Ratings by Credit Suisse (Craig Siegenthaler)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/20/2021 | Patria Investments | PAX | New Coverage | Outperform (N/A) |
15.79 (11.46) |
-27.42% | Details | |
| 5/21/2021 | LPL Investment | LPLA | Downgrade | Neutral (Outperform) |
148.76 (361.35) |
142.91% | Details | |
| 5/21/2021 | Patria Investments | PAX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/5/2021 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2021 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2021 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2021 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Neutral) |
67.77 (112.30) |
65.71% | Details | |
| 4/21/2021 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2021 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2021 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 3/30/2021 | T. Rowe Price | TROW | Upgrade | Neutral (Outperform) |
176.97 (111.51) |
-36.99% | Details | |
| 2/24/2021 | Ares Management, L.P. | ARES | New Coverage | Neutral (N/A) |
50.71 (141.25) |
178.54% | Details | |
| 2/19/2021 | The Carlyle Group LP | CG | Upgrade | Outperform (Neutral) |
36.08 (49.37) |
36.83% | Details | |
| 2/19/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2021 | Patria Investments | PAX | New Coverage | Outperform (N/A) |
22.37 (11.46) |
-48.77% | Details | |
| 2/12/2021 | Sculptor Capital Mgmt. | SCU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2021 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2021 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2021 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2021 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2021 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2021 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2021 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2021 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2021 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2020 | Sculptor Capital Mgmt. | SCU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2020 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2020 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2020 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2020 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2020 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2020 | Charles Schwab Corp. | SCHW | New Coverage | Neutral (N/A) |
38.47 (112.30) |
191.92% | Details | |
| 10/9/2020 | Janus Henderson Group | JHG | Upgrade | Neutral (Underperform) |
25.04 (21.89) |
-12.58% | Details | |
| 10/5/2020 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2020 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2020 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2020 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2020 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2020 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2020 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Stifel Financial | SF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/23/2020 | Sculptor Capital Mgmt. | SCU | New Coverage | Neutral (N/A) |
12.58 (12.72) |
1.11% | Details | |
| 6/23/2020 | Stifel Financial | SF | New Coverage | Neutral (N/A) |
47.27 (80.96) |
71.27% | Details | |
| 6/23/2020 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
30.13 (52.99) |
75.87% | Details | |
| 6/23/2020 | Lazard | LAZ | New Coverage | Neutral (N/A) |
30.10 (44.15) |
46.68% | Details | |
| 6/23/2020 | Interactive Brokers Group | IBKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2020 | Eaton Vance | EV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2020 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2020 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2020 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2020 | E*TRADE | ETFC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2020 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2020 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/25/2020 | E*TRADE | ETFC | Downgrade | Neutral (Outperform) |
53.35 (49.26) |
-7.67% | Details | |
| 2/6/2020 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2020 | Janus Henderson Group | JHG | Maintain | Underperform (N/A) |
|
Details | ||
| 2/4/2020 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2020 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Legg Mason | LM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2020 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2020 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2019 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2019 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2019 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2019 | The Carlyle Group LP | CG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | Legg Mason | LM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2019 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2019 | Affiliated Managers Group | AMG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2019 | Invesco | IVZ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2019 | Legg Mason | LM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2019 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2019 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2019 | LPL Investment | LPLA | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/12/2019 | Eaton Vance | EV | New Coverage | Neutral (N/A) |
41.04 (21.85) |
-46.76% | Details | |
| 5/21/2019 | Apollo Global Management | APO | Upgrade | Outperform (Neutral) |
32.33 (132.69) |
310.42% | Details | |
| 5/21/2019 | The Carlyle Group LP | CG | Downgrade | Neutral (Outperform) |
20.93 (36.08) |
72.38% | Details | |
| 3/14/2019 | Oaktree Capital Group | OAK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2019 | Brightsphere Investment | BSIG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2019 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2019 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2019 | Waddell & Reed | WDR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/4/2019 | WisdomTree Investments | WETF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/14/2019 | WisdomTree Investments | WETF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2019 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2019 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2019 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | Waddell & Reed | WDR | Maintain | Underperform (N/A) |
|
Details | ||
| 10/30/2018 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2018 | E*TRADE | ETFC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2018 | WisdomTree Investments | WETF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2018 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2018 | Franklin Resources | BEN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2018 | T. Rowe Price | TROW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2018 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2018 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Legg Mason | LM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2018 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/1/2018 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2018 | Apollo Global Management | APO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2018 | Medley Management | MDLY | Maintain | Neutral (N/A) |
|
Details |
