Wells Fargo Score: 40
Firm Overview & Performance
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
+3.7%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
47%
2219 W / 2474 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
84%
2263 W / 417 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
19%
505 W / 2175 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
8%
205 W / 2475 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
50%
738 W / 751 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
46%
1801 W / 2126 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
55%
418 W / 348 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 02, 2026 |
XPO Inc
XPO
|
BUY | - |
$230.00
Est. +28%
|
$179.73 | $189.32 |
$186.09
+3.5%
|
| Oct 02, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
SELL | Ike Boruchow |
$30.00
Est. +15%
|
$35.15 | $31.97 (Low) |
$33.87
+3.6%
|
| Oct 02, 2026 |
NVIDIA Corp
NVDA
|
SELL | - |
$210.00
Est. +9%
|
$230.86 | $233.60 (Low) |
$233.95
-1.3%
|
| Oct 02, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
SELL | Jason Kupferberg |
$210.00
Est. +1%
|
$212.30 | $198.38 (Low) |
$198.90
+6.3%
|
| Oct 02, 2026 |
Liquidia Corp
LQDA
|
BUY | - |
$30.00
Est. +7%
|
$27.99 | $29.15 |
$28.64
+2.3%
|
| Oct 02, 2026 |
Synaptics Inc
SYNA
|
BUY | - |
$123.00
Est. +16%
|
$106.15 | $121.98 |
$121.10
+14.1%
|
| Oct 02, 2026 |
Design Therapeutics Inc
DSGN
|
BUY | - |
$26.00
Est. +112%
|
$12.24 | $12.95 |
$12.34
+0.8%
|
| Oct 01, 2026 |
Blackrock Inc.
BLK
|
BUY | - |
$1,245.00
Est. +17%
|
$1,064.36 | $1,089.22 |
$1,059.63
-0.4%
|
| Oct 01, 2026 |
Brookfield Asset Management Ltd - Ordinary Shares - Class A
BAM
|
SELL | - |
$41.00
Est. +8%
|
$44.56 | $43.76 (Low) |
$44.85
-0.7%
|
| Oct 01, 2026 |
Cboe Global Markets Inc.
CBOE
|
BUY | - |
$301.00
Est. +9%
|
$277.19 | $283.46 |
$271.26
-2.1%
|
| Oct 01, 2026 |
StepStone Group Inc - Ordinary Shares - Class A
STEP
|
BUY | Daniel Welden |
$55.00
Est. +23%
|
$44.71 | $46.82 |
$45.27
+1.3%
|
| Oct 01, 2026 |
Charles Schwab Corp.
SCHW
|
BUY | Daniel Welden |
$105.00
Est. +7%
|
$98.37 | $98.55 |
$96.70
-1.7%
|
| Oct 01, 2026 |
Brookfield Asset Management Ltd - Ordinary Shares - Class A
BAM
|
BUY | - |
$51.00
Est. +14%
|
$44.56 | $45.47 |
$44.85
+0.7%
|
| Oct 01, 2026 |
Intercontinental Exchange Inc
ICE
|
BUY | - |
$159.00
Est. +5%
|
$151.47 | $153.31 |
$150.15
-0.9%
|
| Oct 01, 2026 |
Pluralsight Inc - Class A
PS
|
SELL | - |
$41.00
Est. +23%
|
$53.21 | $51.12 (Low) |
$52.76
+0.8%
|
| Oct 01, 2026 |
Factset Research Systems Inc.
FDS
|
SELL | - |
$250.00
Est. +7%
|
$269.95 | $264.47 (Low) |
$266.00
+1.5%
|
| Oct 01, 2026 |
Carlyle Group Inc (The)
CG
|
BUY | - |
$43.00
Est. +6%
|
$40.39 | $41.74 |
$39.82
-1.4%
|
| Oct 01, 2026 |
Consolidated Edison, Inc.
