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Ratings by Credit Suisse (Bill Katz)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
5/19/2023 TPG Inc. TPG Maintain Neutral
(N/A)
 
 
  Details
5/15/2023 Bridge Investment Group BRDG Maintain Neutral
(N/A)
 
 
  Details
5/12/2023 GCM Grosvenor Inc. GCMG Maintain Outperform
(N/A)
 
 
  Details
5/11/2023 AllianceBernstein AB Maintain Outperform
(N/A)
 
 
  Details
5/9/2023 KKR KKR Maintain Neutral
(N/A)
 
 
  Details
5/8/2023 Janus Henderson Group JHG Upgrade Neutral
(Underperform)
26.55
(35.90)
35.22% Details
5/5/2023 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
5/2/2023 Franklin Resources BEN Maintain Neutral
(N/A)
 
 
  Details
4/28/2023 AllianceBernstein AB Maintain Outperform
(N/A)
 
 
  Details
4/28/2023 LPL Investment LPLA Maintain Neutral
(N/A)
 
 
  Details
4/27/2023 Raymond James RJF Maintain Neutral
(N/A)
 
 
  Details
4/21/2023 The Blackstone Group BX Maintain Underperform
(N/A)
 
 
  Details
4/18/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
4/17/2023 BlackRock BLK Maintain Neutral
(N/A)
 
 
  Details
4/13/2023 BlackRock BLK Maintain Neutral
(N/A)
 
 
  Details
4/3/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
4/3/2023 Raymond James RJF Maintain Neutral
(N/A)
 
 
  Details
4/3/2023 LPL Investment LPLA Downgrade Neutral
(Outperform)
198.94
(225.91)
13.56% Details
3/29/2023 Invesco IVZ Upgrade Neutral
(Underperform)
15.34
(16.49)
7.5% Details
3/20/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
3/15/2023 Charles Schwab Corp. SCHW Upgrade Outperform
(Neutral)
51.91
(63.00)
21.36% Details
3/1/2023 Sculptor Capital Mgmt. SCU Maintain Outperform
(N/A)
 
 
  Details
2/23/2023 TPG Inc. TPG Maintain Neutral
(N/A)
 
 
  Details
2/21/2023 GCM Grosvenor Inc. GCMG Maintain Outperform
(N/A)
 
 
  Details
2/21/2023 Bridge Investment Group BRDG Maintain Neutral
(N/A)
 
 
  Details
2/13/2023 AllianceBernstein AB Upgrade Outperform
(Neutral)
40.03
(33.92)
-15.26% Details
2/9/2023 KKR KKR Maintain Neutral
(N/A)
 
 
  Details
2/8/2023 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
2/3/2023 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
2/3/2023 Janus Henderson Group JHG Maintain Underperform
(N/A)
 
 
  Details
2/2/2023 Artisan Partners Asset Management APAM Maintain Neutral
(N/A)
 
 
  Details
2/2/2023 The Blackstone Group BX Maintain Underperform
(N/A)
 
 
  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
(134.85)
47.09% Details
11/21/2022 Sculptor Capital Mgmt. SCU Upgrade Outperform
(Neutral)
9.95
(12.72)
27.84% 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
(225.91)
-11.63% Details
11/1/2022 Charles Schwab Corp. SCHW Downgrade Neutral
(Outperform)
80.19
(51.91)
-35.27% 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
(16.49)
9.57% Details
10/19/2022 Charles Schwab Corp. SCHW New Coverage Outperform
(N/A)
67.43
(63.00)
-6.57% Details
10/19/2022 Raymond James RJF New Coverage Neutral
(N/A)
100.87
(113.03)
12.06% Details
10/19/2022 LPL Investment LPLA New Coverage Neutral
(N/A)
238.00
(225.91)
-5.08% Details
10/19/2022 TPG Inc. TPG New Coverage Neutral
(N/A)
28.16
(46.25)
64.24% Details
10/19/2022 Sculptor Capital Mgmt. SCU New Coverage Neutral
(N/A)
9.16
(12.72)
38.86% Details
10/19/2022 Blue Owl Capital OWl New Coverage Neutral
(N/A)
9.18
(18.43)
100.76% Details
10/19/2022 KKR KKR New Coverage Neutral
(N/A)
45.18
(113.69)
151.64% Details
10/19/2022 GCM Grosvenor Inc. GCMG New Coverage Outperform
(N/A)
7.40
(10.78)
45.68% Details
10/19/2022 The Carlyle Group LP CG New Coverage Outperform
(N/A)
26.40
(45.56)
72.58% Details
10/19/2022 The Blackstone Group BX New Coverage Neutral
(N/A)
88.23
(134.85)
52.84% Details
10/19/2022 Bridge Investment Group BRDG New Coverage Neutral
(N/A)
14.89
(8.49)
-42.98% Details
10/19/2022 Apollo Global Management APO New Coverage Outperform
(N/A)
48.92
(121.01)
147.36% Details
10/19/2022 T. Rowe Price TROW New Coverage Underperform
(N/A)
102.80
(118.92)
15.68% Details
10/19/2022 Janus Henderson Group JHG New Coverage Underperform
(N/A)
21.26
(35.90)
68.86% Details
10/19/2022 Invesco IVZ New Coverage Neutral
(N/A)
14.71
(16.49)
12.1% Details
10/19/2022 BlackRock BLK New Coverage Neutral
(N/A)
569.25
(841.48)
47.82% Details
10/19/2022 Franklin Resources BEN New Coverage Neutral
(N/A)
22.23
(23.92)
7.6% Details
10/19/2022 Artisan Partners Asset Management APAM New Coverage Neutral
(N/A)
27.31
(43.33)
58.66% Details
10/19/2022 Affiliated Managers Group AMG New Coverage Outperform
(N/A)
118.47
(171.96)
45.15% Details
10/19/2022 AllianceBernstein AB New Coverage Neutral
(N/A)
34.23
(33.92)
-0.91% Details