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Ratings by Wolfe Research (Steven Chubak)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
2/20/2024 Citi C Maintain Outperform
(N/A)
 
 
  Details
2/13/2024 LPL Financial Holdings LPLA Maintain Outperform
(N/A)
 
 
  Details
2/12/2024 Blue Owl Capital OWL Maintain Outperform
(N/A)
 
 
  Details
2/9/2024 Ares Management, L.P. ARES Maintain Outperform
(N/A)
 
 
  Details
1/26/2024 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
1/3/2024 PJT Partners PJT Downgrade Underperform
(Peerperform)
101.87
(104.17)
2.26% Details
1/3/2024 Northern Trust NTRS Downgrade Underperform
(Peerperform)
84.38
(81.48)
-3.44% Details
1/3/2024 Citi C Upgrade Outperform
(Peerperform)
51.44
(55.93)
8.73% Details
1/3/2024 Lazard LAZ Upgrade Outperform
(Peerperform)
34.80
(38.55)
10.78% Details
11/3/2023 Moelis MC Maintain Underperform
(N/A)
 
 
  Details
10/20/2023 Morgan Stanley MS Upgrade Peerperform
(Underperform)
74.88
(86.55)
15.58% Details
10/16/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
8/4/2023 Perella Weinberg Partners PWP Maintain Outperform
(N/A)
 
 
  Details
7/26/2023 PJT Partners PJT Downgrade Peerperform
(Outperform)
77.92
(104.17)
33.69% Details
7/7/2023 Wells Fargo WFC Downgrade Peerperform
(Outperform)
42.89
(53.86)
25.58% Details
7/7/2023 JPMorgan JPM Upgrade Outperform
(Peerperform)
143.21
(183.99)
28.48% Details
7/3/2023 Lazard LAZ Upgrade Peerperform
(Underperform)
31.53
(38.55)
22.26% Details
6/26/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
6/9/2023 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
4/28/2023 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
4/27/2023 Raymond James RJF Maintain Outperform
(N/A)
 
 
  Details
4/27/2023 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
4/20/2023 Morgan Stanley MS Maintain Underperform
(N/A)
 
 
  Details
4/18/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
3/6/2023 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
1/4/2023 Bank of New York Mellon BK Upgrade Outperform
(Peerperform)
45.52
(55.64)
22.23% Details
1/4/2023 Morgan Stanley MS Downgrade Underperform
(Outperform)
85.02
(86.55)
1.8% Details
1/4/2023 Goldman Sachs GS Downgrade Peerperform
(Outperform)
343.38
(391.05)
13.88% Details
10/26/2022 PJT Partners PJT Maintain Outperform
(N/A)
 
 
  Details
8/2/2022 Cowen Group COWN Downgrade Peerperform
(Outperform)
35.49
(38.99)
9.86% Details
7/27/2022 PJT Partners PJT Maintain Outperform
(N/A)
 
 
  Details
7/11/2022 Piper Sandler PIPR Downgrade Peerperform
(Outperform)
112.61
(186.50)
65.62% Details
7/11/2022 Moelis MC Downgrade Underperform
(Peerperform)
40.56
(53.96)
33.04% Details
7/11/2022 Lazard LAZ Maintain Underperform
(N/A)
 
 
  Details
7/11/2022 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
7/11/2022 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
6/6/2022 Robinhood Markets HOOD Maintain Peerperform
(N/A)
 
 
  Details
5/13/2022 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
5/6/2022 Perella Weinberg Partners PWP Maintain Outperform
(N/A)
 
 
  Details
5/1/2022 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
5/1/2022 Raymond James RJF Maintain Outperform
(N/A)
 
 
  Details
5/1/2022 LPL Investment LPLA Maintain Peerperform
(N/A)
 
 
  Details
5/1/2022 Ameriprise Financial AMP Maintain Outperform
(N/A)
 
 
  Details
4/29/2022 Robinhood Markets HOOD Maintain Peerperform
(N/A)
 
 
  Details
4/27/2022 Northern Trust NTRS Maintain Peerperform
(N/A)
 
 
  Details
4/7/2022 Cowen Group COWN Maintain Peerperform
(N/A)
 
 
  Details
4/7/2022 Perella Weinberg Partners PWP Maintain Outperform
(N/A)
 
 
  Details
4/7/2022 Piper Sandler PIPR Maintain Outperform
(N/A)
 
 
  Details
4/7/2022 Lazard LAZ Downgrade Underperform
(Peerperform)
34.71
(38.55)
11.06% Details
4/7/2022 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
4/7/2022 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
4/7/2022 PJT Partners PJT Upgrade Outperform
(Peerperform)
63.06
(104.17)
65.19% Details
3/31/2022 Bank of New York Mellon BK Downgrade Peerperform
(Outperform)
51.84
(55.64)
7.33% Details
3/31/2022 State Street STT Downgrade Peerperform
(Outperform)
92.11
(73.58)
-20.12% Details
2/18/2022 Perella Weinberg Partners PWP Maintain Outperform
(N/A)
 
