Ratings by Wells Fargo (Christopher Harris)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/28/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/5/2021 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2021 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2021 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Stifel Financial | SF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/23/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2021 | Brightsphere Investment | BSIG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/13/2021 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 4/13/2021 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/12/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/12/2021 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2021 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 2/3/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/3/2021 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/20/2021 | Charles Schwab Corp. | SCHW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2021 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2021 | Raymond James | RJF | Upgrade | Overweight (Underweight) |
101.88 (179.30) |
75.99% | Details | |
| 1/15/2021 | Stifel Financial | SF | Upgrade | Equal Weight (Underweight) |
51.48 (83.73) |
62.65% | Details | |
| 1/13/2021 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 1/13/2021 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/11/2021 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/11/2021 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2020 | Charles Schwab Corp. | SCHW | Upgrade | Overweight (Equal Weight) |
49.70 (111.68) |
124.71% | Details | |
| 11/2/2020 | Brightsphere Investment | BSIG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/28/2020 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/28/2020 | Brightsphere Investment | BSIG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/24/2020 | E*TRADE | ETFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/14/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 7/13/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2020 | TD Ameritrade | AMTD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/10/2020 | Stifel Financial | SF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2020 | Raymond James | RJF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/10/2020 | E*TRADE | ETFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/2/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2020 | Stifel Financial | SF | Downgrade | Underweight (Equal Weight) |
41.48 (83.73) |
101.86% | Details | |
| 5/18/2020 | Raymond James | RJF | Downgrade | Underweight (Equal Weight) |
62.02 (179.30) |
189.1% | Details | |
| 5/14/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2020 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/13/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2020 | Brightsphere Investment | BSIG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/1/2020 | IntercontinentalExchange | ICE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 4/15/2020 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/15/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2020 | TD Ameritrade | AMTD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/6/2020 | Stifel Financial | SF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/6/2020 | Raymond James | RJF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/6/2020 | E*TRADE | ETFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/16/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 3/16/2020 | Franklin Resources | BEN | Maintain | Underweight (N/A) |
|
Details | ||
| 3/16/2020 | Brightsphere Investment | BSIG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/16/2020 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2020 | TD Ameritrade | AMTD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/6/2020 | Stifel Financial | SF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/6/2020 | E*TRADE | ETFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/6/2020 | Raymond James | RJF | Downgrade | Equal Weight (Overweight) |
79.79 (179.30) |
124.71% | Details | |
| 2/21/2020 | E*TRADE | ETFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/10/2020 | IntercontinentalExchange | ICE | Upgrade | Overweight (Equal Weight) |
92.63 (156.18) |
68.61% | Details | |
| 1/30/2020 | Legg Mason | LM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/30/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 1/17/2020 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/17/2020 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2020 | Invesco | IVZ | Maintain | Underweight (N/A) |
|
Details | ||
| 1/2/2020 | Franklin Resources | BEN | Downgrade | Underweight (Equal Weight) |
25.82 (33.99) |
31.64% | Details | |
| 1/2/2020 | Janus Henderson Group | JHG | Downgrade | Underweight (Equal Weight) |
24.57 (51.95) |
111.44% | Details | |
| 1/2/2020 | Brightsphere Investment | BSIG | Downgrade | Equal Weight (Overweight) |
10.07 (26.34) |
161.57% | Details | |
| 1/2/2020 | BlackRock | BLK | Upgrade | Overweight (Equal Weight) |
500.84 (1154.35) |
130.48% | Details | |
| 1/2/2020 | Invesco | IVZ | Downgrade | Underweight (Equal Weight) |
17.93 (32.38) |
80.59% | Details | |
| 1/2/2020 | T. Rowe Price | TROW | Upgrade | Overweight (Equal Weight) |
121.81 (110.32) |
-9.43% | Details | |
| 12/19/2019 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/19/2019 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2019 | TD Ameritrade | AMTD | Upgrade | Equal Weight (Underweight) |
48.13 (0.75) |
-98.44% | Details | |
| 11/6/2019 | Brightsphere Investment | BSIG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | IntercontinentalExchange | ICE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/31/2019 | Stifel Financial | SF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2019 | Invesco | IVZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/18/2019 | E*TRADE | ETFC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2019 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2019 | Legg Mason | LM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2019 | Invesco | IVZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/7/2019 | Stifel Financial | SF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/7/2019 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2019 | LPL Investment | LPLA | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/4/2019 | IntercontinentalExchange | ICE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/3/2019 | TD Ameritrade | AMTD | Downgrade | Underweight (Overweight) |
34.67 (0.75) |
-97.84% | Details | |
| 10/3/2019 | E*TRADE | ETFC | Downgrade | Equal Weight (Overweight) |
36.51 (49.26) |
34.92% | Details | |
| 10/3/2019 | Charles Schwab Corp. | SCHW | Downgrade | Equal Weight (Overweight) |
37.76 (111.68) |
195.76% | Details | |
| 9/13/2019 | Legg Mason | LM | Downgrade | Equal Weight (Overweight) |
39.76 (49.99) |
25.73% | Details | |
| 9/12/2019 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/12/2019 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2019 | Brightsphere Investment | BSIG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2019 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2019 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/30/2019 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/26/2019 | Invesco | IVZ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/17/2019 | BlackRock | BLK | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/5/2019 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2019 | Stifel Financial | SF | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/4/2019 | IntercontinentalExchange | ICE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/11/2019 | Legg Mason | LM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2019 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/10/2019 | Franklin Resources | BEN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/8/2019 | Brightsphere Investment | BSIG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2018 | Stifel Financial | SF | Downgrade | Equal Weight (Overweight) |
41.71 (83.73) |
100.74% | Details | |
| 12/4/2018 | Invesco | IVZ | Downgrade | Equal Weight (Overweight) |
20.35 (17.93) |
-11.89% | Details | |
| 11/6/2018 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/31/2018 | IntercontinentalExchange | ICE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/25/2018 | Raymond James | RJF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2018 | BlackRock | BLK | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/10/2018 | T. Rowe Price | TROW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/21/2018 | Ares Management, L.P. | ARES | Upgrade | Overweight (Equal Weight) |
20.80 (140.31) |
574.57% | Details |
