Ratings by Citizens (Devin Ryan)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/28/2026 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/15/2026 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/13/2026 | eToro Group | ETOR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/6/2026 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/29/2026 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/23/2026 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/17/2026 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/16/2026 | Morgan Stanley | MS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/10/2026 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/10/2026 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/10/2026 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/10/2026 | Galaxy Digital | GLXY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/10/2026 | eToro Group | ETOR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/10/2026 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/10/2026 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/26/2026 | Wealthfront Corporation | WLTH | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/16/2026 | Wealthfront Corporation | WLTH | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/11/2026 | SharpLink Gaming | SBET | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/6/2026 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/18/2026 | eToro Group | ETOR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/12/2026 | Galaxy Digital | GLXY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/11/2026 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/9/2026 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/9/2026 | SoFi Technologies | SOFI | Upgrade | Market Outperform (Market Perform) |
19.46 (16.68) |
-14.29% | Details | |
| 2/6/2026 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/4/2026 | PJT Partners | PJT | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 2/4/2026 | Galaxy Digital | GLXY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/3/2026 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/2/2026 | SoFi Technologies | SOFI | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/30/2026 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/21/2026 | Galaxy Digital | GLXY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/12/2026 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/12/2026 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/6/2026 | Wealthfront Corporation | WLTH | New Coverage | Market Outperform (N/A) |
13.22 (11.76) |
-11.04% | Details | |
| 12/18/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/12/2025 | Forge Global Holdings Inc | FRGE | Downgrade | Market Perform (Market Outperform) |
44.48 (45.00) |
1.17% | Details | |
| 12/9/2025 | Galaxy Digital | GLXY | New Coverage | Market Outperform (N/A) |
25.51 (28.49) |
11.68% | Details | |
| 11/13/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/5/2025 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/31/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/30/2025 | Ares Capital | ARCC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/28/2025 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/24/2025 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/23/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/16/2025 | SharpLink Gaming | SBET | New Coverage | Market Outperform (N/A) |
15.64 (5.54) |
-64.58% | Details | |
| 10/16/2025 | SharpLink Gaming | SBET | New Coverage | Market Outperform (N/A) |
15.64 (15.64) |
0% | Details | |
| 10/15/2025 | Goldman Sachs | GS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 10/9/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/9/2025 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/9/2025 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/9/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/9/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/9/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 9/30/2025 | Circle Internet Group | CRCL | New Coverage | Market Perform (N/A) |
126.99 (90.13) |
-29.03% | Details | |
| 9/26/2025 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 9/23/2025 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 9/8/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/22/2025 | Paylocity Holding | PCTY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/13/2025 | eToro Group | ETOR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/7/2025 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/6/2025 | FTAI Aviation | FTAI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/4/2025 | Piper Sandler | PIPR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 8/4/2025 | Hercules Capital Inc | HTGC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/1/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/1/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/31/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/31/2025 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/31/2025 | Ares Capital | ARCC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/25/2025 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/24/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/17/2025 | Goldman Sachs | GS | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 7/16/2025 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/14/2025 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/14/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/14/2025 | SoFi Technologies | SOFI | Downgrade | Market Perform (Market Outperform) |
20.97 (19.46) |
-7.2% | Details | |
| 7/14/2025 | KKR | KKR | Downgrade | Market Perform (Market Outperform) |
143.05 (90.53) |
-36.71% | Details | |
| 7/14/2025 | Goldman Sachs | GS | Downgrade | Market Perform (Market Outperform) |
709.12 (1041.02) |
46.8% | Details | |
| 7/14/2025 | Evercore Partners | EVR | Downgrade | Market Perform (Market Outperform) |
298.97 (340.09) |
13.75% | Details | |
| 6/25/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/9/2025 | eToro Group | ETOR | New Coverage | Market Outperform (N/A) |
62.57 (39.19) |
-37.37% | Details | |
| 5/12/2025 | FTAI Aviation | FTAI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/9/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/9/2025 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/8/2025 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/5/2025 | Piper Sandler | PIPR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 5/1/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/30/2025 | PJT Partners | PJT | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/29/2025 | Paylocity Holding | PCTY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/28/2025 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/25/2025 | SoFi Technologies | SOFI | New Coverage | Market Outperform (N/A) |
11.74 (16.68) |
42.08% | Details | |
