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Morgan Stanley Research Industry Coverage List with Ratings and Prices

The document is a routine brokerage research list containing company tickers, ratings, and price data. It contains no allegations, financial flow details, or connections to influential actors, offerin List of asset management firms and brokerages covered by Morgan Stanley. Ratings (e.g., 0, E, U, O) and dates for each firm. Historical price snapshots as of 01/29/2018.

Date
November 11, 2025
Source
House Oversight
Reference
House Oversight #025587
Pages
1
Persons
0
Integrity
No Hash Available

Summary

The document is a routine brokerage research list containing company tickers, ratings, and price data. It contains no allegations, financial flow details, or connections to influential actors, offerin List of asset management firms and brokerages covered by Morgan Stanley. Ratings (e.g., 0, E, U, O) and dates for each firm. Historical price snapshots as of 01/29/2018.

Tags

financial-researchhouse-oversightasset-managementbrokerage-ratings
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Browse House Oversight Committee ReleasesHouse Oversight #025587

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Text extracted via OCR from the original document. May contain errors from the scanning process.
Morgan Stanley | RESEARCH INDUSTRY COVERAGE: Brokers & Asset Managers COMPANY (TICKER) Michael J. Cyprys, CFA, CPA Apollo Global Management LLC (APO.N) Ares Management, L.P. (ARES.N) BlackRock Inc. (BLK.N) Charles Schwab Corp (SCHW.N) E*Trade Financial Corp (ETFC.O) Franklin Resources Inc. (BEN.N) Hamilton Lane Incorporated (HLNE.O) Invesco (IVZ.N) KKR & CO. L.P. (KKR.N) Legg Mason Inc. (LM.N) LPL Financial Holdings Inc. (LPLA.O) Oaktree Capital Group, LLC (OAK.N) OM Asset Management Plc (OMAM.N) T. Rowe Price Group, Inc. (TROW.O) TD Ameritrade Holding Corp. (AMTD.O) The Blackstone Group L.P. (BX.N) The Carlyle Group L.P. (CG.O) Virtus Investment Partners (VRTS.O) Waddell & Reed Financial Inc (WDR.N) WisdomTree Investments, Inc. (WETF.O) Stock Ratings are subject to change. Please see latest research for each company. * Historical prices are not split adjusted. RATING (AS OF) 0 (01/03/201 E (12/15/201 0 (09/18/201 0 (09/26/201 0 (01/03/201 U (03/16/201 E (10/05/201 E (01/03/201 E (02/17/201 U (10/05/201 E (01/03/201 O (12/15/201 E (01/26/201 E (10/05/201 E (09/26/201 0 (12/15/201 0 (02/17/201 E (06/01/201 U (09/18/201 E (09/18/201 8 4 5 6 8 7 7 8 6 7 8 4 6 7 6 4 wewrevevewvereaveewere rere Sr rere Se VP re rere SDS 7 5 5 NORTH AMERICA INSIGHT ~~ PRICE* (01/29/2018) $35.60 $24.50 $574.42 $54.05 $52.62 $45.12 $38.31 $37.48 $24.25 $44.27 $60.11 $45.30 $18.19 $117.55 $55.59 $36.56 $25.50 $129.80 $23.18 $12.13

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