• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    KBW Announces Index Rebalancing for First Quarter 2023

    3/10/23 8:30:00 PM ET
    $DCT
    $IBKR
    $LPLA
    $SF
    Retail: Computer Software & Peripheral Equipment
    Technology
    Investment Bankers/Brokers/Service
    Finance
    Get the next $DCT alert in real time by email

    NEW YORK, March 10, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the first quarter of 2023.

    This quarter, there are constituent changes within one of our indexes: the KBW Nasdaq Financial Technology Index (Index Ticker: KFTX; ETF Ticker: FTEK.LN).

    These changes will be effective prior to the opening of business on Monday, March 20, 2023.

    As part of this rebalancing, below are the component-level changes across impacted indices:

    KBW Nasdaq Financial Technology Index (Index Ticker: KFTX; ETF Ticker: FTEK.LN)

    Add (2):

    Interactive Brokers Group, Inc. (NASDAQ:IBKR)

    LPL Financial Holdings Inc. (NASDAQ:LPLA)

    Removal (1):

    Duck Creek Technologies, Inc. (NASDAQ:DCT)

    DCT's removal is due to its involvement as a target in a pending acquisition.

    Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).

    Not all of the listed securities may be suitable for retail investors; in addition, not all of the listed securities may be available to U.S. investors. European investors interested in FTEK.LN can contact Invesco at https://etf.invesco.com/gb/private/en/product/invesco-kbw-nasdaq-fintech-ucits-etf-acc/trading-information. U.S. investors cannot buy or hold FTEK LN. An investor cannot invest directly in an index.

    About KBW

    KBW (Keefe, Bruyette & Woods, Inc., operating in the U.S., and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel company. Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking and specialty finance sectors. Founded in 1962, the firm maintains industry‐leading positions in the areas of research, corporate finance, mergers and acquisitions as well as sales and trading in equities securities of financial services companies.

    Media Contact

    Neil Shapiro, (212) 271-3447

    [email protected]



     

    Primary Logo

    Get the next $DCT alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $DCT
    $IBKR
    $LPLA
    $SF

    CompanyDatePrice TargetRatingAnalyst
    LPL Financial Holdings Inc.
    $LPLA
    7/9/2025$80.00Neutral → Sell
    Citigroup
    LPL Financial Holdings Inc.
    $LPLA
    6/9/2025$400.00Buy → Neutral
    Citigroup
    Interactive Brokers Group Inc.
    $IBKR
    6/9/2025$215.00Buy → Neutral
    Citigroup
    LPL Financial Holdings Inc.
    $LPLA
    6/9/2025$460.00Neutral → Buy
    Redburn Atlantic
    Stifel Financial Corporation
    $SF
    4/24/2025$108.00Peer Perform → Outperform
    Wolfe Research
    LPL Financial Holdings Inc.
    $LPLA
    1/7/2025$288.00 → $397.00Neutral → Overweight
    Analyst
    LPL Financial Holdings Inc.
    $LPLA
    1/6/2025$390.00Neutral → Buy
    UBS
    LPL Financial Holdings Inc.
    $LPLA
    12/19/2024$277.00 → $413.00Hold → Buy
    TD Cowen
    More analyst ratings

    $DCT
    $IBKR
    $LPLA
    $SF
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • New insider Rubulotta David claimed no ownership of stock in the company (SEC Form 3)

      3 - STIFEL FINANCIAL CORP (0000720672) (Issuer)

      7/8/25 4:56:50 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance
    • Group Managing Director Gates Greg sold $573,952 worth of shares (1,500 units at $382.63), decreasing direct ownership by 7% to 20,620 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      7/8/25 4:14:48 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Chief Executive Officer Kruszewski Ronald J gifted 10,000 shares, decreasing direct ownership by 0.80% to 1,245,467 units (SEC Form 4)

      4 - STIFEL FINANCIAL CORP (0000720672) (Issuer)

      6/27/25 5:09:03 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Bright Jill bought $29,634 worth of shares (135 units at $219.51), increasing direct ownership by 6% to 2,476 units (SEC Form 4)

      4 - Interactive Brokers Group, Inc. (0001381197) (Issuer)

      2/4/25 4:16:25 PM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    SEC Filings

    See more
    • Interactive Brokers Group Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - Interactive Brokers Group, Inc. (0001381197) (Filer)

      7/17/25 4:01:26 PM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 8-K filed by LPL Financial Holdings Inc.