 
  Details
2/16/2022 Cowen Group COWN Maintain Outperform
(N/A)
 
 
  Details
2/11/2022 Piper Sandler PIPR Maintain Outperform
(N/A)
 
 
  Details
2/10/2022 Moelis MC Maintain Peerperform
(N/A)
 
 
  Details
2/4/2022 Lazard LAZ Maintain Peerperform
(N/A)
 
 
  Details
2/3/2022 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
2/2/2022 PJT Partners PJT Maintain Peerperform
(N/A)
 
 
  Details
1/27/2022 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Cowen Group COWN Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Robinhood Markets HOOD Maintain Peerperform
(N/A)
 
 
  Details
1/4/2022 PJT Partners PJT Maintain Peerperform
(N/A)
 
 
  Details
1/4/2022 Raymond James RJF Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
1/4/2022 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Wells Fargo WFC Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 State Street STT Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
1/4/2022 Citi C Maintain Peerperform
(N/A)
 
 
  Details
1/4/2022 Bank of America BAC Maintain Peerperform
(N/A)
 
 
  Details
1/4/2022 JPMorgan JPM Downgrade Peerperform
(Outperform)
161.70
(183.99)
13.78% Details
12/2/2021 Piper Sandler PIPR New Coverage Outperform
(N/A)
163.39
(186.50)
14.14% Details
10/29/2021 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
10/29/2021 Raymond James RJF Maintain Outperform
(N/A)
 
 
  Details
10/29/2021 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
10/28/2021 Moelis MC Maintain Underperform
(N/A)
 
 
  Details
10/28/2021 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
10/22/2021 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
10/15/2021 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
10/15/2021 Wells Fargo WFC Maintain Outperform
(N/A)
 
 
  Details
10/15/2021 Bank of America BAC Maintain Peerperform
(N/A)
 
 
  Details
10/14/2021 JPMorgan JPM Maintain Outperform
(N/A)
 
 
  Details
10/12/2021 Ameriprise Financial AMP New Coverage Outperform
(N/A)
277.23
(407.12)
46.85% Details
10/7/2021 Bank of America BAC Downgrade Peerperform
(Outperform)
44.24
(33.92)
-23.33% Details
10/7/2021 State Street STT Upgrade Outperform
(Peerperform)
88.47
(73.58)
-16.83% Details
10/7/2021 Northern Trust NTRS Upgrade Peerperform
(Underperform)
111.23
(81.48)
-26.75% Details
8/31/2021 Robinhood Markets HOOD Maintain Peerperform
(N/A)
 
 
  Details
8/5/2021 Robinhood Markets HOOD New Coverage Peerperform
(N/A)
46.80
(14.48)
-69.06% Details
7/19/2021 Charles Schwab Corp. SCHW Maintain Outperform
(N/A)
 
 
  Details
7/8/2021 State Street STT Upgrade Peerperform
(Underperform)
81.40
(73.58)
-9.61% Details
6/28/2021 Perella Weinberg Partners PWP New Coverage Outperform
(N/A)
13.28
(12.97)
-2.33% Details
6/23/2021 Stifel Financial SF Upgrade Outperform
(Underperform)
62.25
(76.55)
22.97% Details
6/17/2021 Moelis MC Upgrade Peerperform
(Underperform)
54.72
(53.96)
-1.39% Details
5/18/2021 Fintech Acquisition Corp. FTIV Maintain Outperform
(N/A)
 
 
  Details
5/17/2021 Fintech Acquisition Corp. FTIV Maintain Outperform
(N/A)
 
 
  Details
5/12/2021 Houlihan Lokey HLI Maintain Underperform
(N/A)
 
 
  Details
5/3/2021 Fintech Acquisition Corp. FTIV Maintain Outperform
(N/A)
 
 
  Details
5/3/2021 PJT Partners PJT Maintain Peerperform
(N/A)
 
 
  Details
5/3/2021 Moelis MC Maintain Underperform
(N/A)
 
 
  Details
5/3/2021 Lazard LAZ Maintain Peerperform
(N/A)
 
 
  Details
5/3/2021 Evercore Partners EVR Maintain Outperform
(N/A)
 
