Ratings by Oppenheimer (Chris Kotowski)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/28/2022 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
5/11/2022 GCM Grosvenor Inc. GCMG Maintain Outperform
(N/A)
 
 
  Details
5/3/2022 JPMorgan JPM Upgrade Outperform
(Perform)
120.45
(114.05)
-5.31% Details
5/3/2022 Morgan Stanley MS Upgrade Outperform
(Perform)
81.96
(76.75)
-6.36% Details
5/3/2022 SVB Financial SIVB Upgrade Outperform
(Perform)
497.67
(400.67)
-19.49% Details
4/18/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/13/2022 Apollo Global Management APO Upgrade Outperform
(Perform)
55.51
(49.26)
-11.26% Details
4/4/2022 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
4/4/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/4/2022 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
3/18/2022 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
3/11/2022 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
3/11/2022 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
3/2/2022 P10 Inc PX Maintain Outperform
(N/A)
 
 
  Details
2/9/2022 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
1/27/2022 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
1/27/2022 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
1/27/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/27/2022 Citi C Maintain Outperform
(N/A)
 
 
  Details
1/27/2022 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
1/21/2022 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
1/19/2022 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/13/2022 P10 Inc PX Maintain Perform
(N/A)
 
 
  Details
1/13/2022 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
1/13/2022 GCM Grosvenor Inc. GCMG Maintain Outperform
(N/A)
 
 
  Details
1/13/2022 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
12/27/2021 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
12/27/2021 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
12/27/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
12/27/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
12/27/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
12/7/2021 Blue Owl Capital OWL New Coverage Perform
(N/A)
15.08
(10.05)
-33.36% Details
11/15/2021 P10 Inc PX New Coverage Outperform
(N/A)
13.45
(11.42)
-15.09% Details
11/11/2021 GCM Grosvenor Inc. GCMG Maintain Outperform
(N/A)
 
 
  Details
11/10/2021 Angel Oak Mortgage Inc AOMR Downgrade Perform
(Outperform)
18.69
(13.41)
-28.25% Details
11/5/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
11/1/2021 Stellus Capital SCM Upgrade Outperform
(Perform)
13.95
(11.44)
-17.99% Details
10/29/2021 The Carlyle Group LP CG Maintain Perform
(N/A)
 
 
  Details
10/20/2021 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
10/20/2021 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
10/20/2021 Apollo Global Management APO Downgrade Perform
(Outperform)
68.30
(49.26)
-27.88% Details
10/18/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
10/15/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
10/13/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
10/1/2021 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
9/29/2021 Morgan Stanley MS Downgrade Perform
(Outperform)
102.04
(76.75)
-24.78% Details
9/27/2021 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
9/24/2021 GCM Grosvenor Inc. GCMG Maintain Outperform
(N/A)
 
 
  Details
9/1/2021 GCM Grosvenor Inc. GCMG New Coverage Outperform
(N/A)
11.18
(7.01)
-37.3% Details
8/5/2021 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
8/4/2021 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
8/2/2021 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
8/2/2021 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
8/2/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
8/2/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
8/2/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/30/2021 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
7/16/2021 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
7/16/2021 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
7/15/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
7/15/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/14/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
7/14/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
7/12/2021 Angel Oak Mortgage Inc AOMR New Coverage Outperform
(N/A)
17.09
(13.41)
-21.53% Details
6/29/2021 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
5/18/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
5/18/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
5/18/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
5/18/2021 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
5/7/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
5/5/2021 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
5/5/2021 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
4/30/2021 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
4/29/2021 Ares Capital ARCC Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/16/2021 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
4/16/2021 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/16/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
4/15/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/14/2021 Apollo Global Management APO Upgrade Outperform
(Perform)
47.56
(49.26)
3.57% Details
4/12/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
3/4/2021 Monroe Capital MRCC Maintain Outperform
(N/A)
 
 
  Details
2/19/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
2/18/2021 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
2/12/2021 Ares Capital ARCC Maintain Outperform
(N/A)
 
 
  Details
2/9/2021 CDK Global CDK Maintain Outperform
(N/A)
 
 
  Details
2/5/2021 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
1/21/2021 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
1/20/2021 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/20/2021 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
1/15/2021 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
1/6/2021 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
12/7/2020 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
12/3/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
11/16/2020 SVB Financial SIVB Downgrade Perform
(Outperform)
331.63
(400.67)
20.82% Details
11/10/2020 WhiteHorse Finance WHF Maintain Outperform
(N/A)
 
 
  Details
11/9/2020 Solar Senior Capital SUNS Maintain Outperform
(N/A)
 
 
  Details
11/6/2020 Monroe Capital MRCC Maintain Outperform
(N/A)
 
 
  Details
10/23/2020 SVB Financial SIVB Maintain Outperform
(N/A)
 
 
  Details
10/16/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
10/15/2020 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
10/15/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
10/15/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
10/14/2020 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
9/28/2020 SVB Financial SIVB Maintain Outperform
(N/A)
 
 
  Details
9/28/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
9/28/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
9/28/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
8/5/2020 KKR KKR Maintain Outperform
(N/A)
 
 
  Details
7/29/2020 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
7/29/2020 SVB Financial SIVB Maintain Outperform
(N/A)
 
