/15/2021$78.80$88.00Equal Weight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
11/19/2020$91.70$129.00Overweight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
10/6/2020$79.81$104.00Overweight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/31/2020$79.26$103.00Overweight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
7/28/2020$13.92$15.00Equal Weight???%???%
BlackRock stock logo
BLK
BlackRock
7/21/2020$579.60$652.00Overweight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
7/2/2020$12.46$13.00Equal Weight???%???%
BlackRock stock logo
BLK
BlackRock
7/2/2020$544.32$630.00Overweight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
7/1/2020$78.40$102.00Overweight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
5/12/2020$8.03$25.00Equal Weight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
5/1/2020$7.88$5.50Underweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/29/2020$38.31$48.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
4/17/2020$458.99$560.00Overweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/16/2020$34.78$34.00Equal Weight???%???%
BlackRock stock logo
BLK
BlackRock
4/8/2020$443.12$515.00Overweight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
4/8/2020$77.99$82.00Equal Weight???%???%
Waddell & Reed Financial, Inc. stock logo
WDR
Waddell & Reed Financial
4/8/2020$11.65$10.00Underweight???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
4/8/2020$5.22$6.50Overweight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
4/8/2020$9.14$9.00Equal Weight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
4/1/2020$32.70$47.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
3/25/2020$401.38$582.00Buy???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
3/13/2020$5.65$11.00Overweight???%???%
Waddell & Reed Financial, Inc. stock logo
WDR
Waddell & Reed Financial
3/13/2020$11.24$11.00Underweight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
3/13/2020$77.80$105.00Equal Weight???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
3/13/2020$21.33$26.00Equal Weight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
3/13/2020$9.10$13.00Equal Weight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
3/13/2020$30.94$44.00Overweight???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
2/12/2020$8.84$12.00Overweight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
2/3/2020$123.03$132.00Equal Weight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
1/28/2020$44.34$53.00Overweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
12/12/2019$123.61$131.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
12/12/2019$117.81$117.00Equal Weight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
12/5/2019$49.01$60.00Buy???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
11/18/2019$44.35$49.00Buy???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
10/25/2019$231.48$228.00Equal Weight???%???%
Blackstone Inc. stock logo
BX
Blackstone
10/25/2019$52.89$60.00Overweight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
10/25/2019$17.35$18.00Hold???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
10/21/2019$40.64$48.00Overweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/21/2019$40.72$45.00Overweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/14/2019$37.28$43.00Overweight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
10/14/2019$39.43$46.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
10/8/2019$423.17$547.00Overweight???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
10/8/2019$16.34$19.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
10/8/2019$99.35$106.00Equal Weight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
9/27/2019$41.83Buy???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
8/9/2019$18.13$20.00Hold???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
8/5/2019$94.30$108.00Equal Weight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
8/2/2019$9.67$11.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/26/2019$113.92$122.00Equal Weight???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
7/24/2019$313.68$324.00Equal Weight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
7/24/2019$48.63$57.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
7/22/2019$469.32$553.00Overweight???%???%
Blackstone Inc. stock logo
BX
Blackstone
7/19/2019$45.99$56.00Overweight???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
7/11/2019$302.52$318.00Equal Weight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
7/11/2019$45.17$55.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
7/9/2019$474.57$550.00Overweight???%???%
Blackstone Inc. stock logo
BX
Blackstone
7/9/2019$45.71$54.00Overweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/9/2019$108.93$117.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
7/9/2019$105.40$118.00Equal Weight???%???%
Blackstone Inc. stock logo
BX
Blackstone
6/5/2019$40.10$50.00Overweight???%???%
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
5/31/2019$49.17$60.00Overweight???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
5/16/2019$35.31$27.00Sell???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