      8-K - LPL Financial Holdings Inc. (0001397911) (Filer)

      7/3/25 4:05:18 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Stifel Financial Corporation filed SEC Form 8-K: Results of Operations and Financial Condition

      8-K - STIFEL FINANCIAL CORP (0000720672) (Filer)

      6/26/25 4:30:18 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • LPL Financial downgraded by Citigroup with a new price target

      Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00

      7/9/25 8:17:36 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial downgraded by Citigroup with a new price target

      Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00

      6/9/25 7:47:18 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Interactive Brokers downgraded by Citigroup with a new price target

      Citigroup downgraded Interactive Brokers from Buy to Neutral and set a new price target of $215.00

      6/9/25 7:46:36 AM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel

      SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Black and Richard Brokaw have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors Powered by LPL. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors.   Located in Cheyenne, Wyo., the team has more than 65 years of experience and have worked together for over three decades. They are fourth and fifth generation Wyomingites. As a team, they use each other as a sounding board to discuss market conditions and expectations. Together, they provide comprehen

      7/24/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Interactive Brokers Survey: Independent RIAs See AI as an Ally, Not a Threat

      62% of Financial Advisors Expect Generative AI to Improve Efficiency, Half Expect It Will Help with Investment Advice According to new survey data from Interactive Brokers (NASDAQ:IBKR), an automated global electronic broker, a majority of independent registered investment advisors (RIAs) believe that more artificial intelligence (AI) is better for business. The survey found that financial advisors value tech stacks that streamline the back office so they have more time for clients. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250723038596/en/ The latest findings from the 2025 Interactive Brokers Advisor Insights Survey incl

      7/23/25 10:00:00 AM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Gallagher Wealth Management

      SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Kevin Gallagher, AIF®, of Gallagher Wealth Management has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment. Located north of Washington D.C. in Brookeville, Md., Gallagher started in the wealth management industry as a floor trader in 1997 following a career in the U.S. Marines. Now, with nearly two decades of financial industry experience, Gallagher has established a reputation as an advisor who takes an individualized app

      7/22/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    Leadership Updates

    Live Leadership Updates

    See more
    • LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending

      SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL's suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL's strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive service

      6/30/25 9:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Stifel Welcomes Olympic Gold Medal Cyclist Kristen Faulkner as Newest Brand Ambassador

      ST. LOUIS, June 20, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) announced today the signing of Olympic gold medalist Kristen Faulkner as the firm's newest brand ambassador. Faulkner made history at the 2024 Paris Olympics by winning gold in both the women's individual road race and the women's track cycling team pursuit. She brings extraordinary drive, determination, and a compelling personal story to Stifel, perfectly aligning with the firm known as a place "Where Success Meets Success." Before becoming a world-class cyclist, Faulkner began her career in venture capital, working at Bessemer Venture Partners and Threshold Ventures. Her bold leap from finance to Olympic champ

      6/20/25 2:49:53 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance
    • EverMark Investment Partners Launches with Support from LPL Strategic Wealth

      SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners ("EverMark"), through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together

      6/17/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    Financials

    Live finance-specific insights

    See more
    • Stifel Financial Schedules Second Quarter 2025 Financial Results Conference Call

      ST. LOUIS, July 17, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) will release its second quarter financial results before the market opens on Wednesday, July 30, 2025. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements. All interested parties are invited to listen to Stifel Chairman and CEO Ronald J. Kruszewski by dialing (866) 409-1555 and referencing participant ID 2769458. A live audio webcast of the call, as well as a presentation highlighting the company's results, will be available through Stifel's website, www.stifel.com. For those who cannot listen to the liv

      7/17/25 5:00:00 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance
    • Interactive Brokers Group Announces 2Q2025 Results

      GAAP Diluted EPS of $0.51, Adjusted1 EPS of $0.51 GAAP Net Revenues of $1,480 Million, Adjusted Net Revenues of $1,480 Million Interactive Brokers Group, Inc. (NASDAQ:IBKR), an automated global electronic broker, announced results for the quarter ended June 30, 2025. Reported and adjusted diluted earnings per share were both $0.51 for the current quarter. For the year-ago quarter, reported diluted earnings per share2 were $0.41 and $0.44 as adjusted. Reported and adjusted net revenues were both $1,480 million for the current quarter. For the year-ago quarter, reported net revenues were $1,230 million and $1,290 million as adjusted. Reported and adjusted income before income taxes

      7/17/25 4:01:00 PM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call

      SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader i

      7/10/25 4:05:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $DCT
    $IBKR
    $LPLA
    $SF
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Interactive Brokers Group Inc.

      SC 13G/A - Interactive Brokers Group, Inc. (0001381197) (Subject)

      11/14/24 1:28:48 PM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance
    • Amendment: SEC Form SC 13G/A filed by Interactive Brokers Group Inc.

      SC 13G/A - Interactive Brokers Group, Inc. (0001381197) (Subject)

      11/13/24 4:05:20 PM ET
      $IBKR
      Investment Bankers/Brokers/Service
      Finance
    • Amendment: SEC Form SC 13G/A filed by Stifel Financial Corporation

      SC 13G/A - STIFEL FINANCIAL CORP (0000720672) (Subject)

      11/12/24 12:54:21 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance