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Ratings by Wells Fargo (Finian O'Shea)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/12/2022 CION Investment Corp. CION Maintain Overweight
(N/A)
 
 
  Details
8/11/2022 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
8/8/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
8/3/2022 Apollo Investment AINV Upgrade Overweight
(Equal Weight)
11.58
(13.65)
17.88% Details
7/29/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 Trinity Capital Inc. TRIN Downgrade Equal Weight
(Overweight)
15.02
(14.03)
-6.59% Details
7/25/2022 Solar Capital SLRC Downgrade Underweight
(Equal Weight)
14.50
(13.41)
-7.52% Details
7/25/2022 Owl Rock ORCC Downgrade Underweight
(Equal Weight)
12.71
(11.49)
-9.6% Details
7/25/2022 CION Investment Corp. CION Upgrade Overweight
(Equal Weight)
8.59
(8.94)
4.07% Details
7/25/2022 Bain Capital Specialty Finance BCSF Downgrade Underweight
(Equal Weight)
14.20
(13.23)
-6.83% Details
5/12/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
5/10/2022 Trinity Capital Inc. TRIN Maintain Overweight
(N/A)
 
 
  Details
5/6/2022 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
5/5/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
5/5/2022 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
5/5/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Ares Capital ARCC Maintain
(N/A)
 
 
  Details
3/3/2022 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
2/25/2022 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
2/24/2022 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
2/2/2022 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
2/2/2022 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
2/2/2022 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details
12/1/2021 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
11/17/2021 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
11/8/2021 Trinity Capital Inc. TRIN Maintain Overweight
(N/A)
 
 
  Details
10/27/2021 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Trinity Capital Inc. TRIN Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
10/25/2021 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details
8/6/2021 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
8/6/2021 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
8/6/2021 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
8/3/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/2/2021 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
7/2/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/2/2021 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
5/24/2021 Apollo Investment AINV Downgrade Equal Weight
(Overweight)
14.62
(13.65)
-6.63% Details
5/12/2021 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
5/10/2021 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
5/10/2021 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
5/7/2021 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
5/6/2021 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
5/6/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
5/3/2021 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
4/30/2021 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
3/5/2021 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
3/2/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
3/1/2021 Bain Capital Specialty Finance BCSF Upgrade Equal Weight
(Underweight)
13.99
(13.23)
-5.43% Details
2/26/2021 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
2/26/2021 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
2/25/2021 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
12/16/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
12/16/2020 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
12/16/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
12/16/2020 Apollo Investment AINV Maintain Overweight
(N/A)
 
 
  Details
11/20/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
11/10/2020 Solar Capital SLRC Downgrade Equal Weight
(Overweight)
16.75
(13.41)
-19.94% Details
11/10/2020 Apollo Investment AINV Upgrade Overweight
(Underweight)
8.57
(13.65)
59.28% Details
11/5/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
11/3/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
9/30/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
9/11/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
8/13/2020 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
8/11/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
8/7/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
8/6/2020 TCG BDC, Inc. CGBD Upgrade Equal Weight
(Underweight)
8.36
(12.66)
51.44% Details
5/22/2020 Apollo Investment AINV Maintain Underweight
(N/A)
 
 
  Details
5/20/2020 Apollo Investment AINV Maintain Underweight
(N/A)
 
 
  Details
5/11/2020 Solar Capital SLRC Maintain Overweight
(N/A)
 
 
  Details
5/11/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
5/7/2020 TCG BDC, Inc. CGBD Maintain Underweight
(N/A)
 
 
  Details
3/25/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
3/25/2020 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
3/25/2020 Apollo Investment AINV Maintain Underweight
(N/A)
 
 
  Details
3/25/2020 Solar Capital SLRC Upgrade Overweight
(Equal Weight)
8.28
(13.41)
61.96% Details
3/25/2020 Goldman Sachs BDC, Inc. GSBD Upgrade Overweight
(Equal Weight)
9.50
(16.30)
71.58% Details
3/9/2020 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
1/15/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
1/15/2020 Oaktree Specialty Lending Corp OCSL Upgrade Overweight
(Equal Weight)
5.49
(6.08)
10.75% Details
1/15/2020 Bain Capital Specialty Finance BCSF Downgrade Underweight
(Equal Weight)
19.91
(13.23)
-33.55% Details
1/15/2020 TCP Capital TCPC Downgrade Equal Weight
(Overweight)
14.16
(11.70)
-17.37% Details
11/6/2019 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
10/10/2019 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 TCP Capital TCPC Maintain Overweight
(N/A)
 
 
  Details
10/10/2019 BlackRock Capital Investment Corporation BKCC Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details