5/7/2019$49.97$61.00Overweight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
5/2/2019$121.21$121.00Hold???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
4/26/2019$123.72$112.00Hold???%???%
Blackstone Inc. stock logo
BX
Blackstone
4/22/2019$38.62$45.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
4/17/2019$463.87$545.00Overweight???%???%
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
4/11/2019$15.76Equal Weight???%???%
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
4/11/2019$46.86$56.00Overweight???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
3/14/2019$49.24Equal Weight???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
2/28/2019$14.15$13.00Hold???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
2/8/2019$11.98$14.00Hold???%???%
Waddell & Reed Financial, Inc. stock logo
WDR
Waddell & Reed Financial
2/8/2019$16.91$14.00Sell???%???%
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
2/8/2019$10.59$15.00Buy???%???%
Invesco Ltd. stock logo
IVZ
Invesco
2/8/2019$17.96$19.00Hold???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
2/8/2019$30.14$24.00Sell???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
2/8/2019$29.89$28.00Sell???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
2/8/2019$26.91$29.00Hold???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
2/8/2019$76.53$70.00Hold???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
2/8/2019$92.78$92.00Hold???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/8/2019$92.14$101.00Hold???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
2/8/2019$13.24$12.00Hold???%???%
BlackRock stock logo
BLK
BlackRock
2/8/2019$410.63$515.00Buy???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
1/29/2019$47.50$62.00Buy???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
1/29/2019$338.40$384.00Buy???%???%
Blackstone Inc. stock logo
BX
Blackstone
1/4/2019$30.27$36.00Overweight???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
1/4/2019$42.31$55.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
1/4/2019$391.31$489.00Overweight???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
1/4/2019$300.48$354.00Overweight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
1/4/2019$45.28$61.00Overweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
1/4/2019$91.98$98.00Equal Weight???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
1/4/2019$20.00$22.00Hold???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
1/4/2019$27.36$27.00Hold???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
11/15/2018$46.86Overweight???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
11/14/2018$310.62$390.00Overweight???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
11/14/2018$19.06$23.00Equal Weight???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
11/14/2018$29.07$34.00Equal Weight???%???%
Ares Management Corporation stock logo
ARES
Ares Management
11/14/2018$22.27$22.00Hold???%???%
BlackRock stock logo
BLK
BlackRock
11/14/2018$407.31$514.00Overweight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
11/14/2018$52.44$66.00Buy???%???%
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
11/14/2018$36.96$43.00Hold???%???%
Invesco Ltd. stock logo
IVZ
Invesco
11/14/2018$19.85$22.00Hold???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
11/14/2018$28.48$25.00Sell???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
11/14/2018$40.68$48.00Buy???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
11/14/2018$47.05$60.00Buy???%???%
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
11/14/2018$24.92$28.00Hold???%???%
Blackstone Inc. stock logo
BX
Blackstone
11/14/2018$33.88$42.00Buy???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
11/14/2018$102.02$111.00Hold???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
11/14/2018$30.82$29.00Sell???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
11/14/2018$14.44$18.00Hold???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
11/14/2018$94.87$105.00Hold???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
10/10/2018$14.78$20.00Hold???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
10/9/2018$52.84$69.00Buy???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
10/9/2018$51.67$66.00Buy???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
10/9/2018$30.96$32.00Sell???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
10/9/2018$41.81$47.00Buy???%???%
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
10/9/2018$316.86$366.00Hold???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
10/9/2018$108.95$118.00Hold???%???%
Blackstone Inc. stock logo
BX
Blackstone
9/24/2018$39.49$48.00Overweight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
9/18/2018$53.31$70.00Buy???%???%
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
9/18/2018$50.57$70.00Buy???%???%
Blackstone Inc. stock logo
BX
Blackstone
9/14/2018$36.81Buy???%???%
Blackstone Inc. stock logo
BX
Blackstone
8/14/2018$34.99$42.00Overweight???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
8/14/2018$23.40$31.00Overweight???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
8/14/2018$34.03$42.00Buy???%???%
Invesco Ltd. stock logo
IVZ
Invesco
