Ratings by Credit Suisse (Bill Katz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 1/26/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 11/22/2022 | The Blackstone Group | BX | Downgrade | Underperform (Neutral) |
91.68 (94.90) |
3.51% | Details | |
| 11/21/2022 | Sculptor Capital Mgmt. | SCU | Upgrade | Outperform (Neutral) |
9.95 (9.03) |
-9.25% | Details | |
| 11/15/2022 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Affiliated Managers Group | AMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2022 | LPL Investment | LPLA | Upgrade | Outperform (Neutral) |
255.65 (232.45) |
-9.07% | Details | |
| 11/1/2022 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Outperform) |
80.19 (75.50) |
-5.85% | Details | |
| 10/28/2022 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Janus Henderson Group | JHG | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2022 | Invesco | IVZ | Downgrade | Underperform (Neutral) |
15.05 (18.08) |
20.13% | Details | |
| 10/19/2022 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
67.43 (75.50) |
11.97% | Details | |
| 10/19/2022 | Raymond James | RJF | New Coverage | Neutral (N/A) |
100.87 (111.75) |
10.79% | Details | |
| 10/19/2022 | LPL Investment | LPLA | New Coverage | Neutral (N/A) |
238.00 (232.45) |
-2.33% | Details | |
| 10/19/2022 | TPG Inc. | TPG | New Coverage | Neutral (N/A) |
28.16 (31.43) |
11.61% | Details | |
| 10/19/2022 | Sculptor Capital Mgmt. | SCU | New Coverage | Neutral (N/A) |
9.16 (9.03) |
-1.42% | Details | |
| 10/19/2022 | Blue Owl Capital | OWl | New Coverage | Neutral (N/A) |
9.18 (12.26) |
33.55% | Details | |
| 10/19/2022 | KKR | KKR | New Coverage | Neutral (N/A) |
45.18 (54.43) |
20.47% | Details | |
| 10/19/2022 | GCM Grosvenor Inc. | GCMG | New Coverage | Outperform (N/A) |
7.40 (8.89) |
20.14% | Details | |
| 10/19/2022 | The Carlyle Group LP | CG | New Coverage | Outperform (N/A) |
26.40 (35.16) |
33.18% | Details | |
| 10/19/2022 | The Blackstone Group | BX | New Coverage | Neutral (N/A) |
88.23 (94.90) |
7.56% | Details | |
| 10/19/2022 | Bridge Investment Group | BRDG | New Coverage | Neutral (N/A) |
14.89 (14.50) |
-2.62% | Details | |
| 10/19/2022 | Apollo Global Management | APO | New Coverage | Outperform (N/A) |
48.92 (69.26) |
41.58% | Details | |
| 10/19/2022 | T. Rowe Price | TROW | New Coverage | Underperform (N/A) |
102.80 (113.46) |
10.37% | Details | |
| 10/19/2022 | Janus Henderson Group | JHG | New Coverage | Underperform (N/A) |
21.26 (25.56) |
20.23% | Details | |
| 10/19/2022 | Invesco | IVZ | New Coverage | Neutral (N/A) |
14.71 (18.08) |
22.91% | Details | |
| 10/19/2022 | BlackRock | BLK | New Coverage | Neutral (N/A) |
569.25 (747.86) |
31.38% | Details | |
| 10/19/2022 | Franklin Resources | BEN | New Coverage | Neutral (N/A) |
22.23 (31.26) |
40.62% | Details | |
| 10/19/2022 | Artisan Partners Asset Management | APAM | New Coverage | Neutral (N/A) |
27.31 (35.94) |
31.6% | Details | |
| 10/19/2022 | Affiliated Managers Group | AMG | New Coverage | Outperform (N/A) |
118.47 (167.24) |
41.17% | Details | |
| 10/19/2022 | AllianceBernstein | AB | New Coverage | Neutral (N/A) |
34.23 (37.46) |
9.44% | Details |