 
  Details
4/8/2021 PJT Partners PJT Downgrade Peerperform
(Outperform)
69.28
(104.17)
50.36% Details
4/5/2021 Charles Schwab Corp. SCHW Upgrade Outperform
(Peerperform)
66.44
(64.44)
-3.01% Details
4/5/2021 Citi C Downgrade Peerperform
(Outperform)
73.14
(55.93)
-23.53% Details
2/22/2021 Charles Schwab Corp. SCHW Upgrade Peerperform
(Underperform)
61.93
(66.44)
7.28% Details
2/1/2021 Fintech Acquisition Corp. FTIV New Coverage Outperform
(N/A)
11.51
(13.28)
15.38% Details
1/19/2021 JPMorgan JPM Maintain Outperform
(N/A)
 
 
  Details
1/19/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
1/13/2021 Wells Fargo WFC Maintain Outperform
(N/A)
 
 
  Details
1/5/2021 Evercore Partners EVR Upgrade Outperform
(Peerperform)
108.08
(183.01)
69.33% Details
1/5/2021 Raymond James RJF Upgrade Outperform
(Peerperform)
94.03
(118.58)
26.11% Details
1/5/2021 Bank of America BAC Upgrade Outperform
(Peerperform)
30.03
(33.92)
12.95% Details
1/5/2021 Houlihan Lokey HLI Downgrade Underperform
(Peerperform)
66.89
(131.85)
97.11% Details
1/5/2021 Stifel Financial SF Downgrade Underperform
(Peerperform)
48.96
(62.25)
27.14% Details
1/5/2021 Charles Schwab Corp. SCHW Downgrade Underperform
(Peerperform)
52.76
(61.93)
17.38% Details
1/5/2021 State Street STT Downgrade Underperform
(Peerperform)
72.25
(73.58)
1.84% Details
10/2/2020 Lazard LAZ Upgrade Peerperform
(Outperform)
33.10
(38.55)
16.47% Details
9/14/2020 Wells Fargo WFC Upgrade Outperform
(Peerperform)
24.27
(53.86)
121.92% Details
7/22/2020 Moelis MC New Coverage Underperform
(N/A)
31.96
(54.72)
71.21% Details
7/22/2020 Houlihan Lokey HLI New Coverage Peerperform
(N/A)
57.15
(131.85)
130.71% Details
7/22/2020 Cowen Group COWN New Coverage Outperform
(N/A)
17.72
(38.99)
120.03% Details
7/22/2020 PJT Partners PJT New Coverage Outperform
(N/A)
53.36
(104.17)
95.22% Details
7/9/2020 State Street STT Downgrade Peerperform
(Outperform)
64.95
(73.58)
13.29% Details
7/9/2020 Northern Trust NTRS Downgrade Underperform
(Peerperform)
80.16
(81.48)
1.65% Details
7/9/2020 Evercore Partners EVR Downgrade Peerperform
(Outperform)
56.74
(183.01)
222.54% Details
7/9/2020 Wells Fargo WFC Upgrade Peerperform
(Underperform)
24.55
(53.86)
119.39% Details
7/9/2020 Charles Schwab Corp. SCHW Upgrade Peerperform
(Underperform)
34.43
(64.44)
87.16% Details
7/9/2020 JPMorgan JPM Upgrade Outperform
(Peerperform)
93.30
(183.99)
97.2% Details
7/9/2020 TD Ameritrade AMTD Upgrade Peerperform
(Underperform)
37.19
(1.69)
-95.46% Details
6/8/2020 Charles Schwab Corp. SCHW Downgrade Underperform
(Outperform)
42.82
(64.44)
50.49% Details
6/8/2020 TD Ameritrade AMTD Downgrade Underperform
(Outperform)
46.23
(1.69)
-96.34% Details
5/18/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
5/1/2020 E*TRADE ETFC Maintain Outperform
(N/A)
 
 
  Details
5/1/2020 Lazard LAZ Maintain Underperform
(N/A)
 
 
  Details
5/1/2020 Raymond James RJF Maintain Peerperform
(N/A)
 
 
  Details
5/1/2020 Stifel Financial SF Downgrade Peerperform
(Outperform)
44.28
(76.55)
72.88% Details
3/25/2020 Evercore Partners EVR Upgrade Outperform
(Peerperform)
43.79
(183.01)
317.93% Details
3/25/2020 Northern Trust NTRS Upgrade Peerperform
(Underperform)
69.86
(81.48)
16.63% Details
3/25/2020 Lazard LAZ Downgrade Underperform
(Peerperform)
23.80
(38.55)
61.97% Details
3/25/2020 Raymond James RJF Downgrade Peerperform
(Outperform)
59.42
(118.58)
99.56% Details
3/25/2020 Bank of America BAC Downgrade Peerperform
(Outperform)
21.03
(33.92)
61.29% Details
1/6/2020 Lazard LAZ Upgrade Peerperform
(Underperform)
40.43
(38.55)
-4.65% Details
1/6/2020 TD Ameritrade AMTD Upgrade Outperform
(Peerperform)
49.24
(1.69)
-96.57% Details
1/6/2020 State Street STT Upgrade Outperform
(Peerperform)
79.57
(73.58)
-7.53% Details
1/6/2020 Bank of New York Mellon BK Upgrade Outperform
(Peerperform)
50.27
(55.64)
10.68% Details
1/6/2020 Evercore Partners EVR Downgrade Peerperform
(Outperform)
73.38
(183.01)
149.4% Details
1/6/2020 JPMorgan JPM Downgrade Peerperform
(Outperform)
138.34
(183.99)
33% Details
10/25/2019 LPL Investment LPLA Maintain Outperform
(N/A)
 
