Ratings by Credit Suisse (Bill Katz)

Date CompanySymbol 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
(313.05)
57.36% Details
3/29/2023 Invesco IVZ Upgrade Neutral
(Underperform)
15.34
(28.42)
85.27% 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
(102.54)
97.53% 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
(36.85)
-7.94% 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
(121.76)
32.81% 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
(313.05)
22.45% 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
(28.42)
88.84% Details
10/19/2022 Charles Schwab Corp. SCHW New Coverage Outperform
(N/A)
67.43
(102.54)
52.07% Details
10/19/2022 Raymond James RJF New Coverage Neutral
(N/A)
100.87
(169.94)
68.47% Details
10/19/2022 LPL Investment LPLA New Coverage Neutral
(N/A)
238.00
(313.05)
31.53% Details
10/19/2022 TPG Inc. TPG New Coverage Neutral
(N/A)
28.16
(42.78)
51.92% 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
(9.27)
0.98% Details
10/19/2022 KKR KKR New Coverage Neutral
(N/A)
45.18
(95.58)
111.55% Details
10/19/2022 GCM Grosvenor Inc. GCMG New Coverage Outperform
(N/A)
7.40
(13.67)
84.73% Details
10/19/2022 The Carlyle Group LP CG New Coverage Outperform
(N/A)
26.40
(43.94)
66.44% Details
10/19/2022 The Blackstone Group BX New Coverage Neutral
(N/A)
88.23
(121.76)
38% 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
(120.53)
146.38% Details
10/19/2022 T. Rowe Price TROW New Coverage Underperform
(N/A)
102.80
(119.12)
15.88% 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
(28.42)
93.2% Details
10/19/2022 BlackRock BLK New Coverage Neutral
(N/A)
569.25
(1014.33)
78.19% Details
10/19/2022 Franklin Resources BEN New Coverage Neutral
(N/A)
22.23
(33.98)
52.86% Details
10/19/2022 Artisan Partners Asset Management APAM New Coverage Neutral
(N/A)
27.31
(36.50)
33.65% Details
10/19/2022 Affiliated Managers Group AMG New Coverage Outperform
(N/A)
118.47
(363.60)
206.91% Details
10/19/2022 AllianceBernstein AB New Coverage Neutral
(N/A)
34.23
(36.85)
7.65% Details