Ratings by Credit Suisse (Bill Katz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/19/2023 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | AllianceBernstein | AB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2023 | Janus Henderson Group | JHG | Upgrade | Neutral (Underperform) |
26.55 (51.95) |
95.67% | Details | |
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | AllianceBernstein | AB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2023 | LPL Investment | LPLA | Downgrade | Neutral (Outperform) |
198.94 (300.82) |
51.21% | Details | |
| 3/29/2023 | Invesco | IVZ | Upgrade | Neutral (Underperform) |
15.34 (27.03) |
76.21% | Details | |
| 3/20/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2023 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Neutral) |
51.91 (101.70) |
95.92% | Details | |
| 3/1/2023 | Sculptor Capital Mgmt. | SCU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | AllianceBernstein | AB | Upgrade | Outperform (Neutral) |
40.03 (36.39) |
-9.09% | Details | |
| 2/9/2023 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Janus Henderson Group | JHG | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2023 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 1/26/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 11/22/2022 | The Blackstone Group | BX | Downgrade | Underperform (Neutral) |
91.68 (118.62) |
29.38% | Details | |
| 11/21/2022 | Sculptor Capital Mgmt. | SCU | Upgrade | Outperform (Neutral) |
9.95 (12.72) |
27.84% | Details | |
| 11/15/2022 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Affiliated Managers Group | AMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2022 | LPL Investment | LPLA | Upgrade | Outperform (Neutral) |
255.65 (300.82) |
17.67% | Details | |
| 11/1/2022 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Outperform) |
80.19 (51.91) |
-35.27% | Details | |
| 10/28/2022 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Janus Henderson Group | JHG | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2022 | Invesco | IVZ | Downgrade | Underperform (Neutral) |
15.05 (27.03) |
79.6% | Details | |
| 10/19/2022 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
67.43 (101.70) |
50.82% | Details | |
| 10/19/2022 | Raymond James | RJF | New Coverage | Neutral (N/A) |
100.87 (165.35) |
63.92% | Details | |
| 10/19/2022 | LPL Investment | LPLA | New Coverage | Neutral (N/A) |
238.00 (300.82) |
26.39% | Details | |
| 10/19/2022 | TPG Inc. | TPG | New Coverage | Neutral (N/A) |
28.16 (41.61) |
47.76% | Details | |
| 10/19/2022 | Sculptor Capital Mgmt. | SCU | New Coverage | Neutral (N/A) |
9.16 (12.72) |
38.86% | Details | |
| 10/19/2022 | Blue Owl Capital | OWl | New Coverage | Neutral (N/A) |
9.18 (9.24) |
0.65% | Details | |
| 10/19/2022 | KKR | KKR | New Coverage | Neutral (N/A) |
45.18 (93.30) |
106.51% | Details | |
| 10/19/2022 | GCM Grosvenor Inc. | GCMG | New Coverage | Outperform (N/A) |
7.40 (13.45) |
81.76% | Details | |
| 10/19/2022 | The Carlyle Group LP | CG | New Coverage | Outperform (N/A) |
26.40 (43.07) |
63.14% | Details | |
| 10/19/2022 | The Blackstone Group | BX | New Coverage | Neutral (N/A) |
88.23 (118.62) |
34.44% | Details | |
| 10/19/2022 | Bridge Investment Group | BRDG | New Coverage | Neutral (N/A) |
14.89 (9.60) |
-35.53% | Details | |
| 10/19/2022 | Apollo Global Management | APO | New Coverage | Outperform (N/A) |
48.92 (118.14) |
141.5% | Details | |
| 10/19/2022 | T. Rowe Price | TROW | New Coverage | Underperform (N/A) |
102.80 (117.96) |
14.75% | Details | |
| 10/19/2022 | Janus Henderson Group | JHG | New Coverage | Underperform (N/A) |
21.26 (51.95) |
144.36% | Details | |
| 10/19/2022 | Invesco | IVZ | New Coverage | Neutral (N/A) |
14.71 (27.03) |
83.75% | Details | |
| 10/19/2022 | BlackRock | BLK | New Coverage | Neutral (N/A) |
569.25 (990.34) |
73.97% | Details | |
| 10/19/2022 | Franklin Resources | BEN | New Coverage | Neutral (N/A) |
22.23 (33.50) |
50.7% | Details | |
| 10/19/2022 | Artisan Partners Asset Management | APAM | New Coverage | Neutral (N/A) |
27.31 (35.76) |
30.94% | Details | |
| 10/19/2022 | Affiliated Managers Group | AMG | New Coverage | Outperform (N/A) |
118.47 (356.27) |
200.73% | Details | |
| 10/19/2022 | AllianceBernstein | AB | New Coverage | Neutral (N/A) |
34.23 (36.39) |
6.31% | Details |