 
  Details
7/29/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
7/29/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
7/29/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/24/2020 SVB Financial SIVB Maintain Outperform
(N/A)
 
 
  Details
7/21/2020 CIT Group CIT Downgrade Perform
(Outperform)
18.88
(53.50)
183.37% Details
7/17/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
7/17/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/15/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
7/13/2020 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
7/13/2020 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 SVB Financial SIVB Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
7/2/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
6/30/2020 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
6/17/2020 The Carlyle Group LP CG Maintain Outperform
(N/A)
 
 
  Details
6/9/2020 SVB Financial SIVB New Coverage Outperform
(N/A)
235.20
(400.67)
70.35% Details
5/1/2020 Visa V Maintain Outperform
(N/A)
 
 
  Details
4/28/2020 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
4/28/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
4/28/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/28/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/28/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
4/28/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
4/22/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
4/17/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
4/13/2020 WhiteHorse Finance WHF Maintain Outperform
(N/A)
 
 
  Details
4/13/2020 Solar Senior Capital SUNS Maintain Outperform
(N/A)
 
 
  Details
4/13/2020 Monroe Capital MRCC Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 Visa V Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 CDK Global CDK Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
4/1/2020 U.S. Bancorp USB Upgrade Outperform
(Perform)
35.87
(46.59)
29.89% Details
3/5/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
3/5/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
3/5/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
3/3/2020 WhiteHorse Finance WHF Upgrade Outperform
(Perform)
12.57
(13.27)
5.57% Details
2/21/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
2/7/2020 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
2/7/2020 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
2/7/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
2/7/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
2/7/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
1/29/2020 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
1/16/2020 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
1/15/2020 Citi C Maintain Outperform
(N/A)
 
 
  Details
1/14/2020 Ares Management, L.P. ARES Downgrade Perform
(Outperform)
36.32
(58.55)
61.21% Details
1/14/2020 Apollo Global Management APO Downgrade Perform
(Outperform)
50.11
(49.26)
-1.7% Details
12/20/2019 U.S. Bancorp USB Downgrade Perform
(Outperform)
60.01
(46.59)
-22.36% Details
11/11/2019 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
11/8/2019 Monroe Capital MRCC Maintain Outperform
(N/A)
 
 
  Details
11/6/2019 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
11/6/2019 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
11/6/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
11/6/2019 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
11/6/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
11/1/2019 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
10/22/2019 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
10/16/2019 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
10/16/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
10/1/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
10/1/2019 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
10/1/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
10/1/2019 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
9/27/2019 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
8/14/2019 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
8/12/2019 Stellus Capital SCM Downgrade Perform
(Outperform)
14.28
(11.44)
-19.89% Details
8/8/2019 WhiteHorse Finance WHF Downgrade Perform
(Outperform)
13.57
(13.27)
-2.21% Details
7/23/2019 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
7/19/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
7/17/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
7/16/2019 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
6/25/2019 Hamilton Lane Inc. HLNE New Coverage Perform
(N/A)
56.77
(68.06)
19.89% Details
6/11/2019 Victory Capital Holdings, Inc. VCTR New Coverage Perform
(N/A)
17.15
(24.79)
44.55% Details
6/6/2019 Focus Financial Partners FOCS Maintain Outperform
(N/A)
 
 
  Details
6/5/2019 Jefferies Group JEF Maintain Outperform
(Outperform)
 
 
  Details
5/9/2019 Monroe Capital MRCC Maintain Outperform
(N/A)
 
 
  Details
5/7/2019 Solar Senior Capital SUNS Maintain Outperform
(N/A)
 
 
  Details
5/3/2019 Apollo Global Management APO Maintain Outperform
(N/A)
 
 
  Details
4/18/2019 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
4/18/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
4/17/2019 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
4/17/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
4/16/2019 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
4/16/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
4/9/2019 Focus Financial Partners FOCS New Coverage Outperform
(N/A)
36.61
(34.53)
-5.68% Details
3/29/2019 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
1/30/2019 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
1/18/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
1/17/2019 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/17/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
1/11/2019 Jefferies Group JEF Maintain Outperform
(N/A)
 
 
  Details
1/4/2019 CIT Group CIT Maintain Outperform
(N/A)
 
 
  Details
1/4/2019 U.S. Bancorp USB Maintain Outperform
(N/A)
 
 
  Details
1/4/2019 Morgan Stanley MS Maintain Outperform
(N/A)
 
 
  Details
1/4/2019 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
1/4/2019 Citi C Maintain Outperform
(N/A)
 
 
  Details
1/4/2019 Bank of America BAC Maintain Outperform
(N/A)
 
 
  Details
11/15/2018 Goldman Sachs GS Maintain Outperform
(N/A)
 
 
  Details
11/15/2018 Eagle Point Credit Company ECC Downgrade Perform
(Outperform)
17.50
(11.86)
-32.23% Details
10/18/2018 U.S. Bancorp USB Upgrade Outperform
(Perform)
50.97
(60.01)
17.74% Details
10/16/2018 Morgan Stanley MS Upgrade Outperform
(Perform)
43.47
(102.04)
134.74% Details
8/15/2018 Eagle Point Credit Company ECC Maintain Outperform
(N/A)
 
 
  Details