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Ratings by Credit Suisse (Bill Katz)

Date CompanySymbol 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