8/2/2018$25.82$29.00Equal Weight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
7/25/2018$60.04$74.00Overweight???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
7/12/2018$35.43$42.00Overweight???%???%
Blackstone Inc. stock logo
BX
Blackstone
7/12/2018$34.68$40.00Overweight???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
7/12/2018$23.60$30.00Overweight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
7/12/2018$60.70$78.00Overweight???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
7/12/2018$33.71$34.00Underweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/12/2018$118.43$116.00Equal Weight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
5/30/2018$68.69$74.00Equal Weight???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
5/21/2018$29.84$41.00Buy???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
4/25/2018$59.27$74.00Buy???%???%
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
4/10/2018$29.99$41.00Buy???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
4/10/2018$56.93$67.00Buy???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
4/10/2018$20.62$31.00Buy???%???%
Invesco Ltd. stock logo
IVZ
Invesco
4/10/2018$31.24$37.00Hold???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
4/10/2018$40.18$40.00Underweight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
4/10/2018$122.35$135.00Equal Weight???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
3/1/2018$22.85$34.00Buy???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
2/22/2018$109.95$113.00Hold???%???%
Invesco Ltd. stock logo
IVZ
Invesco
2/7/2018$33.87$40.00Equal Weight???%???%
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
2/7/2018$63.56$66.00Equal Weight???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
2/7/2018$127.35$136.00Equal Weight???%???%
E*TRADE Financial, LLC stock logo
ETFC
E*TRADE Financial
1/30/2018$52.73$64.00Buy???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
1/30/2018$43.34$42.00Sell???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
12/4/2017$20.05$28.00Buy???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
10/23/2017$124.25$121.00Hold???%???%
Virtus Investment Partners, Inc. stock logo
VRTS
Virtus Investment Partners
10/5/2017$119.85$123.00Equal Weight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/18/2017$80.16$71.00Underweight???%???%
BlackRock stock logo
BLK
BlackRock
7/18/2017$424.63$476.00Overweight???%???%
BlackRock stock logo
BLK
BlackRock
7/10/2017$432.38$460.00Overweight???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
7/10/2017$45.42$40.00Underweight???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/10/2017$76.16$70.00Underweight???%???%
BlackRock stock logo
BLK
BlackRock
3/18/2017$382.85Buy???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
3/18/2017$69.36Sell???%???%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
3/17/2017$43.91Underweight???%???%
Janus Capital Group Inc stock logo
JNS
Janus Capital Group
1/25/2017$12.87$13.00Sell???%???%
Legg Mason, Inc. stock logo
LM
Legg Mason
9/9/2016$34.71Hold???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
7/28/2016$70.68$71.00Equal Weight???%???%
Janus Capital Group Inc stock logo
JNS
Janus Capital Group
7/28/2016$14.99$13.00Sell???%???%
Waddell & Reed Financial, Inc. stock logo
WDR
Waddell & Reed Financial
7/28/2016$18.53$17.00Sell???%???%
BlackRock stock logo
BLK
BlackRock
6/7/2016$362.06Buy???%???%
Ares Management Corporation stock logo
ARES
Ares Management
5/12/2016$13.90Hold???%???%
BrightSphere Investment Group Inc. stock logo
BSIG
BrightSphere Investment Group
5/8/2016$14.03Hold???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
4/30/2016$48.31Buy???%???%
Invesco Ltd. stock logo
IVZ
Invesco
4/30/2016$31.01Buy???%???%
Janus Capital Group Inc stock logo
JNS
Janus Capital Group
4/27/2016$15.21Sell???%???%
Waddell & Reed Financial, Inc. stock logo
WDR
Waddell & Reed Financial
4/27/2016$21.53Sell???%???%
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
4/27/2016$77.52Hold???%???%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4/26/2016$14.49$14.00Equal Weight???%???%
BlackRock stock logo
BLK
BlackRock
4/17/2016$357.74Buy???%???%
Janus Capital Group Inc stock logo
JNS
Janus Capital Group
3/13/2016$14.15$12.00Underweight???%???%
Waddell & Reed Financial, Inc. stock logo
WDR
Waddell & Reed Financial
3/13/2016$25.85$20.00Underweight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
11/11/2015$32.97$41.00Overweight???%???%
WisdomTree Investments, Inc. stock logo
WETF
WisdomTree Investments
11/2/2015$38.46$42.00Equal Weight???%???%
Invesco Ltd. stock logo
IVZ
Invesco
10/30/2015$33.17$40.00???%???%
Carlyle Group Inc. stock logo
CG
Carlyle Group
8/18/2015$23.63$32.00???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
6/6/2015$55.12$67.00Overweight???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
2/10/2015$55.08$65.00Buy???%???%
Ares Management Corporation stock logo
ARES
Ares Management
1/27/2015$19.61$20.00Hold???%???%
Ares Management Corporation stock logo
ARES
Ares Management
12/15/2014$16.50Equal Weight???%???%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
12/15/2014$49.38Overweight???%???%


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