ED
|
BUY | - |
$118.00
Est. +15%
|
$102.21 | $104.47 |
$103.39
+1.2%
|
| Oct 01, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
BUY | - |
$200.00
Est. +6%
|
$189.29 | $200.35 |
$183.00
-3.3%
|
| Oct 01, 2026 |
Robinhood Markets Inc - Ordinary Shares - Class A
HOOD
|
BUY | - |
$125.00
Est. +12%
|
$111.15 | $119.37 |
$112.74
+1.4%
|
| Oct 01, 2026 |
Carnival Corp. - Ordinary Shares (Paired Stock)
CCL
|
BUY | Trey Bowers |
$34.00
Est. +39%
|
$24.54 | $25.89 |
$25.76
+5.0%
|
| Oct 01, 2026 |
Northern Lights Fund Trust II - LifeGoal Wealth Builder ETF
WLTH
|
BUY | - |
$11.50
Est. +11%
|
$10.37 | $10.84 |
$10.03
-3.3%
|
| Oct 01, 2026 |
Microsoft Corporation
MSFT
|
BUY | Michael Turrin |
$725.00
Est. +41%
|
$512.90 | $522.85 |
$517.53
+0.9%
|
| Oct 01, 2026 |
TPG Inc - Ordinary Shares - Class A
TPG
|
BUY | - |
$47.00
Est. +5%
|
$44.73 | $46.20 |
$44.67
-0.1%
|
| Oct 01, 2026 |
KKR & Co. Inc
KKR
|
BUY | Daniel Welden |
$97.00
Est. +6%
|
$91.24 | $93.25 |
$90.29
-1.0%
|
| Oct 01, 2026 |
Raymond James Financial, Inc.
RJF
|
BUY | Daniel Welden |
$172.00
Est. +8%
|
$159.76 | $160.06 |
$158.21
-1.0%
|
| Oct 01, 2026 |
SEI Investments Co.
SEIC
|
BUY | - |
$129.00
Est. +24%
|
$103.87 | $105.07 |
$102.43
-1.4%
|
| Oct 01, 2026 |
Bullish
BLSH
|
BUY | Daniel Welden |
$38.00
Est. +9%
|
$34.79 | $37.61 |
$34.23
-1.6%
|
| Oct 01, 2026 |
CME Group Inc - Ordinary Shares - Class A
CME
|
BUY | Daniel Welden |
$301.00
Est. +14%
|
$265.10 | $267.82 |
$263.14
-0.7%
|
| Oct 01, 2026 |
Tradeweb Markets Inc - Ordinary Shares Cls A
TW
|
BUY | - |
$118.00
Est. +14%
|
$103.30 | $105.40 |
$102.22
-1.0%
|
| Oct 01, 2026 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
BUY | Daniel Welden |
$136.00
Est. +17%
|
$116.57 | $120.50 |
$117.55
+0.8%
|
| Oct 01, 2026 |
Blue Owl Capital Inc - Ordinary Shares - Class A
OWL
|
BUY | - |
$10.00
Est. +12%
|
$8.95 | $9.28 |
$9.08
+1.5%
|
| Oct 01, 2026 |
Nasdaq Inc - Ordinary Shares - 144A
NDAQ
|
BUY | - |
$100.00
Est. +9%
|
$91.67 | $92.83 |
$90.33
-1.5%
|
| Oct 01, 2026 |
Olin Corp.
OLN
|
BUY | - |
$16.00
Est. +3%
|
$15.50 | $16.19 |
$15.90
+2.6%
|
| Oct 01, 2026 |
LPL Financial Holdings Inc
LPLA
|
BUY | Daniel Welden |
$362.00
Est. +16%
|
$312.15 | $317.37 |
$316.44
+1.4%
|
| Oct 01, 2026 |
Synopsys, Inc.