| 4/24/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/24/2025 | Moelis | MC | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/24/2025 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/21/2025 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/15/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/15/2025 | The Blackstone Group | BX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/11/2025 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | KKR | KKR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Goldman Sachs | GS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/8/2025 | Evercore Partners | EVR | Upgrade | Market Outperform (Market Perform) |
163.95 (340.09) |
107.44% | Details | |
| 4/8/2025 | The Blackstone Group | BX | Upgrade | Market Outperform (Market Perform) |
125.04 (110.28) |
-11.8% | Details | |
| 4/3/2025 | Paylocity Holding | PCTY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/31/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/28/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/17/2025 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/14/2025 | Piper Sandler | PIPR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/12/2025 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/7/2025 | Dave Inc | DAVE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/14/2025 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/7/2025 | Paylocity Holding | PCTY | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/5/2025 | Apollo Global Management | APO | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 2/5/2025 | KKR | KKR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/3/2025 | Piper Sandler | PIPR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 1/31/2025 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/30/2025 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/30/2025 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/30/2025 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/13/2025 | PJT Partners | PJT | Downgrade | Market Perform (Market Outperform) |
154.66 (154.84) |
0.12% | Details | |
| 12/31/2024 | FTAI Aviation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/19/2024 | Oaktree Specialty Lending Corp | OCSL | Downgrade | Market Underperform (N/A) |
16.15 (11.81) |
-26.87% | Details | |
| 11/14/2024 | Dave Inc | DAVE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/1/2024 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/29/2024 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/15/2024 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | Raymond James | RJF | Upgrade | Market Outperform (Market Perform) |
125.37 (146.56) |
16.9% | Details | |
| 10/9/2024 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2024 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/1/2024 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/31/2024 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Oaktree Specialty Lending Corp | OCSL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Hercules Capital Inc | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/26/2024 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/23/2024 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/8/2024 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Dave Inc | DAVE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/29/2024 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/29/2024 | Dave Inc | DAVE | New Coverage | Market Outperform (N/A) |
42.52 (249.33) |
486.38% | Details | |
| 4/17/2024 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/15/2024 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | LPL Financial Holdings | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | Robinhood Markets | HOOD | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2024 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2024 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/26/2024 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/26/2024 | Hercules Capital Inc | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/7/2024 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/7/2024 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/25/2024 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2024 | Piper Sandler | PIPR | Downgrade | Market Perform (Market Outperform) |
168.94 (75.63) |
-55.23% | Details | |
| 12/22/2023 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/7/2023 | TPG Specialty Lending | TSLX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/11/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/26/2023 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2023 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2023 | Charles Schwab Corp. | SCHW | Upgrade | Market Outperform (Market Perform) |
55.96 (86.59) |
54.74% | Details | |
| 7/10/2023 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2023 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/23/2023 | Greenhill | GHL | Downgrade | Market Perform (Market Outperform) |
6.78 (14.99) |
121.09% | Details | |
| 5/10/2023 | TPG Specialty Lending | TSLX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/9/2023 | TCP Capital | TCPC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/8/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Fortress Transportation | FTAI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/27/2023 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/10/2023 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/10/2023 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/10/2023 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/10/2023 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/10/2023 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/10/2023 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/2/2023 | TCP Capital | TCPC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/27/2023 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Hercules Technology Growth Capital | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/9/2023 | Oaktree Specialty Lending Corp | OCSL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/8/2023 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/6/2023 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | LPL Investment | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Forge Global Holdings Inc | FRGE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/9/2023 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/17/2022 | LPL Investment | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/16/2022 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Hercules Technology Growth Capital | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/3/2022 | TPG Specialty Lending | TSLX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/28/2022 | LPL Investment | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | LPL Investment | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/11/2022 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Forge Global Holdings Inc | FRGE | New Coverage | Market Outperform (N/A) |
3.27 (44.48) |
1260.24% | Details | |