 
  Details
10/22/2019 TD Ameritrade AMTD Maintain Peerperform
(N/A)
 
 
  Details
10/18/2019 E*TRADE ETFC Maintain Outperform
(N/A)
 
 
  Details
10/10/2019 Bank of New York Mellon BK Upgrade Peerperform
(Underperform)
42.83
(55.64)
29.91% Details
10/2/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/10/2019 Wells Fargo WFC Downgrade Underperform
(Peerperform)
47.83
(53.86)
12.61% Details
6/6/2019 Evercore Partners EVR Upgrade Outperform
(Peerperform)
84.33
(183.01)
117.02% Details
5/1/2019 Stifel Financial SF Maintain Outperform
(N/A)
 
 
  Details
4/17/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
3/27/2019 TD Ameritrade AMTD Upgrade Peerperform
(Underperform)
49.64
(1.69)
-96.6% Details
1/8/2019 Evercore Partners EVR Upgrade Peerperform
(Underperform)
75.01
(84.33)
12.43% Details
1/8/2019 Charles Schwab Corp. SCHW Upgrade Peerperform
(Underperform)
42.44
(64.44)
51.84% Details
1/8/2019 Northern Trust NTRS Downgrade Underperform
(Peerperform)
84.75
(81.48)
-3.86% Details
1/8/2019 Wells Fargo WFC Downgrade Peerperform
(Outperform)
47.64
(47.83)
0.4% Details
1/8/2019 Lazard LAZ Downgrade Underperform
(Peerperform)
38.45
(38.55)
0.26% Details
11/2/2018 Stifel Financial SF Upgrade Outperform
(Peerperform)
45.72
(76.55)
67.43% Details
11/2/2018 E*TRADE ETFC Upgrade Outperform
(Peerperform)
49.42
(49.26)
-0.32% Details
9/25/2018 Wells Fargo WFC New Coverage Outperform
(N/A)
54.26
(47.64)
-12.2% Details
9/25/2018 State Street STT New Coverage Peerperform
(N/A)
87.05
(73.58)
-15.47% Details
9/25/2018 Stifel Financial SF New Coverage Peerperform
(N/A)
54.05
(45.72)
-15.41% Details
9/25/2018 Charles Schwab Corp. SCHW New Coverage Underperform
(N/A)
51.56
(42.44)
-17.69% Details
9/25/2018 Raymond James RJF New Coverage Outperform
(N/A)
93.45
(118.58)
26.89% Details
9/25/2018 Northern Trust NTRS New Coverage Peerperform
(N/A)
105.34
(84.75)
-19.55% Details
9/25/2018 Morgan Stanley MS New Coverage Outperform
(N/A)
48.56
(86.55)
78.23% Details
9/25/2018 LPL Investment LPLA New Coverage Outperform
(N/A)
65.09
(263.36)
304.61% Details
9/25/2018 Lazard LAZ New Coverage Peerperform
(N/A)
48.98
(38.45)
-21.5% Details
9/25/2018 JPMorgan JPM New Coverage Outperform
(N/A)
116.72
(183.99)
57.63% Details
9/25/2018 Goldman Sachs GS New Coverage Outperform
(N/A)
232.90
(391.05)
67.9% Details
9/25/2018 Evercore Partners EVR New Coverage Underperform
(N/A)
102.55
(75.01)
-26.86% Details
9/25/2018 E*TRADE ETFC New Coverage Peerperform
(N/A)
54.41
(49.42)
-9.17% Details
9/25/2018 Citi C New Coverage Outperform
(N/A)
73.84
(73.14)
-0.95% Details
9/25/2018 Bank of New York Mellon BK New Coverage Underperform
(N/A)
52.37
(42.83)
-18.22% Details
9/25/2018 Bank of America BAC New Coverage Outperform
(N/A)
30.74
(33.92)
10.34% Details
9/25/2018 TD Ameritrade AMTD New Coverage Underperform
(N/A)
54.88
(49.64)
-9.55% Details