SNPS
|
BUY | - |
$540.00
Est. +24%
|
$434.94 | $500.03 |
$489.90
+12.6%
|
| Oct 01, 2026 |
Interactive Brokers Group Inc - Ordinary Shares - Class A
IBKR
|
BUY | - |
$102.00
Est. +19%
|
$85.81 | $88.92 |
$88.30
+2.9%
|
| Oct 01, 2026 |
Apollo Global Management Inc - Ordinary Shares - Class A (New)
APO
|
BUY | Daniel Welden |
$127.00
Est. +11%
|
$114.34 | $117.68 |
$114.02
-0.3%
|
| Oct 01, 2026 |
Hamilton Lane Inc - Ordinary Shares - Class A
HLNE
|
BUY | - |
$103.00
Est. +16%
|
$88.57 | $91.61 |
$87.04
-1.7%
|
| Sep 30, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
BUY | - |
$150.00
Est. +59%
|
$94.21 | $96.99 |
$96.09
+2.0%
|
| Sep 30, 2026 |
BP plc - ADR
BP
|
BUY | Sam Margolin |
$57.00
Est. +30%
|
$43.99 | $44.89 |
$44.79
+1.8%
|
| Sep 30, 2026 |
Chesapeake Utilities Corp
CPK
|
BUY | Constantine Lednev |
$136.00
Est. +6%
|
$128.15 | $129.46 |
$127.38
-0.6%
|
| Sep 30, 2026 |
Ally Financial Inc
ALLY
|
BUY | Donald Fandetti |
$42.00
Est. +11%
|
$37.81 | $38.37 |
$37.91
+0.3%
|
| Sep 30, 2026 |
Hewlett Packard Enterprise Co
HPE
|
SELL | Aaron Rakers |
$63.00
Est. +1%
|
$63.89 | $61.76 (Low) |
$69.35
-8.5%
|
| Sep 30, 2026 |
Iovance Biotherapeutics Inc
IOVA
|
BUY | Nick Abbott |
$18.00
Est. +25%
|
$14.45 | $15.11 |
$14.22
-1.6%
|
| Sep 30, 2026 |
Fair Isaac Corp.
FICO
|
BUY | - |
$950.00
Est. +54%
|
$617.87 | $675.87 |
$661.25
+7.0%
|
| Sep 29, 2026 |
Carlyle Secured Lending Inc
CGBD
|
SELL | Finian O'Shea |
$11.00
Est. +2%
|
$11.20 | $10.62 (Low) |
$10.65
+4.9%
|
| Sep 29, 2026 |
Victoria`s Secret & Co
VSCO
|
BUY | Ike Boruchow |
$100.00
Est. +9%
|
$91.51 | - |
$91.51
0.0%
|
| Sep 29, 2026 |
Main Street Capital Corporation
MAIN
|
BUY | Finian O'Shea |
$60.00
Est. +9%
|
$55.07 | $56.83 |
$55.11
+0.1%
|
| Sep 29, 2026 |
Western Alliance Bancorp
WAL
|
BUY | - |
$84.00
Est. +11%
|
$75.76 | $77.61 |
$76.38
+0.8%
|
XPO Inc
XPO
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$230.00
Start Price
$179.73
Best Price (1Y)
$189.32
Current Price
$186.09
Return
+3.5%
Nike, Inc. - Ordinary Shares - Class B
NKE
Oct 02, 2026
Analyst
Ike Boruchow
Signal & Target
SELL
$30.00
Start Price
$35.15
Best Price (1Y)
$31.97
Current Price
$33.87
Return
+3.6%
NVIDIA Corp
NVDA
Oct 02, 2026
Analyst
-
Signal & Target
SELL
$210.00
Start Price
$230.86
Best Price (1Y)
$233.60
Current Price
$233.95
Return
-1.3%
Accenture plc - Ordinary Shares - Class A
ACN
Oct 02, 2026
Analyst
Jason Kupferberg
Signal & Target
SELL
$210.00
Start Price
$212.30
Best Price (1Y)
$198.38
Current Price
$198.90
Return
+6.3%
Liquidia Corp
LQDA
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$27.99
Best Price (1Y)
$29.15
Current Price
$28.64
Return
+2.3%
Synaptics Inc
SYNA
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$123.00
Start Price
$106.15
Best Price (1Y)
$121.98
Current Price
$121.10
Return
+14.1%
Design Therapeutics Inc
DSGN
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$26.00
Start Price
$12.24
Best Price (1Y)
$12.95
Current Price
$12.34
Return
+0.8%
Blackrock Inc.
BLK
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$1,245.00
Start Price
$1,064.36
Best Price (1Y)
$1,089.22
Current Price
$1,059.63
Return
-0.4%
Analyst
-
Signal & Target
SELL
$41.00
Start Price
$44.56
Best Price (1Y)
$43.76
Current Price
$44.85
Return
-0.7%
Cboe Global Markets Inc.
CBOE
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$301.00
Start Price
$277.19
Best Price (1Y)
$283.46
Current Price
$271.26
Return
-2.1%
StepStone Group Inc - Ordinary Shares - Class A
STEP
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$55.00
Start Price
$44.71
Best Price (1Y)
$46.82
Current Price
$45.27
Return
+1.3%
Charles Schwab Corp.
SCHW
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$105.00
Start Price
$98.37
Best Price (1Y)
$98.55
Current Price
$96.70
Return
-1.7%
Analyst
-
Signal & Target
BUY
$51.00
Start Price
$44.56
Best Price (1Y)
$45.47
Current Price
$44.85
Return
+0.7%
Intercontinental Exchange Inc
ICE
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$159.00
Start Price
$151.47
Best Price (1Y)
$153.31
Current Price
$150.15
Return
-0.9%
Pluralsight Inc - Class A
PS
Oct 01, 2026
Analyst
-
Signal & Target
SELL
$41.00
Start Price
$53.21
Best Price (1Y)
$51.12
Current Price
$52.76
Return
+0.8%
Factset Research Systems Inc.
FDS
Oct 01, 2026
Analyst
-
Signal & Target
SELL
$250.00
Start Price
$269.95
Best Price (1Y)
$264.47
Current Price
$266.00
Return
+1.5%
Carlyle Group Inc (The)
CG
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$43.00
Start Price
$40.39
Best Price (1Y)
$41.74
Current Price
$39.82
Return
-1.4%
Consolidated Edison, Inc.
ED
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$118.00
Start Price
$102.21
Best Price (1Y)
$104.47
Current Price
$103.39
Return
+1.2%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$200.00
Start Price
$189.29
Best Price (1Y)
$200.35
Current Price
$183.00
Return
-3.3%
Analyst
-
Signal & Target
BUY
$125.00
Start Price
$111.15
Best Price (1Y)
$119.37
Current Price
$112.74
Return
+1.4%
Carnival Corp. - Ordinary Shares (Paired Stock)
CCL
Oct 01, 2026
Analyst
Trey Bowers
Signal & Target
BUY
$34.00
Start Price
$24.54
Best Price (1Y)
$25.89
Current Price
$25.76
Return
+5.0%
Analyst
-
Signal & Target
BUY
$11.50
Start Price
$10.37
Best Price (1Y)
$10.84
Current Price
$10.03
Return
-3.3%
Microsoft Corporation
MSFT
Oct 01, 2026
Analyst
Michael Turrin
Signal & Target
BUY
$725.00
Start Price
$512.90
Best Price (1Y)
$522.85
Current Price
$517.53
Return
+0.9%
TPG Inc - Ordinary Shares - Class A
TPG
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$47.00
Start Price
$44.73
Best Price (1Y)
$46.20
Current Price
$44.67
Return
-0.1%
KKR & Co. Inc
KKR
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$97.00
Start Price
$91.24
Best Price (1Y)
$93.25
Current Price
$90.29
Return
-1.0%
Raymond James Financial, Inc.
RJF
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$172.00
Start Price
$159.76
Best Price (1Y)
$160.06
Current Price
$158.21
Return
-1.0%
SEI Investments Co.
SEIC
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$129.00
Start Price
$103.87
Best Price (1Y)
$105.07
Current Price
$102.43
Return
-1.4%
Bullish
BLSH
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$38.00
Start Price
$34.79
Best Price (1Y)
$37.61
Current Price
$34.23
Return
-1.6%
CME Group Inc - Ordinary Shares - Class A
CME
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$301.00
Start Price
$265.10
Best Price (1Y)
$267.82
Current Price
$263.14
Return
-0.7%
Tradeweb Markets Inc - Ordinary Shares Cls A
TW
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$118.00
Start Price
$103.30
Best Price (1Y)
$105.40
Current Price
$102.22
Return
-1.0%
Analyst
Daniel Welden
Signal & Target
BUY
$136.00
Start Price
$116.57
Best Price (1Y)
$120.50
Current Price
$117.55
Return
+0.8%
Blue Owl Capital Inc - Ordinary Shares - Class A
OWL
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$10.00
Start Price
$8.95
Best Price (1Y)
$9.28
Current Price
$9.08
Return
+1.5%
Nasdaq Inc - Ordinary Shares - 144A
NDAQ
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$100.00
Start Price
$91.67
Best Price (1Y)
$92.83
Current Price
$90.33
Return
-1.5%
Olin Corp.