| 8/15/2022 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/9/2022 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/5/2022 | TCP Capital | TCPC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/4/2022 | TPG Specialty Lending | TSLX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Capital Southwest Corp | CSWC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Cowen Group | COWN | Downgrade | Market Perform (Market Outperform) |
35.49 (38.99) |
9.86% | Details | |
| 7/28/2022 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/12/2022 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/12/2022 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/12/2022 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/12/2022 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/12/2022 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/12/2022 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/10/2022 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/2/2022 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/29/2022 | LPL Investment | LPLA | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/29/2022 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/28/2022 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | LPL Investment | LPLA | Upgrade | Market Outperform (Market Perform) |
186.40 (282.67) |
51.65% | Details | |
| 4/7/2022 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Greenhill | GHL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/11/2022 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/10/2022 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Robinhood Markets | HOOD | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Charles Schwab Corp. | SCHW | Downgrade | Market Perform (Market Outperform) |
90.74 (86.59) |
-4.57% | Details | |
| 1/10/2022 | Raymond James | RJF | Downgrade | Market Perform (Market Outperform) |
106.52 (146.56) |
37.59% | Details | |
| 1/10/2022 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/17/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/12/2021 | MarketWise Inc. | MKTW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/9/2021 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/8/2021 | Shutter Rock Capital Corp. | SSSS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Paylocity Holding | PCTY | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/4/2021 | TPG Specialty Lending | TSLX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/3/2021 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/20/2021 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/14/2021 | Coinbase Global Inc. | COIN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/5/2021 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/5/2021 | KKR | KKR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/5/2021 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 9/28/2021 | Coinbase Global Inc. | COIN | New Coverage | Market Outperform (N/A) |
231.82 (163.22) |
-29.59% | Details | |
| 8/23/2021 | Robinhood Markets | HOOD | New Coverage | Market Outperform (N/A) |
44.69 (82.85) |
85.39% | Details | |
| 8/13/2021 | Perella Weinberg Partners | PWP | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/5/2021 | KKR | KKR | Upgrade | Market Outperform (Market Perform) |
64.80 (90.53) |
39.71% | Details | |
| 8/4/2021 | Capital Southwest Corp | CSWC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/2/2021 | MarketWise Inc. | MKTW | New Coverage | Market Outperform (N/A) |
13.79 (16.53) |
19.87% | Details | |
| 7/30/2021 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/30/2021 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/29/2021 | Ares Capital | ARCC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/13/2021 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/28/2021 | Perella Weinberg Partners | PWP | New Coverage | Market Outperform (N/A) |
13.28 (15.14) |
14.01% | Details | |
| 6/17/2021 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 6/8/2021 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/28/2021 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/27/2021 | Capital Southwest Corp | CSWC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/6/2021 | TCP Capital | TCPC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/3/2021 | Piper Sandler | PIPR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/3/2021 | Hercules Technology Growth Capital | HTGC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/30/2021 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/30/2021 | Greenhill | GHL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/29/2021 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/29/2021 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/29/2021 | Ares Capital | ARCC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/28/2021 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/27/2021 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/27/2021 | Charles Schwab Corp. | SCHW | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/14/2021 | Shutter Rock Capital Corp. | SSSS | New Coverage | Market Outperform (N/A) |
15.27 (14.23) |
-6.81% | Details | |
| 4/9/2021 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2021 | Charles Schwab Corp. | SCHW | Upgrade | Market Outperform (Market Perform) |
67.05 (86.59) |
29.14% | Details | |
| 4/9/2021 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2021 | PJT Partners | PJT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2021 | Moelis | MC | Downgrade | Market Perform (Market Outperform) |
56.41 (67.12) |
18.99% | Details | |
| 4/9/2021 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2021 | Goldman Sachs | GS | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/9/2021 | Evercore Partners | EVR | Downgrade | Market Perform (Market Outperform) |
137.01 (340.09) |
148.22% | Details | |
| 4/9/2021 | Cowen Group | COWN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/25/2021 | Cowen Group | COWN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/9/2021 | PennantPark Investment | PNNT | New Coverage | Market Perform (N/A) |
5.77 (3.89) |
-32.58% | Details | |
| 2/24/2021 | Hercules Technology Growth Capital | HTGC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/24/2021 | Extreme Networks | EXTR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/23/2021 | Fortress Transportation | FTAI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/12/2021 | Cowen Group | COWN | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/12/2021 | Ares Capital | ARCC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/11/2021 | Moelis | MC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/5/2021 | Oaktree Specialty Lending Corp | OCSL | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/5/2021 | Greenhill | GHL | Upgrade | Market Outperform (Market Perform) |
11.90 (14.99) |
25.97% | Details | |
