Ratings by Wells Fargo (Daniel Welden)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/8/2026 | BlackRock | BLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2026 | Tradeweb Markets | TW | New Coverage | Overweight (N/A) |
100.84 (111.08) |
10.15% | Details | |
| 10/1/2026 | Apollo Global Management | APO | New Coverage | Equal Weight (N/A) |
116.06 (118.65) |
2.23% | Details | |
| 10/1/2026 | KKR | KKR | New Coverage | Equal Weight (N/A) |
91.30 (90.95) |
-0.38% | Details | |
| 10/1/2026 | The Carlyle Group LP | CG | New Coverage | Equal Weight (N/A) |
39.66 (38.42) |
-3.13% | Details | |
| 10/1/2026 | Pershing Square Inc | PS | New Coverage | Underweight (N/A) |
55.94 (54.59) |
-2.41% | Details | |
| 10/1/2026 | Blue Owl Capital | OWL | New Coverage | Equal Weight (N/A) |
9.09 (9.49) |
4.4% | Details | |
| 10/1/2026 | Ares Management, L.P. | ARES | New Coverage | Overweight (N/A) |
116.17 (117.22) |
0.9% | Details | |
| 10/1/2026 | The Blackstone Group | BX | New Coverage | Equal Weight (N/A) |
112.09 (114.29) |
1.96% | Details | |
| 10/1/2026 | Brookfield Asset Management | BAM | New Coverage | Overweight (N/A) |
44.58 (45.88) |
2.92% | Details | |
| 10/1/2026 | Hamilton Lane Inc. | HLNE | New Coverage | Overweight (N/A) |
86.86 (85.67) |
-1.37% | Details | |
| 10/1/2026 | TPG Inc. | TPG | New Coverage | Equal Weight (N/A) |
44.13 (45.26) |
2.56% | Details | |
| 10/1/2026 | BlackRock | BLK | New Coverage | Overweight (N/A) |
1058.29 (1082.39) |
2.28% | Details | |
| 10/1/2026 | Coinbase | COIN | New Coverage | Equal Weight (N/A) |
186.41 (179.39) |
-3.77% | Details | |
| 10/1/2026 | Charles Schwab Corp. | SCHW | New Coverage | Equal Weight (N/A) |
97.74 (96.70) |
-1.06% | Details | |
| 10/1/2026 | StepStone Group | STEP | New Coverage | Overweight (N/A) |
43.40 (44.10) |
1.61% | Details | |
| 10/1/2026 | Interactive Brokers Group | IBKR | New Coverage | Overweight (N/A) |
85.42 (87.87) |
2.87% | Details | |
| 10/1/2026 | Wealthfront Corporation | WLTH | New Coverage | Overweight (N/A) |
10.38 (10.82) |
4.24% | Details | |
| 10/1/2026 | LPL Financial Holdings | LPLA | New Coverage | Overweight (N/A) |
305.80 (330.88) |
8.2% | Details | |
| 10/1/2026 | Raymond James | RJF | New Coverage | Equal Weight (N/A) |
157.48 (158.38) |
0.57% | Details | |
| 10/1/2026 | SEI Investments | SEIC | New Coverage | Overweight (N/A) |
102.66 (104.70) |
1.99% | Details | |
| 10/1/2026 | Robinhood Markets | HOOD | New Coverage | Equal Weight (N/A) |
112.50 (109.02) |
-3.09% | Details | |
| 10/1/2026 | Nasdaq OMX Group Inc. | NDAQ | New Coverage | Equal Weight (N/A) |
92.01 (93.65) |
1.78% | Details | |
| 10/1/2026 | Bullish | BLSH | New Coverage | Equal Weight (N/A) |
34.89 (32.59) |
-6.59% | Details | |
| 10/1/2026 | Intercontinental Exchange | ICE | New Coverage | Underweight (N/A) |
152.03 (156.19) |
2.74% | Details | |
| 10/1/2026 | CME Group | CME | New Coverage | Overweight (N/A) |
261.98 (280.56) |
7.09% | Details | |
| 10/1/2026 | CBOE Holdings | CBOE | New Coverage | Equal Weight (N/A) |
275.29 (304.16) |
10.49% | Details |