OLN
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$16.00
Start Price
$15.50
Best Price (1Y)
$16.19
Current Price
$15.90
Return
+2.6%
LPL Financial Holdings Inc
LPLA
Oct 01, 2026
Analyst
Daniel Welden
Signal & Target
BUY
$362.00
Start Price
$312.15
Best Price (1Y)
$317.37
Current Price
$316.44
Return
+1.4%
Synopsys, Inc.
SNPS
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$540.00
Start Price
$434.94
Best Price (1Y)
$500.03
Current Price
$489.90
Return
+12.6%
Analyst
-
Signal & Target
BUY
$102.00
Start Price
$85.81
Best Price (1Y)
$88.92
Current Price
$88.30
Return
+2.9%
Analyst
Daniel Welden
Signal & Target
BUY
$127.00
Start Price
$114.34
Best Price (1Y)
$117.68
Current Price
$114.02
Return
-0.3%
Hamilton Lane Inc - Ordinary Shares - Class A
HLNE
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$103.00
Start Price
$88.57
Best Price (1Y)
$91.61
Current Price
$87.04
Return
-1.7%
Pinnacle Financial Partners Inc.
PNFP
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$150.00
Start Price
$94.21
Best Price (1Y)
$96.99
Current Price
$96.09
Return
+2.0%
BP plc - ADR
BP
Sep 30, 2026
Analyst
Sam Margolin
Signal & Target
BUY
$57.00
Start Price
$43.99
Best Price (1Y)
$44.89
Current Price
$44.79
Return
+1.8%
Chesapeake Utilities Corp
CPK
Sep 30, 2026
Analyst
Constantine Lednev
Signal & Target
BUY
$136.00
Start Price
$128.15
Best Price (1Y)
$129.46
Current Price
$127.38
Return
-0.6%
Ally Financial Inc
ALLY
Sep 30, 2026
Analyst
Donald Fandetti
Signal & Target
BUY
$42.00
Start Price
$37.81
Best Price (1Y)
$38.37
Current Price
$37.91
Return
+0.3%
Hewlett Packard Enterprise Co
HPE
Sep 30, 2026
Analyst
Aaron Rakers
Signal & Target
SELL
$63.00
Start Price
$63.89
Best Price (1Y)
$61.76
Current Price
$69.35
Return
-8.5%
Iovance Biotherapeutics Inc
IOVA
Sep 30, 2026
Analyst
Nick Abbott
Signal & Target
BUY
$18.00
Start Price
$14.45
Best Price (1Y)
$15.11
Current Price
$14.22
Return
-1.6%
Fair Isaac Corp.
FICO
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$950.00
Start Price
$617.87
Best Price (1Y)
$675.87
Current Price
$661.25
Return
+7.0%
Carlyle Secured Lending Inc
CGBD
Sep 29, 2026
Analyst
Finian O'Shea
Signal & Target
SELL
$11.00
Start Price
$11.20
Best Price (1Y)
$10.62
Current Price
$10.65
Return
+4.9%
Victoria`s Secret & Co
VSCO
Sep 29, 2026
Analyst
Ike Boruchow
Signal & Target
BUY
$100.00
Start Price
$91.51
Best Price (1Y)
-
Current Price
$91.51
Return
0.0%
Main Street Capital Corporation
MAIN
Sep 29, 2026
Analyst
Finian O'Shea
Signal & Target
BUY
$60.00
Start Price
$55.07
Best Price (1Y)
$56.83
Current Price
$55.11
Return
+0.1%
Western Alliance Bancorp
WAL
Sep 29, 2026
Analyst
-
Signal & Target
BUY
$84.00
Start Price
$75.76
Best Price (1Y)
$77.61
Current Price
$76.38
Return
+0.8%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Oct 02, 2026 |
Design Therapeutics Inc
DSGN
|
Initialise | Overweight | |
| Oct 02, 2026 |
Airbnb Inc - Ordinary Shares - Class A
ABNB
|
Initialise | Overweight | Overweight |
| Oct 02, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
Hold | Reduce | Reduce |
| Oct 02, 2026 |
Sirius XM Holdings Inc
SIRI
|
Hold | Hold | Hold |
| Oct 02, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
Hold | Reduce | Reduce |
| Oct 01, 2026 |
Factset Research Systems Inc.