| 2/4/2021 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/3/2021 | Evercore Partners | EVR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/3/2021 | Capital Southwest Corp | CSWC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/2/2021 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/29/2021 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/28/2021 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/28/2021 | Extreme Networks | EXTR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/26/2021 | TPG Specialty Lending | TSLX | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/26/2021 | Paylocity Holding | PCTY | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/20/2021 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Evercore Partners | EVR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/12/2021 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/23/2020 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/10/2020 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/9/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/2/2020 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/5/2020 | Capital Southwest Corp | CSWC | New Coverage | Market Outperform (N/A) |
14.75 (23.17) |
57.08% | Details | |
| 11/2/2020 | Hercules Technology Growth Capital | HTGC | New Coverage | Market Outperform (N/A) |
11.19 (15.22) |
36.01% | Details | |
| 11/2/2020 | New Fortress Energy | NFE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/30/2020 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/30/2020 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/29/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/28/2020 | Ares Capital | ARCC | New Coverage | Market Outperform (Market Outperform) |
14.22 (18.68) |
31.36% | Details | |
| 10/28/2020 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/28/2020 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/27/2020 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Paylocity Holding | PCTY | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/9/2020 | Evercore Partners | EVR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/21/2020 | New Fortress Energy | NFE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/10/2020 | StoneCastle Financial | BANX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/7/2020 | StoneCastle Financial | BANX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/5/2020 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 8/4/2020 | New Fortress Energy | NFE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/31/2020 | Piper Sandler | PIPR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/29/2020 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/29/2020 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/28/2020 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2020 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2020 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2020 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/10/2020 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/7/2020 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/5/2020 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | PJT Partners | PJT | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Goldman Sachs | GS | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Extreme Networks | EXTR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Evercore Partners | EVR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/9/2020 | Cowen Group | COWN | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/20/2020 | Fortress Transportation | FTAI | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/19/2020 | New Fortress Energy | NFE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/31/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/13/2020 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/13/2020 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/13/2020 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/13/2020 | Evercore Partners | EVR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/13/2020 | E*TRADE | ETFC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/13/2020 | Morgan Stanley | MS | Downgrade | Market Perform (Market Outperform) |
52.06 (210.14) |
303.65% | Details | |
| 1/13/2020 | KKR | KKR | Downgrade | Market Perform (Market Outperform) |
29.94 (90.53) |
202.37% | Details | |
| 1/13/2020 | Goldman Sachs | GS | Upgrade | Market Outperform (Market Perform) |
242.60 (1041.02) |
329.11% | Details | |
| 1/13/2020 | Apollo Global Management | APO | Downgrade | Market Perform (Market Outperform) |
49.81 (124.35) |
149.65% | Details | |
| 11/11/2019 | Apollo Global Management | APO | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/8/2019 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/8/2019 | Moelis | MC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/8/2019 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/8/2019 | E*TRADE | ETFC | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/8/2019 | Apollo Global Management | APO | Maintain | Market Outperform (N/A) |
|
Details | ||
| 7/8/2019 | The Blackstone Group | BX | Downgrade | Market Perform (Market Outperform) |
47.48 (110.28) |
132.27% | Details | |
| 7/8/2019 | E*TRADE | ETFC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/8/2019 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/8/2019 | PJT Partners | PJT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/8/2019 | Moelis | MC | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/8/2019 | Lazard | LAZ | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/7/2019 | Apollo Global Management | APO | Maintain | Market Outperform (N/A) |
|
Details | ||
| 5/23/2019 | Houlihan Lokey | HLI | Downgrade | Market Perform (Market Outperform) |
46.65 (138.43) |
196.74% | Details | |
| 5/23/2019 | Evercore Partners | EVR | Upgrade | Market Outperform (Market Perform) |
83.27 (340.09) |
308.42% | Details | |
| 5/16/2019 | New Fortress Energy | NFE | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/29/2019 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/24/2019 | The Blackstone Group | BX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 4/8/2019 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 3/15/2019 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 2/25/2019 | New Fortress Energy | NFE | New Coverage | Market Outperform (N/A) |
14.02 (0.50) |
-96.43% | Details | |
| 1/8/2019 | Stifel Financial | SF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/8/2019 | Raymond James | RJF | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/8/2019 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/8/2019 | The Blackstone Group | BX | Maintain | Market Outperform (N/A) |
|
Details | ||
| 1/8/2019 | Apollo Global Management | APO | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/21/2018 | Raymond James | RJF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/13/2018 | Envestnet | ENV | Maintain | Market Outperform (N/A) |
|
Details | ||
| 11/7/2018 | Apollo Global Management | APO | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/31/2018 | Stifel Financial | SF | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/30/2018 | Lazard | LAZ | Maintain | Market Outperform (N/A) |
|
Details | ||
| 10/3/2018 | Stifel Financial | SF | Upgrade | Market Outperform (Market Perform) |
51.18 (69.37) |
35.54% | Details | |
| 9/24/2018 | The Blackstone Group | BX | Maintain | Market Outperform (N/A) |
|
Details |