FDS
|
Hold | Underweight | Underweight |
| Oct 01, 2026 |
Interactive Brokers Group Inc - Ordinary Shares - Class A
IBKR
|
Initialise | Overweight | |
| Oct 01, 2026 |
Tesla Inc
TSLA
|
Hold | Buy | Buy |
| Oct 01, 2026 |
KKR & Co. Inc
KKR
|
Initialise | Overweight | Cautious |
| Oct 01, 2026 |
CME Group Inc - Ordinary Shares - Class A
CME
|
Initialise | Overweight | |
| Oct 01, 2026 |
Blackrock Inc.
BLK
|
Initialise | Overweight | Overweight |
| Oct 01, 2026 |
Intercontinental Exchange Inc
ICE
|
Initialise | Underweight | |
| Oct 01, 2026 |
Northern Lights Fund Trust II - LifeGoal Wealth Builder ETF
WLTH
|
Initialise | Overweight | Overweight |
| Oct 01, 2026 |
LPL Financial Holdings Inc
LPLA
|
Initialise | Overweight | Overweight |
| Oct 01, 2026 |
StepStone Group Inc - Ordinary Shares - Class A
STEP
|
Initialise | Overweight | |
| Oct 01, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Initialise | Overweight | Mixed |
| Oct 01, 2026 |
Amazon.com Inc.
AMZN
|
Hold | Overweight | Overweight |
| Oct 01, 2026 |
Hamilton Lane Inc - Ordinary Shares - Class A
HLNE
|
Initialise | Equal-Weight | Overweight |
| Oct 01, 2026 |
SEI Investments Co.
SEIC
|
Initialise | Overweight | |
| Oct 01, 2026 |
Consolidated Edison, Inc.
ED
|
Upgrade | Overweight | Overweight |
| Oct 01, 2026 |
Tradeweb Markets Inc - Ordinary Shares Cls A
TW
|
Initialise | Overweight | |
| Oct 01, 2026 |
Brookfield Asset Management Ltd - Ordinary Shares - Class A
BAM
|
Initialise | Underweight | Overweight |
| Oct 01, 2026 |
Synopsys, Inc.
SNPS
|
Hold | Overweight | Overweight |
| Oct 01, 2026 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
Initialise | Overweight | Overweight |
| Oct 01, 2026 |
Nasdaq Inc - Ordinary Shares - 144A
NDAQ
|
Initialise | Positive | |
| Oct 01, 2026 |
Pluralsight Inc - Class A
PS
|
Initialise | Underweight | |
| Oct 01, 2026 |
Pluralsight Inc - Class A
PS
|
Downgrade | Underweight | Underweight |
| Oct 01, 2026 |
Microsoft Corporation
MSFT
|
Hold | Overweight | Overweight |
| Sep 30, 2026 |
BP plc - ADR
BP
|
Upgrade | Equal-Weight | Overweight |
| Sep 30, 2026 |
Ally Financial Inc
ALLY
|
Downgrade | Overweight | Positive |
| Sep 30, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Downgrade | Overweight | Underweight |
| Sep 30, 2026 |
Hewlett Packard Enterprise Co
HPE
|
Hold | Positive | Positive |
| Sep 30, 2026 |
Iovance Biotherapeutics Inc
IOVA
|
Hold | Overweight | Overweight |
| Sep 29, 2026 |
Victoria`s Secret & Co
VSCO
|
Hold | Overweight | Overweight |
| Sep 29, 2026 |
uniQure N.V.
QURE
|
Hold | Overweight | Overweight |
| Sep 29, 2026 |
BlackRock TCP Capital Corp
TCPC
|
Upgrade | Underweight | Underweight |
| Sep 29, 2026 |
FS KKR Capital Corp
FSK
|
Downgrade | Sector Perform | Underweight |
| Sep 29, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Upgrade | Buy | Overweight |
| Sep 29, 2026 |
F.N.B. Corp.
FNB
|
Hold | Overweight | Overweight |
| Sep 29, 2026 |
BOK Financial Corp.
BOKF
|
Downgrade | Positive | Underweight |
| Sep 29, 2026 |
Vail Resorts Inc.
MTN
|
Hold | Negative | Negative |
| Sep 29, 2026 |
Main Street Capital Corporation
MAIN
|
Upgrade | Overweight | |
| Sep 29, 2026 |
Bank of N T Butterfield & Son Ltd.
NTB
|
Hold | Overweight | Overweight |
| Sep 29, 2026 |
Associated Banc-Corp.
ASB
|
Hold | Overweight | Overweight |
| Sep 29, 2026 |
Netflix Inc.
NFLX
|
Upgrade | Hold | Overweight |
| Sep 29, 2026 |
Rollins, Inc.
ROL
|
Hold | Underweight | Underweight |
| Sep 29, 2026 |
Murphy Oil Corp.
MUR
|
Hold | Positive | Positive |
| Sep 28, 2026 |
Sweetgreen Inc - Ordinary Shares - Class A
SG
|
Upgrade | Negative | Overweight |
| Sep 28, 2026 |
PepsiCo Inc
PEP
|
Upgrade | Positive | Overweight |
| Sep 28, 2026 |
PPL Corp
PPL
|
Hold | Overweight | Overweight |
Design Therapeutics Inc
DSGN
Oct 02
Action
Initialise
From
-
To
Overweight
Action
Initialise
From
Overweight
To
Overweight
Action
Hold
From
Reduce
To
Reduce
Sirius XM Holdings Inc
SIRI
Oct 02
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Reduce
To
Reduce
Action
Hold
From
Underweight
To
Underweight
Action
Initialise
From
-
To
Overweight
Tesla Inc
TSLA
Oct 01
Action
Hold
From
Buy
To
Buy
KKR & Co. Inc
KKR
Oct 01
Action
Initialise
From
Overweight
To
Cautious
Action
Initialise
From
-
To
Overweight
Blackrock Inc.
BLK
Oct 01
Action
Initialise
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Underweight
Action
Initialise
From
Overweight
To
Overweight
Action
Initialise
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Initialise
From
Overweight
To
Mixed
Amazon.com Inc.
AMZN
Oct 01
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
Equal-Weight
To
Overweight
SEI Investments Co.
SEIC
Oct 01
Action
Initialise
From
-
To
Overweight
Consolidated Edison, Inc.
ED
Oct 01
Action
Upgrade
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Initialise
From
Underweight
To
Overweight
Synopsys, Inc.
SNPS
Oct 01
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Positive
Pluralsight Inc - Class A
PS
Oct 01
Action
Initialise
From
-
To
Underweight
Pluralsight Inc - Class A
PS
Oct 01
Action
Downgrade
From
Underweight
To
Underweight
Microsoft Corporation
MSFT
Oct 01
Action
Hold
From
Overweight
To
Overweight
BP plc - ADR
BP
Sep 30
Action
Upgrade
From
Equal-Weight
To
Overweight
Ally Financial Inc
ALLY
Sep 30
Action
Downgrade
From
Overweight
To
Positive
Action
Downgrade
From
Overweight
To
Underweight
Action
Hold
From
Positive
To
Positive
Action
Hold
From
Overweight
To
Overweight
Victoria`s Secret & Co
VSCO
Sep 29
Action
Hold
From
Overweight
To
Overweight
uniQure N.V.
QURE
Sep 29
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Underweight
To
Underweight
FS KKR Capital Corp
FSK
Sep 29
Action
Downgrade
From
Sector Perform
To
Underweight
Action
Upgrade
From
Buy
To
Overweight
F.N.B. Corp.
FNB
Sep 29
Action
Hold
From
Overweight
To
Overweight
BOK Financial Corp.
BOKF
Sep 29
Action
Downgrade
From
Positive
To
Underweight
Vail Resorts Inc.
MTN
Sep 29
Action
Hold
From
Negative
To
Negative
Action
Upgrade
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Associated Banc-Corp.
ASB
Sep 29
Action
Hold
From
Overweight
To
Overweight
Netflix Inc.
NFLX
Sep 29
Action
Upgrade
From
Hold
To
Overweight
Rollins, Inc.
ROL
Sep 29
Action
Hold
From
Underweight
To
Underweight
Murphy Oil Corp.
MUR
Sep 29
Action
Hold
From
Positive
To
Positive
Action
Upgrade
From
Negative
To
Overweight
PepsiCo Inc
PEP
Sep 28
Action
Upgrade
From
Positive
To
Overweight
PPL Corp
PPL
Sep 28
Action
Hold
From
Overweight
To
Overweight